Comments on: Biotech Portfolio Updates – Incyte http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/ Biotech stock reviews Fri, 10 Sep 2010 09:58:53 +0000 http://wordpress.org/?v=2.3.1 By: CRXX http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-1355 CRXX Wed, 03 Mar 2010 18:37:02 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-1355 CRXX looks poised for a leap. It's trading nicely today after the last couple weeks of flat volume. CRXX looks poised for a leap. It’s trading nicely today after the last couple weeks of flat volume.

]]> By: Ohad Hammer http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-1243 Ohad Hammer Wed, 25 Nov 2009 10:59:48 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-1243 Hi Leonard, Don't have any new data on CRIS other than the steadily growing number of clinical trials for their hedgehog inhibitor. I am a little worried there was no update for CUDC-101, though. Ohad Hi Leonard,

Don’t have any new data on CRIS other than the steadily growing number of clinical trials for their hedgehog inhibitor.
I am a little worried there was no update for CUDC-101, though.

Ohad

]]> By: Leonard Dreyfus http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-1240 Leonard Dreyfus Tue, 24 Nov 2009 02:28:32 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-1240 Dear Ohad Hammer- Did you notice that CRIS was up 20% today? I own the stock and I do greatly appreciate your insight. I think the leverage here is enormous. Would appreciate an update or any comments. Thanks Dear Ohad Hammer- Did you notice that CRIS was up 20% today? I own the stock and I do greatly appreciate your insight. I think the leverage here is enormous. Would appreciate an update or any comments. Thanks

]]> By: Ohad Hammer http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-1058 Ohad Hammer Thu, 24 Sep 2009 04:20:13 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-1058 Smac20 - Sorry, don't follow this field dsobek - It's a very good announcement, assuming that there is willingnes among investors to buy at current levels (according to the last trading session, it seems this is the case). Now there is no debt overhang and i expect the deal they strike for 424 will be very lucrative. derek - Sorry, i m not following them ohad Smac20 - Sorry, don’t follow this field

dsobek - It’s a very good announcement, assuming that there is willingnes among investors to buy at current levels (according to the last trading session, it seems this is the case). Now there is no debt overhang and i expect the deal they strike for 424 will be very lucrative.

derek - Sorry, i m not following them

ohad

]]> By: derek http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-1055 derek Wed, 23 Sep 2009 15:23:53 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-1055 Hi, Is anyone following ARIAD Pharmaceuticals and/or Genta? I have seen alot of activity on both in the last couple of months. Hi,

Is anyone following ARIAD Pharmaceuticals and/or Genta? I have seen alot of activity on both in the last couple of months.

]]> By: dsobek http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-1054 dsobek Tue, 22 Sep 2009 21:54:04 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-1054 What do you think about the INCY announcement? At first glance, I think it looks good and should give them some flexibility. What do you think about the INCY announcement? At first glance, I think it looks good and should give them some flexibility.

]]> By: Smac20 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-1002 Smac20 Thu, 27 Aug 2009 20:03:55 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-1002 What do you think of Lifebank (LBK)? It is listed on the TSX Venture exchange. It's a biotech speclized in freezing embrionic stem cells when babies are born. The stem cells can be used in the future to save the babies life. What do you think of Lifebank (LBK)? It is listed on the TSX Venture exchange. It’s a biotech speclized in freezing embrionic stem cells when babies are born. The stem cells can be used in the future to save the babies life.

]]> By: Jules http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-963 Jules Sun, 23 Aug 2009 09:48:02 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-963 Thought of buying YMI but not so sure now.... Anyway, thanks. Thought of buying YMI but not so sure now….
Anyway, thanks.

]]> By: Ohad Hammer http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-962 Ohad Hammer Sun, 23 Aug 2009 07:27:36 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-962 Sorry Jules, I still don't follow YMI. I gave it a quick look and didn't see anything exciting. Any potential advantages their EGFR antibody might have over Erbitux don't seem that exciting, and the efficacy equivalence is still unclear, imo. ohad Sorry Jules, I still don’t follow YMI. I gave it a quick look and didn’t see anything exciting. Any potential advantages their EGFR antibody might have over Erbitux don’t seem that exciting, and the efficacy equivalence is still unclear, imo.

ohad

]]> By: Jules http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-955 Jules Sat, 22 Aug 2009 05:17:00 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-955 I also always wanted to retire young.... I also always wanted to retire young….

