Replies to post #210490 on Biotech Values

[DewDiligence]

ACRS/INCY—If [ACRS] have a novel compound with its own IP, why do they need use patents of baricitinib / juxolitinib? Is it in an attempt to block the latter two from being used in that indication?

Or an attempt to collect a royalty. In a similar vein, ABBV obtained a patent on the use of GILD's Sovaldi for treating HCV before GILD itself did, sparking a lawsuit that has yet to be concluded (#msg-104483323).

[rogerm]

Incyte has an agreement with LLY that prevents it from using an oral tab for Alopecia areata or for Vitiligo so it is testing a 1.5% cream for both with some success. Jakafi's pricetag is >$100,000 per yr. Lilly probably doesn't want to see a cheaper oral derma version on the market. Link shows impressive results for oral ruxolitinib in small AA trial. http://insight.jci.org/articles/view/89790/figure/2