Replies to post #156959 on Biotech Values

[jq1234]

As of new clinical data in 2013, I would assume/hope they would present some data from their JAK1 this year.

[NP1986]

I still think this is a good holding for a diversified portfolio.

INCY is currently the largest holding in my portfolio. I think their guidance for 2013 is fairly conservative, and once you factor in royalties from ex-US sales, they have a pretty good revenue stream from Jakafi just for MF.

There's a lot of upside here, be it from optimizing use for MF, additional indications, or from their pipeline. The major catalysts are in 2014 or beyond, but I'm still comfortable holding till then.

[AConner]

They had a great quarter blew out expectations

[DewDiligence]

Five INCY insiders* sold an aggregate $8.5M of stock during the past couple of weeks:

http://www.sec.gov/Archives/edgar/data/879169/000118143113010969/xslF345X03/rrd370795.xml
http://www.sec.gov/Archives/edgar/data/879169/000118143113010971/xslF345X03/rrd370792.xml
http://www.sec.gov/Archives/edgar/data/879169/000118143113011855/xslF345X03/rrd371193.xml
http://www.sec.gov/Archives/edgar/data/879169/000118143113013600/xslF345X03/rrd372350.xml
http://www.sec.gov/Archives/edgar/data/879169/000118143113010967/xslF345X03/rrd370999.xml

*The CFO, CMO, General Counsel, two EVPs, and one director.

[DewDiligence]

INCY—2013 guidance: expect $210-225M net revenue for Jakafi…

Is this guidance (from February) still in effect?