INCYTE (Nasdaq: INCY)
Equities research analysts at Bank of America (NYSE: BAC) cut their price target on shares of Incyte (NASDAQ: INCY) from $26.00 to $21.00 in a research note issued to investors on Monday.
Separately, analysts at Morgan Stanley (NYSE: MS) reiterated an “overweight” rating on shares of Incyte in a research note to investors on Tuesday, December 13rd. Analysts at Piper Jaffray (NYSE: PJC) reiterated an “overweight” rating on shares of Incyte in a research note to investors on Tuesday, December 13rd. They now have a $23.00 price target on the stock. Also, analysts at Jefferies Group (NYSE: JEF) reiterated a “buy” rating on shares of Incyte in a research note to investors on Monday, December 12nd. They now have a $27.00 price target on the stock.
http://localizedusa.com/2012/01/23/...y-bank-of-america-bac-analysts/
wie bei Ariad sollte es während der Roadshow Phase noch weiter nach oben gehen.................
http://www.marketwatch.com/story/...-healthcare-conference-2012-02-03
WILMINGTON, Del., Feb 03, 2012 (BUSINESS WIRE) -- Incyte Corporation INCY
+0.33%
announced today it will present at the Leerink Swann 2012 Global Healthcare Conference on Thursday, February 16, 2012 at 2:30 p.m. (ET) in New York.
The presentation will be webcast live and can be accessed at www.incyte.com under Investor Relations, Events and Webcasts. A replay of the presentation will be available for 90 days. Investors interested in listening to the live webcast should log on before the start time in order to download any software required.
Incyte Corporation is a Wilmington, Delaware-based biopharmaceutical company focused on the discovery, development and commercialization of proprietary small molecule drugs for oncology and inflammation. For additional information on Incyte, please visit the Company's web site at www.incyte.com .
but you never mind..............
Incyte (NASDAQ: INCY)‘s stock had its “neutral” rating reaffirmed by Zacks Investment Research in a research note issued on Thursday. They currently have a $18.00 price target on the stock.
Zacks’ analyst wrote, “We are pleased by the November 2011 US approval of Jakafi for treating patients suffering from intermediate or high-risk myelofibrosis (MF). Jakafi, which is also being studied for other indications, is under review in Europe for the MF indication. We are also encouraged by Incyte’s collaborations with established players like Novartis and Eli Lilly. However, apart from Jakafi for the polycythemia vera (PV) indication, the other candidates are several years away from hitting the market. Moreover, since Jakafi for MF was launched only in November 2011, we prefer to adopt a wait-and-see stance regarding its sales ramp up and hence retain our Neutral recommendation on the stock.”
Separately, analysts at Bank of America (NYSE: BAC) cut their price target on shares of Incyte from $26.00 to $21.00 in a research note to investors on Monday, January 23rd. Analysts at Morgan Stanley (NYSE: MS) reiterated an “overweight” rating on shares of Incyte in a research note to investors on Tuesday, December 13rd. Also, analysts at Piper Jaffray (NYSE: PJC) reiterated an “overweight” rating on shares of Incyte in a research note to investors on Tuesday, December 13rd. They now have a $23.00 price target on the stock.
Incyte Corporation (Incyte) is a drug discovery and development company, focused on developing small molecule drugs to treat serious unmet medical needs. The Company’s pipeline is focused in the areas of oncology and inflammation and includes compounds in various stages of development, ranging from preclinical to late-stage development. Its two advanced programs include janus kinase (JAK) inhibitors. Oral INCB18424 is in clinical development for the treatment of myeloproliferative neoplasms and is part of a collaboration agreement with Novartis International Pharmaceutical Ltd. Oral INCB28050 is in clinical development for rheumatoid arthritis by Eli Lilly and Company under a collaboration agreement. It is engaged in other development programs evaluating its cMET, IDO and Sheddase inhibitors.
Shares of Incyte traded down 1.15% during mid-day trading on Thursday, hitting $17.22. Incyte has a 52 week low of $11.76 and a 52 week high of $21.15. The stock’s 50-day moving average is $16.67 and its 200-day moving average is $14.91. The company’s market cap is $2.175 billion.
http://www.webinquirer.co.uk/...nt-research-analysts-incy/9758/
(RTTNews.com) - Incyte Corp. (INCY) reported that net loss for the fourth quarter was $55.1 million, or $0.44 per share, compared to net income of $32.5 million, or $0.24 per share, for the same period in 2010. The decrease from net income in the fourth quarter of 2010 to a net loss in the fourth quarter of 2011 is primarily due to $69.0 million of milestone payments from the Company's collaborative partners recognized in the fourth quarter of 2010.
