RE: Am I missing something?4 Feb 2026 19:50
I think it’s helpful to separate a few concepts here. The size of the current anthracycline market reflects long established clinical use rather than the absence of recognised limitations within the class. Those limitations are already well documented and are, in fact, the rationale for developing next-generation approaches such as Faridox.
As a result, positioning Faridox as simply “doing a better job” than existing anthracyclines risks oversimplifying the investment case, which is more about differentiation from the known constraints of the class than a like-for-like comparison.
GLA