Notwithstanding the fact that I own this one, I think it's an interesting situation in general. I wonder if NVS / LLY are waiting to see how the JAK1 drug works before contemplating a move? If preferential inhibition of JAK1 can improve upon JAK1/2, then INCY has the possibility of undermining the revenue streams that are coming (or may be coming) to these two companies.
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