A Face-Off With Gilead? Incyte Execs Are Upbeat About Jakafi
This article was originally published in The Pink Sheet Daily
Gilead’s looming entrance into the increasingly competitive myelofibrosis market doesn’t phase Incyte executives, who remain upbeat about their first-in-class MF drug Jakafi. More than a year after its launch in November 2011, they point to new data demonstrating the drug’s overall survival benefits and greater clarity around optimal titration.
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Gilead will buy the Canadian cancer specialist for $510 million, gaining the lead drug CYT387, a JAK1/JAK2 inhibitor that has demonstrated positive results in myelofibrosis patients.
ACOs have been one of the most hyped innovations in the US health care sector this decade. The buzz may be overdone, but ACOs are now established as a different—and confusing—new customer segment for pharma. How is industry adjusting?
Pharma companies are building long-term value propositions that should appeal to Accountable Care Organizations into some go-to-market strategies for new drugs and to repositioning efforts of already marketed drugs that have hit snags. The rationale might seem straightforward—for example, more convenient dosing that improves compliance and cuts down hospitalization rates--but the nuances can be complex. Moreover, even when their products appear to have compelling cases for value, companies have not by and large made ACOs a distinct target for their commercial operations.