Some summary notes I took FYI Gary Philips • Experience with 6302 has derisked this next program. They expect no surprises in this upcoming trial. • 9465 has an identical MOA to 6302 however better tolerability allowing it to be dosed daily allowing for more intensive inhibition • 9465 is as potent an inhibitor as 6302 • 9465 new trial will look at HYPERTOPHIC (not keloid) scars in 10 healthy patients • Fresh IP- into the 2040s • “skin scarring on its own is a huge opportunity” • To this end may have a different set of investors to take this further- partnering to be explored with Phase 2 results against standard of care • SNT 9465 retains the feature of SNT-6302 necessary to achieve potent anti scarring efficacy combined with an improved tolerability profile suitable for daily use in a range of clinical applications • My understanding is that Prof Wood is continuing with the old 6302 in studies with keloid scars- I stand to be corrected! • Total scar market 2019 > US$19 billion: Keloid and hypertrophic segment ~ US$3.5 billion
This was my take on the meeting. DYOR.
SNT Price at posting:
8.1¢ Sentiment: None Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)