I could not find any reference for exact revenue potential Thymosin alpha1. In my opinion it may not have any significant impact. Even though DCGI have approved it, use of the above drug may not increase in clinical use. We have to take the above study results with pinch of salt. Its likely that above study is ?funded by Gufic and there will be obvious biases, other things like quality of study, no of patients and case profile does matter.( hope they publish the study in some journal to understand in detail). As desperate measure, I have used Thymosin alpha in very few severe covid cases without any benefit.
There are many studies (most are China based) on thymosin aplha use in Covid cases without clear evidence of benefit and meta-analysis has not shown any significant difference. Unless it gets included in standard guidelines for treatment ,thymosin alpha use will be limited.
Thymosin alpha1 was tried in other clinical scenarios like sepsis but does not found its place in standard management even after many years.
Its good to see Gufic getting into these therapeutic areas but for investors like us, its better not to build much revenue potential from Thymosin alpha. Next concall we may get more details.
Discl: not invested,
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