Replies to post #121085 on Biotech Values

[biomaven0]

drugs in INCY's pipeline?

Their oral RA drug has at least a shot at being a top-10 drug.

I own both INCY (since mid-2009) and ARIA.

Peter

[JJM760]

PGS,

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?