Replies to post #111480 on Biotech Values

[microcapfun]

>>Agreed that the INCY data aren't showing anything meaningfully different than PFE.<<

Drug ACR20 minus placebo ACR20 - Incyte's primary endpoint:

Pfizer: 39%
Incyte: 20%

That's using your data.

I think we'll have to agree to disagree. My guess is that 050 will never be approved in RA.

>>One has to presume PFE's first mover advantage will be a meaningful hurdle for JNJ.<<

Did JNJ buy Lilly? ;o)

micro