Comments on: Incyte – Life After Debt (Part II) http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/ Biotech stock reviews Tue, 07 Sep 2010 02:05:30 +0000 http://wordpress.org/?v=2.3.1 By: Kitty Malachi http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1474 Kitty Malachi Fri, 14 May 2010 03:58:02 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1474 Hey, may I quote some of the info here in this article if I reference you with a link back to your website? Hey, may I quote some of the info here in this article if I reference you with a link back to your website?

]]> By: Ohad Hammer http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1467 Ohad Hammer Thu, 06 May 2010 12:28:40 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1467 Results look pretty good to me. They are in the same range of TNF inhibitors as well as RIGL's and PFE's drugs. Safety looks very good, could be a differentiator over other drugs even though we should wait for the final data. The winner here is Lilly, who made an excellent deal, at least for now. Ohad Results look pretty good to me. They are in the same range of TNF inhibitors as well as RIGL’s and PFE’s drugs.
Safety looks very good, could be a differentiator over other drugs even though we should wait for the final data.

The winner here is Lilly, who made an excellent deal, at least for now.

Ohad

]]> By: pimodlen http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1466 pimodlen Thu, 06 May 2010 11:14:28 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1466 Hi Ohad, Incyte just released top line results for it's phase II RA trial. could you tell us your thoughts about their results, in comparison to Pfizer's more advanced RA drug? Your opinion would be much appreciated. Hi Ohad,

Incyte just released top line results for it’s phase II RA trial. could you tell us your thoughts about their results, in comparison to Pfizer’s more advanced RA drug?
Your opinion would be much appreciated.

]]> By: Ohad Hammer http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1248 Ohad Hammer Sun, 29 Nov 2009 10:12:13 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1248 I think both INCY and IMGN represent good investments, even at the current pps. IMGN is looking at a couple of important events next months. I believe at least on of them will be positive ohad I think both INCY and IMGN represent good investments, even at the current pps. IMGN is looking at a couple of important events next months. I believe at least on of them will be positive

ohad

]]> By: sam http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1247 sam Thu, 26 Nov 2009 17:10:00 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1247 It was an easier decision to purchase incyte than imgn since incyte had an unpartnered late stage drug with a good chance of approval than to purchase imgn that has multiple partners with less attractive terms (such as the ones with amgn). Would it be wise to just put the money that I would have put into imgn to incyte? It was an easier decision to purchase incyte than imgn since incyte had an unpartnered late stage drug with a good chance of approval than to purchase imgn that has multiple partners with less attractive terms (such as the ones with amgn). Would it be wise to just put the money that I would have put into imgn to incyte?

]]> By: Ohad Hammer http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1246 Ohad Hammer Thu, 26 Nov 2009 07:06:11 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1246 That's one of the most impressive deals i've ever seen, especially in light of the fact INCY keeps all US rights. Well done, INCY! That’s one of the most impressive deals i’ve ever seen, especially in light of the fact INCY keeps all US rights.
Well done, INCY!

]]> By: sam http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1244 sam Wed, 25 Nov 2009 14:23:28 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1244 thanks for you opinion about miti Finally Incyte struck a licensing deal with novartis with a 150 million dollar upfront payment, 60 million dolllar milestone payment, and incyte retains its rights in usa. Incyte is up about 9% premarket. thanks for you opinion about miti

Finally Incyte struck a licensing deal with novartis with a 150 million dollar upfront payment, 60 million dolllar milestone payment, and incyte retains its rights in usa.

Incyte is up about 9% premarket.

]]> By: Ohad Hammer http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1241 Ohad Hammer Tue, 24 Nov 2009 11:04:50 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1241 Hi Sam, This is an excellent development for MITI because now it can get a nice deal for Bmab. CD19 is getting a very hot target and MITI has one of 3 validated technologies to target it. ohad Hi Sam,

This is an excellent development for MITI because now it can get a nice deal for Bmab. CD19 is getting a very hot target and MITI has one of 3 validated technologies to target it.

ohad

]]> By: sam http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1225 sam Sat, 07 Nov 2009 03:49:43 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1225 I know the last question about miti sounds obvious, however, if it was so promising why did medimmune give up its rights? I know the last question about miti sounds obvious, however, if it was so promising why did medimmune give up its rights?

]]> By: sam http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1224 sam Fri, 06 Nov 2009 17:56:15 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1224 Micromet got a boost with the following headline "Micromet Buys Out MedImmune's Remaining Rights to Blinatumomab". IMGN got a boost when cramer interviewed IMGN CEO and gave a thumbs up. INCYTE got a boost with the following headline "Incyte's 3rd-quarter loss narrows on lower costs following pipeline prioritization move". Has Micromet become more atractive after its buyout of Medimmunels interest in Blinatumomab"? Micromet got a boost with the following headline “Micromet Buys Out MedImmune’s Remaining Rights to Blinatumomab”.