Total revenues for the quarter were $28.9 million as compared to $85.9 million for the same period in 2010. The decrease, as compared to the same period in 2010, was primarily the result of a $50.0 million milestone payment from Novartis related to the initiation of the RESPONSE Phase III trial and a $19.0 million milestone payment from Lilly related to the initiation of the Phase IIb trial in rheumatoid arthritis recognized in the fourth quarter of 2010.
Analysts polled by Thomson Reuters expected the company to report a loss of $0.39 per share on revenues of $25.65 million. Analysts' estimates typically exclude special items.
For fiscal 2012, the company expects revenues of $67 million from the amortization of the upfront payments received under the Novartis and Lilly collaborative agreements.
For fiscal 2012, the company expects that research and development expenses will be in the range of $215 to $225 million, including a non-cash expense of approximately $25 to $28 million related to the impact of expensing employee stock options.
http://www.nasdaq.com/article/...s-in-q4---quick-facts-20120215-00534
Incyte (NASDAQ: INCY) was downgraded by investment analysts at Morgan Stanley (NYSE: MS) from an “overweight” rating to an “equal weight” rating in a note issued to investors on Thursday.
Separately, analysts at Brean Murray cut their price target on shares of Incyte from $25.00 to $23.00 in a research note to investors on Wednesday. They now have a “buy” rating on the stock. Analysts at Piper Jaffray (NYSE: PJC) reiterated an “overweight” rating on shares of Incyte in a research note to investors on Wednesday. Also, analysts at Zacks Investment Research reiterated a “neutral” rating on shares of Incyte in a research note to investors on Thursday, February 9th. They now have a $18.00 price target on the stock.
Incyte Corporation (Incyte) is a drug discovery and development company, focused on developing small molecule drugs to treat serious unmet medical needs. The Company’s pipeline is focused in the areas of oncology and inflammation and includes compounds in various stages of development, ranging from preclinical to late-stage development. Its two advanced programs include janus kinase (JAK) inhibitors. Oral INCB18424 is in clinical development for the treatment of myeloproliferative neoplasms and is part of a collaboration agreement with Novartis International Pharmaceutical Ltd. Oral INCB28050 is in clinical development for rheumatoid arthritis by Eli Lilly and Company under a collaboration agreement. It is engaged in other development programs evaluating its cMET, IDO and Sheddase inhibitors.
Shares of Incyte opened at 17.26 on Thursday. Incyte has a 52 week low of $11.76 and a 52 week high of $21.15. The stock’s 50-day moving average is $17.02 and its 200-day moving average is $14.9. The company’s market cap is $2.180 billion.
http://www.webinquirer.co.uk/...ley-to-equal-weight-incy/11498/
http://www.webinquirer.co.uk/...rch-to-underperform-incy/13229/
viel Input ....... schaut selber und zieht Eure eigene Bilanz........................
....but you never mind................
für mich bleibt Incyte nach wie vor eine "Gelddruckmaschine"
http://www.4-traders.com/INCYTE-CORPORATION-9675/news/INCYTE-CORPORATION-Phase-III-studies-of-Jakafi-ruxolitinib-published-in-The-New-England-Journal-of-M-14155036/
April 26, 2012, 7:00 a.m. EDT
Incyte Reports 2012 First-Quarter Financial Results; Updates Shareholders on Commercial Activity and Key Clinical Programs
$19.3 million in first-quarter net product revenue from JakafiTM (ruxolitinib); $25.1 million of Jakafi shipped to specialty pharmacies during the quarter
WILMINGTON, Del., Apr 26, 2012 (BUSINESS WIRE) -- --Phase III studies of Jakafi published in The New England Journal of Medicine demonstrate significant clinical benefit for patients with myelofibrosis
--Conference Call Scheduled Today at 8:30 a.m. ET
Incyte Corporation INCY
+5.52% today reported first-quarter 2012 financial results,
including revenue from its first commercial product, Jakafi(TM) (ruxolitinib), which was approved by the US Food & Drug Administration (FDA) for the treatment of patients with intermediate or high-risk myelofibrosis (MF) in November 2011. The Company also provided updated information about key clinical programs.
