Biotech Values

[jq1234]

In today's NEJM, there is a letter reflecting a "sponsor-independent analysis" that posts a somewhat grim picture of the long-term results with ruxolitinib:

I looked at this more closely, realized this was from part of original phase 1/2 open label study. The population was different from the two pivotal trials. In COMFORT I II, they only include patients who are either resistant or refractory to, intolerant of, or in the investigator's opinion not candidates for available therapy and for whom treatment of MF is indicated may enroll. For this patient population, I looked at COMFORT I II presentations at ASCO this year again, especially COMFORT II where was compared against Best Avaliable Therapy, the risk/benefit seems strongly favor Ruxolitinib.

http://www.incyte.com/ASCO%202011%20COMFORT-II%20Presentation.pdf

For other MF patient population, and PV, ET, they need to find more appropriate dosing regimen, which they are doing now.