Kelly Hsieh's questions to Incyte Corp (INCY) leadership • Q2 2025
Question
Clara on for Kelly Hsieh of Jefferies asked for more detail on the scope of the upcoming proof-of-concept data for the G12D and TGF-beta bispecific programs, and what metrics would define success.
Answer
President and Head of R&D Pablo Cagnoni stated that investors should expect substantial datasets for both programs at ESMO, providing clarity on both efficacy and safety. He indicated that the data will be sufficient to discuss next steps for the programs, which he believes have both demonstrated proof of concept.