Transfusion independent: Check GILD's JAK inhibitor CYT387 (from YMI) ASH presentation last year, 2/3 of patients changed from transfusion dependence to independence lasting at least 12 weeks!
MF vs ET: Go back look at ET long term data presentation in June, very consistent with MF data. They used modified criteria in that trial, using hematological and molecular response, no mention of clinical response whatsoever. Could it be there? Sure, but no mention from a long term trial tells you SOMETHING. As many have pointed out, no one knows what hematological and molecular responses here would lead to eventually, if anyone did, there wouldn't be any argument.
While you look at ET data, pay attention to lab graded AEs related to liver function. They said they are going to investigate and report back on the safety signal. I am still waiting.
By the way, no one said the drug doesn't work. MF data reported in abstract are consistent with ET proof of concept data, nothing more at this point. The only difference is MF is a bigger indication, but also tougher as you can see they couldn't use weekly dosing until response as in ET trial. They should try to see if the drug works in less chronic indications like AML, but the company does NOTHING themselves!
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