Humanigen Inc (HGENQ)

[bobshmob]

Got it. Thanks. Let me re-phrase.

I'm a long-time investor in a biotech startup-that-shall-not-be-named. I'm trained as a scientist (PhD in ecology) but have been working as a statistician for about 20 years. Recently, I've started picking up shares of HGEN but need to learn more about the science of lenzilumab before I'm comfortable sinking much more into it.

The MOA is intriguing and seems promising. One nagging question that I've had recently is how wide will its applicability for covid-19 be? In particular...

Will it be effective for mild, moderate, severe, critical cases?

The current P3 trials are for patients who have pneumonia but no ARDS. Does anyone know the diagnostic criteria they are using to distinguish ARDS? Would it be effective in ARDS patients as well?

The first P3 patient began treatment on around May 5. Does anyone have any idea of the pace of enrollment in the trials since then? Are interim results going to be announced at some point?

Dr. Patterson at inCellDX has run blood panels on over 200 covid-19 patients and found that only about 20% have elevated GM-CSF. Would lenz be effective in patients without elevated GM-CSF? Are there any data that cast doubt on Dr Patterson's 20% figure?

Are there any "must read" papers (beyond the pre-print at bioRxiv) on the drug w.r.t. covid-19?

Is anyone thinking about CMML anymore?

What are people thinking about the BET trials in combo with remdesivir? It seems like remdesivir should be easy to beat...and to have NIH foot the bill for the trial is great (not to mention how great the vote of confidence from the feds is)! Any insights on why the market didn't seem to respond (beyond a morning spike that quickly faded)?