]]> By: Jules http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-954 Jules Sat, 22 Aug 2009 04:11:00 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-954 Hi Ohad, Do you follow YMI now? Looks interesting.... Regards, Jules Hi Ohad,
Do you follow YMI now? Looks interesting….
Regards,
Jules

]]> By: Ohad Hammer http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-951 Ohad Hammer Thu, 20 Aug 2009 21:02:13 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-951 my pleasure my pleasure

]]> By: sam http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-950 sam Thu, 20 Aug 2009 19:26:24 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-950 Hi Ohad, I find it very interesting to read the articles along with the comments and questions postged by other readers of your blog. In fact, I come back every couple days to read your reponse to any comments or questions posed by some of your readers. Thanks for making this blog. :) Hi Ohad,

I find it very interesting to read the articles along with the comments and questions postged by other readers of your blog. In fact, I come back every couple days to read your reponse to any comments or questions posed by some of your readers. Thanks for making this blog. :)

]]> By: Ohad Hammer http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-949 Ohad Hammer Thu, 20 Aug 2009 09:47:39 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-949 Hi sam You can never know, but imo the stock movement reflects the expectations that a deal will be announced soon. I always wanted to retire young... Hi sam

You can never know, but imo the stock movement reflects the expectations that a deal will be announced soon.

I always wanted to retire young…

]]> By: Ohad Hammer http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-948 Ohad Hammer Thu, 20 Aug 2009 07:07:11 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-948 Hi Heymang As far as I recall we didn’t sell MITI in the biotech portfolio. I’ll publish an article on MITI this weekend, which will hopefully address this question. Basically, a lot depends on whether it can regain full rights for Bmab. ohad Hi Heymang
As far as I recall we didn’t sell MITI in the biotech portfolio. I’ll publish an article on MITI this weekend, which will hopefully address this question. Basically, a lot depends on whether it can regain full rights for Bmab.
ohad

]]> By: sam http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-943 sam Tue, 18 Aug 2009 05:46:33 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-943 Incyte has gained as much as 10 percent at one point since you recommended it a week ago. I wonder if this is just short covering or if people expect a partnership/license to be announced soon. I hope management doesnt give up too much profit potential with a partnership. It appears that more people are trading biotech and your job may become harder to find attractively priced biotechs in the near future. Incyte has gained as much as 10 percent at one point since you recommended it a week ago. I wonder if this is just short covering or if people expect a partnership/license to be announced soon.

I hope management doesnt give up too much profit potential with a partnership.

It appears that more people are trading biotech and your job may become harder to find attractively priced biotechs in the near future.

]]> By: heymang http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-940 heymang Sat, 15 Aug 2009 12:39:33 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-940 Hey Ohad, Do you think MITI is getting a little too expensive? For some reason I thought you took some off the table the last time it got up around here. I am not sure though. Keep up the good work and thanks for all your help! heymang Hey Ohad,

Do you think MITI is getting a little too expensive? For some reason I thought you took some off the table the last time it got up around here. I am not sure though. Keep up the good work and thanks for all your help!

heymang

]]> By: Ohad Hammer http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-939 Ohad Hammer Sat, 15 Aug 2009 11:18:19 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-939 Hi Jules interesting company but i am not too familiar with them ohad Hi Jules

interesting company but i am not too familiar with them

ohad

]]> By: Jules http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-938 Jules Sat, 15 Aug 2009 09:50:28 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-938 Hi Ohad, What do you think of CRXX? Thanks. Hi Ohad,

What do you think of CRXX?
Thanks.

]]> By: sam http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-934 sam Mon, 10 Aug 2009 09:09:08 +0000 http://www.hammerstockblog.com/biotech-portfolio-updates-%e2%80%93-incyte/#comment-934 You're right, it does not make sense to sell the company right now because some major institutional investor purchased millions of shares at over 10....they would need almost a 100% premium just to break even. You’re right, it does not make sense to sell the company right now because some major institutional investor purchased millions of shares at over 10….they would need almost a 100% premium just to break even.

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