Kezar Life Sciences Inc (KZR)

[Whalatane]

For the record ...not that anyone reads this board anyway
I reduced my position in KZR following their JPM run up boost.
What I liked about their data was that there was no induction period before starting the drug and the data was in refractory patients . The JPM presentation indicated to me at the time that they were slower then I expected progressing into a P 3 trial .
If U want more data suggest U chk their JPM slide deck.

I now actual question if they'll commit to a large P 3 until they see the Secukinumab trial results ( Cosentyx )...trial ends in Jan 2025 I think. There may be an interim readout before hand .
Cosentyx is an already approved drug and NVS ( ? ) appears to be committing a lot of $ to try and get it approved for LN.
Good luck

Kiwi