Replies to post #195922 on Biotech Values

[DewDiligence]

Do we know how many other "selective IDO1 inhibitor[s]" INCY has in its pipeline, if any?

I presume INCY has one or two backup compounds, which is typical in drug development. ‘poorgradstudent’ can probably give you a more precise answer.

[biomaven0]

>>other "selective IDO1 inhibitor[s]" INCY has in its pipeline

There is almost always a set of backup compounds behind a lead candidate, and here indeed Incyte has disclosed that it has backups, although no details about them have been disclosed.

[poorgradstudent]

INCY IDOs:

Do we know how many other "selective IDO1 inhibitor[s]" INCY has in its pipeline, if any?

They've not outright disclosed, but as Dew suggested, they surely have some internally. Their MO is often to develop either more selective and/or almost outright specific variants to their lead candidates. Ruxolitinib is basically a JAK1/2 inhibitor, but the've moved multiple highly selective JAK1 inhibitors into the clinic. Same for the PI3K space.

The exclusivity term in this likely serves a few purposes:

1) Discourage MRK from playing off other IDO inhibitors against epacadostat. Likely a way of INCY protecting their turf.

2) Helps MRK compete against BMY in the PD-1 / PD-L1 space.

3) I'm speculating that INCY wants to move a bunch of these epacadostat combos rapidly into phase 3. This type of exclusivity deal may spur some of the pharmas currently in non-binding collaborations with INCY to act quickly. This is likely a secondary effect, but has clear financial benefits for INCY and could offer competitive benefits for pharmas with PD-1 / PD-L1 drugs.

[north40000]

My thanks to each of Dew, biomaven and PGS for the rapid -fire answers to my question.

I have some 100s of shares of INCY, held since 9/20/2000 with a basis of $8.95. I neither remember why I purchased it in the 1st place, nor have I done dd on it to inform why I should keep it. Despite that lack of attention while spending too many hours in patent litigation vocation in the years since, it obviously has done well w/o me.

Now that I have more time in mostly retired years, I will pay more attention.Thanks again. I am sure everyone better understands what INCY is up to.