prior to termination of the phase 2 POC study for THRD's first drug there were 2 CRs and 2 PRs despite only 3 of the 5 patients getting more than 4 weeks of drug. Specifically one got 12 weeks, 2 8 weeks, two 3-4 weeks then the study was stopped for 2 cases of DILI.
here is Celldex 12 week data showing anywhere from 23-51% CR and up to 62% well controlled on drug so the early returns while on a very small N are encouraging for oral vs Mab
I personally think BLU-808 could be very valuable if the POC shows good safety since serum tryptase reductions, which are a good surrogate for efficacy in CSU, was comparable to CLDX. Same for ENTA's drug but it is obviously farther behind
Market Data 
Markets 
AI
