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Biotech / Medical : Incyte (INCY)
INCY 104.97+0.8%11:31 AM EST

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To: Biomaven who wrote (1287)1/3/2000 3:26:00 PM
From: Lighthouse  Read Replies (1) of 3202
 
Now do we believe the DB analyst . . on his own . .. went out on the limb . . . and predicted an uptick in deal announcements? I have my doubts that backbones grow that strong on Wall Street without a little help.

I do have a question for the thread: Will INCY seek to further "monetize" their royalty stream from additional big phrama companies, like they did with PFE? Or was that a one time event in order to get enough cash to carry them through this "investment" period? My re-reading of the PFE press release and watching the INCY presentation at the RS conference in early December leads me to believe it was a one time deal, but I have been wrong so many times it is laughable. What do the rest of you think?

Also how much of a payment do you believe PFE made to INCY for that "monetizing" amount? Do you think our DB analyst found out?

I will start the bidding at $30 million for the PFE deal.

Cheers,
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