Biotech Values

[dewophile]

Congrats.
INCY must be feeling some heat but they do have an internal BET inhibitor that they certainly hope to pair with Jakafi. The hgb benefits w this class may lessen any gap with momelotinib wrt anemia and head to head GILD couldn’t beat Jakafi w momelotinib in front line MF so it may still be difficult to displace Jakafi as SOC unless patients have some significant baseline anemia