CD123 was (and is) hot target, therapeutic window is small (so far)...
Dual targeting with FC-gamma-R2b and CD19, targeting B-cells activation, is novel approach in autoimmune-induced diseases,...I was not very clear on their Lupus data, complicated trial,...IgG4-RD is way broad and will be interesting where they will progress first....SLE or maybe MS?
It is a high risk, but IL15 program with 45/55 split with GNE (Roche) is with high value (high expense), IMO. It is at early stage, loots of work to do...and there is my problem with XNCR? Can 120 employee (maybe +50% in R&D, split between two places, LA and SD) do all this work on Abs? |
