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Re: DewDiligence post# 256342

Sunday, 11/09/2025 2:31:09 PM

Sunday, November 09, 2025 2:31:09 PM

Post# of 257473
PFE / ENTA /SNY

I just got around to reading the PFE transcript and in response to a question about a new oral phase 2 drug they admitted it is indeed a stat6 inhibitor that was previously in stealth mode. This puts them about even with KYMR and ahead of the SNY partnered program and ENTA


https://s206.q4cdn.com/795948973/files/doc_events/2025/Nov/04/PFE-USQ_Transcript_2025-11-04.pdf

KYMR has a market cap of 4B largely on the back of their stat6 program

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