SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Incyte (INCY)
INCY 101.30-2.5%Nov 19 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Biomaven who wrote (2674)10/13/2011 11:41:22 AM
From: software salesperson  Read Replies (1) of 3202
 
Peter,

Thanks for posting the news from the NEJM. FWIW, I also sold my holdings for these reasons:

(a) while I understand that the article referenced an older trial with a larger dose than the registrational Comfort trials, I don't understand how there can be such a discrepancy in long term use results between the NEJM-referenced trial and the Comfort 1 trial, about which management said in 5/11:

(iii) Comfort 1 patients remain on drug? - - vast majority; minimal dropout rate

(b) also, I don't see how the efficacy can be so different than what management described, especially since the dose was larger in the NEJM-referenced trial

(c) if approved, the market will be substantially smaller

(d) I don't see how the FDA can ignore this new info during their deliberations

sales
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News