Jan. 26 at 9:55 PM
$ELDN B's are buys. Bought this dip pretty hard when the GFR and rejection data were less than expected. 24 month mark is showing it just took more time for 10% better GFR's of tego vs tac, and expect that rejection data will sum out with iBox and/or with a better dosing strategy. Still very valid concerns with small n=8 in 24 month leg, the cost of iv dosing, need development on that sub cue administration 🤞, and the way rejection rates currently influence drug efficacy, but showing great data so far. Will also reiterate I believe tego is nothing but a stop gap until
$SANA HIP can be applied to all transplants, but that could take decades.
