Replies to post #198997 on Biotech Values

[mcbio]

INCY/MRK/IOmet/CALA -

This MRK purchase is interesting and I have to admit that it is not what I would have expected, unless it's a relatively cheap deal for the IP and expertise.

Is there any concern from an INCY standpoint of IOmet having dual IDO/TDO inhibitors? Presumably MRK could favor these way down the road over the INCY drug, which I believe is just an IDO inhibitor. Any more guidance if it's more beneficial to inhibit both targets rather than IDO alone? Guessing just way too early to know.

Separately, do you view CALA as a potential competitor here? They claim arginase pathway is similar to IDO: http://www.calithera.com/programs/arginase-inhibitors/ . You think that is a reasonable claim?