分析得很对,最值得期待的是脂溢性皮炎。AD和PS竞争激烈,不说生物药,小分子就有$因塞特医疗(INCY)$ $Roivant Sciences(ROIV)$ 等。当然除了专科,$Arcutis(ARQT)$ 还在寻求合作者开拓primary care physicians的市场。我个人认为接近$10亿的销售是可能的...查看全文
真灼财经06-05 11:46
$信达生物(01801)$ 目前集团已取得10款产品获批上市,3个品种的新药上市申请(NDA)在国家药品监督管理局(NMPA)审评中,5个新药分子进入III期或关键性临床研究,另外还有18个新药品种已进入临床研究。今年第一季度,集团共取得总产品收入超过17亿元(人民币,下同),按年增加60%。期内,达伯舒...查看全文
因塞特医疗(INCY)05-01 04:05
$因塞特医疗(INCY)$ 10-Q Quarterly report [Sections 13 or 15(d)] Accession Number: 0000879169-24-000077 Act: 34 Size: 7 MB 网页链接查看全文
因塞特医疗(INCY)05-10 06:35
$因塞特医疗(INCY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-057330 Size: 29 KB 网页链接查看全文
因塞特医疗(INCY)05-10 06:45
$因塞特医疗(INCY)$ SC 13D/A [Amend] General statement of acquisition of beneficial ownership Accession Number: 0001104659-24-059496 Act: 34 Size: 179 KB 网页链接查看全文
因塞特医疗(INCY)07-04 00:25
$因塞特医疗(INCY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000879169-24-000113 Size: 5 KB 网页链接查看全文
因塞特医疗(INCY)07-04 00:25
$因塞特医疗(INCY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000879169-24-000112 Size: 5 KB 网页链接查看全文
因塞特医疗(INCY)05-13 23:25
$因塞特医疗(INCY)$ SC TO-I Tender offer statement by Issuer Accession Number: 0001104659-24-060326 Act: 34 Size: 6 MB 网页链接查看全文
因塞特医疗(INCY)06-15 04:25
$因塞特医疗(INCY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-073677 Size: 34 KB 网页链接查看全文
因塞特医疗(INCY)07-03 04:55
$因塞特医疗(INCY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000950170-24-080630 Size: 24 KB 网页链接查看全文
割资本主义羊毛2017-02-25 03:05
$因塞特(INCY)$ 直逼历史高点的主要原因不是纳入标普,而是贝壳兄弟孤注一掷的不停加码,加码力度相对他们目前对医药股组合的仓位控制,简直可以说是丧心病狂,每次追高加码的狠劲,让我目瞪口呆。查看全文
张小丰2017-02-15 09:27
$因塞特(INCY)$ Q4简评:项目推进一切顺利。预计明年赚14亿然后研发用10亿,管理销售用4亿。好了钱用完了。研发占比71%。。
关于恒瑞医药授权的PD1更新了一点。基本上是黄了。
The agreement will continue on a country-by-country basis until we have no royalty payment o...查看全文
张小丰2017-01-09 23:15
$因塞特(INCY)$
IDO联合PD1对实体瘤进入3期实验! 2期数据肯定不错。等Q1的峰会看具体数据。
Additional pivotal studies evaluating Incyte’s IDO1 inhibitor in combination with Merck’s anti-PD-1 therapy in patients with non-small cell lung, renal, bladder and head and neck ...查看全文
张小丰2016-12-22 21:49
$新基制药(CELG)$ 是所有中小型Biotech的典范。严重看好新基的长期回报。
新基模式:弄出一个爆款REVLIMID(来那度胺) 然后用爆款赚的钱疯狂的研发新药,经济上自给自足。目前新基已经研发出来了2个新爆款POMALYST和OTEZLA。。而且还在积极准备下一代重量级产品CELMoDs来代替来那度胺,做好准...查看全文
scintilla2016-11-17 23:30
$因塞特(INCY)$ 和 $Tesaro(TSRO)$ 算是很靠谱的公司了,现在买了顶多回报低一些时间长点,但还是可以建起pipeline和加强肿瘤药研发能力,为以后收购打基础。 $爱力根医疗(AGN)$ 花大价钱买的那些垃圾公司很可能全部打水漂。查看全文
消费股花荣2016-11-13 21:47
$恒瑞医药(SH600276)$恒瑞的pd-1应该是遇到问题了,在几个药物公众号都看到报道因塞特医疗代理的shr-1210现在已暂停入组,需要重新对其进行全面的评估!查看全文
智通财经APP获悉,当地时间6月13日,美国FDA宣布批准礼来(LLY.US)和因塞特(INCY.US)联合开发的口服JAK抑制剂巴瑞替尼(英文商品名Olumiant)上市,用于治疗严重斑秃成人患者。值得一提的是,这是美国FDA批准用于治疗斑秃的首款系统性疗法... 网页链接
智通财经APP获悉,美国FDA于当地时间7月29日扩大了礼来(LLY.US)与因塞特医疗(INCY.US)的baricitinib药物(商用名Olumiant)的紧急适用授权(EUA)。根据修订后的EUA,治疗确诊新冠的住院患者时,baricitinib不需与吉利德科学(GILD.US)的Vekl... 网页链接
$因塞特医疗(INCY)$ 144 Report of proposed sale of securities Accession Number: 0001950047-24-005602 Act: 33 Size: 6 KB 网页链接
$因塞特医疗(INCY)$ SC 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0001104659-24-082289 Size: 37 KB 网页链接
$因塞特医疗(INCY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000879169-24-000132 Size: 9 KB 网页链接
$因塞特医疗(INCY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000879169-24-000131 Size: 9 KB 网页链接
$因塞特医疗(INCY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000879169-24-000133 Size: 9 KB 网页链接
$因塞特医疗(INCY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000879169-24-000134 Size: 9 KB 网页链接
$因塞特医疗(INCY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000879169-24-000136 Size: 7 KB 网页链接
$因塞特医疗(INCY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000879169-24-000138 Size: 9 KB 网页链接
$因塞特医疗(INCY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000879169-24-000137 Size: 9 KB 网页链接
$因塞特医疗(INCY)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0000879169-24-000139 Size: 9 KB 网页链接