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Aimmune Beats DBV Technologies In Multi-Billion Dollar Market To Treat Peanut Allergies

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Vas Research


  • The FDA recently approved AIMT's Palforzia as first ever treatment for peanut allergies, but for now, DBVT's Viaskin might only be months behind.
  • It is difficult to make an apples-to-apples comparison between the efficacy of Palforzia v. Viaskin, but I explain how to do so using a new, easy-to-compare APPLE #.
  • The apples-to-apples comparison reveals AIMT's Palforzia is dramatically more effective than DBVT's Viaskin in treating peanut allergies.
  • AIMT's Palforzia passed the phase 3 trial with impressive results.  DBVT's Viaskin failed its phase 3 trial.
  • Extension studies reveal that continued use of AIMT's Palforzia provides greater benefits in far less time than continued use of DBVT's Viaskin.

5/12/20 Update: Based on a May 11 comment from "micro", I added updates in paragraphs that starts with "***Update 5/12/20." In summary, my original article did not explain that about 17% of participants in DBVT's PEPITE trial were in a "low-eliciting dose subgroup" and they were considered to have met the primary endpoint by reaching a lower posttreatment dose than I originally indicated. AIMT's PALISADE trial did not create an easier-to-reach endpoint for any subgroup. Based on that, DBVT's results might be even less favorable compared to AIMT's results than I originally presented.

Purpose of this Article

For those who have followed AIMT or DBVT closely, this article does not change what should be well known: Palforzia soundly beats Viaskin. But despite following this story for years, I've often been confused about how to compare study results as presented by the different companies, which use different terms. In this article, I provide a new system to make an apples-to-apples comparison of the study results by assigning an APPLE # to the different results. It turns out that in food allergy studies, there is a limited number of possible results and it is thus relatively easy to describe results with just a few different APPLE # labels. I also give some quick bullet points of my understanding of the key results of the companies' major studies.

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COVID-19 Is Distracting Investors from an Amazing Market Opportunity

While the world remains hyper-focused on COVID-19 as the biggest healthcare challenge of the past century, it is perhaps easy to overlook progress being made to treat more mundane (yet far more durable) medical problems. A prime example is food allergies and the multi-billion dollar opportunity that exists for treating such conditions. Long after treatments and vaccines have relegated COVID-19 to the history books, society will continue to deal with the ever-growing

This article was written by

Vas Research profile picture
I invest only for myself with no formal securities training. I write these article to share interesting ideas or discoveries that I believe might help others or generate meaningful conversation.

Analyst’s Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I have a long position in AIMT. I have no position in DBVT. Please don't based your investment decision on my recommendations; do your own study.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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