Replies to post #36115 on Humanigen Inc (HGENQ)

[DonDonDonDon]

The news wasn’t producing as much volume as I had hoped, but at least it’s on the positive side and trending up.

It might have stopped further share price bleeding. We needed something to create a bottom so the today's timing was perfect. And that CAR-T paper might bring in some buys. CAR-T alone is still worth far more than HGEN's market cap.

It will be interesting what effect the CRP peer-review will have when it is released. Lenzilumab's data on the whole LIVE-AIR trial is excellent but the CRP data is mind-blowing. 243% efficacy with patients with CRP<150mg/L + <85yo + on remdesivir i.e. the same patient population as the primary endpoint of the ACTIV trial. And 6.6% mortality in the lenz arm and 13.8% mortality in the placebo arm for patients with <150mg/L and <85yo. That is bonkers data. It is a subgroup but the subgroup represents 336 patients out of 479 patients. That is 70% of patients in the trial i.e. not a small subgroup of datamined data.

It makes sense that efficacy would be better with the CRP subgroup. GM-CSF is upstream. It is the cytokine that triggers the creation of other cytokines. Obviously, efficacy will be better treating an upstream source earlier rather than later. The CRP peer-review will give that data credibility and science media sources will start quoting the bonkers 243% efficacy number instead of the 54% efficacy that the whole LIVE-AIR trial attained. Many credible scientific sources only cite peer-reviewed data. 54% efficacy is still great and was enough for stat sig but 243% efficacy is game-changing efficacy for a subset of patients that still lack a good authorized treatment option.

[cowtown jay]

Are you referring to the health economics peer review?

It's value is in the fact that it unlocks the door to European regulatory approval. That news will be sure to rock the market.