Tag: Incyte (INCY)

Ignoring Incyte’s Successive Good News Will Fail to Mislead Investors

Ignoring Incyte’s Successive Good News Will Fail to Mislead Investors

GRAFT VERSUS HOST DISEASE (GVHD) INCYTE (INCY) HAS SEVERAL GOOD NEWS. As a matter of fact, Incyte has exciting news coming from innumerable activities strategized by the firm’s dynamic management. The first good news came from the FDA, granting Breakthrough Therapy Designation for Jakafi® (ruxolitinib) for the treatment of patients with acute graft-versus-host disease (GVHD). There are currently no approved treatments for GVHD. Breakthrough Therapy …
Le CompaGnon Part 1

Le CompaGnon Part 1

Le CompaGnon Part 1 TUESDAY June 14, 2016 The Eternal Market Games Unfortunately, the fabrication and misrepresentation of reality in media articles about member firms of the biotech sector succeeded in devastating promising companies having exceptional technologies and products. The damages went far beyond investors unwarranted losses. The damages were grave as to ruin of many firms. Indeed, many promising firms were forced to declare …
Accelerated FDA Approvals of Immunotherapy Treatments Are Accelerating

Accelerated FDA Approvals of Immunotherapy Treatments Are Accelerating

CANCER Everyday something new is discovered that explains cancer behavior, including proliferation, response to treatment, resistance to treatment, metastasis, recurrence, etc. Today we have several news, including one that might have cleared a puzzle regarding a continuous growth of colon cancer after oncologists block a well known signaling molecule recognized as playing a major role in making, not breaking the cancer. We also have news …
Disrupting the Capability of Cancer Cells to Repair Their Damaged DNA. See Also: Underestimated Biotech Firms

Disrupting the Capability of Cancer Cells to Repair Their Damaged DNA. See Also: Underestimated Biotech Firms

Underestimating the Value of Drugs that Disrupt the DNA Repair Mechanisms in Cancer Cells. AstraZeneca’s (AZN) Chief Executive Pascal Soriot said that while DNA damage response was under-recognized by investors, oncologists were already “very excited” by its potential of the drugs targeting DNA repair mechanisms inside cancer cells. According to AstraZeneca, drugs that disrupt the DNA repair mechanisms inside cancer cells are showing tangible promise for …
Incyte Acquires Ariad Pharmaceuticals European Operations. See Also: A Great Achievement by Illumina

Incyte Acquires Ariad Pharmaceuticals European Operations. See Also: A Great Achievement by Illumina

By June, which is next month, Incyte (INCY) will be the owner of the European operations of Ariad (ARIA). That’s what both firms have announced yesterday. Among other details, the firms decided on signing a licensing agreement for exclusive development and commercialization rights to Ariad’s Iclusig (ponatinib) in the European Union and 22 other countries, including Switzerland, Norway, Turkey, Israel and Russia. Iclusig is approved …
Prohost Letter #395

Prohost Letter #395

Prohost Letter #395 On the Road TO DEFEATING CANCER - Results of cancer treatment with novel immunotherapy drugs suggest that the hope of conquering cancer has improved from doubtful to conceivable. Immunotherapy treatments are scoring unprecedented successes against a wide variety of malignancies, including liquid cancers, solid cancers, cancers with DNA mutations caused by viruses and other cancer-causing agents. The two Immunotherapy approaches are currently occupying …
The Outcome of the Pfizer/Allergan Marriage. See Also: More News for Incyte

The Outcome of the Pfizer/Allergan Marriage. See Also: More News for Incyte

Pfizer (PF) terminated its acquisition agreement with Allergan Plc (AGN) The new set of rules released by the U.S. Treasury Department to make it difficult for U.S. companies to conduct tax inversions contributed Pfizer’s decision. Analysts noted that the new regulations seem almost directly aimed at Pfizer-Allergan. In one of two major parts of the new rules, the U.S. government would not consider the assets acquired …
Prohost Letter #394 Part 1

Prohost Letter #394 Part 1

Prohost Letter #394 Part 1 Gilead - Some people sold Gilead’s (GILD) stock on Wednesday, March 23 after news announced on Tuesday that a jury decided that Gilead has infringed on two HCV molecules patents that Ionis (IONS), formerly Isis, and Merck had secured from their research. Ionis CEO said in a press release that his firm and Merck used their expertise during their collaboration in …
News from Incyte and Gossip About Medivation

News from Incyte and Gossip About Medivation

Incyte (INCY) and Eli Lilly (LLY): The New England Journal of Medicine published detailed results of RA-BEACON — a pivotal phase 3 global study of baricitinib, a once-daily oral treatment for moderate-to-severe rheumatoid arthritis (RA). The study met its primary endpoint of ACR 20 response for baricitinib compared with placebo at week 12. ACR 20 response rates were (P≤0.001 for each baricitinib dose versus placebo): 55 percent for baricitinib 4 mg; 49 percent …
Prohost Letter #393

