Biotech Values

[Fuma102]

a little late on the PFE / INCY JAK debate, but here goes.


PFE med, BID PO dosing:
ACR20: 53%
ACR50: 35%
ACR70: 22%

(previous P2 data: 66/37/20 for ACR 20/50/70 respectively - the P3 numbers are actually worse)

INCY P2a data, once daily PO dosing:
ACR20: 72%
ACR50: 44%
ACR70: 30%

INCY & LLY have a better mousetrap. Too bad INCY only gets 20-30% royalties.

links somewhere in here: http://boards.fool.com/incy-re-eval-29468832.aspx