Cidara Therapeutics ($CDTX) pulled off a dramatic strategic pivot that just paid off. After selling the rights to its only approved antifungal to double down on a proprietary drug platform called Cloudbreak, the company developed Drug-Fc Conjugates (DFCs) and advanced a lead candidate, CD388 — a potential single-dose, season-long preventative for influenza A and B. Strong mid-stage data attracted a major pharma buyer, validating the platform and taking the company’s risk profile in a very different direction. Still, significant hurdles remain: the asset must clear a final Phase 3, scale through commercialization, and compete with entrenched vaccines and antivirals. Is this a platform that will reshape flu prevention, or a high-stakes one-off that only looks brilliant in hindsight?
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