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Incyte Shares Jump After 'IDO' Cancer Immunotherapy Combo Data Revealed

(TheStreet) May 17, 2017 - Attention cancer immunotherapy followers: The ASCO "IDO" party has kicked off. Never-before-seen data from mid-stage clinical trials combining Incyte's IDO inhibitor epacadostat with Keytruda and Opdivo, the anti-PD-1 checkpoint inhibitors marketed by Merck and Bristol-Myers Squibb, respectively, have been released tonight.

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H. Jack West, MD (Posted: May 18, 2017)

quotesIn the feeding frenzy that is the business world's hype-driven interpretation of immunotherapy data, the point that the response rate in phase II trials is typically significantly higher than the better established phase III trial data is conveniently overlooked. Could IDO combinations represent a significant improvement? Sure. But docetaxel had a 25% response rate in progressing phase II trials, and carbo/taxol had a 50% response rate as first line treatment in early phase II work, and we all marvel at those crazy numbers when we learn the more sobering reality from far larger clinical trials and greater experience. This kind of breathless over-reaction to early studies is like a Darwin award of investment. Good luck, guys. Just remember that I told you not to jump off the cliff together, like a sea of lemmings. It's the same reflexive rather than conscious thought-driven process.quotes

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