Replies to post #130299 on Biotech Values

[mcbio]

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

What's wrong with 20-30%? That's still a lucrative amount if the JAK drug turns out to be a blockbuster. And those are fair terms for a relatively small biotech to ink with a big pharma partner. (RIGL inked similar terms with AZN for fostamatinib.)

[jq1234]

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

So will /LLYINCY's number in phase 3, as they still modify dose regimen.

INCY & LLY have a better mousetrap

It's a mistake to say one is better than the other by comparing topline efficacy data in RA, MS. 5 or 10% better numeric efficacy won't make any difference unless safety profile for long term use is better as well.