Sep. 30 at 11:55 AM
Once again, Guggenheim analyst (Yatin Suneja) out with full analysis of HS market - perhaps the best firm in the space also pulled in expert KOL Dr John Frew to break down craziness. What a great idea top analyst + top doc, kudos Gugg leadership!
$MLTX possible over reaction
$ORKA “Oruka on-track to report interim P I PK/PD data by YE25, followed by P2 in psoriasis—possible safety issue concerns..but longer lasting IL17.
$ZURA Novartis ending ianalumab a bit of concern - wait on data
$AVTX Phase II LOTUS study topline data is expected in mid-2026
Sanofi: “would like
to better understand the distribution ..isn't fully convinced that the OX40L arm provides meaningful contribution”
$IFRX “believes that if INF-904 can drastically reduce the levels of these infiltrating neutrophils, the initial adaptive immune response could be delayed, thereby
immensely decelerating HS pathogenesis. He is looking at ~10-15% placebo adjusted
delta on HiSCR-75 at week 4”
Data P2 late Oct
