DXB 7.46% 36.0¢ dimerix limited

To answer my own query I raised today, I have conducted further...

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    To answer my own query I raised today, I have conducted further research to assess how DMX200 compares to our competing drug, SPARSENTAN (Owned by Travere Therapeutics & Nasdaq listed). Whilst DXB presentations have been good, I note that Sparsentan is glossed over, and cursory comments are made about being complementary, not a threat etc (I appreciate the commercial reasons for this approach, i.e not focusing on a competitor.)

    So, I thought I would share my research:

    SPARSENTANThe FDA granted Priority Review for Sparsentan in May 2022 based on data from the phase 3; the original PDUFA target action date had been set for 17 Nov 22. The date has now been extended by 3 months as the FDA has requested Travere Therapeutics update the proposed Risk Evaluation Mitigation Strategy (REMS) to include liver monitoring consistent with other approved products in the endothelin receptor antagonist class.

    SPARSENTAN VS DMX200
    1. Sparsentan takes patients off their standard of care drug, irbesartan. Irbesartan manages blood pressure, and therefore it risks potentially adverse
      outcomes relating to uncontrolled blood pressure.
    2. DMX200 involves maintaining the standard of care and can be used alongside irbesartan. Clinicians are likely to perceive this approach as lower risk than Sparsentan. I understand Dimerix has patented the use of the two classes of drugs together, providing protection from other competitors.
    3. Reduction of proteinuria (protein in urine) is a key measurement of the effectiveness of kidney disease drugs. The results speak for themselves:
    https://hotcopper.com.au/data/attachments/4864/4864649-8e78a684e803e165d054ae12f132f59d.jpg

 
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