Nov. 18 at 2:45 PM
$CRDL People keep throwing shade at
$CRDL but most of it ignores how the FDA and cardiologists actually think.
Arcalyst (
$KNSA) is a great drug but it’s a last-resort IL-1 therapy. Doctors only prescribe it when nothing else works. It costs
$200–250k/yr and the data show that ~75% relapse once they stop, which means patients end up spending
$750K+ in 3 years and still restart the cycle. That’s why it has no EU access.
CardiolRx is being developed as an earlier-line, oral, low-cost option (~
$50K/yr) that fits what regulators want: safer, cheaper, scalable therapies that work earlier in the disease.
Phase 2 data showed big improvements in pain, CRP and recurrence rate. Phase 3 is fully funded, cash runway to Q3 2027, US patent protection to 2040, and they added Lilly’s ex-CMO (13 yrs). No biotech at this stage has perfect charts, but the fundamentals keep getting better while the share price hasn’t reacted yet.
