Biotech Values

[mcbio]

Their RA drug is significant I think.

I think so as well and INCY has nice terms on their deal with LLY IMO. I've always followed RIGL and do like fostamatinib but INCY's drug seems to have less questions at this point on the safety front and I think efficacy is reasonably comparable between the two drugs at this point.

Do you have any opinion on the other drugs in INCY's pipeline, namely the c-MET drug in Phase 1 and the IDO inhibitor in Phase 1? The latter sounds like a novel candidate; don't know what the expectations are for success here. In terms of the c-MET candidate, I wonder to what extent, if any, INCY's drug is differentiated from EXEL and ARQL's c-MET drugs that are much further along.