IMGN got a boost when cramer interviewed IMGN CEO and gave a thumbs up.

INCYTE got a boost with the following headline “Incyte’s 3rd-quarter loss narrows on lower costs following pipeline prioritization move”.

Has Micromet become more atractive after its buyout of Medimmunels interest in Blinatumomab”?

]]> By: Ohad Hammer http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1182 Ohad Hammer Tue, 27 Oct 2009 11:37:56 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1182 Hi Denny, Generally, I try to stay away from siRNA because the approach is still not validated and there seem to be a lot of barriers. I think RXII has interesting technologies for designing and delivering siRNA. It is one of the only companies that claim that it can operate without stepping on ALNY's IP. Very impressive scientific advisory board. Ohad but the field RNAi Hi Denny,

Generally, I try to stay away from siRNA because the approach is still not validated and there seem to be a lot of barriers.

I think RXII has interesting technologies for designing and delivering siRNA. It is one of the only companies that claim that it can operate without stepping on ALNY’s IP. Very impressive scientific advisory board.

Ohad

but the field RNAi

]]> By: Ohad Hammer http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1181 Ohad Hammer Tue, 27 Oct 2009 11:32:48 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1181 Hi Alex It ceratinly doesn't look good for ARRY, even though I am not aware of any recent negative news. They said they would get ~$80M through licensing deals in 2009, so there is not a lot of time left. Ohad Hi Alex

It ceratinly doesn’t look good for ARRY, even though I am not aware of any recent negative news. They said they would get ~$80M through licensing deals in 2009, so there is not a lot of time left.

Ohad

]]> By: Ohad Hammer http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1180 Ohad Hammer Tue, 27 Oct 2009 11:14:18 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1180 Hi Sam PARD is facing a very strong binary event. I do not own the stock since there is too little phase II data to support such a trial imo, but I also understand the rationale of betting on success in this study. picoplatin is probably the most advanced drug for SCLC. CELG's amrubicin is also quite advanced. Ohad Hi Sam

PARD is facing a very strong binary event.
I do not own the stock since there is too little phase II data to support such a trial imo, but I also understand the rationale of betting on success in this study. picoplatin is probably the most advanced drug for SCLC. CELG’s amrubicin is also quite advanced.

Ohad

]]> By: denny http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1174 denny Mon, 26 Oct 2009 17:20:46 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1174 Hi Ohad, What do you think about Biotech Company RXII. Its engaged in the discovery, development and commercialization of proprietary therapeutics based on RNA interference (RNAi) for the treatment of human diseases. Thanks Denny Hi Ohad,

What do you think about Biotech Company RXII. Its engaged in the discovery, development and commercialization of proprietary therapeutics based on RNA interference (RNAi) for the treatment of human diseases.

Thanks
Denny

]]> By: Alex http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1158 Alex Sun, 25 Oct 2009 07:51:42 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1158 Hi Ohad Dont you concern about ARRY slide down? Maybe its a good time to get in? Thanks Alex Hi Ohad
Dont you concern about ARRY slide down?
Maybe its a good time to get in?
Thanks
Alex

]]> By: sam http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1151 sam Sat, 24 Oct 2009 00:37:45 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1151 what do you think about Poniard which is expected to release phase 3 results for small cell lung cancer in November probably nov 15-19? Is the data compelling enough to risk going long? Does Poniard have the most promising, advanced drug in clinical trials for small cell lung cancer? I am surpised Poniard is taking the risk of not having a partnership before Phase 3 results. what do you think about Poniard which is expected to release phase 3 results for small cell lung cancer in November probably nov 15-19? Is the data compelling enough to risk going long? Does Poniard have the most promising, advanced drug in clinical trials for small cell lung cancer?

I am surpised Poniard is taking the risk of not having a partnership before Phase 3 results.

]]> By: Ohad Hammer http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1127 Ohad Hammer Wed, 21 Oct 2009 13:45:11 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1127 Hi Alex Perhaps the market is disappointed that the company hasn't obtained global rights for blinatumomab. Ohad Hi Alex

Perhaps the market is disappointed that the company hasn’t obtained global rights for blinatumomab.

Ohad

]]> By: Alex http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1124 Alex Wed, 21 Oct 2009 06:27:35 +0000 http://www.hammerstockblog.com/incyte-%e2%80%93-life-after-debt-part-ii/#comment-1124 Hi Ohad What do you think about MITI ? It declines very fast lately Thanks Alex Hi Ohad
What do you think about MITI ? It declines very fast
lately

Thanks
Alex

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