Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=1554 INCY is involved in the mapping of the human genome and is supported by many major pharmeceutical companies. I bought in at 28 as a long-term buy when they started trading on the NASDAQ last week. They ahve been moving quite a bit since then, breaking new highs at closing all week. Friday their day...http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=155438013210scaram(o)ucheA new wrinkle. 110 for solid cancers (part 1) and pancreatic adenocarcinoma (part 2)...... clinicaltrials.gov  Cool.http://www.siliconinvestor.com/readmsg.aspx?msgid=289090655/22/2013 11:45:10 AMWatch_It_DropWhat's wrong with INCY? It has been in the down trend for the last two weeks? Is there any concern about the current trials?http://www.siliconinvestor.com/readmsg.aspx?msgid=289074125/21/2013 3:43:29 PMscaram(o)uche>> and a new adjuvant, a tlr4 agonist << That is, an old adjuvant in a new context, the tlr4 agonist from Ribi/Glaxo. Done, I think. :-)http://www.siliconinvestor.com/readmsg.aspx?msgid=288983055/16/2013 1:07:45 PMscaram(o)uche>> The mucin 1 vaccine that Biomira launched seems to work << The vaccine consists of two independent components, the putative antigen and a new adjuvant, a tlr4 agonist. I therefore can't say "seems to work" in the context of combined use with any immune enhancer, including an ido inhibitor. There is a Merck Kga tri...http://www.siliconinvestor.com/readmsg.aspx?msgid=288982265/16/2013 12:38:36 PMscaram(o)ucheI just reread your message and realized that a response that I've been drafting for two days is irrelevant. I thought you were asking which cancers might be resolved by targeted T cells. >> how many oncologic situations represent T cell mediated disease wherein IDO could be downstream and thus a compelling target? <<...http://www.siliconinvestor.com/readmsg.aspx?msgid=288971725/15/2013 8:51:20 PMscaram(o)ucheJim....... Something big happened. The mucin 1 vaccine that Biomira launched seems to work. So we have a pathology-related antigen (self antigen, sort of) for a huge market (NSCLC) that desperately needs a paired ido inhibitor. :-) More in the next post, but, if you liked that last off-topic tease, perhaps you'll...http://www.siliconinvestor.com/readmsg.aspx?msgid=288971485/15/2013 8:27:31 PMBiomavenPerhaps relevant: Int J Oncol. 2013 Apr 25. doi: 10.3892/ijo.2013.1922. [Epub ahead of print] Silencing of indoleamine 2,3-dioxygenase enhances dendritic cell immunogenicity and antitumour immunity in cancer patients. Sioud M, Sæbøe-Larssen S, Hetland TE, Kærn J, Mobergslien A, Kvalheim G. SourceDepartment of I...http://www.siliconinvestor.com/readmsg.aspx?msgid=288858815/9/2013 10:37:07 PMBiotech JimSo the paper tells me that in some mice strains that collagen-induced arthritis (CIA) is a T cell disease. In other strains CIA is a B cell disease (Orencia data) and in even other strains it is a complement-mediated disease (see Craig Gerard work amongst others). So several mechanisms for arthritis in man based on ...http://www.siliconinvestor.com/readmsg.aspx?msgid=288841785/9/2013 10:07:01 AMscaram(o)uchePLoS One. 2013 Apr 16;8(4):e60900. doi: 10.1371/journal.pone.0060900. Print 2013. Interferon Gamma Suppresses Collagen-Induced Arthritis by Regulation of Th17 through the Induction of Indoleamine-2,3-Deoxygenase. Lee J, Lee J, Park MK, Lim MA, Park EM, Kim EK, Yang EJ, Lee SY, Jhun JY, Park SH, Kim HY, Cho ML. Th...http://www.siliconinvestor.com/readmsg.aspx?msgid=288840805/9/2013 9:25:27 AMWatch_It_DropDoes anyone have any comments on "Coverage resumed with a SELL at Goldman" and target $17? Thanks!http://www.siliconinvestor.com/readmsg.aspx?msgid=288797265/7/2013 9:49:37 AMWatch_It_DropDoes anyone in here have any comments on the CC today? I don't see any catalysts for the near future.http://www.siliconinvestor.com/readmsg.aspx?msgid=288708475/2/2013 12:26:50 PMWatch_It_Drophttp://www.siliconinvestor.com/readmsg.aspx?msgid=288698385/1/2013 10:01:15 PMBiotech JimTofacitinib gets a thumbs down by the CHMP of the EMEA for its use in rheumatoid arthritis. press.pfizer.com  Concerns about serious infections, GI perforations, and malignancies amongst other statements.http://www.siliconinvestor.com/readmsg.aspx?msgid=288592134/25/2013 7:04:49 PMscaram(o)ucheLOVE this sort of stuff, but wouldn't post it (preclinical, not oncology) to this thread if not for the portion which I've empasized.... news to me!..... Clin Exp Immunol. 