"The early response to Jakafi is encouraging, and our launch is proceeding well. Already a fairly broad base of hematologists and oncologists are prescribing primarily for their more severely ill patients," stated Paul A. Friedman, M.D., Incyte's President and Chief Executive Officer. "As physicians become more familiar with Jakafi and more community-based hematologists and oncologists experience the compelling benefits Jakafi provides in terms of spleen reduction and symptom improvement, we expect to see a gradual increase in the use of Jakafi among appropriate patients with less severe disease."
Product Revenues
During the first quarter, the Company shipped $25.1 million of Jakafi to its specialty pharmacies.
The Company currently uses the sell-through method for product revenue recognition, which means revenue is deferred until the specialty pharmacy ships product to the patient. For the first quarter of 2012, $21.2 million of product was delivered to patients and recognized as gross revenue. The gross to net adjustment for product revenue recognized was approximately $1.9 million, resulting in net product revenue of $19.3 million for the first quarter.
The Company's cumulative net product deferred revenue as of March 31, 2012, was $6.0 million.
The Company expects to transition from the sell-through method to the sell-in method to recognize revenue (i.e., when the specialty pharmacy receives product) once a sufficient period of time has elapsed to enable the Company to estimate product returns.
Recent Clinical Highlights
Jakafi(TM) (ruxolitinib) - a JAK1 and JAK2 Inhibitor
-- The New England Journal of Medicine published results from two Phase III studies (COMFORT-I and COMFORT-II) of Jakafi, which showed that Jakafi significantly reduced spleen volume and improved symptoms of MF. The authors of COMFORT-I also described an updated analysis based on four additional months of patient follow-up that suggests a survival advantage for Jakafi over placebo.(1,2)
-- The global Phase III trial evaluating ruxolitinib in patients with advanced polycythemia vera who are resistant to or intolerant of hydroxyurea (the RESPONSE trial) continues to enroll patients and is targeted to complete recruitment in 2012. Results from the RESPONSE trial are expected in the second half of 2013.
-- A randomized Phase II trial of ruxolitinib in combination with capecitabine is actively recruiting patients with recurrent or treatment refractory metastatic pancreatic cancer (the RECAP trial). The RECAP trial is designed to enroll approximately 130 patients with results expected in the second half of 2013.
-- Multiple investigator-sponsored trials evaluating ruxolitinib are ongoing including two Phase I/II trials in adults with advanced hematologic malignancies (acute myeloid leukemia, acute lymphocytic leukemia, myelodysplastic syndrome and chronic myelogenous leukemia) and relapsed or refractory acute leukemia; a Phase I/II trial in children with hematologic malignancies and solid tumors; and a Phase II trial in patients with lymphoma.
LY3009104 (formerly known as INCB28050) - a JAK1 and JAK2 Inhibitor
-- The six-month dose-ranging Phase IIb trial in patients with rheumatoid arthritis, conducted by our collaboration partner Eli Lilly and Company, is complete. Three-month data have been accepted as a late-breaker oral presentation at the European League Against Rheumatism's Annual European Congress of Rheumatology in June 2012. The six-month data are expected to be presented later in 2012.
-- Plans for a Phase III trial in patients with rheumatoid arthritis are underway.
-- A Phase IIb trial in patients with moderate to severe psoriasis is ongoing with primary endpoint results expected in 2013.
INCB28060 (also known as INC280) -- a c-MET Inhibitor
-- The initial Phase I trial in patients with solid tumors is ongoing and expected to continue until a maximum-tolerated or maximum-feasible dose is identified. This compound is licensed to Novartis as part of the Incyte-Novartis collaboration.
INCB24360 -- an IDO Inhibitor
-- The dose-escalation phase of a Phase I trial is ongoing.
-- A Phase II trial in patients with melanoma was recently initiated, and a second Phase II trial in patients with ovarian cancer is expected to begin later this year.
Early-Stage Development and Discovery Programs
-- Several early development and discovery programs in oncology and inflammation are also underway, which will be described more fully at a later time.
