Biotech Values

[jq1234]

I agree about VRTX's JAK3. I don't see any additional benefit in clinical, yet. As of INCY's JAK1/2, ruxo, even at much lower dose, I just don't see it as RA treatment, it is good for hemo/onco indications. It remains to be seen whether the JAK1/2 licensed to LLY for RA will work out. Based on data we have seen, it is tough for other JAKs to beat out or just be even with PFE's Tofacitinib.

A few other JAKs:

YMI CYT387 (JAK1/2) ph1/2 MF;
S*BIO ONX0803/SB1518 (JAK2) ph2 MF; ONX0805/SB1578 (JAK2) ph1;
SNY TG101348 (JAK2) ph1/2 MF;
AZN AZD1480 (JAK2) ph1 MF/solid tumor