2013 Feb 20. doi: 10.1111/cei.12091. [Epub ahead of print] Indoleamine 2,3 dioxygenase contributes to transferable tolerance in rat RBC inducibl...http://www.siliconinvestor.com/readmsg.aspx?msgid=288571974/24/2013 9:01:41 PMWatch_It_DropWhat is your expectation for INCY quarterly report in the next couple weeks? Do you see any catalyst for this quarter or any revenue improvements in the coming months? What do you think about INCY partnership with NVS and Lilly? Thanks! WIDhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288552454/24/2013 12:57:43 AMNP1986I'm still quite bullish. I have high hopes for baricitinib, even though there are no near term catalysts for that drug.http://www.siliconinvestor.com/readmsg.aspx?msgid=288034853/27/2013 11:47:36 PMWatch_It_DropGiven the risk associated with Jakafi, what is your sentiment toward the stock? Thanks!http://www.siliconinvestor.com/readmsg.aspx?msgid=288023603/27/2013 2:10:37 PMNP1986Given that the patient was on Jakafi for 3 months before developing PML, it's probably less likely to be due to Jakafi. If this turns out to be a real risk associated with Jakafi, I don't think it will affect its adoption for MF much. However, PV might be a different issue altogether. It may necessitate some kind o...http://www.siliconinvestor.com/readmsg.aspx?msgid=287862423/18/2013 10:46:24 PMfred hayesYup, per Brean Capital the "background rate of PML in MF patients is known to be about 1 in 10,000***". So, looks like incident may not have been caused by Jakafi. But would expect to see more cases as time passes which might stir things up regardless of trigger.http://www.siliconinvestor.com/readmsg.aspx?msgid=287855773/18/2013 4:07:43 PMfred hayesI'm wondering whether myelofibrosis itself has any risk of PML. Anybody have any idea?http://www.siliconinvestor.com/readmsg.aspx?msgid=287850393/18/2013 12:54:54 PMformer_pgs>Assuming rux has no effect at all on PML, how long will it be before this can be demonstrated with a reasonable degree of statistical confidence ?< Dunno. I think that is tough to answer. The other question for me is how the disease contributes to this. INCY referred to the patients they've treated to date, but in a...http://www.siliconinvestor.com/readmsg.aspx?msgid=287850033/18/2013 12:36:47 PMnigel batesIrrespective of the outcome, it's likely to be quite some time before any judgment can be made on whether rux is linked with increased likelihood of PML - which means the stock could be under pressure for a while. Assuming rux has no effect at all on PML, how long will it be before this can be demonstrated with a reas...http://www.siliconinvestor.com/readmsg.aspx?msgid=287848803/18/2013 11:42:40 AMBiotech JimI have been asked to explain the potential relevance of the cns penetration of the small molecule ruxolitinib (Jakafi) in preclinical species (and by inference its brain penetration in man) and ptential mechanisms of the initiating event in JC virus activation. Further, how does this compare with the antibody natali...http://www.siliconinvestor.com/readmsg.aspx?msgid=287848623/18/2013 11:37:41 AMformer_pgsA reliable poster on Twitter notes that this patient was on drug for 1 month. I've not been able to confirm that myself.http://www.siliconinvestor.com/readmsg.aspx?msgid=287847363/18/2013 10:47:20 AMBiotech JimI actually sold the last