Prohost Letter #393

Prohost Letter #393 IMMUNOTHERAPY - PROHOST PORTFOLIO - NEW PICKS? - A Brief Reminder of the CAR T –TCR Immunotherapy Approaches In this issue we continue our journey inside the territory of cancer immunotherapy. We remind that in the Prohost Letter issue #391, we dealt with the immunotherapy based on genetically engineered T Cells, enabling them to seek out, attack and neutralize cancer cells. The immune system’s T …
One Year Accomplishments Vs. One Cent Missed in Agenus Financial Report

One Year Accomplishments Vs. One Cent Missed in Agenus Financial Report

Agenus (AGEN) is a project in the making since the firm has decided to play an integral part in immuno-oncology, doing everything possible towards building checkpoint modulator antibodies, in addition to its protective and therapeutic vaccines. Missing analysts’ expectation by one cent, which leads to stocks’ punishment has become an accepted routine, satisfying daily traders and other investors. The substance, however, which  interests us, is in …
Prohost Letter #392

Prohost Letter #392

Prohost Letter #392 February 28, 2016 - How could it be possible for any genius to make intelligent guesses about the market's next moves when highly regarded experts, including Nobel Prize winners in economics, remained quizzical about the recent horrifying performances of publicly traded stocks? Since the beginning of 2016, the stock market has been made to look as if a runaway train with many passengers …
About the News from Incyte and Vertex

About the News from Incyte and Vertex

Incyte: A Good Company Facing Irrelevant Investors’ Reaction  Incyte decided to stop an early ongoing trial of a combination treatment ruxolitinib (Incyte) plus regorafenib (Bayer) for colon cancer after observing the combination wasn’t working. Both drugs are approved for different indications and both are doing well in the market. At this moment in the market chaos, this news looked as if a terrible thing that must cause an unwarranted …
Steps Forward in the Management of Inflammatory and Autoimmune Diseases

Steps Forward in the Management of Inflammatory and Autoimmune Diseases

Improving the management of inflammatory and autoimmune diseases has been a dream that seems to be happening slowly but surely in the past years. The improvement has gained energy and speed in 2015. The advancement in treatments has been demonstrated on several inflammatory and autoimmune diseases, including psoriatic arthritis, rheumatoid arthritis (RA), Crohn’s disease, systemic lupus erythematosus (SLE) and many other autoimmune diseases. Psoriasis   …
Who Skipped the Bloody Market? Why Gilead Embarked on Galapagos NV Drug Filgotonib?

Who Skipped the Bloody Market? Why Gilead Embarked on Galapagos NV Drug Filgotonib?

The market looks like angry, probably very angry, as stocks are in a severe selloff mood. There will be many explanations like usual, but it is difficult for us to speculate this time over the correctness of the offered explanations, including the Iran Saudi Arabia crisis, which led to an increase in the oil price whose decrease has caused the previous market’s bad mood. Like …
Prohost Letter #388

Prohost Letter #388

Prohost Letter #388 TOPICS - 1. AN INDISPENSABLE SHORT INTRODUCTION 2. GENE EDITING 3. GENE THERAPY 4. CANCER IMMUNOTHERAPY 1. GENE EDITING Exon Skipping: Biomarin (BMRN); Sarepta (SRPT); These firms are waiting FDA approvals for Duchenne Muscular Dystrophy (DMD) Gene Editing Technology Competitors: Cellectis S.A. (CLLS); CRISPR; PTC Therapeutics (PTCT) Firms Using Different Approaches For DMD Treatment (see Below) Zink Finger Tech: Sangamo (SGMO); RNAi …
Incyte is a Great Biotech Firm

Incyte is a Great Biotech Firm

To shareholders who were stupefied with an instigated selloff of Incyte’s (INCY) stock today, we say do not get panicky. Nothing is wrong with Incyte, no bad news was announced with any of the firm’s 12 ongoing clinical trials or with its approved drug Jakafi, which demonstrated progressive growth since it was launched.  So, a clever correct move now would be taking advantage and accumulate …
Prohost Letter #385

Prohost Letter #385

Prohost Letter #385 An Evaluation of Prohost Picks and Some Other Interesting Biotechnology Companies The Top-Tier Group The indiscriminate attack on the biotech sector impacted the best biotech firms more than it did the worst. In other words, the attack devastated the undervalued, without correcting the stock price of overvalued, or even valueless, firms. The problem is that those who instigate computer programs selling of …
Incyte and Merck Agree to Expand Their Agreement Regarding Their Immunotherapy Combination Drugs

Incyte and Merck Agree to Expand Their Agreement Regarding Their Immunotherapy Combination Drugs

Incyte (INCY) and Merck (MRK) announced the expansion of their ongoing clinical collaboration to include a Phase 3 study evaluating the combination of epacadostat,Incyte’s investigational selective IDO1 inhibitor, with Keytruda® (pembrolizumab), Merck’s anti-PD-1 therapy. The trial is for the use of the combination as first-line treatment for advanced or metastatic melanoma. The Phase 3 study, which is expected to begin in the first half of 2016, …
Prohost Letter #384

Prohost Letter #384

Prohost Letter #384 The Assassination of the Biotech Sector The Market (Part 2) On Friday September 18, 2015, the biotechnology sector occupied the news headlines for two different reasons. The first was the sudden unexplicable and unexpected plummeting of the biotech sector. The stocks were flying sky high until modday and suddenly, all the biotech stocks, without exception, took a dive. The second reason was the triumph of …