Biotech - Aktie auf zu alten Höhen??? - 500 Beiträge pro Seite

[slimshady76]

Incyte Corp. (WKN 896 133) bewegt sich seit Anfang 2003 in Wellenbewegungen nach oben, die nächste

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hier das Firmenportrait:

Incyte Corporation engages in the discovery and development of small molecule drugs to treat medical conditions, including the infection with human immunodeficiency virus (HIV), inflammatory disorders, cancer, and diabetes. Its primary product candidate Reverset is a nucleoside analog reverse transcriptase inhibitor for use in combination with other antiviral drugs for patients with HIV infections, and is in phase IIb clinical trials. In addition, the company’s drug discovery programs underway include CCR2 Receptor Antagonist Program and Sheddase Inhibitor Program. CCR2 Receptor Antagonist Program is focused on developing antagonists to a key chemokine receptor involved in inflammation called CCR2. CCR2 is a chemokine receptor found on monocytes that controls their migration into sites of inflammation. The primary products candidate form this program is in phase IIa clinical trial in patients with rheumatoid arthritis. The Sheddase Inhibitor Program involves sheddase inhibitors that would have application in the treatment of breast cancer and other tumor types and is in phase I clinical trials. The company markets its products in the United States and in Austria, Belgium, Canada, France, Denmark, Germany, Israel, Japan, the Netherlands, Sweden, Switzerland, and the United Kingdom. Incyte has collaborative agreement with Pharmasset, Inc.; Senomyx, Inc.; Genomic Health, Inc.; and Medarex, Inc. Incyte was founded in 1991 and is headquartered in Wilmington, Delaware.

[slimshady76]

und die Analysten:

Current Month Last Month Two Months Ago Three Months Ago
Strong Buy 3 2 2 2
Buy 6 6 6 4
Hold 1 1 1 1
Sell 0 0 0 0
Strong Sell 0 0 0 0

aktuelle Einstufung buy durch Banc of America sec. vom 08.07.05. Durchschnittliches Kursziel 12 $.

[slimshady76]

Hier ein Blick auf die Produktpipeline, Reverset befindet sich in Phase II

http://www.incyte.com/drugs_product_pipeline.html

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Earnings Est Current Qtr Jun-05 Next Qtr Sep-05 Current Year Dec-05 Next Year Dec-06
Avg. Estimate -0.33 -0.37 -1.37 -1.37
No. of Analysts 10 10 10 10
Low Estimate -0.37 -0.40 -1.43 -1.64
High Estimate -0.29 -0.33 -1.21 -1.11
Year Ago EPS -0.87 -0.35 -2.21 -1.37

[slimshady76]

Quartalszahlen kommen am 2.8., bei den letzten gabs eine positive Überraschung!

[slimshady76]

schon bei 8,95 $

[slimshady76]

nicht speziell für Incyte, sondern allgemein für die Biotech - Branche:

"Excitement Factor" a key topic in Wall Street Transcript Biotechnology Issue
Wednesday July 13, 12:12 pm ET


67 WALL STREET, New York--July 12, 2005--The Wall Street Transcript has just published its Biotechnology issue, a report offering a timely review of the sector to serious investors and industry executives. This 128-page feature contains 2 expert roundtable forums (large cap biotech, and small cap biotech) of 6 leading industry analysts, an additional analyst interview, and industry commentary through in-depth interviews with top management from 24 firms. It also contains an "Off-The-Record" review of management by management. The full issue is available by calling [phone] or via The Wall Street Transcript Online.
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The Biotech sector is reaching an interesting transitional points according to our experts, as the sector matures and becomes more competitive, and as the involvement of big pharma becomes more significant. Topics include: Clinical trial problems, Therapeutic areas more competitive, M&A activity, Partnerships and joint ventures with Pharma, IPO outlook and VC funding, Issues at the FDA, Regulatory issues, Investor concerns, Potential catalysts for the group, Cheaper valuations, Stock recommendations, Stocks to avoid, Scientific meetings and data points,

Companies include: Genzyme (GENZ); Chiron (CHIR); Gilead Sciences (GILD); Genentech (DNA); Progenics, (PGNX); Nabi (NABI); Alexion (ALXN); AVI BioPharma, (AVII); Trimeris (TRMS); Millennium (MLNM); Telik (TELK);, Eyetech (EYET); Bone Care (BCII); Anadys (ANDS); Celgene (CELG); Biogen Idec (BIIB); Elan (ELN); Zynex Medical Inc (ZYNX); Zonagen Inc (ZONA); Tercica Inc (TRCA); Telik Inc (TELK); Tapestry Pharmaceuticals Inc (TPPH); Regen Therapeutics PLC (RGT.L); Immune Response Corporation (IMNR); ID Biomedical Corporation (IDBE); Human Genome Sciences Inc. (HGSI); GTC Biotherapeutics INC (GTCB); Geron Corporation (GERN); Genta INC (GNTA); Favrille INC (FVRL); Cytogenix Inc (CYGX); Celsion Corporation (CLN); Cambrex Corporation (CBM); AVVAA World Health Care Products Inc (AVVW); Astralis Ltd (ASTR); Arena Pharmaceuticals INC (ARNA); Amylin Pharmaceuticals Inc. (AMLN); Amarillo Biosciences Inc (AMAR); Aeolus Pharmaceuticals INC (AOLS). Analysts Include: Ronald Ellis Jr., Leerink Swann & Company, Edward H. Nash, Legg Mason Wood Walker, Thomas Shrader, Harris Nesbitt Corporation, Reni J. Benjamin, Rodman & Renshaw, Inc., Adam D. Cutler, JMP Securities LLC, Alexander Hittle, A.G. Edwards & Sons, Mark Karvosky, Piper Jaffray & Co.

