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

To: scaram(o)uche who wrote (2888)	7/29/2013 11:28:39 AM
From: scaram(o)uche	Respond to of 3202

Leuk Res. 2013 May;37(5):573-9. doi: 10.1016/j.leukres.2013.02.001. Epub 2013 Feb 28. Metabolites of tryptophan catabolism are elevated in sera of patients with myelodysplastic syndromes and inhibit hematopoietic progenitor amplification. Berthon C, Fontenay M, Corm S, Briche I, Allorge D, Hennart B, Lhermitte M, Quesnel B. INSERM, unité 837, Institut pour la Recherche sur le Cancer de Lille, Lille, France. Tryptophan catabolism, which is mediated by the enzymes indoleamine 2,3-dioxygenase (IDO) and tryptophan 2,3-dioxygenase (TDO), produces kynurenine. Kynurenine itself is converted by downstream enzymes into secondary catabolites. We evaluated the serum levels of primary and secondary tryptophan catabolites in a cohort of patients with myelodysplastic syndromes (MDS). The MDS patients showed significantly higher levels tryptophan catabolites which correlated with cytopenia. The tryptophan catabolites inhibited progenitor expansion during the in vitro culture of hematopoietic cells. Thus, MDS patients are characterized by high tryptophan catabolism resulting in elevated primary and secondary metabolites, which both have inhibitory effects on hematopoiesis.

To: scaram(o)uche who wrote (2888)	7/29/2013 11:53:42 AM
From: Biotech Jim	1 Recommendation Recommended By sjemmeri Respond to of 3202

Hi Rick- I will have to think about this one for a few days, as I am in the midst of moving* to the Madison, WI area, also known as Madtown. lol. But I do think you are on the right track. One guess that I have for '093 is that it could also be a selective JAK2 for kidney disease(s), particularly nephropathy? This type of mechanism could be devoid of some or all of the hematological negative effects. *My notes on various stocks are safely tucked away in a POD, the mechanism we are using for our moving of our household belongings. I have heard various success stories using PODs, and our 2 PODs arrived safely in WI with a minimum of disturbance after going to the storage site in Madison. Give me a week and I should be fully back online etc., unless Lake Mendota, north of the UW campus, takes away some/much of my free time for canoeing, kayaking and similar such water activities. Great fresh water fishing lake as well. The biotech scene here in Madison is pretty interesting, though much smaller that on either coast of course. BJ

To: scaram(o)uche who wrote (2888)	7/29/2013 3:17:59 PM
From: software salesperson	2 Recommendations Recommended By Biotech Jim quantman Read Replies (2) \| Respond to of 3202

Rick, additional speculation: oncology.healthace.com sales Incyte: Undisclosed Pipeline Compound (INCB040093) Enters Clinic for B-Cell Malignancies +/- Rituxan; ‘093 Could Be a PI3K Delta Inhibitor Our checks of clinicaltrials.gov have revealed that one of Incyte's 'mystery' pipeline compounds, INCB040093, whose identity and target has not been disclosed, has now officially entered the clinic in a phase I study of 50 patients with previously-treated B-cell malignancies +/Rituxan. According to the clinicaltrials.gov listing, data is expected by end-2014. Recall that we have been following this undisclosed compound since last year, when grants we found online suggested that it was teed up for a B-cell malignancy study. At that time, we suspected the agent was likely a PI3K inhibitor, but noted that it might also be an FGFR3 inhibitor. Based on the company's patent filings since then, as well as an additional reference we found from one of the participating centers doing genomic correlative analyses for the agent, we continue to believe '093 is most likely to be a PI3Kdelta inhibitor. Although this compound remains early, PI3K is a target that has attracted considerable attention of late in the heme/onc space. With only a few other PI3K inhibitors geared for hematologic malignancies in the clinic, including those from Gilead and Infinity, we believe revelation of this new Incyte program highlights their pipeline depth and could add a new dimension to the Incyte story. Though we remain neutral on Incyte, if '093 is indeed a PI3K inhibitor, we believe its entry into the clinic is a positive development. We expect the company may report more details on the new compound on their earnings call next week. Source: Wells Fargo Securities/Abrahams, July 24, 2013 Oncology Indication: Hematologic Keyword: Clinical Trials/Pipeline