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Biotech / Medical : Incyte (INCY)

INCY 105.97

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Nov 10 3:59 PM EST

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To: scaram(o)uche who wrote (2930)	9/12/2013 2:22:21 PM
From: quantman	Read Replies (1) of 3202

On a more serious note, I think it was a good presentation. Frankly, I was surprised at the near unbounded optimism of what the subgroup success means for other solid tumours. Rich Levy was quite good....and I hope they will present the data before next year's ASCO. I was also pleased to hear his bullish comments re the IDO inhibitor at the end of the Q&A, based on data he said had not been disclosed yet... I expect a deal for one of the JAK 1 inhibitors in inflamm with a large pharma, other than LLY, since the CMO pretty much ruled out LLY. When do you think NVS will start their phase 2 Ruxo combo trial for PC in Europe?

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