Remember Trefeiri was a big supporter of YMI also. Ymi which gild bought last year at this time. has just started phase III, It will be 3+ years before its finished.. Incy has some time at its side. Gern is doing exactly what Ymi did, had Trefeiri speak at its news conference. saying how wonderful their drug was.
two years later will now be 3 to 4 more years (2016-2017) before phase III is finished. Then they issued more shares stock fell etc etc etc. I expected Incy to take short term hit it Gern comes out with positive news
but I'm all in.
It looks we are thinking about the same. Sometimes I find analysts revenue numbers include milestones payments and some don't, skews the avg. Should be a clean qtr Mainly just Jakafi sales. Any thing over 60 M (U.S.) will be a good starting point.
I was thinking a tad less, 61 million, was 54.1 million last qtr, this doesn't include royalities from Novartis which I'm putting at 7 million. Was 5.8 million last qtr. This also doesn't include any off-label use for Jakafi. Not sure how we would get any from pancreatic because not sure what subgroup it helps. Maybe some in Pv, Maybe someone in conference call will ask any meaningful off label use popping up. Also any milestones payments this qtr. Don't think so?
What is the street number for Jakafi?
Earnings should be out either October 31st or November 7th. For some reason Incy picks a Thursday.
Any thoughts what revenues will come in at, What do we need to met guidelines and finally any thought of
off label use in this qtr. It may be to early for any of that yet, but maybe get a hint of it starting.