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YM BioSciences, Inc. Ordinary S Message Board

  • investormdpart2 investormdpart2 Apr 27, 2010 10:08 AM Flag

    JAK programs

    Hi All, I've been a long time follower of YMI and knew Cytopia very well. The JAK programs are beyond interesting to large pharma right now. Look at Incyte to better evaluate the potential. YMI will generate the critical data needed for a partnership. At these levels the stock is being given away. I realize that YMI's late stage pipeline holds much more value than is currently reflected in the stock price. However, keep in mind that JAK inhibitors are on the cusp of becoming one of the hottest areas in pharma. Pfizer is leading the way with a JAK inhibitor for inflammatory conditions...it is in Phase III. Incyte has two later stage candidates for hematological and inflammatory conditions. Novartis and Lilly have licensed Incyte's programs...that means that Pfizer, Lilly and Novartis are big players in this field. Pfizer has called their JAK inhibitor one of their most important candidates. YMI is holding a very valuable asset right now and large pharma will be looking seriously. I have no idea how cytopia managed to not partner, but it's YMI's gain for sure. I think the valuation will be in the $1 billion range after strong data from the Phase I/II trial in myelofibrosis is released and a very large partnership comes.
    I finally took a position this morning and I feel like the financing news is out of the way. I suspected for some time that they'd announce this and that would be my entry point. I think it was already priced in.

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