They absolutely do miss at times. NRGN was a right disaster and they've gotten their rears handed to them on Adolor. It's just that when they hit they really hit. They've made a fortune on INCY. I don't know if there are any conflicts with holding both, but I doubt it.
Baker Brothers were in Neurogen when it was being knocked up and down constantly and drastically. I have no idea if they bettered their position during the drop.
If there is no news tomorrow AM then I am for sure buying more. If there is bad nimo news then I'm still buying more. CYT387 is red hot and someone is going to pay a lot of money to partner. Let Incyte blaze our trail...being second to market is a great thing..especially when you might have a competitive advantage. Incyte blazes the trail and YMI slips in behind. It's like drafting in car racing.