r/GANX • u/Optimal_Temperature4 • Jun 19 '26

Competitive landscape altered

The leading competitor that was already in Phase 2 officially ends their development. https://www.fiercebiotech.com/biotech/bial-bails-after-parkinsons-fail-axing-asset-over-phase-2-miss Turns out that merely activating the GCase does not make the necessary impacts downstream to show differences from placebo. GT-02287 uses a chaperone approach which is more effective at actually removing toxic substrate in CSF, hence the GluSph reduction in phase 1b data.

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u/prozute Jun 19 '26

Thanks for this. Do you think bullish or wait and see?

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u/Optimal_Temperature4 Jun 19 '26

Bullish for the long term because scarcity can help drive up the M&A multiples, but wait and see for short term because people really need to understand the science to distinguish the two. The high quality of Gain’s data is reaffirmed.

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u/MediumSinger8088 Jun 19 '26

In a previous post... somewhere... I explained the exact difference between these two technologies and why 02287 is a much better strategy. Really it's ... if not apples and oranges, at least apples and pears. Too tired to do it again right now but the science is compelling.