Replies to post #129222 on Biotech Values

[DewDiligence]

You can get all the details at PFE’s ACR webcast on 11/6/11 at 7:30pm ET:

http://finance.yahoo.com/news/Pfizer-Invites-Public-to-View-bw-1754201648.html?x=0&.v=1

[biomaven0]

>PFE RA drug

Data looks really good. Interesting that the AE's and SAE's were actually numerically lower in the higher dose group.

It's going to be all about long-term safety here. The biologics have a very good decade-long record despite initial worries about infections etc.

Peter

[DewDiligence]

VRTX will present VX-509 data at ACR:

http://finance.yahoo.com/news/Vertex-Announces-Presentation-bw-2734705598.html?x=0&.v=1

Unlike PFE, VRTX is not holding a webcast from ACR to detail the results.

[Fuma102]

a little late on the PFE / INCY JAK debate, but here goes.


PFE med, BID PO dosing:
ACR20: 53%
ACR50: 35%
ACR70: 22%

(previous P2 data: 66/37/20 for ACR 20/50/70 respectively - the P3 numbers are actually worse)

INCY P2a data, once daily PO dosing:
ACR20: 72%
ACR50: 44%
ACR70: 30%

INCY & LLY have a better mousetrap. Too bad INCY only gets 20-30% royalties.

links somewhere in here: http://boards.fool.com/incy-re-eval-29468832.aspx