Replies to post #163309 on Biotech Values

[poorgradstudent]

INCY is another story - that could be a good target for someone who understands what they are doing.

Notwithstanding the fact that I own this one, I think it's an interesting situation in general. I wonder if NVS / LLY are waiting to see how the JAK1 drug works before contemplating a move? If preferential inhibition of JAK1 can improve upon JAK1/2, then INCY has the possibility of undermining the revenue streams that are coming (or may be coming) to these two companies.

[caravon]

May be I am a lone voice but I think the $10B offer for ONXX is way too high.

However, some geniuses paid `$7B for Amylin whose future is very cloudy to say mildly.