Biotech Values

[RockRat]

INCY IDO vs NLNK IDO + PD1 update: saw the patient characteristics from INCY now. INCY patient population looks sicker. 100% Stage IV (NLNK 87%), fewer treatment naive. Slightly higher ratio of M1c (sickest) patients than NLNK. Revising my opinion of the outcome to roughly even. Go to the presentations section of each company's website to find the presentations (INCY typo, calls it ASCO, but it's indeed ESMO, just up today).

Once others have digested this, I'd be curious to hear thoughts. A family member has a position in INCY, per my guidance.

Regards, RockRat