发布于: 雪球转发:1回复:9喜欢:0
$因塞特(INCY)$ 吹水, IDO成功看到400亿涨幅40%。 IDO失败直接下深渊看到170亿跌幅40%。这种赔率为啥我已经赚了40%还不卖呢?因为感觉INCY能成功。。。

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2017-04-14 22:06

有钱人啊,100美元时候买入

2017-04-14 22:03

我靠。。。baricitinib居然没有通过,而且是最坏的“需要更多数据”。。估值模型需要调整了。。

INDIANAPOLIS, April 14, 2017 /PRNewswire/ -- Eli Lilly and Company (LLY) (NYSE: LLY) and Incyte Corporation (INCY) announced today that the U.S. Food and Drug Administration (FDA) has issued a complete response letter for the New Drug Application (NDA) of the investigational medicine baricitinib, a once-daily oral medication for the treatment of moderate-to-severe rheumatoid arthritis (RA).

The letter indicates that the FDA is unable to approve the application in its current form. Specifically, the FDA indicated that additional clinical data are needed to determine the most appropriate doses. The FDA also stated that additional data are necessary to further characterize safety concerns across treatment arms. The companies disagree with the agency's conclusions. The timing of a resubmission will be based on further discussions with the FDA.

"We are disappointed with this action. We remain confident in the benefit/risk of baricitinib as a new treatment option for adults with moderate-to-severe RA," said Christi Shaw, president of Lilly Bio-Medicines. "We will continue to work with the FDA to determine a path forward and ultimately bring baricitinib to patients in the U.S."

2017-04-14 15:33

连水了5个贴,不太好吧