Great info on this thread.
I've noticed that anti-fibrosis drugs are quite popular amoung ASX listed biotechs.
Anyone done some good research into these companies and their assets? I'm thinking SNT (of course), 1AD, ATX and VBS.
ATX in phase 2 trial for pancreatic cancer, IND for another phase 2 pancreatic. ODD for pancreatic cancer. Planning ovarian cancer trial in near term. Idiopathic pulmonary fibrosis also in the pipeline.
1AD looking to start phase 2 trial in Idiopathic pulmonary fibrosis (trying to secure a partner). Also has ODD. Platform not specific to fibrotic diseases. Collaborative partners for novel CAR-T and PET asset development.
VBS in phase 1b for hypertension (targeting cardiac fibrosis). Definitely lagging in clinical progression and really low MC means will be difficult to raise any meaningful cash. But pre-clinical data is quite compelling (heart, kidney, lung fibrosis).
Interested to hear others thoughts - surely some here hold shares in some of the others also. I hold none for now.
Great info on this thread.I've noticed that anti-fibrosis...
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