avantiavanti schreef op 27 september 2017 09:52:
Morgan Stanley update 27/9
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Signal appears similar to initial dupilumab Ph1b data: Initial dupilumab data from March 2013 (here) demonstrated a similar signal of 71% EASI 50%+ reduction (19% placebo) versus the 83% for MOR106 and 17% placebo. Importantly, dupilumab data included ~70 patients over 3 cohorts, compared to 24 for MOR106 generating a more robust signal. That said, the MOR106 data suggests a potentially competitive profile, except the inferior IV dosing (dupilumab is subq)
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