Sep. 15 at 6:34 PM
$IFRX IFRX – a few statements worth noting
No breaking news, but several interesting comments from the latest management discussion:
Izicopan: More than 180 patients treated — according to Riedemann, with no observed liver-enzyme elevations so far. He also highlighted its different CYP3A4 profile versus avacopan.
Vilobelimab: According to Riedemann, potentially interesting for remission induction. **BDB-001**, the Chinese development based on vilobelimab, is already in Phase III.
AAV: Further discussions with the FDA on endpoints and a potentially faster development path.
Taapken: IFRX is in discussions with large pharmaceutical companies about potential partnerships. No names, no deal — but a clear statement from the CFO.
And Riedemann puts the AAV opportunity at a “EUR 1.4-plus billion market opportunity.”
No sensation — but certainly a few statements worth paying attention to.
