Biotech Values

[biomaven0]

>>best presentation INCY have done on Jakafi.

Agreed. It really does look like they were too aggressive on dosing in their trials. Once you move to a lower dose, anemia issues seem to fade. Consistent with what they said about YMI - that they were just lower on the dose curve to begin with.

I predict that five years from now we'll see wide use of JAK inhibitors in other cancers, mostly in combination settings.

Peter