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Biotech / Medical : Incyte (INCY)
INCY 70.33+2.3%Jul 10 3:59 PM EDT
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To: tuck who wrote (3153)1/4/2018 1:08:22 PM
From: Miljenko Zuanic  Read Replies (1) of 3202
 
I do not think that it is kynurenine level (as biomarker) that describe path for cancer IDO-1 activity, it was biopsy of resected brain tumors. So, my guess is that regardless long t1/2 and high dose (in addition to preclinical model), PFE candidate did not penetrate tymor mass...results was inactivity.
In general, this guy from SA favorise NLNK Inoximod:

seekingalpha.com

but, I was sceptical about Inoximod MOA early and still am. Wish, PGS can stop by and drop few words on topic (I do not like conversation @ twitter).

PS: IF INCY drop further (due to luck of data at JPM), I am considering position.
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