Competing IDO programs. Rick parked a link to a study involving NewLink's Indoximod here:
Indoximod study
From there, you can follow the bouncing ball if interested in my diggings regarding NLNK, which is now a pure IDO play (excluding some preclinical stuff, perhaps), and other programs. Executive summary is - my view - INCY and NLNK comfortably ahead of competitors. Seems to be a number of ways to hit the target, so I don't expect IP clashes. A Yervoy/Indoximod trial reads out within a year, which will offer the closest comp to Epacadostat, IMO. Note that BMS paid $850 million + to acquire Flexus, allowing Flexus management to carve out other programs for themselves. So >$850m for the IDO program, not even in the clinic. Is it that much better than NLNK's? NLNK now sports an enterprise value of under $200 million with not much burn, after their lead program flamed out. They'll have to raise capital eventually, but they should easily have proof of concept in a number of indications by then.
I have to say I am tempted to buy some NLNK to own the frontrunners in the space
Several links provided, including a medchem paper reviewing the entire space, with scaffolds, IC50s, and other tasty morsels for folks like BJ.
Enjoy!
Cheers, Tuck |
