$MLTX

10 min looking into $MLTX Looks to me like the key question is what is a front-line HS drug worth vs 2/3 lines. Humira will be generic but a quick look shows only half of HS patients respond, and half of those lose response within 6 months. So, like with many other I&I indications, patients will cycle through multiple drugs. Def want to see the Humira arm and see if SLK isn’t worse but outside of that, it doesn’t look like a zero.