What you say is true. However, the same could be said for any biotech. Margin for error doesn't really exist except if you're talking about survival of the entity. Biotech blowups are always hard to the downside with a special power to safety problems. If Aria, which you presently consider undervalued, has a slip in either of its drugs, the downside will be a high percentage of its present share price. I think it's the nature of the game. If incyte or aria succeed in timely fashion, their share prices should appreciate. You could argue that Incyte has significantly less upside due to it's market value but margin of error is much more a frailty of the sector in general. It is the blowup factor that any investor should fear.
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