Replies to post #210696 on Biotech Values

[ghmm]

GLPG:

Does Filgotnib ( GLGP ) have better efficacy then either Xeljanz or Baricitnib .. at least based on their P 2 trial data to date

My science background isn't as strong as others so my opinion may not be the best to seek here. Here are some blog posts (a little dated but relevant) from someone more knowledgeable (whose already replied :-) )

https://www.ozgurogut.com/thoughts/2015/8/18/jak-inhibitors-for-rheumatoid-arthritis-follow-up

https://www.ozgurogut.com/thoughts/2015/5/15/jak-inhibitors-for-rheumatoid-arthritis

https://www.ozgurogut.com/thoughts/2015/9/27/abbvie-to-galapagos

IMO if their daily dosing is good (their Phase 2 had better efficacy BID) the key will be what the larger trials show AE wise (compared to other JAKs). I don't see a huge efficacy difference. I've been long GLPG for several years and have no position in any other company developing a JAK in RA.