| | | Owning some Regeneron stock, I was happy to read effusive quotes from a couple of analysts regarding a trial of Dupixent in COPD patients. The consequent boost to the price was slightly disappointing to me.
However, reading this today, wsj.com, the following paragraph tempered my excitement:
The companies ran their study on 939 current and former smokers ages 40 to 80. While there are millions of people suffering from COPD, the study was limited to patients with evidence of type 2 inflammation, which the companies estimate constitute about 300,000 people in the U.S. Dupixent is a type 2 inflammation drug with several approvals under its belt for other conditions, including asthma.
Google tells me 6.2% of adults suffer from COPD and that there are 258m adults, which implies less than 2% have type 2 inflammation. On the otherhand, this paper seems to suggest type 2 inflammation is much more common, ncbi.nlm.nih.gov. I’d love to read comments from anyone who knows something about the subject. |
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