Biotech Values

[jq1234]

We'll see if these new grade 1 or 2 lab issues would persist. Those earlier grade 1, 2, even 3 ALT/AST were transient. The new safety update confirmed that.

As of PV, after going back review INCY's difficulty in their ph3 PV program (amending SPA for both entry criteria and sample size) this weekend, I now think PV is more difficult indication to develop. ET is the easiest but very small population, MF is larger population, can do subset, Jakafi failure etc. If their concern in PV is purely due to the fact it is chronic condition, they should drop ET too.