Replies to post #208057 on Biotech Values

[mcbio]

The best Alopecia Areata trial result was obtained with oral Ruxolitinib. ACRS appears to be far behind INCY which is running a P2 topical ruxolitinib and CNCE which has a P2 with a oral deuterated ruxolitinib. www.investorvillage.com/smbd.asp?mb=18114&mn=596&pt=msg&mid=16391346

Thanks to you and pgs for the posts. One other point is that ACRS has talked up the patents they own in this space (acquired from Columbia and RIGL in part I believe). I wonder if INCY has patents specific to use of JAKs for alopecia and related disorders or if ACRS could stand to benefit on this front (even if actually behind in the clinic).

[DewDiligence]

CNCE -9% on FDA clinical hold:

https://finance.yahoo.com/news/concert-pharmaceuticals-announces-clinical-hold-113000137.html

Concert Pharmaceuticals today announced that it has received notice from the U.S. Food and Drug Administration (FDA) that its CTP-543 Phase 2a clinical trial for alopecia areata has been placed on clinical hold. …prior to dosing subjects, the FDA informed the Company that a review of certain recently completed non-clinical toxicology studies is required before proceeding. The FDA did not cite a safety concern; however, they intend to review these additional non-clinical data as support for the one-year dosing duration as planned in the Phase 2a trial.

[DewDiligence]

CNCE +10% on denial of INCY’s IPR petition re alopecia areata:

https://finance.yahoo.com/news/concert-pharmaceuticals-announces-ptab-denies-170000186.html