Replies to post #148195 on Biotech Values

[mcbio]

It is an interesting target, but I'd be curious to know how it is differentiated from AMD3100 (Mozobil, plerixafor), which is an agent with this same MOA that is approved for use in stem cell mobilization and is also in a bunch of oncology trials.

Yes, I came across that drug as well in doing some Googling on the target of this drug, CXC4. Could we say that the fact that there's already an approved drug on the market with the same MoA bodes well for chances of success for this BLRX drug? And, presumably if it pans out in oncology, there will be room for a few players. Also keep in mind that with BLRX and its tiny ~$40M market cap, it likely wouldn't take much in way of success presumably to move the dial down the road.