Mar. 9 at 12:00 PM
Truist⬆️
$DNTH's PT to
$110 from
$63 and reiterated at a Buy.
$SNY $ARGX NVS AZN
$UCBJY $RNAC
Truist said in its note—Dianthus announced an early "Go" decision for claseprubart in its CIDP program based on open-label Part A data that exceeded the ~50% response-rate threshold for advancement into the pivotal portion of the CAPTIVATE trial. The decision came earlier than expected after the company reached 20 confirmed INCAT responders before enrolling 40 patients in Part A. The original bar was a ~40-50% response rate (16-20 responders) among the first 40 patients.
These results imply a response rate meaningfully above 50% and appear stronger than those reported by Sanofi's (SNY, NR) C1s inhibitor, riliprubart, in its open-label Phase 2 CIDP study (~50% response).
