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Biotech / Medical : momo-T/FIF

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To: scaram(o)uche who wrote (10737)	5/9/2016 6:08:06 PM
From: tuck	Read Replies (1) of 12215

Regarding indoximod . . . NewLink's algenpantucel-L just flamed out in P3 versus pancreatic cancer (control group did better than expected), and is getting a 35% AH haircut. As such, it becomes a purer play on their IDO program, which includes a molecule partnered with Genentech. Might be worth looking into how these stack up versus Incyte's IDO program. Can one own the space by owning both? Probably not a terrible time to buy the stock pair if one likes the target. GDC-0919 Trials The single agent trial should read out in about a year, the combo trial in '18. Indoximod trials NLNK management notes that there will be data flowing most of those trials in coming months, but looking at the estimated completion dates, I'd say most of it is early next year. Looks as though we have time to dive deeper. Cheers, Tuck

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