Managing the message
posted on
Jun 08, 2016 08:52AM
I actually think Don did a pretty good job of managing the message.
Key points
*208 has one target but multiple effects. Investors want a simple, elegant method of action. Emphasis here on one target.
*Modulation of complement pathway. We need a complement pathway to fight off infections etc. We don't need it to be overactive and cause autoimmune disease. Don mentioned that healthy animals see little to no effect on pathway activation when given 208. Sick ones get modulation by 26% back to "basal" levels.
This is important. In autoimmune disease, we give high doses of antiinflammatories to suppress the immune response. Think prednisone, cyclophosphamide etc. These are blunt hammers. Side effects can be brutal. If a more tolerable modulation can be achieved by BRD meds, they would have multiple indications.
Bfw