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Biotech / Medical : Incyte (INCY) -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (2674)	10/13/2011 11:41:22 AM
From: software salesperson	Read Replies (1) \| Respond to of 3202

Peter, Thanks for posting the news from the NEJM. FWIW, I also sold my holdings for these reasons: (a) while I understand that the article referenced an older trial with a larger dose than the registrational Comfort trials, I don't understand how there can be such a discrepancy in long term use results between the NEJM-referenced trial and the Comfort 1 trial, about which management said in 5/11: (iii) Comfort 1 patients remain on drug? - - vast majority; minimal dropout rate (b) also, I don't see how the efficacy can be so different than what management described, especially since the dose was larger in the NEJM-referenced trial (c) if approved, the market will be substantially smaller (d) I don't see how the FDA can ignore this new info during their deliberations sales