INCYTE: JAKAFI / JAKAVI to Drive Sustainable Profitability
Incyte (INCY) reported net revenues of $19.3m of the only approved drug for Myelofribrosis (MF), JAKAFI / JAKAVI (ruxolitinib, JAK 1/2 inhibitor, PhII/III in PV/ET; partnered with Novartis for Ex-US rights) in the 1Q12. We expect strong but gradual uptake in “intermediate or high-risk” pts (80-90% of all MF pts) based on its compelling efficacy and safety data. Label expansion in other Myeloproliferative Neoplasms’ (MPN) indications: Advanced Polycythemia Vera (PV, PhIII) and Essential Thrombocythemia (ET, PhII) should bring INCY closer towards profitability. Support of two global partners – Novartis and Lilly and upcoming catalysts in 2013, INCY is … For more details, please read our report released on May 2, 2012 on INCY, titled “JAKAFI / JAKAVI to Drive Sustainable Profitability”
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