2012 First-Quarter Financial Results
Revenues
Total revenues for the quarter ended March 31, 2012, were $36.2 million as compared to $32.0 million for the same period in 2011. First quarter 2012 revenues include net product revenues of $19.3 million. Revenue for the quarter ended March 31, 2011, included a $15.0 million milestone payment from the Company's collaborative agreement with Novartis for INCB28060.
As a result of the $40 million EU regulatory milestone earned from Novartis in April 2012, we are increasing our 2012 revenue guidance from $67 million to $107 million. This guidance excludes net product revenue and any potential future milestones from partners.
Net Loss
Net loss for the quarter ended March 31, 2012, was $45.4 million, or $0.36 per share, as compared to a net loss of $26.5 million, or $0.21 per share, for the same period in 2011. Included in net loss for the quarter ended March 31, 2012, was $9.9 million of non-cash expense related to the impact of expensing employee stock options, compared to $6.9 million included in net loss for the same period in 2011.
Operating Expenses
Research and development expenses for the quarter ended March 31, 2012, were $49.0 million, as compared to $36.3 million for the same period in 2011. Included in research and development expenses for the quarter ended March 31, 2012, was a non-cash expense of $6.7 million related to the impact of expensing employee stock options, as compared to $4.4 million for the same period in 2011.
The increase in research and development expenses for the quarter ended March 31, 2012, compared to the prior year period was primarily a result of increased clinical development costs related to the advancement of the Company's pipeline and increased non-cash employee stock option expense. The Company expects its research and development expenses to vary from period to period, mainly due to the timing of its clinical development activities.
Selling, general and administrative expenses for the quarter ended March 31, 2012, were $21.4 million, as compared to $10.8 million for the same period in 2011. Included in selling, general and administrative expenses for the quarter ended March 31, 2012, was a non-cash expense of $3.2 million related to the impact of expensing employee stock options as compared to $2.5 million for the same period in 2011.
Increased selling, general and administrative expenses for the quarter ended March 31, 2012, compared to the prior year period reflected the additional costs related to the Company's sales force and the commercialization efforts for the launch of Jakafi for intermediate or high-risk MF.
Interest Expense
Interest expense for the quarter ended March 31, 2012, was $11.3 million as compared to $10.8 million for the comparable period in 2011. Included in interest expense for the quarter ended March 31, 2012, was $6.5 million of non-cash charges to amortize the discount on the Company's 4.75% Convertible Senior Notes due 2015, as compared to $6.0 million for the same period in 2011.
Cash Position
As of March 31, 2012, cash, cash equivalents and marketable securities totaled $236.4 million compared to $277.6 million as of December 31, 2011. These amounts exclude $19.0 million of restricted cash and investments held in an escrow account reserved for interest payments through October 2012 on the 4.75% Convertible Senior Notes.
Conference Call Information
Incyte will hold its first quarter 2012 financial results conference call this morning at 8:30 a.m. ET. To access the conference call, please dial 877-407-8037 for domestic callers or 201-689-8037 for international callers. When prompted, provide the conference identification number, 391589.
If you are unable to participate, a replay of the conference call will be available for thirty days. The replay dial-in number for the U.S. is 877-660-6853 and the dial-in number for international callers is 201-612-7415. To access the replay you will need the conference account number 278 and the identification number 391589.
The conference call will also be webcast live and can be accessed at www.incyte.com under Investor Relations -- Events and Webcasts.
http://www.marketwatch.com/story/...linical-programs-2012-04-26
- $43.3 million of fourth-quarter and $136.0 million of full-year 2012 net product revenues from Jakafi® (ruxolitinib)
- Net product revenue guidance for 2013 in the range of $210 million to $225 million
- $50 million milestone earned from Eli Lilly for initiation of Phase III clinical program for baricitinib in rheumatoid arthritis
Die Details via
http://investor.incyte.com/...4&p=irol-newsArticle&ID=1785055
Das positive Quartal und die kontinuierlichen Wachstumsraten (17% von Quartal zu Quartal werden genannt) geben Anlass zu der Vermutung, dass hier auch Kurstechnisch noch einiges passiert. Insbesondere die Aussichten für Barictinib sind m.E. nach dem Canceln aller anderen RA Phase III Studien bei Eli Lilly und vielen anderen Rückschlägen von RA- Medikamentenkandidaten stark gestiegen - vielleicht ein zukünftiger Blockbuster?
