My opinion is 1. YMI's terms were too high to consider hence they moved to a Phase I/II drug2. They didnt feel comfortable partnering with YMI considering their past failure.3. They see something better in Galapagos drug than YMI's
Duh....it's a different indication entirely! Do you even know what you're invested in or ranting against? You can't be serious....
it's number 3 and it's because the Galapagos drug has a different JAK selectivity profile and is suitable for the larger RA market to compete with PFE's tofa
RA isn't on YM's list of indications. However, being that Incyte licensed a JAK 1/2 to Lilly who knows what might be possible. The Galapagos program will not end up being totally selective for JAK 1....it's impossible. There is no such thing as a highly specific JAK. By the way, YM has a huge chemical library that certainly will have some good JAK RA candidates. With 387 and the platform a sudden unexpected buyout offer can't be ruled out IMO.