Nov. 8 at 2:02 PM
$IFRX Niels stated we’re talking to BP under NDA (of course) /Cantor
Tom stated BP is “well aware of the value” of the C5a axis and its potential, / Cantor
Dr Maurer (God rest his soul) was friends with Niels and was very confident CSU was directly tied to C5a axis - KOL from his ofc?
Gaping PG wounds didn’t close 100%, - hints of viability w possible partner under nda
The underlying drug is approved in Europe / EMA here.
$AMGN has fda approval w same MOA -
$400M/ yr- but 1 small drawback is liver toxicity, which we solved for.
$BIIB $1.1b value 1 drug 3 yrs behind.
Inflarx doesnt brag/ pump/ leak nor guarantee anything.
The KOL mention can imply 1 or more based on wording, imo
Each indication is
$1B to us (not TAM)
Traders created vol AH but a fund gobbled until exactly to
$2.00?
Who cld that fund be?
Red Apples w 9.9% stakes on Monday ?
Why
$2? *Manner* of highly organized and synchronized con call vs ->PR on PG screams!
what’s new in the 4:05 data drop?
