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

To: Biomaven who wrote (2695)	11/23/2011 4:45:54 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 3202

Yes, the slide is designed to show (and shows) selective JAK1 activity. But it does show that there is JAK2 activity, as I indicated. Don't mean to imply that it has significant activity, but.... given that chart (crappy presentation of the data), they don't deserve benefit of doubt. Best! Rick

To: Biomaven who wrote (2695)	11/23/2011 5:20:52 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 3202

Anyone who followed Crucell probably has respect for these guys. Innovative. But you don't add results from different groups (100 mg. bid and 200 mg qd) to get you to stat significance. You just live with the data, which is impressive enough. Same thing with that chart. If you're going to make that point, give the data. Sloppy, and they obviously have little handle on real-world toxicities. Great looking data, but a bit too much of a victory lap given the small patient sample. Data begs for a lower dose, which is good. But there's still tons of phase II work to do.