Biotech Values

[DewDiligence]

Tzield is a major breakthrough—maybe (NYT):

https://www.nytimes.com/2022/11/18/health/fda-type-1-diabetes-delay.html

There’s a dilemma vis-à-vis the right time to start therapy. If started too early—i.e. when the patient has detectable autoimmune antibodies but does not yet have damage to the pancreas—Tzield may not work. OTOH, if therapy is started too late—when damage to the pancreas has already occurred—the clinical benefit is reduced to some degree.

A further problem is that screening for autoimmune antibodies capable of causing T1D is rarely done unless a patient has close relatives already diagnosed with T1D.