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No. of Recommendations: 0
Milestone payments do not interest me. They never move the stock. Royalties on profits up to 20% do not interest me. If it is on revenue, let me know. It is most likely on profits. And "up to" means not likely, and most likely in low single digits. None of this moves the needle.

If you want Incyte like performance and valuation or NKTR, you have to take the risk and bring drugs to market that can fail but if they succeed it is a home run.

IONS has 0 home run opportunities at the moment. Instead of bringing every drug under the sun to market, IONS has to settle on 2 or 3 in its pipeline, that are worth the risk, and take the risk.

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