of my trading shares on Friday, as a broken clock is correct twice a day! Personally, I am watching INCY right now. It did have a big run from 15 and change to over 25. Need to keep in mind ELN and the PML issue, and what initially vs ultimately happened for a clue as to what may happen to I...http://www.siliconinvestor.com/readmsg.aspx?msgid=287846213/18/2013 10:01:38 AMBiotech JimFrom the EMEA filing documents regarding CNS penetration of ruxolitinib (ie, Jakafi): "Penetration of ruxolitinib and ruxolitinib-derived radioactivity into central nervous system tissues was limited (less than 10% of plasma concentration)." ema.europa.eu  Just parking this info for further consideration. BJhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287846103/18/2013 9:57:22 AMWatch_It_Drophttp://www.siliconinvestor.com/readmsg.aspx?msgid=287846043/18/2013 9:55:22 AMBiotech JimPML rears its ugly head in a 75 yr old ruxo-treated myelofibrosis patient. Drug has not been established to be the cause, and the company is looking into diagnosis and causality. See today's 8K filing by INCY. First case reported in 9800 treated myelofibrosis patients. PML = Progressive multifocal leukoencephalop...http://www.siliconinvestor.com/readmsg.aspx?msgid=287844053/18/2013 8:01:56 AMWatch_It_Drophttp://www.siliconinvestor.com/readmsg.aspx?msgid=287645343/6/2013 9:41:20 PMquantmanDo you have something to say, or a point to make about Incyte? Or, is all you offer innuendo? This board is the not the place for that! Try the Yahoo Finance Board!http://www.siliconinvestor.com/readmsg.aspx?msgid=287567413/3/2013 1:02:23 AMDewDiligence_on_SIhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287566793/2/2013 11:04:46 PMquantmanIncorrect! The only one who sold actual shares he/she owned was the original founder of Incyte: Roy Whitfield (who sold 30K shares) and he does that every year, once or twice a year, consistently. All the others exercised options, at strike prices which were about $5, $8, $9 and even $17 and $18 (as with Eric Siegel,...http://www.siliconinvestor.com/readmsg.aspx?msgid=287563953/2/2013 6:00:20 PMDewDiligence_on_SIFive INCY insiders sold an aggregate $8.5M of stock during the past couple of weeks.http://www.siliconinvestor.com/readmsg.aspx?msgid=287560993/2/2013 2:24:39 PMsoftware salespersonBJ, Not sure what is going on perhaps the cc answers below, to some degree? what is your take on rich levy’s rationale and current study remarks? thanks. sales transcript via seeking alpha. seekingalpha.com  So the rationale for the antitumor effect in pancreatic cancer relates to the basic mechanism...http://www.siliconinvestor.com/readmsg.aspx?msgid=287299232/16/2013 9:50:08 AMBiotech JimDagnappit. Someone tell me why I took profits yesterday on more than half of my INCY trading shares. Not sure what is going on, but if I do I will post. Huge volume. BJhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287285262/15/2013 1:49:45 PMBiotech JimI have to listen to the remainder of the INCY CC. I listened to the first part of it re the Jakafi results but then stopped and went to the REGN CC. Both stocks were good reasons to invest early in solid science companies.http://www.siliconinvestor.com/readmsg.aspx?msgid=287253342/14/2013 9:39:27 AMscaram(o)uchehttp://www.siliconinvestor.com/readmsg.aspx?msgid=287253112/14/2013 9:33:23 AMBiotech JimIncyte Reports 2012 Fourth-Quarter and Full-Year Financial[graphic] Results; Provides 2013 Financial Guidance; Updates Shareholders on Key Clinical Programs $43.3 million of fourth-quarter and $136.0 million of full-year 2012 net product revenues from Jakafi® (ruxolitinib) Net product revenue guidance for 2013 in ...http://www.siliconinvestor.com/readmsg.aspx?msgid=287251942/14/2013 8:15:53 AMscaram(o)ucheNovartis now enrolling jakafi plus BKM120 trial. BKM120 is a pan-active PI3K inhibitor. clinicaltrials.gov  The status of several other