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Original biopharma analysis from the Gosset team — applying our AI agent and data platform to the questions shaping the industry.

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Investment AssessmentTransplantNephrologyImmunologyAntibodies

Tegoprubart: a CNI-free bet on tolerability in kidney transplant

Eledon's anti-CD40L antibody missed its Phase 2 efficacy endpoint yet separated sharply from tacrolimus on safety. Why the market — and our rNPV — value a CNI-free maintenance bet well above the ~$187M enterprise value.

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