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Re: BigJeff post# 38764

Tuesday, 08/20/2013 10:22:56 AM

Tuesday, August 20, 2013 10:22:56 AM

Post# of 403222
Big Jeff, I made a nice profit on YMI a while back. I found YMI because of a big stake taken by the Baker Bros. well before any results. The Baker Bros. were big holders of INCY and YM had a competing molecule in the JAK space that was looking differentiated. So I would say that it's more about interest than where they are in the trial. Are the Bakers even interested in P53 drugs or psoriasis ? If so, we could see them move at any time. They are famous for getting in very early.
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