Feb. 23 at 8:05 PM
$PALI — ECCO 2026 press release summary + valuation context
Today’s ECCO 2026 press release from Palisade Bio reinforced the clinical and mechanistic profile of PALI-2108:
• Phase 1b UC data (n=5, 7-day dosing):
– 100% clinical response
– 40% achieved clinical remission within 7 days (modified Mayo)
– Histologic improvement with reductions in fecal calprotectin and hsCRP
– No UC discontinuations
• New colon tissue RNA-seq data confirmed localized target engagement, demonstrating suppression of key inflammatory and fibrosis-associated pathways (TNF-α, JAK-STAT, NF-κB, MAPK, TGF-β), with reduced PDE4B expression and increased cAMP — consistent with gut-restricted PDE4 activity.
Why this matters:
Ulcerative colitis represents a ~
$7.5B TAM, where even modest penetration supports
$400–700M peak sales. Importantly, the mechanistic UC data de-risk the upcoming fibrostenotic Crohn’s disease (FSCD) Phase 1b readout expected in Q1 — a condition with no approved medical therapies, 200k addressable patients, and a **
$7B TAM**. The FSCD study includes up to ~12 patients, 14-day dosing (2× UC duration), paired ileal biopsies, RNA-seq, and imaging (IUS), designed to capture antifibrotic and structural signals.
Bottom line:
With rapid UC efficacy, paired tissue confirmation, and an imminent FSCD catalyst,
$PALI’s ~
$240M current market capitalization implies the market is assigning limited probability to outcomes that could support
$1B+ asset-level value.
Good luck longs looking forward to imminent data in FSCD!
