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Biotech / Medical : Incyte (INCY)
INCY 102.69+5.5%Dec 19 9:30 AM EST

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From: scaram(o)uche11/12/2015 2:27:57 PM
   of 3202
 
Haven't seen new data, so don't know if this is a discussion of past stuff. Will poke around. Thanks, as always, to Dr. Ogut and jq1234t......

Ozgur Ogut?@Ogut_Ozgur

ABT-494 safety in RA doesn’t look great past 6 mg BID. If dosing limited, then DAS scores may not impress.

JQ ?@jq1234t 21h21 hours ago
@Ogut_Ozgur $ABBV ABT494 Efficacy plateaued at 12mg BID in BALANCE I compared with 6mg BID in BALANCE II. Seems unlikely to choose 12mg BID.

JQ ?@jq1234t 21h21 hours ago
@Ogut_Ozgur This is only 12-week study. Would like to see BALANCE II data, if AE profile similar to BALANCE I, $GLPG GLPG0634 better drug.

?@jq1234t 21h21 hours ago
@Ogut_Ozgur This reinforces the point $ABBV decision on GLPG0634 was economics based not drug based. Ozgur Ogut ?@Ogut_Ozgur 21h21 hours ago
@jq1234t I agree. Interested to see who licenses filgo & deal structure. ABT-494 marginally ahead & bari did better in BEAM than I expected.

alex chan ?@tiantianfresh Nov 12
@Ogut_Ozgur It is combined w/ MTX. That might affect the safety data?

Ozgur Ogut ?@Ogut_Ozgur Nov 12
@tiantianfresh Well, AEs seem to be dose dependent on ABT-494. And regardless, in RA you need to be able to play nice with MTX.
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