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Biotech / Medical : Incyte (INCY) -- Ignore unavailable to you. Want to Upgrade?

To: Biotech Jim who wrote (2814)	12/12/2012 11:17:17 AM
From: scaram(o)uche	Respond to of 3202

Any justice, and we close green today. $500m for a disabled company shows, IMO, the value of jakafi, 110 and baricitinib in context of thriving R&D. Stock is bizarrely in everybody's cross hairs...... tax-loss sellers, capital gains/cliff avoiders, and SAC-wounding ride-alongs. Share dynamics are not in the hands of logic. IMO, whiplash on any good news will be pronounced, and part of the pressure will soon go poof.

To: Biotech Jim who wrote (2814)	12/12/2012 11:45:46 AM
From: scaram(o)uche	1 Recommendation Read Replies (1) \| Respond to of 3202

Why would any company in their collective "right mind" purchase YMI, when there are good molecules ahead of cyt387 and when 387 effectively looks like a dilute jakafi? 110 will even be ahead of 387, by the time GILD gets 387. Alzheimer's??...... Message 28573294 Investors do not yet realize, IMO, the enormous potential of fine-tuning JAK signals.... of choosing molecules and dosing levels which can control activity of TH1, TH2 and CD25+ cells. And INCY is leading the pack. MF is a GILD smoke screen, they're interested in inflammation.