INCY’s IDO and A Visit to Novavax

INCY’s IDO & Cancer Immunotherapy – Treating cancer with immunotherapy has become one of the major “Hot New Classes” over the last year as the science, compounds and subsequent studies have demonstrated the ability to significantly extend the lives of cancer patients.

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THE NEW CLASSES ARE IN SESSION

The pharmaceutical and biotechnology industries have gone through periods of blockbuster drug classes, which has often resulted in one or more leading drugs catapulting the respective company’s growth rates and, in many cases, market capital, to the very top of the industry.

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NOT YOUR FATHER’S PLATFORMS

MTSL published Issue #753 “Plentiful Platforms” on April 25, 2012. Most of our platform recommendations have made significant progress since then, and our subscriber base has grown substantially as well.

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INCY & ISIS – THE NEXT PHASE

CHASING INCY – INCY Poised to Emerge as Oncology Powerhouse, Raising BUY LIMIT – The biggest driver of INCY’s value over the last year, and in our view, going forward has been the emergence of their oncology pipeline.

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ORAL ARGUMENTS

Historically, classic biotech companies developed monoclonal antibodies and proteins as new therapies for hard-to-treat conditions. There have been multiple examples of blockbuster successes (e.g., EPO, anti-TNF antibodies, HGH, human insulin, etc.) leading the past 30+ years to create the Biotechnology sector.

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Incyte Update (8-21-13)

Incyte’s Jakafi Delivers Great Phase II Pancreatic Data:  Incyte (INCY) has reported great top-line results from their Phase II, randomized, double-blind, placebo-controlled RECAP trial of Jakafi in combination with capecitabine in patients with recurrent or treatment refractory metastatic pancreatic cancer. The hazard ratio (HR) for overall survival (OS) in the intent to treat population was[…]

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