Kiniksa Pharmaceuticals International PLC (KNSA)

KNSA inching back up

No bueno. I guess HGEN's lenzilumab is the best of the anti-GM-CSF drugs for Covid. Lenzilumab's trial showed 54% efficacy. It is guaranteed an EUA within a couple of weeks yet its stock is 20% below where it was a month ago. It dropped 2 days ago because they diluted 5 million shares to pay for manufacturing.

https://www.rheumatologyadvisor.com/home/general-rheumatology/mavrilimumab-outcomes-patients-with-severe-covid19-pneumonia-hyperinflammation/

It was recently discovered that the protein GM-CSF is the cytokine responsible for severe Covid and death. Kiniksa will surely get a government grant to do an additional trial. Here is a BBC article about the trial that determined that GM-CSF is key to Covid:

https://www.bbc.com/news/health-56352128

Here is an additional article stating that KNSA and HGEN are the two companies with the best GM-CSF drugs to combat Covid:

https://www.clinicaltrialsarena.com/comment/humanigens-and-kiniksas-anti-gm-csf-antibodies-likely-to-garner-a-place-for-nonventilated-covid-19-patients/

PT= $30-40 (by or around March 31st)
https://msmoneymoves.com/2021/02/17/knsa-report/

PDUFA Mar21