Biotech Values

[poorgradstudent]

GLPG:

I think their RA drug looks pretty good. I'm a bit curious about what will happen at the higher doses if it remains contraindicated for men in the US. Although not statistically significant, the 200 mg doses did look stronger than the lower doses. This could send the overall ACR response rates a touch lower if men are not able to be dosed much above 100 mg. However, I suspect that this small caveat will be addressed before the company submits an NDA in the US.

It will be interesting to see how the JAK inhibitors compete. Tofacitinib doesn't seem to excite many people, leaving a possible opening for the competitors GLPG and INCY.