In the following brief excerpt from the 128 page report, the roundtable panel discuss the prospects for near-term excitement in the small-cap sector of biotech.

TWST: Ren, you mentioned that one of the things as we go into fall would be excitement. What are going to be the key drivers? Are there a couple of products or companies that could lead the way here?

Dr. Benjamin: The types of news flow that typically generate excitement include positive clinical trial results and regulatory approvals. Within the next six to 12 months, I believe one of the factors that will be driving the biotechnology sector as a whole is the potential for regulatory approval of some exciting drugs based on very exciting data that we saw at this year`s ASCO meeting. We saw a lot of interesting data come out regarding Avastin, Tarceva, Sorafenib, and Revimid. I think the fruits of those announcements could rejuvenate the sector within the next six to 12 months.

I believe that there are several regulatory approvals that people will be watching closely. While these are not companies that I cover, I believe MGI PHARMA (MOGN) and SuperGen (SUPG) will have a regulatory decision within the next six months with regard to their MDS drug, Dacogen. I believe Onyx (ONXX) and Celgene (CELG) will be submitting NDAs for their drugs within the next few months. So within six to 12 months, we should hear something regarding those applications.

I think the other exciting thing brought up by both Alex and Adam is the medical conferences that are coming up. While regulatory approvals should drive valuations higher in mid- to large cap biotechnology companies, we think these upcoming medical conferences provide a good venue for the small cap names to highlight their drugs currently in development. These conferences help investors hone in on future drugs that have the chance to be the next Avastin or Tarceva. So no matter what happens during the summer, we believe investors should keep biotech on the radar screen; we have quite a few opportunities to drive value if all goes well.

TWST: Alex, you mentioned that your back work on the effects after ASCO showed a positive pattern. Have we seen that so far, and what`s going to drive it from here?

Mr. Hittle: So far, the pattern has not shown up; the BTK is down slightly since ASCO and the NASDAQ is up slightly. Then again, we haven`t gone 100 days yet.

When I look across my coverage, I also see a number of potentially positive clinical data points coming out. One that I would point to is Human Genome Sciences (HGSI), which has promised in the fall that they will have data on a drug called LymphoStat-B in lupus, which is a poorly served market at the moment. That could be quite positive for them. Incyte (INCY) in mid-July is going to have the data on their HIV medication Reverset, so I do see a fair number of important data points that are coming up.

A broad theme that really could set fire to the sector, particularly for the second tier names, is the American Jobs Creation Act, which opens a window through the end of the year for the tax-advantaged repatriation of overseas profits by the large pharmaceutical companies. There`s about $80 billion in overseas profits that could be brought back to the US, and one of the potential uses for that is to make acquisitions. I think if we saw a couple of biotechs get taken out by one of the large pharma companies, that could really bring about excitement across the sector, especially for the second tier names.

TWST: Adam, from your perspective, what`s on the horizon that can get people excited again?

Mr. Cutler: I definitely agree with Alex`s point on the potential for M&A to heat up. For a long time, as a group, biotech analysts have talked about how pharma`s pipelines haven`t been as productive as they`d like, especially in the face of patent expirations, and that real innovation is happening in biotech rather than pharma. While we have seen sporadic M&A activity in the last few years, I would expect M&A activity to pick up with pharma`s cash repatriation initiatives.

One indication of pharma`s interest in M&A was Pfizer`s (PFE) comment at their recent analyst meeting that they plan on using some of their repatriated cash to make acquisitions. We have already seen some notable acquisitions this year, including Shire`s (SHPGY) acquisition of TKT (TKTX), Takeda`s purchase of Syrrx, Cephalon`s (CEPH) purchase of Salmedix, and Pfizer`s purchase of Idun. I think that is a theme that certainly will continue and probably accelerate.

I would like to clarify my earlier point about the summer being slow. While that is my view on the sector overall, I don`t think that prevents the opportunity for appreciation selectively in certain stocks. We all know that biotech is often catalyst-driven and there are some companies with potentially positive catalysts expected this summer. I cover Incyte as well so I certainly agree with Alex that Incyte has the potential to move up in July when they present the Phase IIb data on their HIV drug Reverset.

