Recent content by kiki

Please let me know if you know. If you don't know, I would like to hear your opinion. There is an eye medicine in their concept. Can macular degeneration be a target?

Don't those prospective drugs contain both a GSK-3 inhibitor and an HDAC inhibitor?

For example, if the contract contains the following text, isn't Astellas entitled as stated in the annual report? "Similarly, if any other products containing both a GSK-3 inhibitor and an HDAC inhibitor are approved, Astellas has the right to commercialize in countries other than the United...

I wanted to say that the current contract is about FX-322. And by your post, I understand the logic that the parties may be exempt from new contracts and contract extensions for FX-345. Since the exemption is not a decision, I think it is necessary for both parties to confirm their intentions...

Enzalutamide (Xtandi) currently sells $3.5 billion annually. It is a drug for prostate cancer. How many FX-*** patients will eventually be in the world except the United States? In addition, including multiple injections and re-injections after recovery, I think it's likely to be well over...

Astellas paid $3 billion when it acquired Audentes Therapeutics. In the future, Astellas will benefit in all countries except the United States with FX-***, which provides a hearing-restoring effect across the cochlea. The royalty paid to FREQ is about 10%. Given the number of non-rare...

I hope that FREQ will develop drugs that improve small molecules and gels such as FX-4 **, FX-5 **, and FX-6 **, and ultimately have a better effect on the entire cochlea. I'm looking forward to it. I hope they will work hard to improve even presbycusis with stronger or different types of GSK-3...

What is stated in the annual report means that Astellas has exclusive marketing rights to FX-322 and similar drugs in countries other than the United States. It means that Astellas has the same exclusive marketing rights as FX-322 for similar drugs that will occur in the future. Determining...

Is that your idea? Is it speculation? Did the contract text state that the improved version is also covered? Astellas does not have a patent. They signed a contract with Frequency Therapeutics when several people saw a 10 dB improvement at 8 kHz from FX-322. $545 million would be too cheap if...

There is a contract that they will be rewarded from Astellas for completion and sale of FX-322. Furthermore, if FX-322 is successful, I think they can get a good contract for FX-345. "Frequency is bagging $80 million now, but stands to pick up another $545 million down the line in development...

I agree. And if the improved gel itself penetrates deeper, I think it will be more effective.

https://investors.frequencytx.com/static-files/bd82e199-8b2c-4c35-9929-3d7ed4cbcfc2 Please read page 15 of the report.

If you want to change the concentration, it will be a different drug and start over from Phase 1. You can avoid "redoing" by starting with a group of different concentrations from the beginning. The difference in the strength of the effect is, for example, 5 dB, 10 dB, 15 dB for improvement at...

What does "Formulation enabling evaluation of a range of dose levels" mean? Does that mean "FX-345 has different types of concentration"? They have learned in Phase 1b that the effect of a drug is influenced by concentration, not volume. Is this an achievement of the lesson?

Was TFI a survey item in Phase 1b? Since there was an anecdote about improving tinnitus, wasn't it adopted as a survey item in Phase 2a? Originally, FX-322 is a drug whose purpose is not to improve tinnitus but to restore hearing.