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Incyte Corporation Message Board

  • qchen_99 qchen_99 Oct 9, 2013 1:32 PM Flag

    PFE drug for psoriasis - similar to INCY's drug in recent PII trial?

    For those who're in the know, care to compare/comment?
    http://news.yahoo.com/pfizers-drug-shows-mixed-results-psoriasis-trials-132028454--finance.html

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    • The drug is our old friend Tofacitinib. It appears to have a substantially worse safety profile than even Ruxo. Bari is safer than Ruxo (but not as attractive vs psoriasis for pharmacodynamic reasons). A JAK1 selective drug would be expected to be safer yet. But most of this is pretty speculative...we aren't SURE sure about the safety of anything here; Ruxo comes the closest and there's still some breath-holding going on.

      • 2 Replies to jacosa
      • I spent a lot of time looking at JAKs and true selectivity is a bit impossible. I think you can favor a subtype to some extent, but true selectivity doesn't exist. YM Biosciences talked about this extensively after acquiring Cytopia. Cytopia did all the original work with JAKs. Pfizer's program seems to be too active at JAK3. Ruxu probably is the most interesting at this time. Gilead of course acquired CYT-387 from YM and they're studying it in myelofibrosis now. I don't know where they'll go beyond that. Then you have Bari from Incyte as you said. Everyone needs to keep an eye on GLPG0634 from Abbvie which is supposedly JAK1 selective. In addition, Cell Therapeutics is sitting on an interesting candidate but I see that one being aimed at myelofibrosis (as the on ramp for oncological conditions). Incyte is definitely the JAK champion. No other company can match the pipeline. There are other JAKs here and there but Incyte is really exciting. By the way, was a holder at $2 and sold in the $20's. Contemplating a new position at this lower price.

      • Thanks! The estimated market from the article for PFE's drug appeared to be larger than what some of the postings here suggested for INCY's.

 
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