His article was written in early 2012, published on March 2012 in Blood
You are correct - I got the date of the article mixed up and thought it was post the ASH data.
I sold all my INCY (that I had held for many years) immediately his NEJM letter came out (posted about in on the INCY thread on SI) and then bought back in later (but subsequently out again after a decent gain). I'd be happy holding the stock once again I think.