Go Big or Go Home

[sargasso]

At least we are playing for high stakes, no penny-ante stuff for us GERN investors; no trivial little bets and no friendly Thursday night poker game just to get out of the house. No. For us GERN investors it's Go Big or Go Home. (Definition of go big or go home: play to win or don’t get in the game.)

May 4, 2017

“…The strong growth Jakafi has delivered makes perfect sense: there are no FDA-approved drugs to treat myelofibrosis other than Jakafi, which is a JAK inhibitor designed to treat the most common symptoms of the disease, including an enlarged spleen. According to Incyte's fourth-quarter and full-year earnings report, the company generated $852.8 million in U.S. sales from Jakafi, a 42% year-over-year increase, and another $110.7 million in royalties from the sale of Jakavi in overseas markets (Jakavi is the drugs' overseas brand name). That's $963.5 million of its $1.11 billion in sales from a single drug.

Nonetheless, this single drug is expected to push Incyte from a loss of $0.23 per share in 2017 to a full-year profit of $0.73 per share in 2018 -- good enough for a 417% EPS swing.”

- Sargasso

https://www.fool.com/investing/2017/05/ ... by-at.aspx