Replies to post #158495 on Biotech Values

[jq1234]

We'll see if these new grade 1 or 2 lab issues would persist. Those earlier grade 1, 2, even 3 ALT/AST were transient. The new safety update confirmed that.

As of PV, after going back review INCY's difficulty in their ph3 PV program (amending SPA for both entry criteria and sample size) this weekend, I now think PV is more difficult indication to develop. ET is the easiest but very small population, MF is larger population, can do subset, Jakafi failure etc. If their concern in PV is purely due to the fact it is chronic condition, they should drop ET too.

[biopearl]

Who says they dropped PV? They just stated they had enough data to stop the study. This may not mean the 2 PV patients are not continuing to receive therapy. ButI may have missed something here. The elevated unconjugated bilirubin could be due to hemolysis or an effect on red cell precursors? As you recall the "problem" of throbocytopenia is not such a problem in primary thrombocythemia. Might neutropenia effect in some patients mean an effect on myeloid precursors? Can't speak to the LFT abnoralities but they didn't met Hy's Law so maybe not a huge problem, yet unknown but sure to be made clear as this cohort is followed. How many chemo agents don't have awful side effects? Most patients in the ET study remain on drug so the side effects can't be intolerable. I think the liquid tumor data is remarkable for ET, especially as it pertains to effects on precursor cells, hope it has just been seen through the (dirty) lens of the breast and lung studies so far. Pediatric tumor response who knows, there was some interesting early in vitro brain tumor data... Anyway the stock is a disaster right now but as a good friend reminded recently the enterprise value may reflect this especially since the stem cell assets must have some value too. Regards to all, bp