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Biotech / Medical : Incyte (INCY)
INCY 104.38+0.2%2:55 PM EST
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To: tuck who wrote (2649)5/4/2011 2:15:00 PM
From: Biotech Jim  Read Replies (2) of 3202
 
<Some feel the better affect on anemia from the YMI drug is important. What does the board think? Management's position is physicians in this filed are "used to dealing with anemia." Meaning, I suppose, giving patients EPO if needed.>

My view FWIW is that it is very curious that different drug candidates in the class have different effects on rbcs. Is it a difference in activity of the respective compounds against Jak1 vs Jak2? The preclinical data that I have looked at do not support that contention. Further, ruxo is much more potent in vitro (and I believe) in vivo than CYT387, and we need much more data on CYT387 to understand its activity. Though anemia alleviation of CYT387 is useful, it is easy to give epo and of course the docs are used to this. So what is the reason for the apparent differential activity?

Since ruxo is 3 or so years ahead of CYT387, it should be entrenched in the market by then and will be difficult to displace.

<Does being first to market by a year or so trump this issue?>

Absolutely in the general sense. An equally important issue here will be dosing frequency, QD vs BID, despite what was stated in the INCY CC, though INCY does have a sustained release formulation in the works though not much detail on that has been provided.

I am continuing to bet on INCY, though YMI has been a good trader lately.
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