What we already know from an abstract made public two weeks ago, reports Adam Feuerstein, is an overall response rate of 35%, with 14 of 40 patients showing partial responses.
What's new? The overall response rate remains 35%, but two of those 14 patients have improved to complete responses.
Up for debate is how good this combination is, and - though the sample size is small and there's no randomized data to study - Feuerstein notes 35% looks to be better than the 14%-20% response rate seen when Keytruda (or other checkpoint inhibitors) is used alone in similar patients. Other studies, however, have comparable response rates as similar.
With Incyte's market cap nearing $27B, its investors are going to ask themselves whether or not a home run for epacadostat is already priced in.
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