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Biotech / Medical Incyte (INCY)

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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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To: tuck who wrote (3173)	4/23/2018 5:50:35 PM
From: Miljenko Zuanic	1 Recommendation of 3202

Never hear so much (and so many) incompetent panels of RA "experts"! They do not know what they voted and for what they voted?

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To: Miljenko Zuanic who wrote (3174)	4/24/2018 11:18:53 AM
From: scaram(o)uche	of 3202

Therapeutic window!! Large enough that a panel of FDA-deemed experts said yes! ;-(

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