Another is Cubist Pharmaceuticals (CBST), which has a marketed antibiotic called Cubicin. Cubist is going to release Phase III data around the middle of the year from a study of Cubicin in endocarditis and bacteremia, which, if positive, broadens the market opportunity for that product. So there certainly are selective instances where catalysts occur either at some of the smaller medical conferences or independent of medical conferences during the summer and may drive appreciation in certain stocks.

The Wall Street Transcript is a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs and research analysts. This 128-page special issue is available by calling [phone] or via The Wall Street Transcript Online .

The Wall Street Transcript does not endorse the views of any interviewees nor does it make stock recommendations.

For Information on subscribing to The Wall Street Transcript, please call 800/246-7673

[slimshady76]

na, da haben gestern die Forschungsergebnisse aber kräftig dazwischen gehauen....

[slimshady76]

Market Pulse: Incyte reports positive Phase II study of HIV drug
Monday July 25, 7:28 am ET
By Kabir Chibber


LONDON (MarketWatch) -- Incyte Pharmaceuticals Inc. said the results of its Phase IIb trial of its HIV treatment Reverset showed the drug has potent antiviral activity in treatment-experienced HIV patients failing their current treatment regimens.

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25-Jul-2005

Other Events



ITEM 8.01 OTHER EVENTS.
On July 25, 2005 Incyte Corporation ("Incyte") publicly announced results from Study 203, a six-month randomized double-blind Phase IIb trial, involving 199 patients and 25 clinical sites in the U.S. and Europe to evaluate the efficacy, dose response, safety and tolerability of Reverset in treatment-experienced human immunodeficiency virus ("HIV") infected patients who are failing their current treatment regimens. Results from the first two stages of Study 203 presented at the 3rd International AIDS Society ("IAS") Conference on HIV Pathogenesis and Treatment, in Rio de Janeiro, suggest that the highest of three once-daily doses of Reverset provided the greatest antiviral suppression in these highly treatment-experienced patients who have a wide variety of HIV mutations.

The protocol for Study 203 was divided into three stages. The first two stages of the study were designed to evaluate three different doses of Reverset (50, 100 and 200 mg once daily) versus placebo at two different time points, at week two (prior to any optimization of background therapy) and week 16 (after potential optimization of background therapy at the end of week two). The third stage of the trial, which begins at week 16 and ends at week 24, allows all placebo patients to crossover to receive either the 100 or 200 mg dose of Reverset, and permits an additional optimization of background therapy and allows for additional longer-term safety data.

Summary of Results

Two- and 16-week results presented at the IAS conference demonstrated that patients receiving the 200 mg dose of Reverset experienced significant antiviral benefit.

At two weeks, when the 200 mg dose of Reverset was used as add-on therapy in patients who were failing their current treatment, patients who received Reverset achieved:

• a 0.7 log drop in viral load overall as compared to placebo patients who did not achieve any change in viral load; and

• a 1.1 log drop in viral load in the subset of patients not using 3TC or FTC in their background treatment regimen.

At 16 weeks in the overall group, when the 200 mg dose of Reverset was used as add-on therapy in either an optimized or non-optimized regimen, patients who received Reverset achieved:

• a 1.2 log drop in viral load versus a 0.8 log drop for the placebo patients;

• a 1.4 log drop in viral load in the subset of patients who were not receiving 3TC or FTC in their background treatment regimen versus a 0.5 log drop for the placebo patients; and

• a 54% response rate versus a 40% response rate as compared to placebo with response defined as more than a 1.0 log drop in viral load. The response rate among patients not receiving 3TC or FTC in their background treatment regimen was 80% versus 25% on placebo.

At 16 weeks, in the non-optimized group, patients who received the 200 mg dose of Reverset achieved:

• a 0.6 log drop in viral load as compared to non-optimized placebo patients who achieved a 0.1 log drop; and

• a 1.5 log drop in viral load in the subset of patients who were not receiving 3TC or FTC in their background treatment regimen as compared to a 0.3 log increase in the non-optimized placebo patients not receiving 3TC or FTC.

In this trial the 100 mg and 50 mg daily doses of Reverset were less effective than the 200 mg dose, with viral load decreases of 0.3 to 0.4 log during the two week add-on phase and viral load decreases of 0.8 to 0.9 log at week 16 following the optimized background phase of the study.

Effects Against HIV Mutations

Reverset was also shown to be effective in patients with virus resistant to other commonly used nucleoside analog reverse transcriptase inhibitors ("NRTIs"), including viruses harboring multiple thymidine analog mutations ("TAMS"), including the M41L and L210W mutations, and the L74V and M184V mutations. Sixty-six percent of



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the patients had the M184V mutation; 46% had the M41L and L210W mutations; 44% had 4 to 6 TAMS; and 6% had K65R. There were too few instances of virus with the K65R mutation in patients receiving the 200 mg dose to draw firm conclusions; however, the viral load reduction in patients with the K65R mutation treated with lower doses of Reverset suggests that the compound is also active against this mutation.

