Does anyone have any thoughts, input or info on the Ruxo Phase 2 PanCa subgroup, the IDO phase 2 trial or Bari Phase 3 timeframe for earliest cut of prelim data.? Friedman said recently that Bari Phase early top cut of data by YE 2014, and of course PV Phase 3 data in March/April, and launch of Phase 3 for PanCa, under SPA with orphan drug status, limited to subgroup, to start in March/April as well.
A couple of analysts seem to have ferreted out some knowledge, for example, Wei of Jefferies, on the IDO phase 2 combo trial with IPI, some others have suddenly gotten very bullish on the PanCa opportunity, and mgmt always feared info on subgroup may leak out, and they have to turn in abstract on PanCa Phase 2 for ASCO soon. NVS people probably have some info, BMY people on IPI combi trial maybe, and perhaps some large instittutional funds have also dug some info from docs in the clinics, like Wei of Jefferies.
I think a lot of the recent run-up in INCY and the street analysts' new PT ($79 PT by Canaccord today), in the absence of any new public info release, points to this potential!? thanks! |
