Rare neuro disorder offers new area for competition, analysts say: #AAN24

An acute com­pe­ti­tion is emerg­ing among drug de­vel­op­ers look­ing at a rare neu­ro­log­i­cal dis­or­der known as chron­ic in­flam­ma­to­ry de­myeli­nat­ing polyneu­ropa­thy, or CIDP, and Wall Street an­a­lysts are tak­ing note.

At the Amer­i­can Acad­e­my of Neu­rol­o­gy’s an­nu­al meet­ing this week, ar­genx and Sanofi both re­leased tri­al up­dates for their CIDP pro­grams. And though ar­genx has at least a three-year lead with its drug Vyv­gart al­ready ap­proved in an­oth­er in­di­ca­tion, an­a­lysts ex­pect Sanofi and oth­ers — par­tic­u­lar­ly Di­anthus Ther­a­peu­tics and Im­muno­vant — to prove wor­thy com­peti­tors.

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