INCY is the best pathway company in the world. Certainly the biggest. If they bought up EXEL, RXDX and BPMC, I would have all my favorites under one roof. Wishful thinking though. They do have some early pathway programs worth mention.
They are working on a PI3K delta pathway asset. This has become a very competitive pathway. It will compete with TGTX's TGR-1202. INCY has had some great early data at ASH in this pathway for DLBCL, Follicular Lymphoma, Marginal Zone Lymphoma and Mantle Cell Lymphoma. I think with all the competition it would be safe to assume only $500 mil to start with this indication.
Next is FGFR pathway. They have an asset in this pathway which targets the MAPK kinase complex. This is a key pathway for tumor growth. They are testing it in Bladder cancer, Cholangiocarcinoma, and 8p11 MPN. Its too early to figure out the sales on this one.
The PIM pathway showed some very promising data at ASH especially in combination with Jakafi. It is in early trials for various malignancies. It is also too early to figure out the sales of any of these indications.
Last is C-met. This would compete some with EXEL's Cabozantinib. They are partnered with their partner Lilly for C-met. C-met is a famously mutated kinase in many cancer types. They would be trying it in NSLC and Liver cancer. So far no RCC like Cabozantinib.