Clinical TrialsCibotercept’s phase 2 TROPOS (PAH) enrolling faster than expected has led to positive momentum likely to continue heading into updates from the elritercept MDS and MF phase 2s.
Pipeline DevelopmentLonger term, underappreciated upside is seen for phase 1 obesity and neuromuscular candidate KER-065, with potential further momentum for shares expected from healthy volunteer data.
Product UptakeMerck recently reported uptake of Winrevair has been robust, with success converting prescriptions into patients on therapy, which offers support for cibotercept.