Just saw Celldex dropped some solid retreatment data on Barzolvolimab at the AAAAI meeting. Apparently patients with cold urticaria who needed another round of treatment got the same strong results as the first time around - that's actually pretty encouraging for a chronic skin condition drug. The whole point is targeting mast cells, which is where these urticaria symptoms come from in the first place. What caught my attention is they're saying the drug works just as well on the second go, which means patients could potentially get retreated when symptoms come back instead of being stuck on continuous therapy. Safety profile held up too. They've got the Phase 3 EMBARQ trial running now to confirm this works across a broader patient population. CLDX closed Friday around $30, so biotech investors seem to be watching this one. Interesting to see if the Phase 3 data matches what they're seeing in the extension study with cold urticaria cases.

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