trials has updated in recent days, progress made on many fronts. Recommend that anyone who develops an interest in PI3K take a look at onty, two trials maturing end of 1Q, bizarre...http://www.siliconinvestor.com/readmsg.aspx?msgid=287118672/7/2013 12:19:39 PMscaram(o)ucheJ Transl Med. 2012 Dec 11;10(1):247. [Epub ahead of print] Indoleamine 2,3-dioxygenase 1 (IDO1) activity correlates with immune system abnormalities in multiple myeloma. Bonanno G, Mariotti A, Procoli A, Folgiero V, Natale D, De Rosa L, Majolino I, Novarese L, Rocci A, Gambella M, Ciciarello M, Scambia G, Palumbo A...http://www.siliconinvestor.com/readmsg.aspx?msgid=286586021/11/2013 3:18:40 PMscaram(o)ucheCancer Cell. 2012 Dec 11;22(6):796-811. doi: 10.1016/j.ccr.2012.10.023. JAK2/STAT5 Inhibition Circumvents Resistance to PI3K/mTOR Blockade: A Rationale for Cotargeting These Pathways in Metastatic Breast Cancer. Britschgi A, Andraos R, Brinkhaus H, Klebba I, Romanet V, Müller U, Murakami M, Radimerski T, Bentires-A...http://www.siliconinvestor.com/readmsg.aspx?msgid=286579811/11/2013 12:05:58 PMscaram(o)ucheI think that Peter found it, GILD's tipping point, when he pointed to the TBK1 activity of cyt387. Several recent indicators that it's an interesting target. Not related to incy directly, but it's on my clipboard...... Modelling vemurafenib resistance in melanoma reveals a strategy to forestall drug resistance N...http://www.siliconinvestor.com/readmsg.aspx?msgid=286556771/10/2013 1:08:41 PMscaram(o)uchehttp://www.siliconinvestor.com/readmsg.aspx?msgid=2860332312/14/2012 8:06:56 AMtommysdadPfizer has published and spoken quite a bit about tofa, but I don't think they have addressed BBB. I don't see PgP data, either. However, it being small, not particularly lipophilic, and a very low dose in the clinic, leads me to believe PgP isn't an issue. The volume of distribution in pre-clinical species is moder...http://www.siliconinvestor.com/readmsg.aspx?msgid=2860293812/13/2012 9:55:03 PMscaram(o)ucheCytopia was my first search term, jak2 was the second and last. Searched issued (first link) and published (second link). As you know, small molecule patents are a weakness here... VERY much appreciate your popping in. Best! Rickhttp://www.siliconinvestor.com/readmsg.aspx?msgid=2859979012/12/2012 2:52:13 PMscaram(o)uche>> CYT387 is of a bog-standard kinase inhibitor chemotype, unrelated to INCY & PFE. << Thank you, TD! Best! Rickhttp://www.siliconinvestor.com/readmsg.aspx?msgid=2859977812/12/2012 2:47:45 PMtommysdadNeed to be a little careful with how one run's the searches. If memory serves, CYT387 is an old Cytopia molecule. There is a fair amount in the public domain about this molecule (which I can dig out if interested), often reported by competitors. Cytopia also had a "JAK3-selective" series that was selective for JAK3 ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2859970012/12/2012 2:21:45 PMscaram(o)ucheissued..... patft.uspto.gov  filed, includes JAK3-specific methods, filed 1/12/05.... maybe VRTX-relevant?........ appft.uspto.gov  First blush, couldn't find anything blocked by the JAK2 crystal work (priority date, 10/11/05), but it takes a chemist to wade through this stuff... I'm always lost. Please note th...http://www.siliconinvestor.com/readmsg.aspx?msgid=2859962912/12/2012 1:53:40 PMscaram(o)uche>> Would love to have his view on this, but I do not << Try drugs and alcohol? Please?http://www.siliconinvestor.com/readmsg.aspx?msgid=2859935312/12/2012 12:36:29 PMBiotech JimWould be interesting to see the YMI patent estate, filed and those not yet made public. Jak selectivity ultimately will get more interesting. The head of chemistry at GILD is a friend of mine. He used to work on the infamous NK-1 receptor and its antagonism, back in the PFE days. He is the idea behind the "booste...http://www.siliconinvestor.com/readmsg.aspx?msgid=2859930812/12/2012 12:19:25 PM