Redeye comments on Isofol’s study update from its ongoing phase Ib/II trial with arfolitixorin. We view the preliminary data as encouraging, with all six evaluable patients demonstrating tumor shrinkage and half becoming candidates for tumor surgery. This supports the company’s optimized dose strategy and partially de-risks the program from both a safety and early efficacy perspective. While the dataset remains limited, we believe the update marks a meaningful inflection point for the investment case and justifies the strong positive share price reaction.
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