Tolerability

Reverset was generally well tolerated in this study. Clinical adverse events were generally mild, with the only possibly related events of at least moderate severity reported in more than one of the 151 Reverset-treated patients at any dose being nausea (4 patients, 2.6%), headache (4 patients, 2.6%), diarrhea (3 patients, 2.0%), pancreatitis (2 patients, 1.3%), and myalgia (2 patients, 1.3%). During up to 24 weeks of therapy, asymptomatic increases in serum lipase to greater than 5 times the upper limit of the normal range (Grade 4) were seen in 50% of patients receiving 200 mg Reverset with ddI (didanosine), and it has been concluded Reverset should not be used with ddI. Two patients receiving Reverset 100 mg with ddI and tenofovir in combination at higher than recommended doses of ddI or tenofovir developed symptoms of pancreatitis which resolved within days of discontinuation of ddI, tenofovir and Reverset. Didanosine labeling states that the dose of ddI should be reduced when co-administered with tenofovir because of increased risks of ddI toxicity, including pancreatitis. Importantly, in patients who were not also receiving didanosine (ddI), asymptomatic hyperlipasemia was reported in 2 patients (5%) receiving 200 mg Reverset and in one placebo-treated subject (3%).

About Study 203

Study 203 was designed to assess the efficacy, safety and tolerability of Reverset over a six-month period, to determine the most appropriate dose of Reverset, and to identify patients for whom Reverset is likely to provide the greatest benefit.

The study involves 199 treatment-experienced patients who were failing their current treatment regimen. Patients in Study 203 had a mean baseline viral load of 4.5 log10. At entry, patients were randomized to receive one of three doses of Reverset (50, 100 and 200mg) once a day or placebo. During the first 14 days of the trial, study medication was added to a patient`s failing regimen. At the end of 14 days, physicians had the option to optimize the background regimen of any patient based on their prior treatment history and the results of a viral genotype obtained during the screening period. In approximately seventy percent of the patients in the study, the physician optimized the background regimen at this point, with the remaining thirty percent continuing the original failing regimen plus randomized study medication (these latter patients were defined as non-optimizers). At week 16, all placebo patients were randomized to either the 100 or 200 mg dose of Reverset and study physicians were again given the option to reoptimize the background therapy of any patient if appropriate.

Forward Looking Statements

Except for the historical information contained herein, the matters set forth in this Form 8-K, including statements as to the potential benefits and value of Reverset, serious adverse events, and the expected initiation of Phase III trials and potential for Reverset, are forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially, including the high degree of risk associated with drug development, the risk that additional clinical trials may be unsuccessful or insufficient to meet applicable regulatory standards, results of further research, the impact of competition and of technical advances, and other risks detailed from time to time in Incyte`s Securities and Exchange Commission reports, including its Quarterly Report on Form 10-Q for the quarter ended March 31, 2005. Incyte disclaims any intent or obligation to update these forward-looking statements.

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Incyte Shares Fall on Study Results
Monday July 25, 12:40 pm ET
Incyte Shares Drop 15 Percent After Company Presents Data on HIV Treatment Reverset


NEW YORK (AP) -- Incyte Corp. shares fell about 15 percent on Monday morning after the biotechnology company released interim data from a mid-stage study of its lead drug candidate, an experimental HIV pill called Reverset.
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The Wilmington, Del.-based company said the once-a-day pill showed significant antiviral benefit in patients taking 200 milligram doses -- the strongest dose in the study. These patients saw a 54 percent response rate, compared with a 40 percent response rate in those taking a placebo. Incyte plans to go forward with a Phase III study using this 200 milligram strength.

However, Wells Fargo analyst Eun Yang said many investors were looking for Reverset to post stronger results.

"People would have liked to see the difference between Reverset and the placebo at 16 weeks to be a 0.5 log reduction. We got a 0.4 log reduction," Yang said. The log reduction is a measure of how much a patient`s viral load has decreased.

Incyte shares dropped $1.30, or 15 percent, to $7.46 in midday trading on the Nasdaq.

Yang noted that the lower-than-expected results came primarily from patients taking Reverset along with two other drugs of the same class -- GlaxoSmithKline`s 3TC and Gilead Science Inc.`s Emtriva.

"If you take out 3TC and Emtriva the difference is a 0.9 load reduction," Yang noted, adding that doctors are unlikely to combine these drugs because 3TC and Emtriva are both used for first-line HIV therapy while Reverset is being tested as a treatment for patients in later stages of the disease.

"In terms of commercial potential (for Reverset), I don`t think it has changed at all," Yang said. She holds a $12 target price on the stock.

Incyte also said Monday that about half of patients taking the strongest dose of Reverset together with an HIV therapy called didanosine experienced higher-than-normal levels of an enzyme associated with pancreatic disease, though most of these patients did not show any associated symptoms.

Of 151 Reverset-treated patients, two developed pancreatitis. Both of those patients were taking a lower 100 milligram dose of Reverset, and Incyte said there were other medications or other factors that could have caused the disease.

