market now views AIMT's drug as inferior to DBVT's due to safety, discomfort and thus compliance concerns during updosing phase. Live with it and sell or limit exposure-even if you believe AIMT's drug is better from scientific perspective
So - i confess i may be wrong. AIMT posted solid phase 2 data over weekend- including very solid efficacy in maintenance phase and biomarker signals that suggests higher efficacy than DBVT product, BUT they also had 15-20% withdrawal in updosing phase when placebo patients moved over. Even though none of these withdrawals represented significant side effects, the market sees this as being a negative for the product relative to DBVT's which is less potent but also has fewer AE's. Still think AIMT product is good but mkt seems to prefer DBVT's currently.
AIMT is a better bet - faster onset of action, broader age range of efficacy, higher response rates, higher rate of patients reaching tolerance of 2,000 mg peanut protein through maintenance therapy. Wouldn't be surprised to see some patients reaching very high tolerance through continued maintenance therapy.