Meine Meinung - keine Empfehlung.
eine 3-4 Billion Wert Unternehmen ist doch kaufbar für viele Pharmakonzerne. Wenn man denkt, dass die großen (wie Lily) nicht so erfolgreich mit ihrer eigenen Medikamententwicklung sind, ist ein Kauf unvermeidbar. Ich würde mich nicht wundern, wenn die großen INCY verschlucken. Habe gestern eine kleine Position gesichert. Mal gucken was es wird.
Ich liebe meine Incte !!!!! - fly away....................
und es geht weiter und weiter und weiter.........................................................
auf jeden Fall - da das Potential noch lange nicht aufgebraucht ist. Neue Länder = neue Märkte - Vertriebswege werden aufgebaut...........etc.
das ist ein ganz großes Ding ---------------- solange kein Mitbewerber ein vergleichbares Produkt wieder herausbringt -
Also Markt beobachten und ein wenig Glück haben..................................
Ich hatte bisher sehr viel davon und bin immernoch guter Dinge :-)
Soeben meine Position verdreifacht. Ich denke, ein BUYOUT sehr wahrscheinlich ist. Jetzige 5.5 Billion Marketwert ist noch kaufbar. Für eine mittelfristige Investion soll es nicht verkehrt sein.
Incyte announces private placement of $700M in senior convertible notes
- Incyte (INCY) is planning to offer $700M in convertible senior notes ($350M due 2018 and $350M due 2020) in a private placement.
- Buyers will have an option on $25M in additional notes per series.
- INCY says it may use as much as $500M of the proceeds to retire 2015 4.75% convertible notes.
- The company says the notes "will be convertible only during certain periods and subject to certain circumstances, into cash, shares of common stock, or a combination of cash and shares at INCY's election." (PR)
For the quarter and full year ended December 31, 2013, net product revenues of Jakafi were $72.9 million and $235.4 million, respectively, as compared to $43.3 million and $136.0 million, respectively, for the same periods in 2012.
Zukunft:immer noch Verlust wegen R&D, aber die Aktien steigen deswegen (hoffnungsvolle Pipeline).
Incyte Sees 2014 R&D Expenses $350M-$370M
Incyte Sees 2014 Net Product Revenue of $315M-$335M
Und habe die Aktie am 08.12.2016 gekauft. Und bis heute rd. 12 % Buchgewinn eingefahren !
Davon das meiste in den letzten Tagen. Der Grund dafür dürfte bei Übernahmegerüchten durch
Gilead liegen :
http://www.deraktionaer.de/aktie/...e-vor-milliarden-deal--295600.htm
Die Frage ist nur ob und wie weit der Wert in nächster Zeit noch steigt.....!
Zusammenarbeit Incyte /Merck
Die Übernahmegerüchte oder
http://seekingalpha.com/news/...-players-ariad-sale-merck-incyte-deal
http://seekingalpha.com/news/...rck-ido-competitor-newlink-17-percent
Aus dem Inhalt :
Eine Vorhersage habe ich noch
Hier noch eine Vorhersage, die nicht so mutig ist. Biotech-Aktien werden sich 2017 generell besser entwickeln als 2016. Das größte Problem im letzten Jahr war die Sorge um politische Veränderungen, wonach die Biotech-Unternehmen Angst um die Preise für ihre Medikamente hatten. Ich erwarte nicht, dass diese Bedrohung dieses Jahr komplett weggehen wird, aber sie wird wahrscheinlich auch nicht so besorgniserregend sein wie 2016.
Wenn ich richtig liege, dann wird es 2017 mehr darum gehen, was die Unternehmen wirklich tun. Steigende Umsätze für Jakavi sollten die Gewinne für Incyte erhöhen und damit die Aktie nach oben treiben.
(Ende des Zitats)
Eine Anmerkung meinerseits :
Aktuell verliert die Aktie etwas.
Das könnte sich nach der Inthronisation von Donald Trump legen, wenn und soweit seine Berater
sich durchsetzen .....
http://www.onvista.de/aktien/chart/...-CORPORATION-Aktie-US45337C1027
Und der heutige Anstieg ist auch nicht ohne. Trump-Effekt ?
Schade, dass sich hier im Forum nichts tut !
So werde ich mich hier in nächster Zeit auch verabschieden !
http://www.cnbc.com/2017/02/24/...-500-and-the-stock-is-rallying.html