RE: This company is going places17 Jan 2023 09:08
A few notes
1. In LPS study volunteers were pretreated with the drug which does not reflect timing of treatment in influenza (you get treatment at onset or after)
2. Metabolic asset with product from AnaBio trial commencement in H1 2023 -> this is laughable the chances of initiating a clinical trial H1 with a new formulation so soon are slim at best.
3. Question of nevelty of using p38i in CRS (around 36 to 37m in the presentation) was answered in contradiction to information on slide 8 where it says CRS has been an area of interest (as discussed here before). In the second part of his answer he clarified that the distinction is shorter treatment window which is laughble and also in contradiction to "non obviousness" also in slide 8. As discussed before, peolle have suggested using p38i in flu/other respiratory viral infections and, innaddition, to prevent adverse effects in CAR T cell therapies. Only route here is to able to obtain ORPHAN drug designation which has not been discussed at all.
4. Cheeky answer to question how many companies were interested when he said a dozen, usual interest means a follow up after initial discussion but hey, this is minor compared to the rest.
My view is you are been taken for a ride with buzzwords and TAMs
Have a great day