"It`s such a low incidence that I don`t think it really makes a difference," Yang said.

Still, Incyte concluded that Reverset should not be taken with didanosine, also known by the brand name Videx.

The data, which was presented at an AIDS conference in Rio de Janeiro, spanned the first 4 months of an ongoing six-month trial. The study concludes in the next 30 days, the company said during a conference call with analysts.

Incyte is developing the drug with privately held Pharmasset Inc. of Tucker, Ga.

[slimshady76]

Ich denke, das Niveau ist für nen Einstieg (oder Nachkauf) trotzdem gut, Chart sieht gut aus und soooo schlecht waren die Forschungsergebnisse auch nicht. Die 9 $ sollten mittelfristig wieder drin sein und anschließend Richtung 12.

[slimshady76]

allein gestern in den USA ha´t sich der Kurs vom Tagestief 6,52 $ wieder nach oben gearbeitet (Schluß 7,42 $).

[slimshady76]

Incyte outperform
Quelle: Piper Jaffray
Datum: 25.07.05

Die Analysten von Piper Jaffray vergeben für die Aktie des US-amerikanischen Unternehmens Incyte (ISIN US45337C1027/ WKN 896133) weiterhin das Rating "outperform".

Incyte habe eine Studie mit 180 Patienten durchgeführt, um das Medikament Reverset auf Wirksamkeit und Sicherheit zu testen. Es handele sich dabei um eine Studie der Phase IIb, deren Ergebnisse mittels einer Placebo-Gruppe gegengetestet worden seien. Details zur Studie werde das Unternehmen voraussichtlich im Rahmen der IAS-Konferenz bekannt geben. Die Analysten würden sich auch mit möglicherweise auftretenden Nebenwirkungen beschäftigen.

Im bereits beendeten Geschäftsjahr 2004 habe das Unternehmen ein EPS in Höhe von -2,21 USD erzielt. Die EPS-Schätzung der Analysten betrage für das Geschäftsjahr 2005 -1,43 USD, für 2006 werde ein EPS in Höhe von -1,46 USD erwartet. Die Zukunftsaussichten für das von Incyte entwickelte HIV-Medikament Reverset seien nach Meinung der Analysten weiterhin gut. Falls die Ergebnisse aus der Reverset-Studie negativ ausfallen sollten, sehe man für den Aktienkurs ein deutliches Risiko. Das Kursziel für die durchschnittlich volatile Aktie laute nach wie vor auf 14 USD.

Vor diesem Hintergrund lautet das Rating der Analysten von Piper Jaffray für die Aktie des Unternehmens Incyte "outperform". Analyse-Datum: 22.07.2005

© finanzen.net

[slimshady76]

nachbörslich bei 7,50 $

[slimshady76]

Q-Zahlen kommen am 1. August:

Incyte to Report Second Quarter 2005 Financial Results on August 1, Update Investors at Meeting in New York on August 2
Monday July 25, 5:05 pm ET


WILMINGTON, Del.--(BUSINESS WIRE)--July 25, 2005--Incyte Corporation (Nasdaq:INCY - News) announced today that it will report its second quarter 2005 financial results at 5:00 p.m. ET on Monday, August 1, 2005.
On Tuesday morning, August 2, 2005, Incyte will host an investor meeting at the St. Regis Hotel in New York City to discuss the results of the Reverset(TM) Phase IIb study that were presented today at the 3rd International AIDS Society Conference and to review second quarter financial results. The investor meeting is scheduled from 8 to 9:30 a.m. ET and will be webcast for those who cannot attend the meeting in person. A continental breakfast will be available for attendees beginning at 7:30 a.m. Meeting participants will include members of Incyte`s senior management, as well as Calvin Cohen, M.D., M.S., research director, Harvard Vanguard Medical Associates and Community Research Initiative of New England, and Robert Murphy, M.D., professor of medicine, Northwestern University.

The webcast may be accessed at http://www.talkpoint.com/viewer/starthere.asp?Pres=110452 or www.incyte.com under Investor Relations, Events and Webcasts.

About Incyte

Incyte Corporation is a Wilmington, Delaware-based drug discovery and development company with a growing pipeline of oral compounds to treat HIV, inflammation, cancer and diabetes. The company`s most advanced product candidate, Reverset(TM), is an oral, once-a-day therapy in Phase II clinical trials to treat patients with HIV infections. The company`s lead internal compound, INCB3284, is a proprietary, oral CCR2 antagonist in Phase II development that may have therapeutic value in a number of chronic inflammatory diseases. Incyte has several other early drug discovery programs.

Except for the historical information contained herein, the matters set forth in this press release, including the expected utility of the company`s product candidates, are forward-looking statements within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are subject to risks and uncertainties that may cause actual results to differ materially, including developments affecting Incyte`s research and development activities, the results of further research and development, and other risks detailed from time to time in Incyte`s reports filed with the Securities and Exchange Commission, including its Quarterly Report on Form 10-Q for the quarter ended March 31, 2005. Incyte disclaims any intent or obligation to update these forward-looking statements.



