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Biotech / Medical : Incyte (INCY)
INCY 63.35+0.1%12:59 PM EDT
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To: scaram(o)uche who wrote (3081)10/21/2018 10:58:58 AM
From: tuck  Read Replies (2) of 3202
 
No chatter here on the FGFR inhibitor. Data that superficially looks better than ARQL's competing drug at ESMO, including an ORR twice that of ARQL's:

Positive Interim Data from Phase 2 Trial of Pemigatinib, Its Selective FGFR Inhibitor, in Patients with Cholangiocarcinoma

But, one biotweeter says the baseline patient population is different, with the INCY cohorts having better ECOG status, and exclusion of patient with prior systemic treatment for unresectable or metastatic disease. That information might be confirmable just by looking at clinical trials.gov, but I'm not going to do that just now. If someone else doesn't, I might do it later.

Dunno what the market is for cholangiocarcinoma (incidence/prevalence, etc.)

Cheers, Tuck
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