Pure IDO play (almost, they have an ebola program) NLNK - which I nearly put in my charity portfolio - up 18% on no company specific news (don't think they're at JPM today). Coattailing on INCY? They have two P1 combo trials with PD-1 inhibitors.
When the initial data were released in 2016, we talked about how the market was overreacting on the downside.
At that time, I think people were looking at every incremental IO target as being on the order of magnitude of PD-1. Since then, there has been IDO-like "lackluster" data from a couple of the newer ones. I think people are recalibrating their expectations, with execution and time to market (rather than blowout phase 1/2 data) becoming key.
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