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Contact:
Incyte Corporation, Wilmington
Pamela M. Murphy, 302-498-6944

[slimshady76]

ANALYST
Annual EPS Est (Dec-05) : -1.37
Quarterly EPS Est (Jun-05) : -0.33
Mean Recommendation*: 1.8
PEG Ratio (5 yr expected): N/A


* (Strong Buy) 1.0 - 5.0 (Strong Sell)

[slimshady76]

Ich hoffe, das reicht allen Investierten und Interessierten zunächst einmal an Info

[slimshady76]

Würd mich übrigens freuen, etwas von anderen INCY - Aktionären zu lesen...so One man - show ist auf Dauer auch n bissel langweilig!

[slimshady76]

schon Wieder 8,05 $ ;-)

[slimshady76]

na also, wir etablieren uns über den 8 $

[Isabartels]

Kauf zu 7,94€.

[Isabartels]

Meinte natürlich 5,94€

[slimshady76]

charttechnisch müsste da auch wieder der Boden sein und Richtung 9,5 $ gehen

[slimshady76]

Die 7 $ halten wohl und dann auf die nächste Gegenbewegung...

[Isabartels]

Da die 7$ gehalten haben, habe ich im späten Handel zu 5,87€ nachgekauft!

[slimshady76]

7,13 $ es fehlen momentan ein wenig die positiven News

[Isabartels]

Gestern nochmals zu 5,92€ nachgekauft!

[slimshady76]

Bist ja fleißig am kaufen ;-)

Ich hoffe, die erwartete Gegenreaktion setzt demnächst ein...

[Isabartels]

Hoffe ich auch!

[slimshady76]

gestern zwar auf Tageshoch geschlossen, aber (noch) sehr geringes Volumen...aber was nicht ist, kann ja noch werden

[slimshady76]

7,62 $ gestern... da müssen wir n bißchen Geduld mitbringen

[slimshady76]

die Aktie scheint bei 7 $ einen soliden Boden gebildet zu haben., Jetzt ist die Frage ob der Bereich um die 100 - Tage - Linie halten wird oder der Kurs nochmal die 7 $ testet.

Ich denke, wir testen nochmal und bei 7 $ gibts nochmals die Gelegenheit zum nachfassen z.B. für eine Tradingposition bis 8 $.

[slimshady76]

Japs, wir testen die 7 $ nochmals...

[slimshady76]

Das war der Test der 7 $ - Marke und jetzt gehts wieder Richtung 9 $!

[slimshady76]

wären immerhin 23 %

[slimshady76]

gestern wieder auf 7,39 $

[slimshady76]

Volumen zieht ebenfalls an auf 464.700 Stück

[Isabartels]

Au weia!!!

Press Release

Incyte Announces Outcome of Discussions with FDA Regarding Reverset(TM)

WILMINGTON, Del.--(BUSINESS WIRE)--Sept. 28, 2005--Incyte Corporation (NASDAQ:INCY) announced today that it met with representatives from the FDA yesterday regarding the development of Reverset, Incyte`s nucleoside reverse transcriptase inhibitor (NRTI) that is being developed as a therapy for treatment-experienced HIV patients.

The purpose of the meeting was to discuss the results of a recently completed Phase II trial, which were presented in July at the IAS meeting, and the company`s plans to move Reverset into two Phase III pivotal trials. At the meeting, the FDA did not approve of the company moving into Phase III studies. The agency requested that the company conduct another Phase II trial to provide additional data to support the efficacy and safety demonstrated in the original Phase II study with the drug.

Paul A Friedman, president and CEO of Incyte, stated, "Based on the outcome of this meeting, we need to carefully review and discuss FDA`s input. We also need to determine how such a second Phase II study could best be conducted. If the results confirm those seen in Study 203, it is possible this second Phase II study could be considered one of two registration trials."

The company will host a conference call this morning, September 28, at 8:30 am. The domestic dial in number is 1-877-692-2592 and the international dial in number is 1-973-582-2700.

[Isabartels]

Datum Zeit Bid Ask
28.09. 13:24:15 3,00 EUR 5,85 EUR
Letzte Kursänderung: 13:15:21

[Isabartels]

Schwein gehabt. Habe meine vor 2 Wochen zu 6,15€ verkauft!

[falke65]

geht langsam wieder hoch...

[falke65]

morgen.
werde ich hier einsteigen...

[Isabartels]

ist noch zu früh. 2-3 Tage wird die schon noch unter Druck stehen. Ich hatte heute bei 3,37€ mal kurz gezuckz; war mir aber zu heiss!

[slimshady76]

das war ganz böses Kino gestern, zum Glück bin ich nur noch mit ner kleineren Summe drin..

aber in den nächsten Tagen sehe ich auch eine sehr gute Chance auf nen Rebound!

