Interesting comment on seekingalpha article by Vis
Post# of 153994
(Total Views: 382)
Posted On: 09/28/2019 10:30:16 PM
Interesting comment on seekingalpha article by VisinandValue. I’ve haven’t looked at cenicriviroc more than my IH post in February post 182, https://investorshangout.com/post/view?id=5341166.
https://seekingalpha.com/article/4293280-cyto...investment
“A few notes about the NASH indication:
Allergan/Tobira "failed" their endpoint as there were statistically significant antifibrotic results at year 1, but not year 2. I read that CCR2 inhibition may help halt fibrosis but also delays fibrosis reversal due to CCR2's role in recruiting monocytes, which are the source for fibrolytic cells.
If that is true, it is possible that leronlimab (CCR5) performs better in NASH fibrosis trials than cenicriviroc (CCR2 and CCR5).
Lastly, a significant comorbidity of HIV is NASH, and this prevalence is increasing. It seems possible that PRO140 may eventually be a compelling choice for patients who have both HIV and NASH. CytoDyn could explore this in trials and eventually push this as a standard of care for those patients who have both HIV and NASH. That would help them carve out a niche/moat for this patient population.”
https://seekingalpha.com/article/4293280-cyto...investment
“A few notes about the NASH indication:
Allergan/Tobira "failed" their endpoint as there were statistically significant antifibrotic results at year 1, but not year 2. I read that CCR2 inhibition may help halt fibrosis but also delays fibrosis reversal due to CCR2's role in recruiting monocytes, which are the source for fibrolytic cells.
If that is true, it is possible that leronlimab (CCR5) performs better in NASH fibrosis trials than cenicriviroc (CCR2 and CCR5).
Lastly, a significant comorbidity of HIV is NASH, and this prevalence is increasing. It seems possible that PRO140 may eventually be a compelling choice for patients who have both HIV and NASH. CytoDyn could explore this in trials and eventually push this as a standard of care for those patients who have both HIV and NASH. That would help them carve out a niche/moat for this patient population.”
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