| To: Biotech Jim who wrote (3066) | 4/24/2015 4:53:01 PM | | From: tuck | | | | Small correction. The INCB39110 study in pancreatic is in fact a four drug combo study. PGS notes from AACR (thanks!) say that they already are seeing a higher than expected dropout rate, and are adjusting the dose of INCB39110 downward a bit. This suggest suggests completion will be pushed beyond next January, and that PIII design and perhaps go/no go decision will be based on JANUS readout. With both finishes pretty close, that implies a noticeable, but not terrible delay. A few months? Hopefully some analyst will ask about how this adjustment is working on the next call.
With some clinical risk upcoming, I'm likely going to take a few more chips off the table on a run into ASCO. I'm not expecting much. Say $115 to $120.
Cheers, Tuck |
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| To: tuck who wrote (3072) | 4/24/2015 6:00:15 PM | | From: former_pgs | | | | It's easier to be a long-winded blowhard when you have a whole page to work with!
>The INCB39110 study in pancreatic is in fact a four drug combo study.<
Did you mean 3 drug? Or have i completely misunderstood something? |
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| To: former_pgs who wrote (3073) | 4/25/2015 1:56:09 AM | | From: tuck | | | | Technically four, but only three going after tumors. The fourth is Neupogen, which I presume is SOC for such combos for side effect management. I doubt you misunderstood anything.
Cheers, Tuck |
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| To: Biotech Jim who wrote (3066) | 5/11/2015 2:14:29 PM | | From: tuck | | | |
Sunday, May 31 | 8:00 AM - 11:30 AM
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Lymphoma and Plasma Cell Disorders
| | | Session Type: Poster Session | | Track(s): Lymphoma and Plasma Cell Disorders | | Presentation(s): |
Abstract #8520
Interim analysis of a phase I study of INCB040093, a PI3Kd inhibitor, alone or in combination with INCB039110, a selective JAK1 inhibitor, in patients (pts) with relapsed or refractory (r/r) B-cell malignancies.
Tycel Jovelle Phillips, MD
University of Michigan
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Abstract #8558
A phase 1 study of INCB040093, a PI3Kd inhibitor, alone or in combination with INCB039110, a selective JAK1 inhibitor: Interim results from patients (pts) with relapsed or refractory (r/r) classical Hodgkin lymphoma (cHL).
Andres Forero-Torres, MD
University of Alabama at Birmingham
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Can't find anything for the IDO/Yervoy combo. A late breaker, perhaps.? Only one abstract title for indoximod, NewLink's ido inhibitor.
Cheers, Tuck |
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| To: tuck who wrote (3075) | 5/13/2015 6:24:17 PM | | From: tuck | | | | With embargo off, found an IDO abstract, but it's an in vitro study that looks more like an AACR abstract. As for the two listed in prior post, the details point to decent results, but seem kind on neck and neck on the safety/efficacy spectrum with other combos in these indications. MOR208 looks fairly strong as a single agent; updated data shows another CR in DBCL. Seems like a lot is being left for the actual presentations.
Cheers Tuck |
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| To: scaram(o)uche who wrote (3076) | 5/13/2015 9:02:10 PM | | From: Biotech Jim | | | | Thanks for posting this link, Rick.
I am impressed by the results. r/r cHL (classical Hodgkin's Lymphoma) represents an unmet medical need, as are both forms of r/r) relapse/remitting) forms of both cancers mentioned in the abstract. DLBCL (Diffuse Large B Cell Lymphoma) represents about 30% of lymphomas and is usually aggressive compared to the usually indolent CLL (Chronic Lymphocytic Lymphoma) and the usually indolent FL (Follicular Lymphoma). Rituxan and CHOP (cyclophosphamide, doxorubicin, vincristine, and prednisone) is first line therapy for DLBCL typically. (sorry for all the acronyms to lurkers etc, as this is the way these heme/onc docs refer to these diseases and treatments).
<the study was expanded to enroll additional cohorts of pts with r/r B-cell malignancies such as DLBCL and cHL, and a phase II study in pts with r/r cHL was initiated>
Looks like this might be why INCY is up in after hours, for what that is worth. |
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| To: Biotech Jim who wrote (3066) | 5/14/2015 1:45:23 PM | | From: tuck | | | | Anyone know if the management said something about updated P2 data for Yervoy/INCB24360 data being presented at ASCO, or if that is just SunTrust's guess? Do late breaker titles get published before the abstracts themselves or both at once?
TIA & Cheers, Tuck |
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