Efficacy ConcernsUpon release of the data, IMRX stock fell -53% stemming from a lack of efficacy at the RP2D dose level, bringing into question IMM-1-104’s mechanistic rationale.
Expert SkepticismOur KOL is not convinced that deep cyclic inhibition is real, noting that despite a clean safety profile, the need to sacrifice efficacy raises concerns.
Safety Vs. Efficacy Trade-offWhile IMM-1-104 was designed to have a short plasma half-life, the strategy's improvement on safety seems thus far to come at the cost of efficacy.