SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Galapagos Islands
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jorj X Mckie who wrote (8775)10/23/2002 1:37:59 AM
From: tuck  Read Replies (2) of 57110
 
Hi, Jorj,

You might want to add ICOS to tomorrow's watch list. Pfizer just got awarded a new patent regarding Viagra. After the bell, Pfizer announced they are suing everybody involved with Cialis, ICOS's competing ED drug that is nearing approval. Marketing partners include Lilly and Bayer, but ICOS developed it, and it's their most advanced drug. It's the pure play here. I have no clue if the suit has good odds of success, but the knee jerk reaction will be to blast ICOS tomorrow, IMO. When the carnage is priced in, buying ICOS for its sepsis drug Pafase might merit consideration.

edit: ICOS has been a full participant in the recent run; should be plenty of people willing to take profits on this news.

Cheers, Tuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News