Incyte (INCY) Message Board

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Biotech / Medical : Incyte (INCY)

INCY 92.40

-1.2%

9:30 AM EST

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To: scaram(o)uche who wrote (3129)	6/8/2017 10:31:31 AM
From: tuck	Read Replies (3) of 3202

All the IDO inhibitors showed stable disease as the best response in P1. I'd guess that Genentech gave up because navoximod was behind the other two, and not sufficiently differentiated. Wonder if NLNK is a buy here. If we assume indoximod is roughly equivalent to epacadostat, the main problem for NLNK is having the dough to develop it broadly enough. Even if INCY got epacadostat back it would still have a much more robust development program. NLNK would either have to partner one of their drugs or raise cash (but they have ~$4/share, and are trading under $7.5 as I type, so it wouldn't be for a while; maybe they could reach inflection point first). Anyhow, bought a small trading position just now for $7.40. Bad news trade, would sell on a bounce for dinner money. Cheers, Tuck

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