Aug. 11 at 8:08 AM
$IXHL vs
$APMD Glaring valuation gap.
Market values Apnimed at
$1B+ vs
$37 M for IXHL, but P2 data shows 42X leading on core endpoints from P2 data alone:
• Mean AHI Reduction: ~50.7% vs ~44-47%
• ODI Drop: ~59.7% vs ~40-45%
• Tolerability: Lower dropouts than placebo vs ~21% P3 dropouts for AD109 (SNRI side effects as we know, dry mouth, INSOMNIA 🤪 )
DReAMzz is a P2 dose-optimization study.
Replicating RePOSA P2 numbers like found from the low dose ALONE (as simple as that) locks in a superior candidate for Phase 3. We literally have a more tolerable drug right now, but management think there could be a slightly better one out there.
Plus, 14 P3 sites are being qualified NOW for a seamless crossover, with Fast Track already secured.
IHL-42X offers better numbers and restorative sleep without central nervous system disruption. The market cap is lagging the science big style.
PSX-001....
IHL-675A....
Any reason not to be >>>>>
