Replies to post #126182 on Biotech Values

[Fuma102]

the PO JAK contenders for RA:

PFE, INCY, VRTX

PFE is ahead by 2 years and in P3.
INCY finished 2b.
VRTX finished 2a.

PFE P3 results as monotherapy (PO BID):
ACR20: 66%
ACR50: 37%
ACR70: 20%

INCY 2a trial (PO once daily):
ACR20: 72%
ACR50: 44%
ACR70: 30%

VRTX posted similar numbers to INCY. INCY appears to have the best side affect profile.

VRTX had a heavily pretreated population that PFE / VRTX did not have (failed MTX / biologics) and still showed better efficacy. Unfortunately, INCY only has a high 20s royalty deal.

Enbrel: 3.5b
Remicade: 5.8b
humira: 5.4b

lotta money at stake for a PO med.