RE:my understanding is that 4050 is targeting IPF I also wondering if Resunab will be a competitor for PLI 4050.
First, they are not targeting at the moment IPF.
Somebody with a medical background could maybe confirm or deny my thoughts, but the mecanism of action seems very different.
Resunab seems to affect an immune system receptor. Thus, any fibrosis condition that the inflammation state that lead to fibrosis is caused by an auto-immune condition, Resunab could be the right treatment, or even complementary to 4050 in some case. Who knows for now.
But 4050, seems to be effective on IPF, which is not necessarly caused by an auto-immune condition. Currently, the treatment for IPF consist on giving medication that suppress the immune system, but merely have no effects.
So, not only it's for a different application, but also it's a different mechanism of action.
Even if fibrosis is caused by long term inflammation, inflammation caused by a chronic disease instead of an auo-immune condition, could make Resunab less effective in IPF or CKD.
It's only a non specialist opinion, and take it for what it worth.