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Biotech / Medical : Incyte (INCY) -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (3081)	1/28/2016 12:22:08 PM
From: tuck	Read Replies (1) \| Respond to of 3202

So, another Jakafi whiff in cancer. Given the magnitude of the INCY's slide before this one, and the subsequent reaction - currently off 12% - it seems the market is pricing in failure in all solid tumor trials. Most of us here would agree with that take. So does that make INCY a buy here? Two readouts in coming months, lung and breast. The rest fairly late in '17. One trial, to readout in June or so (breast), won't be stopped now, at least. So many cheap looking biotechs, so little cash, some potential in coming months for even cheaper biotechs. Hmmmm. INCY, or FGEN, or keep waiting. Hmmm. Cheers, Tuck

To: scaram(o)uche who wrote (3081)	10/21/2018 10:58:58 AM
From: tuck	Read Replies (2) \| Respond to of 3202

No chatter here on the FGFR inhibitor. Data that superficially looks better than ARQL's competing drug at ESMO, including an ORR twice that of ARQL's: Positive Interim Data from Phase 2 Trial of Pemigatinib, Its Selective FGFR Inhibitor, in Patients with Cholangiocarcinoma But, one biotweeter says the baseline patient population is different, with the INCY cohorts having better ECOG status, and exclusion of patient with prior systemic treatment for unresectable or metastatic disease. That information might be confirmable just by looking at clinical trials.gov, but I'm not going to do that just now. If someone else doesn't, I might do it later. Dunno what the market is for cholangiocarcinoma (incidence/prevalence, etc.) Cheers, Tuck