Humanigen Inc (HGENQ)

[cowtown jay]

Twitter poster John Hempton said today that Durrant wants to meet him, and asked another poster what he should do.

I don't recall ever hearing anything about Hempton before, but I believe Durrant may in fact want to meet him, as I think he should, from what I see. Hempton says that he is very long on REGN, which is trading at a 52 week high today, following the Dupixent Phase III results. These results may be due in part to the highly productive humanized mice Regeneron uses, which is something I'd like to see Humanigen require of their universities or other sources of murine.

In addition, I suspect Humanigen may be engineering an options play, and enlisting support for this effort, which I hope will once again be successful for us.

Also, Hempton seems to understand the role of anti-inflammatory drugs. Dupixent generated $9B last year, and lenzilumab may prove capable of generating even more revenue, providing they can secure purchase agreements for government stockpiles.

https://www.reuters.com/business/healthcare-pharmaceuticals/sanofi-regenerons-dupixent-meets-endpoints-clinical-trial-2023-03-23/