Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (10815)	5/12/2016 5:03:05 PM
From: tuck	Respond to of 12215

>>INCY, NLNK, and IDO inhibitors. "Can one own the space by owning both?" Yup, not counting an academic effort out of Denmark involving a peptide vaccine approach.<< Figured that was too pat for a hot space. BMS paid ~$1 billion to acquire privately held Flexus last year, just for its IDO program, this in spite of apparently having a program of their own. It was supposed to IND 2H15, but it is not on BMS' pipeline chart as being in the clinic as of January - nor is any other IDO inhibitor - and I can't find evidence that it's in the clinic yet. Interestingly, Flexus's CSO came from Incyte (Jordan Fridman, Dir. of Pharmacology). The company was founded by Amgen personnel. The following medchem piece makes mention of this and also gives details - IC50s and such - of the known compounds. Challenges in the Discovery of Indoleamine 2,3-Dioxygenase 1 (IDO1) Inhibitors IOmet is now owned by Merck as of this past January (terms undisclosed). iTeos is partnered with Pfizer and is not in the clinic. India's Curadev partnered with Roche a year ago, but the above piece suggests their compounds will need lots more tweaking to work in vivo. Terms of the deal were a very small upfront and some biobucks, as compared to the takeout value of Flexus. Vertex has a patent, but nothing shows on their uninteractive pipeline chart. If Amgen has a program, they also aren't in the clinic with it. In short, INCY and NLNK are the two front runners. Cheers, Tuck