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

To: Biotech Jim who wrote (3066)	4/9/2015 6:34:43 PM
From: former_pgs	Read Replies (1) \| Respond to of 3202

Have just started looking into them and may write a very small summary, but it also looks like INCY is going to show some preclinical data on a PIM kinase inhibitor, INCB053914. Sounds like the PIM kinase class is getting tested by some myeloma docs. Novartis has one early in the clinic (LGH447), AMGN and BIIB have some chemistry papers for PIM kinase inhibitors (i assume they're looking into the space), and AZD had one that they dropped. There was an old one from Astex (SGI-1776) that seems to have been stopped a few years ago due to cardiotoxicity.

To: Biotech Jim who wrote (3066)	4/24/2015 4:53:01 PM
From: tuck	1 Recommendation Recommended By scaram(o)uche Read Replies (1) \| Respond to of 3202

Small correction. The INCB39110 study in pancreatic is in fact a four drug combo study. PGS notes from AACR (thanks!) say that they already are seeing a higher than expected dropout rate, and are adjusting the dose of INCB39110 downward a bit. This suggest suggests completion will be pushed beyond next January, and that PIII design and perhaps go/no go decision will be based on JANUS readout. With both finishes pretty close, that implies a noticeable, but not terrible delay. A few months? Hopefully some analyst will ask about how this adjustment is working on the next call. With some clinical risk upcoming, I'm likely going to take a few more chips off the table on a run into ASCO. I'm not expecting much. Say $115 to $120. Cheers, Tuck

To: Biotech Jim who wrote (3066)

5/11/2015 2:14:29 PM

From: tuck

Read Replies (1) | Respond to of 3202

Sunday, May 31 | 8:00 AM - 11:30 AM

Lymphoma and Plasma Cell Disorders
Session Type: Poster Session
Track(s): Lymphoma and Plasma Cell Disorders
Presentation(s):
Abstract #8520 Interim analysis of a phase I study of INCB040093, a PI3Kd inhibitor, alone or in combination with INCB039110, a selective JAK1 inhibitor, in patients (pts) with relapsed or refractory (r/r) B-cell malignancies. Tycel Jovelle Phillips, MD University of Michigan
Abstract #8558 A phase 1 study of INCB040093, a PI3Kd inhibitor, alone or in combination with INCB039110, a selective JAK1 inhibitor: Interim results from patients (pts) with relapsed or refractory (r/r) classical Hodgkin lymphoma (cHL). Andres Forero-Torres, MD University of Alabama at Birmingham

Can't find anything for the IDO/Yervoy combo. A late breaker, perhaps.? Only one abstract title for indoximod, NewLink's ido inhibitor.

Cheers, Tuck

To: Biotech Jim who wrote (3066)	5/14/2015 1:45:23 PM
From: tuck	Read Replies (1) \| Respond to of 3202

Anyone know if the management said something about updated P2 data for Yervoy/INCB24360 data being presented at ASCO, or if that is just SunTrust's guess? Do late breaker titles get published before the abstracts themselves or both at once? TIA & Cheers, Tuck