Tenkte at dette selskap kunne ha intersse. https://www.calliditas.se/en/s
De er i senfase med neferon og skulle få (faseIII) resultater i dette kvartal.
Nefecon is a patented oral formulation of a potent and well-known active substance – budesonide – for targeted release. The formulation is designed to deliver the drug to the Peyer’s patch region of the lower small intestine, where the disease originates, as per the predominant pathogenesis models. Nefecon is derived from the TARGIT technology, which allows for the substance to pass through the stomach and intestine without being absorbed, and to be released in a pulse like fashion only when it reaches the lower small intestine.
The combination of dose and optimized release profile is required to be effective in patients with IgA nephropathy, as shown in a large Phase 2b study, completed by the company. In addition to its potent local effect, another advantage of using this active substance is that it has very low bioavailability, i.e. around 90% of it is inactivated in the liver before it reaches the systemic circulation. This means that a high concentration can be applied locally where needed but with only very limited systemic exposure and side effects. Another example where this approach has proven to be successful is in asthma treatment where budesonide is successfully used to locally treat the airways and lung tissue.
Jeg er investeret i dette selskab, og har stor tro på gode fase III resultater samt godkjendelse ved FDA.