Not sure. Pure speculation here. I'd say in short term probably good for DXB, send SP much higher as people take encouragement that FDA approved FILSPAR for FSGS on proteinuria endpoint. After that, maybe bad for DXB?. FISPARI will take large part of the FSGS market, in combination with SGLT2inhibitos which already have approval for all types of CKD inc. FSGS, that will be the gold standard IMO. Travere will exploit their and CSL's existing sales force already selling the drug to nephrologists in US and Europe in IGA nephtopathy and flood FSGS market. I know it's said DXB200 and FILSPARI could be used in combination but I just don't see many willing to pay orphan prices for two drugs together. All opinion only. What do you think?
DXB Price at posting:
48.0¢ Sentiment: Hold 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)