[spacejet]

Das mit dem Rebound wäre mir zu heiß. O.K., der Absturz war groß aber nichts Besonderes im Vergleich zu anderen Biotech`s bei ähnlichen Meldungen (Myriad, CV Therap., usw.). Damit ist mittelfristig halt viel Phantasie weggespühlt worden. Sicher mag die Aktie als Gegenreaktion kurz nach oben zucken, aber das wars auch schon. Aus Erfahrungen bei Biotech`s weiß ich, es wird in den nächsten Wochen bei geringeren Umsätzen noch etwas tiefer gehen. Erst dann kommt eine ausgeprägte Bodenbildung. Ich jedenfalls schaue mir Incyte in ca. 6 Monaten wieder an.

[Isabartels]

Na, heute zeigt sie aber eine deutliche Erholung. hatte mich gestern nicht getraut bei 3,70€ auf den Kaufknopf zu drücken!

[slimshady76]

Ich warte auch noch ab, sieht derzeit noch nicht so ganz nach Stabilisierung aus, 4,36 $

Könnte nochmal Richtung 4 $ gehen denke ich.

Ist sonst schon jemand eingestiegen?

[slimshady76]

4,94 $...kommt langsam wieder Fahrt rein! Alle investierten haben hoffentlich nachgelegt?

[slimshady76]

die 5 $ haben wir, auch wohl nachhaltig hinter uns gelassen. Jetzt dürfte in den Bereich 5,40 - 5,50 $ gehen. Mittelfristig dürfte das Gap bis 7 $ geschlossen werden.

[slimshady76]

na, geht doch

Pfizer buys rights to Incyte drug for $804 million
Mon Nov 21, 2005 06:24 AM ET
NEW YORK, Nov 21 (Reuters) - Pfizer Inc. (PFE.N: Quote, Profile, Research) is set to pay Incyte Corp. (INCY.O: Quote, Profile, Research) as much as $804 million for development, manufacture and marketing rights of drugs to treat chronic inflammatory conditions, the companies said on Monday.
Under the collaborative research and license agreement, Pfizer will get exclusive rights to Incyte`s portfolio of CCR2 antagonist compounds, the most advanced of which is in Phase IIa studies in rheumatoid arthritis and insulin-resistant obese patients.

[slimshady76]

über 5...und das jetzt sogar in €

[spike_one]

kannst du das auch in deutsch reinsetzen?? mei eglisch ist nix gud!!

[mfierke]

[kconny]

Der weltgrößte Pharmakonzern Pfizer Inc. (ISIN US7170811035/ WKN 852009) meldete am Donnerstag, dass er der Incyte Corp. (ISIN US45337C1027/ WKN 896133) bis zu 803 Mio. Dollar für die Entwicklungs-, Herstellungs- und Vermarktungsrechte von Medikamenten zur Behandlung von chronischen Entzündungskrankheiten zahlen wird.
Im Rahmen des kooperativen Forschungs- und Lizenzabkommens erhält der US-Pharmagigant exklusive Rechte am CCR2-Portfolio von Incyte. Im Rahmen der Transaktion leistet Pfizer dem Biotech-Unternehmen eine Vorauszahlung in Höhe von 40 Mio. Dollar und bezahlt bis zu 743 Mio. Dollar, sollten die experimentellen Medikamente verschiedene Entwicklungsstufen erreichen. Zudem erwirbt man 20 Mio. Dollar in Incyte-Wandelanleihen.

Darüber hinaus hat Pfizer sich bereit erklärt, eine Forschungsfinanzierung für das CCR2-Portfolio (Antagonisten) zur Verfügung zu stellen.

Die Aktie von Pfizer notiert an der NYSE aktuell bei 21,64 Dollar (+0,19 Prozent), die von Incyte gewinnt an der NASDAQ 30,21 Prozent auf 6,25 Dollar.

[roofy]

Incyte to Discontinue Development of DFC as a Treatment for HIV; Conference Call Scheduled for 8:30 a.m. ET Today

2006-04-03 06:00 ET - News Release

WILMINGTON, Del. -- (Business Wire) -- April 3, 2006
Company Website: http://www.incyte.com

Incyte Corporation (Nasdaq: INCY) announced today its
decision to discontinue the development of DFC (formerly Reverset),
due to a recently observed increase in the frequency of grade 4
hyperlipasemia in patients receiving 200 mg DFC without 3TC or FTC.
The increased incidence of grade 4 hyperlipasemia was observed in
Study 901, the long-term extension of Incyte's first Phase IIb trial
(Study 203). Hyperlipasemia is a marker of pancreatic inflammation.
Study 901 included patients taking 100 mg or 200 mg DFC, with or
without 3TC or FTC. As in Study 203 itself, approximately 70% of
patients in Study 901 were on 3TC or FTC containing regimens. After
the results of Study 203 became available demonstrating improved DFC
efficacy in the absence of 3TC or FTC, over time, a fraction of Study
901 patients previously on 3TC or FTC were transitioned to regimens
without 3TC or FTC. As this component of the patient safety database
has expanded, it has now become apparent that the frequency of grade 4
hyperlipasemia in patients taking 200 mg DFC without 3TC or FTC is, in
Incyte's view, unacceptably high.
Based on these observations, Incyte believes it is in the best
interests of patients to discontinue development of DFC and has
decided to stop enrollment of the recently initiated Phase IIb trial
(Study 204). Incyte will work with investigators and the U.S. Food &
Drug Administration to determine the best approach for patients
currently receiving DFC in Study 901 who may be obtaining benefit from
DFC and have limited alternative options at this time.
Paul A. Friedman, M.D., president and CEO of Incyte, stated, "Our
observed rate of grade 4 hyperlipasemia occurring in DFC treated
patients who are no longer receiving 3TC or FTC as part of their
regimen in Study 901 is now well above the 10% to 15% level that we
believe is acceptable. This is an unfortunate and disappointing
finding as we have seen clinically meaningful antiviral effects in
patients taking the 200 mg dose of DFC without 3TC or FTC."
Dr. Friedman continued, "Even though lower doses could be safer,
those we've studied have not been effective and we believe it is in
the best interest of patients to discontinue DFC's development."

