Apr. 13 at 6:20 PM
$SLN What do you guys think about competition? There is rusfertide from Takeda and also sapablursen from Ono Pharmaceuticals. I think the only realistic edge is dosing intervals. Rusfertide has q1w, so there SLN has a clear edge with q6w. Sapablursen is q4w however. Not so much different from SLN. Q12w is also tested by SLN i phs, but I am not sure it will work, but if it does, then we dure should be best in class, provided efficacy is on par with rusfertide and sapablursen. So all in all I still see potential for best in class but competetion is narrow and the clear win by q12w is uncertain.
