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Biotech / Medical : Incyte (INCY)

INCY 103.86

-0.3%

3:59 PM EST

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To: software salesperson who wrote (2647)	5/3/2011 2:44:26 PM
From: tuck	Read Replies (2) of 3202

Transcript: seekingalpha.com Some feel the better affect on anemia from the YMI drug is important. What does the board think? Management's position is physicians in this filed are "used to dealing with anemia." Meaning, I suppose, giving patients EPO if needed. AMGN's stock price is evidence that strategy has its own issues, but there's always transfusions . . . Does being first to market by a year or so trump this issue? TIA & Cheers, Tuck (whose Mom is still holding this pup; now the biggest position in her portfolio, w/ MNTA close 2nd)

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