Oct. 14 at 10:43 AM
Truist🏁
$DNTH Buy/
$56
$ARGX $AZN NVS
$JNJ $IMVT CABA
Truist said in its initiation report:
Dianthus' differentiated approach to targeting the
autoantibody mediated complement cascade (C1s inhibition), may offer similar efficacy as available complement (C5) inhibitors, but with a cleaner safety profile. The recent Ph 2 proof-of-concept (PoC) results with claseprubart in generalized myasthenia gravis (gMG) were overall supportive of this thesis.
In our view, gMG data are also relatively de-risking for the ongoing Ph 3 chronic inflammatory demyelinating polyneuropathy (CIDP) trial, for which we see significant upside potential upon positive data in 2H26.
