I queried Nina regarding this other drug and trials just to satisfy myself and others here that our mgmt is across potential competition and to seek her view on it. Sharing Nina here to quell any FUD:
Finenerone and similar MRA compounds have been in development for decades and are more recently expanding their labels from the initial cardiac indications that they were approved for. It should be noted that they are unlikely to get a FSGS-specific approval, given the trial design they are currently in.
Furthermore, from the Dimerix perspective, it is unlikely that FSGS patients would completely respond to finenerone, leaving Dimerix with an addressable market very similar to what we have now and thus not competitive.
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