Jun. 4 at 11:19 AM
$TTRX This company needs more eyes on it following those interim results.
APGE also shared phase 2 results in atopic dermatitis a week ago, so let’s compare the two:
Efficacy
APGE: 65.9% EASI-75 at Week 16 (n = 354)
TTRX: 70.4% EASI-75 at Week 4 (n = 50)
APGE: 47.4% EASI-90 at Week 16
TTRX: 44.4% EASI-90 at Week 4, 51.9% by week 8
Safety
APGE: Well tolerated, with class-consistent AEs; common TEAEs include nasopharyngitis, headache, and noninfective conjunctivitis
TTRX: Extremely clean interim safety: no serious AEs, no discontinuations, and only one mild “warming sensation” AE in GX-03 (described as “pleasant”)
So GX-03 is a topical, localized and non-systemic whereas Apogee’s Zumilokibart is an injectable biologic, anti-IL-13 antibody. Apples to oranges, except… wouldn’t you prefer to control your skin condition with a cheaper, more convenient topical rather than via injection at the derm office?
Apogee raised
$1.3 billion on those phase 2 results, while TTRX MC is ~
$170M…
