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Biotech / Medical : Incyte (INCY)
INCY 93.48+1.0%Oct 31 9:30 AM EDT
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To: tuck who wrote (3119)4/14/2017 4:57:10 PM
From: tuck  Read Replies (2) of 3202
 
Incyte has now got a huge clinical program for epacadosat, with PD-1 inhibitors from both BMS and Merck (must have been some interesting negotiating done). EPVantage with a nice overview here:

EpVantage overview of epacadostat/PD-1 trials

Meanwhile, NLNK's first P2 readout caused a firesale after a tremendous run. These interim data appear no better than epacadostat's:

Indoximod Keytruda interim P2 data

Newlink only lost half of its yearly gain, so perhaps investors feel it's still a contender. But Epacadostat would have have to stumble hard for Indoximod to catch up. If there's not much differentiation, first to market will be paramount.

Cheers, Tuck
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