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Biotech / Medical : Incyte (INCY)

INCY 101.58

+8.7%

9:30 AM EST

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From: scaram(o)uche	12/21/2016 5:25:54 PM
	of 3202

Looks like they really wanted a piece of MCLA-134 (PD1/tim-3) or MCLA-145 (PDL1/??). There's nothing special, that I know of, re. the Merus procedures, and bispecifics can be had for <<<< $. Add that Merus gets U.S. rights to (presumably) either 134 or 145. I wouldn't go so far as calling the deal "strange". Gives incy a partner in bispecifics, and covers a scad of additional projects, all at 6-10%. That part makes sense, given that incy is throwing the large upfront at 134/145. One journalist assumes that incy has seen the 128 results, and that said results influenced this deal. That's silly.

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