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Incyte Corporation (INCY)

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74,39-0,95 (-1,26%)
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  • a
    ageninrussia
    Loncar:

    $INCY had first in human data from an oral PD-1 at #SITC21. Unfortunately they saw some peripheral neuropathy as a TEAE though. h/t Mara Goldstein

    Anyone remember back when $CRIS was the oral PD-1 company?
  • u
    uzi
    $AGEN conversation
    BREAKING NEWS: $AGEN today has been granted Patent
    The present disclosure provides #multispecific (e.g., bispecific) #antibodies that specifically bind to human GITR and/or human #OX40
    $INCY partnered
  • K
    Kim
    $SRPT conversation
    from Andrew Dunn:
    Top takeout targets, per new Credit Suisse investor survey:
    1. $CLVS
    2. $SRPT
    3. $ALDR
    4. $INCY
    5. $BMRN
    6. $GLPG
    7. $ALXN
    8. $IMMU
    9. $ICPT
    10. $VKTX
  • T
    Tom
    $AGEN conversation
    BLAIR: #AACR21 $INCY $AGEN $MRTX $ITOS Abstract Highlights and Meeting Itinerary
    On Saturday, April 10, through Thursday, April 15, the American Association of Cancer
    Research (AACR) will host the first of two week-long virtual conferences, with the second to
    be hosted on Monday, May 17, through Friday, May 21. Full regular abstracts were posted to
    the AACR meeting website on March 10 with clinical trial and late-breaking abstracts to be
    released at the start of the conference, and in this note we highlight several important data
    presentations for our coverage list and other data of interest. In addition, an itinerary of all
    relevant presentations to our coverage list and the wider oncology landscape is appended at
    the end of this note.
    In particular, we highlight:
    • Incyte (INCY $83.18; Outperform) will be providing the first clinical update with the
    company’s A2A/A2B receptor inhibitor and hosting a conference call with investors
    (on Monday, April 12) to discuss the company’s broader adenosine targeting strategy,
    including a CD73 antibody. The adenosine pathway has garnered significant industry
    interest, and therapies targeting this pathway have led to monotherapy responses,
    although clear clinical development paths have yet to be established, in our opinion.
    • The next data point for TIGIT antibodies will come from iTeos (ITOS $34.54), which will
    present preliminary Phase I data with EOS884448 as a monotherapy. Recent management
    commentary suggests pharmacodynamic effects of EOS884448 will be focused on the
    periphery for the AACR presentation, with biopsy analysis coming later in the year. Recall
    other TIGIT antibodies have shown minimal activity as a monotherapy, with the most
    apparent benefit coming when combined with PD-(L)1 antibodies in PD-L1–positive
    patients. The company will also host an investor call on Monday, April 12.
    • Agenus (AGEN $2.89; Outperform) will provide an update from the ongoing trial
    evaluating the combination of AGEN1181, a next-generation CTLA-4 antibody with
    Fc enhancements, and balstilimab, the company’s PD-1 antibody. As of February, the
    company reported a 23% response rate (5/22 patients), achieving responses in tumors
    unlikely to respond to PD-(L)1 antibody monotherapy, including microsatellite stable
    colorectal and endometrial cancers. We will host a call with Agenus management on
    Saturday, April 10, to discuss the updated results (see page 5 for registration link).
    • Although mainly preclinical in nature, several companies will provide updates on KRAS
    G12C inhibitors, attempting to improve on the results presented to date by Amgen
    (AMGN $249.10; Market Perform) and Mirati (MRTX $173.91). In particular, the abstracts
    focus on proposed combination regimens, with preclinical efficacy reported for several
    combinations targeting the MAPK pathway.

