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   Biotech / MedicalIncyte (INCY)


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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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To: Miljenko Zuanic who wrote (3170)4/10/2018 2:02:14 PM
From: scaram(o)uche
   of 3202
 
Ah, OK. Thought the big move was all avxs sentiment. Thanks!

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To: scaram(o)uche who wrote (3171)4/10/2018 2:12:31 PM
From: Miljenko Zuanic
   of 3202
 
OT: ONCE benefited the most! EOM

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To: tuck who wrote (3123)4/23/2018 5:03:16 PM
From: tuck
   of 3202
 
Now the FDA AdCom vote. Two doses. 10-5 in favor of 2mg, and 10-5 against the 4mg on the risk-benefit metric. If approved, can the 2 mg dose make commercial inroads on competing products from PFE and ABBV?

Cheers, Tuck

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