Jul. 31 at 9:19 AM
$ACRS You might pick the wrong stock if you're chasing quick gains. But if you're willing to be patient and park your money for a bit longer, the payoff can be well worth it.👇👇
IMO
ATI-045 is nearly de-risked, supported by several key factors:
1. TSLP is a clinically validated target.
2. ATI-045 demonstrates significantly higher affinity and super longer residence time than Tezepelumab, the only approved TSLP inhibitor.
3. Two Phase 2 trials of ATI-045 in China—for severe asthma and CRSwNP—have demonstrated enhanced efficacy. Additionally, in a Phase 2a trial conducted in the U.S. for atopic dermatitis, ATI-045 showed exceptional clinical benefits, potentially surpassing both approved and investigational therapies.
More importantly, ATI-052, a bispecific Ab for TSLP and IL4R, designed to outperform ATI-045, now is being studied in the phase 1 trial.
Together, these two drugs have the potential to take a large share of the Th2-driven disease market.
