Hi all,
SNT-6302, a lysyl oxidase inhibitor, shows promising results in reducing collagen content and improving scar appearance in skin fibrosis.
In a Phase 1c trial, it demonstrated a 66% reduction in lysyl oxidase activity and a 30% reduction in collagen content compared to placebo, with good tolerability.
Compared to standard treatments like tocilizumab, rituximab, and methotrexate, which target immune pathways and show varied efficacy, SNT-6302 offers a unique approach by directly inhibiting collagen cross-linking. Its novel mechanism and positive safety profile make it a potentially valuable addition to current therapeutic options.
Addressable market $ 3.5 B in 2019 estimate now close to $4B. So can SNT corner 25% of that market?
Possible worth is 330 million ( just guessing I am more science based than finance) equals 22 cents just for SNT-6302 alone if acquired. Patent till 2040.
Pathological scars are mainly hypertrophic ( photo 2) and keloid (photo 1) .
Current standard of care.
1. Corticosteroids
2. Surgical procedures
3. Cryotherapy
4. Laser therapy
5. Ultrasound
6. 5-fluorouracil
https://pmc.ncbi.nlm.nih.gov/articles/PMC6421878/
As per the photos of this unfortunate patient. The aim is to have these injuries treated by SNT-6302 at the moment or for the sake of these photos the patient received laser therapy and 5-fluorouracil ointment. Can we do better?
That is why we are here and invested.
SNT-6302 applied 3 times per week at home as opposed to all the above at hospital.
Professor Fiona Ward said " SNT-6302 leads directly to an unprecedented change to scar composition that we have not seen before from any other form of treatment".
So being an eminent scientist , she would have seen treatments as per last photos of burn trauma.
Yet the Professor believes we have a better drug.
Studies show the primary challenge of drugs into the dermis is limited by the tight stratum corneum barrier.
Imagine a hi rise building and the ointment/cream topical medicine has to integrate from the top floor to the basement.
Has SNT-6302 that ability . We are about to find out.
When's our next top line results on SNT-6302. P2 study upcoming , possible Q1 2025 with interim report Q2 2025 ( my estimate) also corroborated from June quarterly.
Kpax
