Replies to post #108667 on Biotech Values

[jq1234]

I did. INCB28050 data look good. LLY made good decision in licensing the drug even though they didn't have experience in RA. Better than AZN's choice of RIGL in my opinion even though RIGL's is more advanced.

[poorgradstudent]

INCY:

I thought the presenter started out rather lackluster, but did much better by the time the questions rolled around.

Although I like the fact that there was a placebo group, I would rather have had it go the whole 24 weeks instead of being randomized at 12 weeks. It makes it harder for me to get a full understanding of the efficacy data.

I would also like to see the absolute median LDL / HDL levels rather than the percentages.

Those are all the nitpicks I have for a study of this size and duration :-)

Otherwise, I do think the data look good.

On another note, data from the first of INCY's two myelofibrosis studies is due in the second half of december. Merry christmas?!