IDRA: How significant is it that the MOA of IMO-3100 involves the IL-17 pathway?
Sounds potentially promising. My big concern is that IDRA is pretty much a one-trick pony now with their sole focus on IMO-8400. If that P2 in 1H14 fails, that would probably be devastating. Of course, if that trial succeeds, there would seem to be upside potential from current cheap valuation.