Mon, Jul 28, 2014, 5:05 PM EDT - U.S. Markets closed

Recent

% | $
Click the to save as a favorite.

Incyte Corporation Message Board

  • tjnelis tjnelis Jul 3, 2014 7:41 AM Flag

    open discussion on 2q potential results

    sales 77M (will take many years for it to reach managements 125M for MF as off label grows quickly already at 13% as of last q)
    contract labor 10M ( looking for this to totally disappear soon)
    royalty 11M
    interest income 2M
    total of 100M

    SG&A 40M and exploding
    R&D 81M

    total 121M

    Loss 21M OR a grand total of 1.5 Billion and counting
    shares 168M will explode higher in 2015 with senior debt conversion and options granting to management
    LOSS of .13 per share

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • I would guess 80 MM of "Jakafi" sales (I expect Jakafi sales for MF to hit $125MM around Q3 of '15) and 13-15MM of royalties. SG&A is hard to call; I'll give you the 40MM, but can't see why you'd call that "exploding." Contract income is also hard to call, but with Incyte conducting the trials on the immune-oncology cooperations it isn't going to go away. Your R&D number might be low--so many of the clinical trials are set up as investigator-sponsored that it's hard to judge. But Janus 2 is going to be an expensive trial eventually, even if it isn't starting fast. So yeah, a GAAP loss.

      • 1 Reply to jacosa
      • I agree that I could be low on R & D, SG&A is up like 75% from a year ago.......with Jakafi sales at 73 m in 4th q , 70 m in 1st q, and ok 80 m in 2nd q, with OFF label at 13% and growing at about 1% a quarter, i do not see how you get to 125 in 3rd q of 2015 on MF sales......that is better than 50% growth in 5 quarters, I see it more like 1st q of 2017 for 125m in MF

 
INCY
47.14-0.16(-0.34%)Jul 28 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.