Another wild ride today, Ovi! Just wanted to let you know I took some cash and bought some Incyte (INCY) today. It's had a nice run, but I think may see a buyout soon. Baker Bros. added another 19 million shares recently.

So, my BB holdings now include INCY, ACAD, IDRA, BMRN. I also like BCRX and may initiate a position soon.