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Biotech / Medical : Incyte (INCY)
INCY 101.30-2.5%3:59 PM EST
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To: Bluegreen who wrote (677)7/30/1998 1:12:00 AM
From: rkrw  Read Replies (1) of 3202
 
Bluegreen,
Your questions were leading questions. What you were looking for was, yes, it would add very significantly to INCY and of course they want the warrants to profit from the spectacular run that no doubt XOMA will undergo.

If XOMA fails here, INCY stock would probably not even react. For a likely sub 5% royalty and a small handful of warrants (why worry about dilution at this point?) INCY has nothing to lose. Thats why they made the deal, not because of some extreme enthusiasm they had for this project.

Now how about this?
What if you bought shares in both INCY and XOMA at the annual high each year since the companies have been public, what would your returns look like? Here's a guess, down 97% in XOMA and up 500% in INCY. While certainly past history is not a reason not to own XOMA, it certainly provides a reason to tread carefully and steeped in reality.
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