Incyte (INCY) | Stock Discussion Forums

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical Incyte (INCY)

Previous 10 Next 10

From: scaram(o)uche	1/7/2018 7:32:20 PM
	of 3202

Celgene buying fedratinib for what????? PGS and friends discussing it at twitter, no need to digest here. "Incremental" has become CELG-important, a shame.

Incyte (INCY) \| Stock Discussion ForumsShare	RecommendKeepReply Mark as Last Read

To: former_pgs who wrote (3155)	1/9/2018 1:59:18 PM
From: Miljenko Zuanic	of 3202

At JPM, INCY was cautious on IDO1, so...PFE exiting IDO-target may (after hearing their and BMY presentation) sound as diversification from BMY-overlapping programs. IF PFE can afford (at least) 40% premium to current BMY MC, they would go after it. Sorry to pollute INCY tread with PFE/BMY thoughts!

Incyte (INCY) \| Stock Discussion ForumsShare	RecommendKeepReply Mark as Last Read Read Replies (2)

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.

Incyte (INCY) \| Stock Discussion ForumsShare	RecommendKeepReply Mark as Last Read Read Replies (1)

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".

Incyte (INCY) \| Stock Discussion ForumsShare	RecommendKeepReply Mark as Last Read Read Replies (1)

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.

Incyte (INCY) \| Stock Discussion ForumsShare	RecommendKeepReply Mark as Last Read Read Replies (1)

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 :- )

Incyte (INCY) \| Stock Discussion ForumsShare	RecommendKeepReply Mark as Last Read

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

downstream = wrong word

Incyte (INCY) \| Stock Discussion ForumsShare	RecommendKeepReply Mark as Last Read

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????

Incyte (INCY) \| Stock Discussion ForumsShare	RecommendKeepReply Mark as Last Read

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.

Incyte (INCY) \| Stock Discussion ForumsShare	RecommendKeepReply Mark as Last Read

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

Incyte (INCY) \| Stock Discussion ForumsShare	RecommendKeepReply Mark as Last Read Read Replies (2)