Blade, Thanks. Sounds great, and looks like their drug has a broad range of other conditions it can potentially treat. Still early, but sounds like it could be really big. Just curious if your oncologists have been following Briquilimab's clinical progress? Thanks. Hope you are having a nice holiday season :o)
Btw, one bio I follow loosely (AXSM) finally got FDA approval for their faster acting antidepressant combo drug (Auvelity), which has a chance of taking a sizable chunk of a huge market. While bio gurus like Dew have largely avoided the stock (Auvelity is merely a combination of two existing drugs), the drug works very quickly, in contrast to the current SSRI related drugs. The components of Auvelity are well known existing drugs, so the safety profile is well characterized, and docs should be eager to give it a try. Current SSRI related drugs take numerous weeks before they start working, and a significant number of patients get little or no benefit, plus they have the black box warning problem. Anyway, looks like AXSM could be a decent long term holding, and has been largely de-risked, and they also have a nice pipeline of other drugs. No longer a microcap, but could still be multi-bagger over the longer term, and a potential acquisition target.
>>> To date, briquilimab has a demonstrated efficacy and safety profile in 130 dosed subjects and healthy volunteers, with clinical outcomes as a conditioning agent in severe combined immunodeficiency (SCID), acute myeloid leukemia (AML), myelodysplastic syndromes (MDS), Fanconi anemia (FA), and sickle cell disease (SCD). In addition, briquilimab is being advanced as a transformational non-genotoxic conditioning agent for gene therapy and as a primary therapeutic in low-risk MDS patients. Clinical studies also suggest briquilimab can be used as a primary therapeutic to treat mast cell diseases such as chronic spontaneous urticaria (CSU), chronic inducible urticaria (CIndU), and allergic asthma. <<<
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