Biotech Values

[biomaven0]

Right, so state of play as I understand it:

PFE: JAK1/JAK3/TYK2 (with some impact on JAK2)
INCY: JAK1/JAK2
VRTX: JAK3

JAK3 is expressed only in immune cells. INCY made a big deal of their compound not hitting JAK3, but I'm not really seeing any evidence yet to support their theory.

Here's an article discussing some of the initial work in the field:

http://pubs.acs.org/cen/business/88/8839bus2.html

Note the idea of combining with an HSP90 drug - this is a recurring theme I keep seeing in many different areas.

Peter