Biotech Values

[tony111]

Pelabresib did not significantly increase TSS50 of Jakfi. The combo is numerically superior in TSS50 than jakfi alone. Its been speculated that maybe there is a ceiling effect of TSS50 near ~ 55% masking pelabresib's TSS50 benefits. ABBV's navitocolax didn't increase TSS50 although it doubled SVR35. Momelotinib has a TSS50 of 32% so it will be very interesting to combine it with pelabresib to see if the so called ceiling effect is true. Imagine momelotinib + pelabresib produce a TSS50 similar to pelabresib + jakfi but with ZERO anemia (pelabresib when combined with JAKfi increases hgb). That will make momelotinib+ pelabresib SOC for first line myelofibrosis. INCY's internal BET inhibitor has issues with thrombocytopenia. Pretty much all the BET inhibitors except pelabresib got hit with DLTs of thrombocytopenia at pretty low dose. When constellation pharma CEO was asked about pelabresib's advantage over other BET several years ago, he said pelabresib has the biggest therapeutic window relative to other BET. It seems to be true. We will see in 5 years. If pelabresib + momelotinib work out like I speculate, GSK buying Sierra Oncology will be the biggest steal.