Analysts Have Conflicting Sentiments on These Healthcare Companies: Jasper Therapeutics (NASDAQ: JSPR) and Azitra Inc (NYSE MKT: AZTR)We believe this profile would be at least competitive with and potentially differentiated from Celldex’s barzolvolimab, which showed a 51% complete response rate at week 12 (versus 6% with placebo) in Phase II.Beyond the CSU investigation update, we view the early asthma data as quite intriguing, showing improvements in both FEV1 reductions and methacholine-induced hyperresponsiveness 6 and 12 weeks after a single treatment with briquilimab. The early asthma results must be cautioned by the small patient numbers and only single-dose nature of the study, but we believe repeating this efficacy in a larger study would support development of briquilimab in asthma patients and offer longer-term upside to the addressable total addressable market (TAM) opportunity for KIT inhibition.