RE: E. Coli Superbug on the Verge of Being UntreatThis is very interesting to me.
Thing I like about Shigimabs is that the mechanism is very straight forward. This is an anti-toxin and therefore preclinical models should predict efficacy in the clinic which is pretty rare in drug development and a win for TLN.
What has always bothered me is that the market is small and unpredictable. If resistent strains were to pop up more in cattle and meat then it could be a lot more topical, prevalent and fear inducing to the general public. If people were to get infected with ecoli and antibiotics didn't work, then a sustained anti-toxin therapy would be the only option (which wouldn't hurt your pricing strategy either).
Would love it if any of you had any better source data on the actual prevalence of ST131. To me the ability to argue the market isn't "wimpy" will hinge on this angle which increases the probability of an outbreak. It is also this angle that has me considering a buy.
PK