Biotech Values

[poorgradstudent]

Ablynx:

>To date, this hasn’t been seen with ALX-0081/0681, although these programs are still very early.<

I'm tempted to speculate that it isn't immunogenicity. I think you can design around it, especially in relatively easy-to-handle proteins like these nanobodies.

My bigger concern is that the relatively rapid clearance (as compared to full length mAbs) may limit the therapeutic window substantially. As I've suggested, the acute settings like anti-coagulation may be the most advantageous area to test these nanobodies because short exposure and rapid clearance is an advantage.

Other indications, not so much.

>My overall assessment of Ablynx is that is has some buyout vig, but not much else to make it attractive for investing.<

I agree. The cumbersome nature of the purchase (at least through Fidelity), the relatively thin trading and large spreads make it additionally difficult.

Still an interesting company to follow.