Market Competition'045 and '052 demonstrated superior potency, shorter dissociation curves, and longer residence times compared to TSLP competitors, which could translate into promising efficacy.
Proof Of Concept SkepticismInvestors view Teze data as proof of concept for TSLP inhibition, lending support for '045 despite Teze's discontinuation in AD.
Trial Design ConcernsThe lack of a placebo control in the open-label Ph2a trial for '045 requires caution, even though investors see the data as promising.