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Biotech / Medical : Incyte (INCY)
INCY 105.700.0%2:28 PM EST
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To: Biotech Jim who wrote (3066)4/24/2015 4:53:01 PM
From: tuck1 Recommendation

Recommended By
scaram(o)uche

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Small correction. The INCB39110 study in pancreatic is in fact a four drug combo study. PGS notes from AACR (thanks!) say that they already are seeing a higher than expected dropout rate, and are adjusting the dose of INCB39110 downward a bit. This suggest suggests completion will be pushed beyond next January, and that PIII design and perhaps go/no go decision will be based on JANUS readout. With both finishes pretty close, that implies a noticeable, but not terrible delay. A few months? Hopefully some analyst will ask about how this adjustment is working on the next call.

With some clinical risk upcoming, I'm likely going to take a few more chips off the table on a run into ASCO. I'm not expecting much. Say $115 to $120.

Cheers, Tuck
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