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Whalatane

05/03/22 10:29 PM

#242329 RE: DewDiligence #242328

Dew I'm surprised by the sell off on their muscle weakness trial fail .
My interest in the Co is their Lupus Nephritis drug .....and I was under the impression thats what most were interested in / valued the Co on.

I dont know if you or others on your board have looked into KZR -616 ...and if you have any opinion if a fail in one trial raises risk of fail in the other .

My understanding is that altho its the same drug KZR -616 ... they are very different diseases ( Lupus Nephritis vs Active Polymyositis ) ...so correct if wrong ( if U or others have looked into it )

My wife see's some Lupus Nephritis patients ( she's a Nephrology PA ) . They have problems with the LN drugs they are on because they're also required to take steroids with them .
They hate the steroids
KZR's drug KZR- 616 allowed patients to lower their proteinuria and enabled them to discontinue steroid use in the interim look of this trial
Question is ...will these results be sustained until final readout next month ...with no new adverse events ?

Guess we will know in the " fullness of time "..or at least in June 2022
Kiwi