| To: Miljenko Zuanic who wrote (3182) | 4/24/2018 3:14:03 PM | | From: scaram(o)uche | | | | >> now playing with gains <<
Cool. House money, nothing feels better.
My portfolio has been hit HARD, post-epa. Could imagine a few shareholders bumping into margin issues. Loaded up at 3.90, praying seller is finished. |
| | Incyte (INCY) | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: scaram(o)uche who wrote (3169) | 4/24/2018 4:45:02 PM | | From: scaram(o)uche | | | | OT, again
>> Look at the daily chart for qure and once versus that for sgmo <<
And sgmo goes for $200m offering of common. Guess that could explain why it's come back so hard, BAML, J.P. Morgan and Cowen lubed. Strange time to get greedy. In the last month..... qure up 20%, once up 12%, sgmo down 21%.
There HAS to be perspective out there that I don't have. Anybody????? TIA. |
| | Incyte (INCY) | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: Miljenko Zuanic who wrote (3187) | 5/11/2018 12:42:14 AM | | From: tuck | | | | What do you mean? He bought near $60 like you (and me, via sold puts as usual). On a different subject, wondering if there is anything of use at ASCO for INCY. If you (or Rick or PGS or whoever) don't have thoughts off the top of your head, I'll do a little digging and thinking in the next few days . . . for what that's worth.
Initial effort => check the press release, duh. So outside of epacadostat, they highlight: "Data at ASCO 2018 include oral presentations from a Phase 1 study of ruxolitinib (Jakafi®), lenalidomide and methylprednisolone in patients with relapsed and refractory multiple myeloma, the DeCidE1 trial assessing the combination of DPX-Survivac, cyclophosphamide and epacadostat in patients with recurrent epithelial ovarian cancer . . ."
Which are of definite clinical interest, but probably wouldn't move the stock price much.
So, based on that, once my my sold May 60 puts presumably expire worthless, I will likely stay on the sidelines, unless the stock price retreats noticeably shortly after that. Say, back to the level at which Herve bought. Then I'd try another small put sale. But given what happens to biotechs after ASCO, I think I'd take any profits immediately after news, rather than hold the position through expiration.
OT: thinking JNCE is an interesting ASCO play at these levels. They expect more mature data than has been presented to date at ASCO ( but the trial is ongoing for a while longer). It's an early P2. In general, they are looking for continued good safety, some signal, and some useful biomarker data related to ICOS expression and mutational burden. The main show are the TNBC and gastric cancer cohorts. But there are others, and we'll also get updated enrollment numbers for those (H&N, melanoma, NSCLC). Gastric cancer results could be a little muddy. They started with PD-1 naive patients, but then Keytruda got approved in 3rd line last fall, and they started enrolling patients that weren't naive. Thus numbers for specific subsets there could be too small to infer much (possible reason for the recent weakness?). I have a small position again, and may add on further post earnings weakness.
Abstracts off embargo next week (5/16, 2PM PST), so we need to think fast.
Back on topic: Come to think of it, maybe that's a rationale for taking my profits in the May INCY puts . . .
Cheers, Tuck |
| | Incyte (INCY) | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| To: tuck who wrote (3188) | 5/11/2018 1:22:36 AM | | From: Miljenko Zuanic | | | | Tuck, I was bit sarcastic. That is all!
Herve is well aware that Epa is "most likely dead", still he invested $+900K, without blinking the eyes. Yes, he profited early by options conversion and stock sale (9-18-2017, so he is playing with house money), but it was signal to SH that he did not lost fate in company.
Should we thrust him (without excessive dinging into pipeline), I guess so. Actually, I do not know...but...let see how will street act post-ASCO period?
Cheers, Miljenko |
| | Incyte (INCY) | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: scaram(o)uche who wrote (3190) | 6/15/2018 4:19:21 PM | | From: Miljenko Zuanic | | | | bloodjournal.org
< In an age- and sex-matched control group with none or conventional therapy (N=44), 7 patients (15.9%) tested positive for IgR (Figure 1E). This indicates the presence of clonal B-cells in the bone marrow of approximately 15% of PMF patients regardless of treatment.>
So, IF statics hold (for JAK1/2 involvement in progression to cancer), 1/3 of those clone identified may develop aB-cL on treatment? That is bad!
RE: REGN This is somehow positive for REGN, because all those a-topic allergic conditions that may be targeted with selective JAK1 may be "At risk" for B-CL! |
| | Incyte (INCY) | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| |