Changes to 2006 Financial Guidance

As a result of today's announcement, Incyte is reducing its cash
use guidance for 2006 to a range of $88 to $95 million from $98 to
$105 million. Excluded from this cash use guidance are any possible
in-licenses or purchases of products, the repurchase of any of its
5.5% Convertible Subordinated Notes, any activity related to its
strategic investments and any funds received from its collaboration
with Pfizer Inc. for CCR2 antagonists. In addition the company now
expects its research and development expense to range from $82 to $88
million versus its previous guidance of $92 and $98 million. All other
2006 financial guidance remains unchanged.

For Patients Currently Receiving DFC in Clinical Trials

Patients currently receiving DFC in a clinical trial are advised
to contact the site where they receive DFC prior to discontinuing DFC
or changing their HIV medication regimen because stopping DFC without
replacing it with an appropriate alternative HIV medication may lead
to development of resistance to other HIV medications they are taking.
Investigators are being informed of detailed information about the new
safety findings and have been instructed to schedule a study visit
with each patient currently receiving DFC within 7 days. At this visit
patients will discuss options for future treatment, including the
option to continue on DFC until a more appropriate treatment regimen
can be created.

Conference Call Information

Incyte will host a conference call to discuss this recent
development at 8:30 a.m. ET today, April 3, 2006. The domestic dial-in
number is 877-692-2592 and the international dial-in number is
973-582-2700. The conference ID number is 7234102.
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 877-519-4471 and the dial-in number for international callers
is 973-341-3080. The replay pin number is 7234102.
The conference call will also be webcast live and can be accessed
at www.incyte.com under Investor Relations, Events and Webcasts.

About Incyte

Incyte Corporation is a Wilmington, Delaware-based drug discovery
and development company with a growing pipeline of oral compounds to
treat HIV, inflammation, cancer and diabetes.

Forward Looking Statements

Except for the historical information contained herein, the
matters set forth in this press release, including financial guidance
regarding changes in expected cash use and expenses for 2006 and the
absence of change for other 2006 financial guidance items, are all
forward-looking statements within the meaning of the "safe harbor"
provisions of the Private Securities Litigation Reform Act of 1995.
These forward-looking statements are subject to risks and
uncertainties that may cause actual results to differ materially,
including the high degree of risk associated with drug development and
clinical trials, results of further research and development, the
impact of competition and of technological advances, unanticipated
delays, unanticipated cash requirements and the ability to raise
additional capital, the ability to implement technological
improvements, Incyte's ability to enroll a sufficient number of
patients for its clinical trials, and other risks detailed from time
to time in Incyte's filings with the Securities Exchange Commission,
including its Annual Report on Form 10-K for the year ended December
31, 2005. Incyte disclaims any intent or obligation to update these
forward-looking statements.

Contacts:

Incyte Corporation
Pamela M. Murphy, 302-498-6944

[slimshady76]

ist mal wieder so weit?
buy on bad news???

Ich warte heut noch ab, denke aber wie beim letzten Mal, dass die Reaktion übertrieben ist!

[slimshady76]

Endlich mal wieder sogar in Deutschland richtig Umsatz!

Hab jetzt doch erste Position mit 2,90 €aufgebaut und mit 2,85 € Limit noch im Markt

[tippse]

hallo,

glas halbvoll oder halbleer? seit 04.10.2005 bewegt sich die aktie schubförmig wieder ihrem all-time-low entgegen - und zwar absolut spiegelverkehrt zur allgemeinen biotech-entwicklung (siehe biotechindex: amex)

ein erster blick auf die homepage lässt einem glatt die haare zu berge stehen: incyte stoppt die entwicklung seines flagschiffes dfc (reverset) sieht sich aber in keiner weise bemüsigt seinen shearholder-letter vom april 2005 (http://www.incyte.com/letter_to_shareholders.html) in dem noch von 2005er zielen die rede ist, von der seite zu nehmen oder mal zu aktualiseren... hallo! jemand zuhause????