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Biotech / Medical Incyte (INCY)

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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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To: Miljenko Zuanic who wrote (3167)	4/9/2018 3:32:04 PM
From: scaram(o)uche	of 3202

OT >> OT: Nice move in QURE, too! << Look at the daily chart for qure and once versus that for sgmo. Edit et al. having trouble due to fear over pre-existing antibody?

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To: scaram(o)uche who wrote (3169)	4/9/2018 8:31:22 PM
From: Miljenko Zuanic	of 3202

Seems that AAV5 ( AMT-061) has lower pre-existing mAbs titar! They are going strait with dose of 2 x 10^13 gc/kg: clinicaltrials.gov

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