Jan. 2 at 5:21 PM
$DNLI vs.
$RGNX: The Battle for Hunter Syndrome (MPS II)
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$DNLI (The Crowd Favorite): DNL310 ✅ Bull Case: Validated science. NEJM confirmed it crosses the BBB via standard IV. No surgery, safer profile. ❌ Bear Case: "Golden Handcuffs." Patients are tied to weekly infusions forever. Is the upside already priced in?
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$RGNX (The Battered Underdog): RGX-121 ✅ Bull Case: One & Done. True Gene Therapy. No more hospitals after the procedure. Total freedom. ❌ Bear Case: The "Ick Factor." Requires invasive IC injection (spinal). Parents might prefer DNLI's easy IV over a scary procedure.
My Take: Market hates the invasiveness of
$RGNX but ignores the "One-Time Cure" premium.
$DNLI wins on convenience/safety, but the gap today feels like an over
$RGNX looks oversold ahead of Feb 8 PDUFA
