Jan. 24 at 3:15 AM
$PALI Further insights to consider: The company’s early and very limited (small # of patients) -UC data were impressive, but derived from a very small patient population, which limits conclusions.
The inhibitor mechanism has historically shown efficacy but at the cost of significant toxicity. The key differentiation here is a delayed, targeted lower-GI release, allowing for ~20× higher dosing while maintaining an excellent safety profile to date.
This is also an oral therapy—the holy grail in IBD given low cost of goods, ease of administration, and scalability versus injectables and biologics. If efficacy translates, adoption dynamics could shift meaningfully.
No additional data appear to be coming today, but larger FSCD Crohn’s data may be presented at the Feb 20 conference, which will be the critical validation step.
Institutional ownership is substantial per recent SEC filings, including RA Capital, Perceptive, Janus Henderson, Commodore, Deep Track, Point72, and Franklin Templeton, many with ~5–10% stakes, alongside top-tier biotech VC backing (attached below).
Disclosure: I’ve added to my position, but caution is warranted—this remains a high-risk, data-driven setup, even though the upside could still be significant if upcoming data deliver
