Lack Of Control GroupThe lack of a placebo control in the open-label Ph2a trial for '045 requires caution, even though investors see the data as promising.
Teze DiscontinuationInvestors view Teze data as proof of concept for TSLP inhibition, lending support for '045 despite Teze's discontinuation in AD.
Trial Design ConcernsCompared to the atopic dermatitis clinical landscape, '2138's treatment effect is competitive, though the study's design and sample size are noted.