Replies to post #119352 on Biotech Values

[DewDiligence]

YMI/INCY—If they have to go head-to-head then they are faced with the murkiness of a non-inferiority trial…

What kind of murkiness are you referring to?

…and in addition they will probably have to pay the (doubtless obscene) price that INCY will be charging for ruxolitinib for the patients in the comparator arm.

It’s doubtful, IMO, that this will be a material consideration in the overall scheme of things given the typical clinical costs of a phase-3 oncology program.