Either tomorrow or Monday PR on Jakafi survival data.... Has anyone seen TJ? As I have mentioned...stock up he is nowhere to found.... a penny drop and BANG he starts posting... Let's hope for all longs that we continue our very beneficial slow upward trend and that he has been assigned to another stock.
I don't think any of this is really news. The presentations on patients with low platelet counts are coming early, and may have an influence on clinical practice--there might even be a label change in there some day.
The long-term follow-up may have some effect on skeptics, but really, the benefit of Jakafi in the right patients is so dramatic, and safety is so good, that anyone needing a demonstrated survival advantage to convince him is a pretty hard case. There is unlikely to be a label claim for survival improvement ever.
The only thing I can think of that would be good news is a negative: a continued lack of excess infections helps validate the whole category of selective JAK inhibitors.