r/investing
Potential Type 1 Diabetes Cure
Eledon Pharma's small T1D study showed 100% insulin independence; tiny $275M cap offers huge upside if larger trials succeed or acquisition occurs.
- 100% of patients in the study achieved insulin independence, indicating strong preliminary efficacy.
- Low market capitalization of $275 million provides significant asymmetric upside potential.
- High probability of becoming an acquisition target for major pharma companies seeking pipeline growth.
- Sample size is extremely small (only 12 patients), making results statistically fragile.
- Success in larger clinical trials is not guaranteed and represents a major binary risk.
- Current market indifference suggests investors are skeptical until more robust data is released.
Eledon Pharmaceuticals just announced the results of their study where 100% of patients achieved insulin independence (all 12 patients) that had type 1 diabetes. They have a market capitalization of $275 million so there is a ton of room to grow or even become an acquisition target by a larger company looking to replenish its revenues. Apparently there are over 2.1 million people with diagnosed type 1 diabetes in the US alone so this could be a massive opportunity. Seems like the market isn’t giving it the recognition it deserves as it will probably need a bigger clinical trial. I think this should revive the same standing ovation as the pancreatic cancer drug did if the larger trial comes back with the same results.
Link is below with the press release
https://ca.finance.yahoo.com/news/eledon-announces-updated-data-investigator-110000620.html
I do to some degree admire the hubris and blind faith some investors have in the Biomedical sciences.
My suggestion is to learn your source material better, and if you are not capable, to speak to a subject matter expert.
I am type 1 diabetic and know all about this trial. Its very promising but its 5 -10 years from being available to the public
Many drugs that do well during early studies fail to reach the market because when they are studied in a large group of patients there are severe side effects that can't be identified in a very small group. If you have a drug where there is a life threatening side effect 1 of 1000, it obviously can't come to market. A sample size of 12 has a very good chance of not recognizing a rare side effect.
trade insulin for immunosuppressant sounds like a bad trade though? I guess its an option for people who want options.
I wouldn't be just trading insulin shots. I'd hopefully be trading amputations, heart disease, kidney failure, blidness, continued muscle injury and infection from improper sugar levels, and even early death... for imunosuppressants.
You will eventually end up on immunosuppressants when your kidneys fail …
Kinda oddly impressive a company could still be in existence when its stock is down 99.88% from its IPO in 2014.
T1D here - been following these trials. Yes, it’s an immunosuppressant but it’s targeted versus a broad approach like the current ones.
Hearing the outcomes and results - to me - the risks outweigh the risk of complications from remaining T1.
Why have they dropped in price by $3,000 over 10 years?
I had to look at that to see if that was a joke but damn….
Immuno can make you sick from a lot of other dangerous disease
With a good cgm, pump and discipline, T1D can have a pretty good life
12/12 is not a study, it’s a scientific fart.
Could be promising, but maybe this is your first time with type 1 cures…. They usually have a lot more going on. Crispr right now is actually looking more promising. Check that out.
I am not a medical expert but how do you achieve insulin independence if you pancreas completely stopped working and you body doesn't produce any insulin at all?
It’s actually a tiny market. However I am all for you investing in the cure. I say go all in!
I have no special insights, but this drug is almost certainly a lifetime on monoclonal antibodies - and hoping your immune system doesn't start recognizing the MAB as a target and then THAT stops working.
Decent idea but kind of a slog as a treatment.