The Belgian group is riding high as investors look for future successes in other inflammatory diseases.
A convincing hit puts approval, and potentially partnerships, on the table.
But relapses are still frequent – a problem that, curiously, higher dosing has not assuaged.
Without full placebo data, it is hard to handicap VRDN-001’s chances in thyroid eye disease.
High level results on datopotamab raise safety and efficacy concerns, putting billion-dollar sales forecasts at risk.