Incy's pipeline is certainly stronger and more advanced than Ariad's (and the market cap is over 2x Ariad's). My feeling is that on percentage increase, Ariad has a better chance till December mainly b/c I think many assume Rux approval might be currently baked in the cake.
Incy has pulled back more than I realized, so I may have to re-think my position. May be time to buy some Incy as well.
BTW, you were trying to see if I was talking out of my ass re: Incy weren't you?
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