Humanigen Inc (HGENQ)

[DonDonDonDon]

This is an easy stock to be invested in if you have a long term mindset. Lenzilumab is a great drug. I realize investors in every drug company say that about their drug but with lenzilumab, it is true. GM-CSF inhibition will certianly be used for many indications in the future. Lenzilumab has been shown to be an effective GM-CSF inhibitor with no safety issues. The stock is seriously undervalued even if Covid doesn't work out. HGEN stock is literally trading at pre-Covid levels.

But a Covid EUA is coming. Virtually all currently authorized mAbs are useless against Omicron. Lenz has 154% efficacy for patients with CRP<150mg/l. Lenz is variant agnostic so it will have the same efficacy against Omicron as previous variants. Lenz is the most obvious way to treat newly hospitalized Omicron patients. While there is no guarantee that lenzilumab will get the EUA this winter, I think the chances are better that it will than won't.

So HGEN is a safe long term investment because of the the growing potential for GM-CSF inhibition but has a high chance of going 5x-20x in the next few months if lenz gets the Covid EUA. It is an easy choice to stay invested. I just went back to 100% invested in HGEN.