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Biotech / Medical Incyte (INCY)

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To: Miljenko Zuanic who wrote (3158)	1/9/2018 2:47:15 PM
From: scaram(o)uche	of 3202

>> At JPM, INCY was cautious on IDO1 << With all of the commentary about duration and deepening of the response, and with the slide showing data vs. historical for PD-1 alone? Emphasizing that nivo/epa results were as strong as pembro/epa? I got the opposite feel, that they were very strong re. IDO1.

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To: former_pgs who wrote (3155)	1/9/2018 3:29:40 PM
From: scaram(o)uche	of 3202

These findings are important translationally, because they suggest broader clinical uses for D-1MT against cancers that overexpress any tryptophan catabolic enzyme (IDO1, IDO2 or TDO). ncbi.nlm.nih.gov >> does suggest one would make a mistake by extrapolating heavily based on the indoximod data << Yeah, but a mistake in which direction?? Isn't downstream inhibition of IDO1, IDO2 and TDO better than IDO1 alone?? The Incyte rationale for IOD1 selective agents is given here, third paragraph..... ncbi.nlm.nih.gov So they would say "no".

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To: scaram(o)uche who wrote (3159)	1/9/2018 3:42:07 PM
From: Miljenko Zuanic	of 3202

Indeed, P2 Epa-PD1 chombo data v PD1 mono (multiple indications) are very strong, still Mr. Market expect much translating P2 data to P3. That was INCY position. If they do not believe in chombo they will never license MGA012 (let MRK and BMY promote "marginal" IDO1 data), or for any other in-house combination. They know that they can not depend on partners if they want full and fair benefit from their own drugs, Epa included.

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To: Miljenko Zuanic who wrote (3158)	1/9/2018 3:46:26 PM
From: DewDiligence_on_SI	of 3202

You're not the only one who's talking about a PFE-BMY hookup :- )

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To: scaram(o)uche who wrote (3160)	1/9/2018 5:07:04 PM
From: scaram(o)uche	of 3202

downstream = wrong word

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To: Miljenko Zuanic who wrote (3161)	1/23/2018 8:45:57 PM
From: Miljenko Zuanic	of 3202

Well, regards the in-house combination, ...they are main sponsor and they let Keytruda be in up-front position: clinicaltrials.gov Sometimes, I think what is wrong with them????

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To: scaram(o)uche who wrote (3129)	4/6/2018 1:14:24 PM
From: scaram(o)uche	of 3202

>> How big is this limb we're on?? << Twig.

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To: Miljenko Zuanic who wrote (3125)	4/9/2018 9:54:52 AM
From: tuck	of 3202

AbbVie scores a clinical win with its JAK1 inhibitor in RA. Not good news for INCY, competition is stiffening: Upadacitinib beats Humira in P3 Cheers, Tuck

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To: tuck who wrote (3166)	4/9/2018 10:55:00 AM
From: Miljenko Zuanic	of 3202

Indeed, strong data for JAK1 Upadacitinib. Competition for GLPG/GILD too. Two Qs, are Humira response numbers bit on low side and why MACE/Death is pronounced in Humira/placebo? Bit biased in randomization, baseline unbalance? OT: Nice move in QURE, too!

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To: tuck who wrote (3166)	4/9/2018 2:09:26 PM
From: scaram(o)uche	of 3202

RA.... I still do not understand the fast turnaround from the baricitinib CRL. Guess all will be clear on the 23rd.

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