Based on literature and current knowledge, IL-33 is master control point for TH2 response. There is part of the IL4/IL13 that is generate from TH1, IL-33 may not be *complete* drug. So, REGN, ANBA, and other are working on IL-33 Abs, alone or in combination. It was surprise that REGN candidate didn't show synergy with Dupi, and that was weaker than Dupi???? Was this due to specific class or candidate itself.....
While ANAB is tempting at current level (MC at ~$1B), with strong P2b it will double, but with weak data in may witness 50% loss in no time. Maybe I am wrong, but risk-reward math dictate cautions, IMO. |
