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Incyte Corporation Message Board

medxwatcher 12 posts  |  Last Activity: Jul 3, 2014 1:27 PM Member since: Oct 10, 2009
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  • medxwatcher medxwatcher Jul 3, 2014 1:27 PM Flag

    Every biotech announces an NDA filing with the FDA at the time of filing, and Incyte was no exception back in 2011 for Jakafi's myelofibrosis indication. Two months later they announced that FDA had accepted the filing. The PDUFA date was set for 6 months after the filing, or 4 months after FDA acceptance. Same for Intermune, they filed in late May and announced it at that time and now announced FDA acceptance with the same timeline for the PDUFA date as INCY.

    Sentiment: Buy

  • Reply to

    Huge A/H trading

    by ronbbck Jun 27, 2014 5:34 PM
    medxwatcher medxwatcher Jun 29, 2014 10:38 AM Flag

    Friday A/H was the time that the Russell indexes were rebalanced or reconstituted. Incyte is part of the Russell 1000.

    Sentiment: Strong Buy

  • medxwatcher by medxwatcher Jun 19, 2014 9:51 AM Flag

    a new investigator-sponsored trial treating patients who are in remission with ovarian, fallopian tube, or primary peritoneal cancer, using Incyte's IDO1 inhibitor INCB 24360 in combination with Celldex's CDX-1401, a DEC-205/NY-ESO-1 fusion protein, and the adjuvant Poly ICLC. The trial is not yet recruiting and will be conducted at the Roswell Park Cancer Institute in Buffalo, NY.

    Sentiment: Strong Buy

  • medxwatcher by medxwatcher May 27, 2014 8:48 AM Flag

    INCY now collaborating with BMY, as well as MRK and AZN!

    Sentiment: Strong Buy

  • Reply to

    Plug for the BoA/ML conference replay

    by jacosa May 15, 2014 11:43 AM
    medxwatcher medxwatcher May 17, 2014 12:56 AM Flag

    I have listened to the webcast again, even though I find it painful to listen to Inspector Clouseau for too long a period. In all honesty, I hope someone else from Incyte gives the presentation at the upcoming UBS conference, like maybe Rich Levy or Reid Huber. My main problem with Hoppenot is really not with his accent or personality, because many listeners will find him very engaging--but, it is with his inability to answer technical questions posed in the Q and A part with any degree of clarity. To answer a question posed about whether you have a biomarker for your onco-inflammation platform and if there is any correlation with patients who have elevated levels of that biomarker and upregulation of checkpoint inhibitors and if you have that correlation do you see potential in combining JAK inhibitors with IDO inhibitors---to answer that with a simple "I don't know" is totally unacceptable and really kind of shocking.

    Sentiment: Strong Buy

  • Reply to

    2000 contracts May $50 Puts just bought; WHY ?

    by bonkenx May 5, 2014 11:45 AM
    medxwatcher medxwatcher May 14, 2014 11:42 PM Flag

    BoAML reported today that they hosted a dinner with Incyte and investors on 5/13 after Hoppenot's presentation and didn't have any negative comments on the IDO + yervoy melanoma abstract or the Ruxo Pca abstract. They maintain a PT of $86. I am presuming that they were apprised of the contents of these abstracts before they were released to the general public. The price should recover from the AH and since it is options expiry day on Fri, close somewhere between the large open $50 put position and the large open $55 call position, probably just under $55. Next week, we'll go considerably higher.

    Sentiment: Strong Buy

  • by a highly energized Anthony Marucci at the Bank of America Health Care Conference. He covered all of the important parts of their clinical programs in a well-organized, very informative and concise way. We should get coverage by Merrill Lynch shortly with a Buy rating, I would think.

    Sentiment: Strong Buy

  • medxwatcher medxwatcher May 14, 2014 2:06 PM Flag

    I have a hunch that BoAML will be initiating coverage on CLDX soon!

    Sentiment: Strong Buy

  • medxwatcher medxwatcher May 8, 2014 6:46 PM Flag

    That is not what Marucci said! He did say that they have 100% of this asset and it is best to keep it this way for as long as you can, however in the next year or two they would be exploring partnering Varli. One of the problems we are facing is that a CEO should not only have a good strategic vision for the future of the company, and be an effective manager of the company's assets--- but that person should also have a dynamic personality and present well in public forums. Marucci has many excellent qualities, but is too laid back in his public speaking style and quite frankly, strikes me as having about as much personality as a wet linguine. That being said, this stock is an absolute steal at these prices.

    Sentiment: Strong Buy

  • Reply to

    2000 contracts May $50 Puts just bought; WHY ?

    by bonkenx May 5, 2014 11:45 AM
    medxwatcher medxwatcher May 5, 2014 10:17 PM Flag

    That 2000 contract buy you saw must have been an error, because the open interest for the May 50 puts is only 730 contracts and the volume for today was 292 contracts. This comes both from the Nasdaq site and the CBOE site. Both my broker and the Yahoo site have erroneous info.

  • Reply to

    2000 contracts May $50 Puts just bought; WHY ?

    by bonkenx May 5, 2014 11:45 AM
    medxwatcher medxwatcher May 5, 2014 6:04 PM Flag

    I see no such transaction. From where are you getting your information?

    Sentiment: Strong Buy

  • medxwatcher by medxwatcher May 1, 2014 11:45 PM Flag

    maintains a Buy rating and an $86 PT for Incyte on the strength of continued steady growth for Jakafi in MF and PV and significant potential upside for ruxo and IDO inhib in solid tumors. Shares are now trading at just marginally above the valuation for Jakafi alone.

    Sentiment: Strong Buy

INCY
47.92-0.03(-0.06%)Jul 22 4:00 PMEDT

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