Biotech Values

[genisi]

CANF

What's to prevent patients who have failed or are refractory to methotrexate from simply using anti-TNFs or JAK inhibitors, particularly if the latter have better efficacy and/or are at least as safe as CF101?

Price and safety profile (low risk and good tolerability) will be key factors for CF101, imo. If there is a safe and tolerable, cheap, oral drug, some docs might try it before moving to the more effective, expensive and not as benign (both risk and AEs aspects that is) options . If (and it's a big if), CF101's efficacy gets better with longer dosing, docs might use it in patients who become refractory to anti-TNFs ahead of a JAK inhibitor. All in all, even if used pre and post anti-TNFs, I don't expect it to have a substantial market uptake in RA (I see a better future for it in psoriasis).