Humanigen Inc (HGENQ)

[Corundum]

Trying to decide if Otilimab news this morning from GSK is good news or bad news.

It's good given that one of the very few remaining therapeutic competitors has stumbled.

It's bad if it indicates that HGEN's antibody will suffer a similar fate, since they are both anti-GM-CSF.

The HGEN trial may do a lot better if their antibody is better-engineered (as HGEN claims in general), or if GSK's dosing regimen was poorly chosen due to lack of experience and risk-aversion (HGEN had a number of earlier trials supporting safety and efficacy that may have led to better dosing decisions), or if GSK's allowed use on ventilated patients horribly distorted their study (HGEN avoids giving their drug to ventilated patients), or if HGEN's endpoints are better chosen, or if .....

Any experts out there who would like to chime in?