Biotech Values

[drbio45]

incyte vs ymi

I sat in on the ym rbc presentation today. Incyte's drug was approved based on reduction in spleen volume because enlarged spleens lead to a lot of pain and poor quality of life.

but incyte's drug causes reduction in hemoglobin and increases the need for blood transfusions because of the anemia.

YM's drug reduces the need for blood transfusion and should have a survival benefit because of that.

I do not own ym but I am thinking about buying it.