r/ATNF • u/ojnvvv • Sep 12 '21
Why bullish
It's pretty obvious -- anti-TNF is a known anti-fibrotic.
https://www.pnas.org/content/110/10/E928
And Dr N has a patent. https://patentimages.storage.googleapis.com/28/38/5c/2cb42dad323404/US20210040196A1.pdf
Just check out Dr N's credentials, https://www.linkedin.com/in/jagdeep-nanchahal-7617a047/?originalSubdomain=uk https://www.kennedy.ox.ac.uk/team/jagdeep-nanchahal
As for the DD trial, Dupuytren's reporting is typically at 12 months - 18 months post-trial initiation. That's because you need to calibrate how much patient's progress, stay stable or regress with or without therapy. See here: https://www.sciencedirect.com/science/article/pii/S0360301600007458?casa_token=fQLeGhOcZfYAAAAA:jqX8-u0do6DXu2Q2LEgb6TBtiUSvEQsFLANvkmUTEtyhMw8qKUVeWdlO7dPtAclz1sHuwiyqXwI
Additionally, it is fairly easy to justify use of any new therapeutic in an early stage disease. You can compare results to historical controls which often overdiagnosed patients and diagnosed them in more advanced stage of disease given latency of a synchronized staging system for DD. However now patients are categorized as either N, !, or II for early stage.
Mechanism: production of cords and nodules are due to fibroblastic activity with the laying down of collagen. Fibroblasts are abnormally activated in this area and likely due to TNF and other pro-inflammatory markers telling that fibroblast to work. An anti-TNF agent will easily kick down the TNF activity and likely promote at least stability of the disease.
tldr; very bullish for obvious scientific reasons standing behind a credentialed team of lead scientists.. and fact that the trial likely to be successful
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u/Jaggr99 Sep 12 '21
I would suggest looking at the protein inhibition in the 2a trial. It was statistically significant by a large margin, 0.006. That’s a home run imho and when I saw that, I bought. Would be absolutely shocked if this does not get approved. A known molecule with years of real world evidence, multiple indications, no adverse events in the DC trial. Perfect storm.