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  "documentTitle": "Bristol-Myers Squibb Company (BMY)",
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  "notes": "Uses a Q&A excerpt from a 2019 conference to frame management's complacency.",
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      "text": "With JAKAFI well-positioned to remain the primary treatment option, management questioned the potential of a second line option with the same mechanism of action for patients who had advanced beyond JAKAFI.",
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      "text": "There are questions around whether fedratinib adds any incremental value to existing MF treatments",
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      "text": "Incyte Corporation (\"Incyte\") owns JAKAFI – the current standard of care for myelofibrosis (\"MF\") – and is wholly unconcerned by fedratinib’s potential entry into the market.",
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      "text": "I don’t think having another of the same product with other issues in terms of safety versus JAKAFI is really changing fundamentally the big picture, because the big picture is JAKAFI has probably the best profile in terms of safety, efficacy for the disease.",
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