    Agenus
    Agenus will present updated clinical data with the company’s novel Fc-enhanced CTLA-4 antibody, AGEN1181, for which the
    company has previously disclosed multiple confirmed responses as monotherapy and in combination with the PD1 antibody
    balstilimab. As of the most recent update, the combination of AGEN1181 and balstilimab resulted in a 23% response rate
    (5/22) across a variety of tumor types, including many that would not be expected to respond to PD-(L)1 monotherapy, such
    as microsatellite stable (MSS) colorectal cancer (CRC) and MSS endometrial cancer. These particularly tough-to-treat cancer
    types do not respond to PD-(L)1 monotherapy, making the initial data for AGEN1181 combination more impressive. Two MSS
    endometrial cancer patients have achieved responses, one on monotherapy AGEN1181 and a second on the combination with
    balstilimab. In addition, a confirmed partial response in an MSS CRC patient treated with the combination was also announced
    in February of this year. We continue to be encouraged by the safety profile of the drug and initial biomarker and efficacy data,
    and look forward to additional updates at the upcoming AACR meeting
  • p
    patrick
    SunTrust just released a note stating that a series of strong data catalysts&disruptive medicines being commercialized or entering the clinic they recommend investors being overweight biotech. Their recommendations are:

    $CRSP $BMRN $CBAY
    $EDIT $EXEL $INCY
    $MRTX
    $RARE $SAGE $SRPT $VKTX $WVE

    Our time is coming - just be patient.
  • a
    ageninrussia
    $INCY Incyte Corporation: The Phase I/II trial (NCT02697591) evaluating open- label, dose-escalation, safety study of INCAGN01876 in subjects with Advanced or Metastatic Solid Tumors has completed patient recruitment.
  • S
    Sadiq
    $RIGL conversation
    Fellow Rigel shareholders: stay strong and stay patient. Despite the 350M upfront payment from Roche to Atea for a Phase 2 asset, a lot of promising biotechs were down today. $AGEN $BCRX (which has a potential oral treatment for Covid-19) $GTHX $INCY $BMRN $IMGN $CLVS $SGEN all down today. Have a nice weekend.
  • T
    Tom
    $INCY conversation
    news out on incyte that can't help the share price whats so over

    $INCY The FDA granted Incyte's Parsaclisib orphan status for its treatment of splenic marginal zone lymphoma.
  • P
    Pedmac2000
    $AGEN conversation
    Garo Armen Retweeted

    Jennifer Buell


    @jbuell01
    2h2 hours ago
    More Jennifer Buell Retweeted Agenus Inc. ($AGEN)
    .@FierceBiotech your @9:45AM report by Nick Paul Taylor is wrong. Correct deal terms below: $AGEN retains 67% of royalties & 90% milestones. Call with questions.Jennifer Buell added,
    Agenus Inc. ($AGEN)

    @Agenus_Bio
    Received $15 M from $XOMA for minority royalty interest in $INCY, $MRK partnerships. $AGEN retain 67% of royalties and 90% of milestone payments; Remain eligible for up to an additional $450 M and $85.5 M in milestones from @Incyte and @Merck, respectively

    1 reply 6 retweets 6 likes
    Reply 1 Retweet 6 Like 6

    Garo Armen


    @garo_armen
    3h3 hours ago
    More
    There will also be unscrupulous characters who intentionally say wrong or do wrong regardless of the facts.

    0 replies 1 retweet 4 likes
    Reply Retweet 1 Like 4

    Garo Armen


    @garo_armen
    5h5 hours ago
    More
    Today’s announcement is the first and the smallest of multiple transactions we expect to conclude this year. Agenus Closes $15 Million Partial Royalty Monetization With XOMA
  • A
    Anonymous
    $EXEL conversation
    Goldman: Setting the stage for oncology M&A in 2018 Tax reform unlocks ~$160bn ex-US cash for potential M&A
    Potential top 5 acquirers: $CELG, $PFE, $GILD, $MRK, $JNJ ...expect the M&A focus to shift to ..: ( $AGIO (NDA filed), $CLVS, $EXEL, $INCY, $PBYI, $SGEN and $TSRO).
  • P
    Parsa Daman
    $AGEN conversation
    $INCY on tax reform, "will have best in class effective tax rate in 2-3 yrs after launch of a few more products"

    Great, then buy Agenus!
  • u
    uzi
    $AGEN conversation
    ORACLE INVESTMENT MANAGEMENT INC 13F
    doubles up on $AGEN shares , top buy in Q
    also $AGEN calls
    2nd $PACB
    3rd $OPK
    top $AGEN holders are $INCY and $GILD
  • M
    Matt
    $CYCC conversation
    Cross post $INCY has near term FDA action that could ring up some handsome gains. I lost my money in CYCC and have since moved on.
  • T
    Tom
    $INCY conversation
    even with news of a hope for baricitinib this stock goes down

