Replies to post #210949 on Biotech Values

[dewophile]

we really don't know much about the target differences between Roxadustat and Vadadustat

Agreed. However AKBA has always pointed out the fact their drug is more selective for HIF2alpha, whereas FGEN has not. They could have identical impact on the relative enzymes for all we know, but there might be a difference in the selectivity too, which does go to the point of this potentially being a differentiator between the drugs.

PS: AKBA's cancer drug seems to be HIF2 specific and lowers VEGF in preclinical models. as you know roxa and vada don't seem to alter VEFG in the clinic, but in the event roxa shows a cancer signal i bet AKBA ups the noise around the relative HIF2 specificity as part of their damage control