Humanigen Inc (HGENQ)

[DonDonDonDon]

The news wasn’t producing as much volume as I had hoped, but at least it’s on the positive side and trending up.

It might have stopped further share price bleeding. We needed something to create a bottom so the today's timing was perfect. And that CAR-T paper might bring in some buys. CAR-T alone is still worth far more than HGEN's market cap.

It will be interesting what effect the CRP peer-review will have when it is released. Lenzilumab's data on the whole LIVE-AIR trial is excellent but the CRP data is mind-blowing. 243% efficacy with patients with CRP<150mg/L + <85yo + on remdesivir i.e. the same patient population as the primary endpoint of the ACTIV trial. And 6.6% mortality in the lenz arm and 13.8% mortality in the placebo arm for patients with <150mg/L and <85yo. That is bonkers data. It is a subgroup but the subgroup represents 336 patients out of 479 patients. That is 70% of patients in the trial i.e. not a small subgroup of datamined data.

It makes sense that efficacy would be better with the CRP subgroup. GM-CSF is upstream. It is the cytokine that triggers the creation of other cytokines. Obviously, efficacy will be better treating an upstream source earlier rather than later. The CRP peer-review will give that data credibility and science media sources will start quoting the bonkers 243% efficacy number instead of the 54% efficacy that the whole LIVE-AIR trial attained. Many credible scientific sources only cite peer-reviewed data. 54% efficacy is still great and was enough for stat sig but 243% efficacy is game-changing efficacy for a subset of patients that still lack a good authorized treatment option.