    $INCY Lancet Journal author submits findings from use of artificial intelligence to make recommendations for suggestions of compounds likely to be effective as potential CoronaVirus treatment. #baricitinib feb3
  • K
    Kev
    $NKTR conversation
    Andy Biotech: Except you forget I/O legend $INCY Epacadostat

    $NKTR peg-IL2 vs $INCY IDO combo in 1L melanoma
    ORR: 53% (20/38) vs 65% (26/40)
    ORR in PD-L1+: 64% (14/22) vs 75% (9/12)
    ORR in PD-L1-: 39% (5/13) vs 56% (9/16)
    12mo PFS: 57% vs 63%
  • A
    AIKIDO
    Who’s next buyout coming AMRN and RDUS Buy who $GILD. $MRK. $INCY. $NVS
  • C
    Chas
    $INCY conversation
    AnalystRatingsNetworkApr 6th, 2:10 pm
    Incyte given $85.00 PT by Raymond James Financial. buy rating. http://www.marketbeat.com/r/1002538 $INCY
  • D
    Dr Jim P. , MD
    $AGEN conversation
    filing: $AGEN will lease a building containing approximately *** 83,620 square feet *** in Emeryville California for cGMP #manufacturing space for its
    commercial antibody manufacturing requirements ... Agenus will immediately take possession of the Building
    $GILD $GSK $INCY $NVS
  • j
    jacosa
    $INCY conversation
    What is is Incyte "Really" worth? Good question. Very different from the "price target" question analysts try to answer because it eliminates investment horizons (never stated, but always there) and questions of catalysts. In a sense, it's a takeover price question, but independent of whether there might be a takeover.

    So: what's in hand? Jaka[fv]i, obviously. Please, since I was predicting peak US sales over $2bln while "respectable" people were predicting less than $1bln, allow me to move the peak above $3bln now. With all applications protected for 11 more years, and at least $1 bln going to come under new patents and other forms of extended exclusion of competition. And at least for the largest markets, the only competitor visible on the horizon is Jaka[fv]i, in combinations. Rule of thumb is that that's worth $15 bln in a takeover, but let's put it at $10 bln.

    Then there's a quarter of Olumiant. Yeah, the FDA troubles. But anyone can look at the phase 3 data--the drug is too good to stop forever. Again, "respectable" estimates of sales have run around $2 bln. I can't for the life of me see how it takes less than 20% of the severe RA treatment market of about $40 bln. So that's $2bln a year for Incyte WITHOUT the overhead of selling--that makes it as good as Jakafi right there, with other potential uses still to be determined (some of them large). Call it $15 bln total value.

    Can't forget epacadostat. Barring an active cod [ancient corny SF joke], substantial use against melanoma is in the bag [see how much fun it is to have no time constraint]. That is a huge market all by itself. In fact, for present purposes I'll leave out the more competitive tumor types, but just guess 50K melanoma patients at $40K. Another $2 bln sales, say $8 bln of company value.

    Rather than trying to value deeper pipeline assets, I'll just point to the most efficient candidate-generating operation in the industry. That HAS to be worth at least 2/3 as much as the drugs it has generated. All adds up to $55 bln. Notice that the value rises as hot candidates come to the fore (as long as the pipeline gets replenished), and my skepticism of epac shows compared to any other valuation around (frankly, I consider my optimism about Olumiant VERY cautious)

    So I get a value almost exactly twice the present market capitalization. As Morningstar puts it: "The father of value investing, Benjamin Graham, explained this concept by saying that in the short run, the market is like a voting machine--tallying up which firms are popular and unpopular. But in the long run, the market is like a weighing machine--assessing the substance of a company." This value is still a little below what I'm guessing management (and large holders) would want in a friendly deal, so again: no takeover soon.
  • A
    Anonymous
    $INCY conversation
    One of these days we will get up and see an offer of $175/share and then the bidding war begins!
    Lilly, Novatis, PFE, Roche... fighting each others for INCY.