DXB 1.47% 33.5¢ dimerix limited

Ann: Dimerix Plans for Next Study in Diabetic Kidney Disease, page-4

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    I am not overwhelmed but am encouraged by the news. Seeing stronger effects in patients treated in second period (placebo then DMX-200) vs vice-versa is consistent with a legacy effects in this crossover design (I.e the good effects of DMX-200 taking longer than expected to wash out). The risk-reward profile here, especially given potential REMAP-CAP upside with continued GWAS hits near CCR2, continues to look favorable to me. Of course I would have welcomed partnership news but this is a decent step.
 
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