Biotech Values

[dewophile]

re cKITi for CSU:

prior to termination of the phase 2 POC study for THRD's first drug there were 2 CRs and 2 PRs despite only 3 of the 5 patients getting more than 4 weeks of drug. Specifically one got 12 weeks, 2 8 weeks, two 3-4 weeks then the study was stopped for 2 cases of DILI.

https://ir.thirdharmonicbio.com/static-files/57774372-7cd8-4db2-90f9-a9f2481c2553 See slides 35-36

here is Celldex 12 week data showing anywhere from 23-51% CR and up to 62% well controlled on drug so the early returns while on a very small N are encouraging for oral vs Mab

https://ir.celldex.com/news-releases/news-release-details/celldex-therapeutics-presents-positive-12-week-results

I personally think BLU-808 could be very valuable if the POC shows good safety since serum tryptase reductions, which are a good surrogate for efficacy in CSU, was comparable to CLDX. Same for ENTA's drug but it is obviously farther behind