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Biotech / Medical : Incyte (INCY)
INCY 104.09-1.3%Nov 14 3:59 PM EST
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To: DewDiligence_on_SI who wrote (2743)5/7/2012 9:38:18 PM
From: Biotech Jim  Read Replies (1) of 3202
 
I am still pondering somewhat the efficacy concerns, and read up a bit more on the types of lymphoma observed. I will reserve my right to change my opinion again, but this is a close call. I stated plurality initially on your board, more recently here "a close vote". Not all that different I guess.

Tofacitinib is kinda like some other immunosupressants. Nice to have them in the arsenal for RA docs, but I sure would hate to be in a position to have to use the drug myself with the risk. Kinda like Tysabri without the extent of efficacy but the PML risk (now a JC virus test though). The CNS lymphoma cases are worrying me, and how to treat that.

Now I am more bullish on the INCY compound than the PFE compound. But, want to see the long term tox in animals for INCY, and they longer term exposures and results in man for immunosuppression risk.
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