Oct. 7 at 1:49 PM
$IFRX InflaRx needs to get the INF904 topline out before the early Nov Q3 report because the market will be expecting details on funding moving forward. “Cash, cash equivalents and marketable securities of €74.6 million, expected to fund operations into 2026,” as communicated in the last Q2 report isn’t going to cut it this time.
How are two (maybe one) large phase 2 studies going to be funded? We need to see those details in the Q3 report.
Yes, that does imply good data.
There is no outcome where INF904 does not show an efficacy signal in both HS and CSU, nor should we see any showstopper safety issues, not after just 4 weeks of treatment, that in addition to the long-term dosing study that InflaRx conducted on nonhuman primates that showed no safety issues.
C5a/R signaling plays a severity role in both these diseases. Fact.
The question, as was dramatically highlighted recently during the MoonLake mcap crash, is how competitive will