nect Biopharma (US:CNTB)2025-06-19 11:38Rademikibart Clinical Development and Market Opportunity - Rademikibart shows the largest improvement in FEV observed with a biologic in asthma patients, with a 312 mL increase at 1-week and 420 mL at 24-weeks in patients with baseline eosinophils ≥300 cell/µL[9] - Market research indicates that acute exacerbation indications in asthma and COPD differentiate rademikibart from dupilumab and other biologics, potentially leading to greater chronic use[7, 9] - Projected worldwide peak sales for rademikibart with acute and chronic indications are >$3 billion for asthma and >$2 billion for COPD[7, 9, 25] - Connect has initiated parallel Phase 2 studies in asthma and COPD patients experiencing acute exacerbations, with data expected in 1H2026 and cash runway into 2027[7, 9, 11, 74] Rademikibart Differentiation and Efficacy - Rademikibart is a next-generation anti-IL-4Rα antibody with potential for less frequent dosing, greater sustained efficacy data, and faster onset observed in asthma trials[6, 27] - Home daily lung function data demonstrated 73% of FEV1 improvement seen on Day 7 was observed by Day 1, with 113% by Day 2[41, 42] - In a Phase 2b study, rademikibart significantly improved lung function at Week 12, with enhanced efficacy over placebo in high eosinophil patients (baseline ≥150 cells/µL)[47, 48] - Analysis of COPD-like patients from the global Phase 2b asthma study showed FEV1 change from baseline of 285 mL with Rademikibart 150 mg and 694 mL with Rademikibart 300 mg in all EOS levels[53] Financial Position and Exclusivity - The company has cash, cash equivalents, and short-term investments of $83995000 as of March 31, 2025, expected to support planned operations into 2027[74, 75] - Rademikibart exclusivity extends through at least 2040, supporting substantial growth and value creation[9, 67, 68]