Jun. 6 at 10:25 PM
$ARTV EULAR 2026 data drop is OUTSTANDING — AlloNK shaping up best-in-class refractory RA, still hiding in plain sight at & trading at cash value (EV
$20 million (absolute bargain).
• Management + KOL webcast Monday 8:15a ET, pre-market — fresh data on the tape before the open, a real catalyst into the week 👀
• 71% ACR50 at 6mo in 2+ b/tsDMARD failures (n=7) — SOC does 11-19% in that same setting. Nearly TRIPLE standard of care. Not incrementally better, a different tier
• First IIT subject now past 18 MONTHS, zero loss of response across the cohort — synovial biopsy shows no B cells in tissue + falling ACPA. This is a reset, not a dimmer
• NK cells engraft, persist & kill B cells dose-dependently — and patients who already failed rituximab still responded. Proof the MOA works. Kills the “it’s just the chemo” take
• CAR-T-like efficacy (comparable to CASTLE, peer-reviewed Nat Med) but allogeneic, off-the-shelf, ~
$8K COGS, redosable — tremendous safety: no CRS/ICANS/GvHD, fully OUTPATIENT
• That safety + outpatient delivery is the moat — what lets this capture real share of a multi-billion-dollar market, not just a niche
• TAM: ~
$5B/yr already spent on 150-200k US patients with an 80-90% chance of NOT responding to what they’re on
• FDA Fast Track, single RCT, ACR50 primary, H2’28 readout. Open-label/small-n — blinded P3 is the real test — but the trend deepens 3→6mo
• Congrats to the longs 👏 outstanding data positioning AlloNK as best-in-class for a multi-billion-dollar market. NFA DYOR
