Replies to post #141508 on Biotech Values

[DewDiligence]

Thanks, BJ. I replied to your SI post on Tofacitinib asking if you stood by the comments in #msg-75285451. (I had presumed that you posted #msg-75285451 after at least scanning the FDA briefing docs.) If you don’t mind, please respond here so that we may keep this Tofacitinib thread untangled :- )

[mcbio]

I posted here some of my comments after a quick read of the PFE tofacitinib briefing documents.

www.siliconinvestor.com/readmsg.aspx?msgid=28130345

Anyone interested in current or future RA drugs would do themselves a great service by reading these documents.

Question on the potential malignancy risk in man. Do you think this potential concern is something specific to JAK inhibitors or is the potential concern broader? I ask because I'm curious if RIGL's fostamatinib, which is a Syk inhibitor, might not share this same risk, or at least the same degree of risk, and could have a potential advantage on this point.