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Incyte Corporation Message Board

bherstik 2 posts  |  Last Activity: Aug 13, 2015 4:15 PM Member since: Dec 14, 2006
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    Offtopic: Opinions on MTSL

    by hoovrbass Aug 13, 2015 3:55 PM
    bherstik bherstik Aug 13, 2015 4:15 PM Flag

    MTSL has been ahead of the curve with aggressive price targets that have been very accurate and very profitable. I thought I'd miss PCYC until NVAX came around. When that get's bought (as MTSL predicts) then I'll have ANTH to keep me company. I recommend the letter.

    Sentiment: Strong Sell

  • bherstik bherstik Aug 13, 2015 8:45 AM Flag

    from MTSL:

    Crown Jewel De-Risked – Raising BUY LIMIT and TARGET PRICE
    With this cleanly positive and significant data, the NVAX RSV vaccine program has been significantly de-risked, in our view. It will be First-in-Class and Best-In-Class as no competitor is remotely close to NVAX. In fact, no one has ever been able to show proven protection with an RSV vaccine in humans before today. As a result, we believe the discount rate used for forecasting the future earnings stream falls, and therefore the NPV for Novavax also rises meaningfully with this data.

    As a result of this transformative event, we are raising our BUY LIMIT to 15 (from 11) and TARGET PRICE to 20 (from 16).

    Sentiment: Strong Buy

INCY
120.50-2.78(-2.26%)12:26 PMEDT