<By the end of the conference call, a 093 plus ruxolitinib combo, lymphoma, seemed like a telegraphed next-step. No?>
Possibly. If '093 can induce apoptosis in B cells that are CD20 positive, then this could be big. In talking to a Yale University Adjunct Professor that treats lymphoma patients, it turns out that follicular lymphoma, a very common form in which Rituxan (> $6B seller) is used successfully, many of these CD20 positive B cells grow almost too slowly to be completely killed off by Rituxan and chemo. SO, if induction of apoptosis comes along with PI3K inhibition (or with JAK1/2inhibition, or synergy with both) in this setting, this could be significant. Not much literature here that I could find, only indirect stuff. Very interesting stuff going on right now in this area of oncology, and nice to see INCY in the mix. Also, Genentech/Roche has a follow on antibody to rituximab that looks very good so far. So, lots of moving parts.
As to moving, the University there and biotech have both attracted me back, along with family nearby. I will continue my biotech consulting gigs. I will also have more time to research biotech stocks, and I may even post some.
One never really retires, right? |
