Replies to post #126229 on Biotech Values

[NP1986]

Thanks for posting the comparison. Even though it is not a JAK inhibitor, RIGL/AZN's fostamitinib is also worth keeping an eye on.

I think there will be a lot of patient-driven interest in oral drugs for RA.

[biomaven0]

VRTX posted similar numbers to INCY.

These look better than the INCY week 12 numbers and comparable to the INCY week 24 numbers.

VRTX had a heavily pretreated population that PFE / VRTX did not have (failed MTX / biologics)

The INCY PH IIA population had all failed at least one DMARD, (and about 30% had failed one or more biologics) so seems comparable to me.

Peter

[Fuma102]

sorry, that last line was supposed to say that INCY had the heavily pretreated population.

VRTX announced "almost half" improved 50% at 12 weeks, INCY had shown 44% at 50% improvement at 24 weeks. VRTX said two thirds had improvement of 20%, INCY had 72%.

VRTX / INCY had the similar numbers, but INCY is ahead in trials, and had a heavily pretreated population.

again, lots of money to go around.

[DewDiligence]

Enbrel: 3.5b
Remicade: 5.8b
Humira: 5.4b

Where do these numbers come from?