All other ongoing trials have been dosed, so I agree the bundle is in stand down mode until later this year. This announcement is unpleasant, but efti underperformed placebo. All it had to do was do no harm, so patients actually being worse off is shocking. With that double blind data in hand over 170 patients they had no choice but to stop the trial immediately. This may have ended eftilagimod alpha unless there is a scientific explanation.
There is great hope with IMP761 because there is currently zero competition in the class. If it truly does as Dr T explains we’ll eventually be whole and then some. They need to move to actual patients ASAP. June data needs to be perfect and clean in healthy patients. (Single dose SAD so far is as disclosed) q3 needs to be perfect (MAD multiple dose) as it could actually create engagement by several companies already in the space.
Regardless I’m expecting pain for my shares. Delisting, likely dilution unless M&A heats up.
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