Humanigen Inc (HGENQ)

[DonDonDonDon]

What is the view here regarding the recent UK news of Antiviral purchase? does that eat market share from Lenz?

Lenz isn't in competition with antivirals. Lenz is an immunomodulator and doesn't have any antiviral properties. Lenz will always be used on patients who have already taken antivirals whether that be remdesivir, molnupiravir, or others. The best strategy is to give antivirals early. So far, the best data on antivirals is 50% efficacy. The patients who progress to the immunological stage of Covid and become hospitalized can then take lenzilumab.