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DewDiligence

02/05/24 8:19 PM

#250519 RE: tony111 #250518

INKY inked a side deal with MOR concurrently with the NVS buyout:

https://finance.yahoo.com/news/incyte-gains-exclusive-global-development-214600670.html
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dewophile

02/05/24 10:47 PM

#250521 RE: tony111 #250518

Congrats.
INCY must be feeling some heat but they do have an internal BET inhibitor that they certainly hope to pair with Jakafi. The hgb benefits w this class may lessen any gap with momelotinib wrt anemia and head to head GILD couldn’t beat Jakafi w momelotinib in front line MF so it may still be difficult to displace Jakafi as SOC unless patients have some significant baseline anemia