Just wondering what are your views on 110 (I believe Jak1 inhibitor) in multiple phase 2 trials. Is this a compounds that will be competing with Jakavi? For what reason has management been so secretive about this compound? Any thoughts here? Jacosa? Others?
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
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.
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