@irene,
The problem with your argument is that the pathway chosen by SI did not avoid "head-on" competition... Incyte has approval for 12 and above and Mesoblast's BLA was for under 18. As others have surmised, Incyte was probably behind the letter.
Si got rolled by Novartis... three times now I would say.
Not to endorse kinase inhibitors, which are small molecule intra-cellular poisons with a host of serious side effects... but $2B+ in annual Jakafi sales can be instructive. Incyte got there by first getting an approval in myelodysplasia followed by a label extension to polycythemia vera. Those are diseases of old folks. They then ran a single-arm trial in GvHD enrolling patients 12 and above. Hmmm.
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