Humanigen Inc (HGENQ)

[agmcsf]

It looks like lenzilumab works great, at least in some patients. But 12 very not randomly selected patients and no controls leaves a lot of questions.

> I think you could check this paper, anti-GMCSFr also show efficacy in covid-19 patients:

DOI:https://doi.org/10.1016/S2665-9913(20)30170-3

Although both are small POC trials, but they share the same MOA, and are from two independent clinical trials. Therefore, I think anti-GMCSF will show efficacy in P3 trials.

if GM-CSF is rapidly "consumed" by cells, some (potentially large) proportion of GM-CSF would be able to bind to the cell and do its job before being disabled by lenzilumab

> It will go back to the basic of antibody biology, generally speaking, therapeutics antibodies are excellent neutralizers to their targets (KD: nM-pM), and are very stable (halflife: 1-3 wks). Considering PK/PD of the anti-GMCSF antibody, they are using overkilled doses of anti-GMCSF in the COVID-19 trial, and GMCSFs probally have no chance to exert their biological function. In other anti-GMCSF trials (RA), they used a much lower dose, and still observed clinical benefits.