DXB 4.60% 45.5¢ dimerix limited

"Dimerix is on a golden run", page-9

  1. 3,677 Posts.
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    It's good to see Nina very bullish.

    Some points worth noting when comparing to Chemocentryx:
    1) Effectiveness:
    The effectiveness of both DMX200 and the Chemocentryx drug CCX140 in phase 2a trials was measured using "reduction of proteinuria"
    I understand that DMX200 saw much larger decreases in proteinuria than CCX140 in completed trials.
    This taken from a 2019 Taylor Collison report:

    https://hotcopper.com.au/data/attachments/2141/2141577-7e9f1a0194b3516a23847267e4712904.jpg
    https://investors.dimerix.com/FormBuilder/_Resource/_module/NmTFFw2QYECW7FAyONzmbw/docs/Dimerix-20191120-Taylor-Collison-Initiation.pdf

    2) Patent protection directly relating to Chemocentryx CCX140

    This is an example of how forward-thinking Dimerix was. A few years back significant work was done protecting the IP of DMX200. One particular patent (#9314450) was procured 4 years ago may actually prevent CCX140 from being used in certain (major) jurisdictions.

    https://hotcopper.com.au/data/attachments/2141/2141579-ed04dbd71848a42956f0bd1fa6e8b536.jpg
    https://hotcopper.com.au/data/attachments/2141/2141582-658acba8d879abbaa9755f4aba842a91.jpg
    https://hotcopper.com.au/data/attachments/2141/2141585-c765e4b2cbbde8dec14acf786c54de1f.jpg

    http://www.ndfresearch.com/uploads/8/1/7/4/81743720/2017_03_27_dimerix_ltd_update_report_from_ndf.pdf
 
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