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Incyte Corporation Message Board

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  • jacosa jacosa Dec 21, 2012 11:42 AM Flag

    110 phase 2 trials

    I'm not guessing about plans. But the only plausible reason for the secrecy is that there [is/are] [a] deal[s] afoot involving the candidate. A possible complication is that there may be a legal theory under which a deal has already been made. That could make negotiations multilateral. Consider the complexity of the pre-ruxo-p3 refinancing. Incyte can't presently afford to take a candidate to market on its own

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    • Jacosa (and others who might be interested) - I participate in a contest on the Silicon Investor forum in which contestants pick 8-10 biotech stocks. The contestant with the best-performing portfolio by the end of the year gets to pick a charity to which all other contestants pledge to contribute. I'm not sure if you actively invest in other biotechs apart from INCY, but you seem to be fairly knowledgeable. Anyway, if you're interested in participating, you can google "2013 Biotech Charity Contest". The deadline to submit portfolios is January 14th.

      Sentiment: Buy

    • jacosa, have you seen the phase to in ET for the GERN drug... it seems very promising. They are going after all hematological diseases now, to will go head to head with Jakafi... what's your opinion. Tefferi is conducting a new phase 2 study for GERN

      • 1 Reply to sonquiqua
      • I'll keep checking on Imetelstat. Looks like a very interesting drug, but midway through exploratory phase 2s a a bit early to make much of a judgement. Tentatively, the mechanism of action is attractive Administration by weekly-to-monthly injection/infusion is highly unattractive. The neutropenia signal is of more concern than with a JAK inhibitor because the 'margination' story doesn't seem on the surface to apply (that is, when JAK inhibitors cause neutropenia, the neutrophils are leaving circulation, but are still available to respond to incipient infection). Frankly, it looks like it is targeted to be a very expensive drug, and that's a problem for ET, which is generally not a severe illness (there are exceptions). In any event, it looks complementary with BAT in all indications rather than being a direct competitor to anything.

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