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Biotech / Medical : Incyte (INCY)

INCY 104.88

+0.7%

2:08 PM EST

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From: quantman	2/16/2012 3:39:32 PM
	of 3202

From today's INCY Leerink Swann CC: 1. Surprised to hear that they have a new inflamm program close to entering Phase 2 that they have kept under wraps?! They seem to have discussed whether or not to partner this with their Board. I expect they will, reading in-between the lines of Friedman's response to Leerink Swann's Joshua Schwimmer's question on this. I expect when the take the wraps off this publicly, later this year, it will have been partnered and in Phase 2 upon announcement. I expect partner terms will be similar to the 050 partnership with LLY, or even higher than the close to 30% share INCY option, after Phase 2. 2. Friedman has HIGH degree of confidence based on joint discussions (since INCY is paying 30% of costs) that LLY will enter Phase 3 of 050 in Sep/Oct or Nov. 3. There is also a new oncology program still under wraps that will enter the clinic in 2H 2012 that is an immune response program like Provenge (Friedman's example)! That too could be interesting, but only to an acquirer. Market won't, I don't think, care much about that right now. I believe all 3 above items are new info, not shared on yesterday's CC.

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