AIMT has been effected by the FDA partial shutdown, which is a reason it is up less than 3% thus far this year. This is exacerbated by an apparent disagreement with the FDA regarding the proper classification for its peanut allergy desensitization treatment regulatory approval filing. This puts some downside risk on AIMT in the short-term as the FDA may determine that AIMT filed for approval using the wrong BLA category. If so, AIMT will need to refile, which will delay a decision by the FDA. However, we are still very bullish on AIMT with a 1 or 2 year time frame. They have established themselves as the future market leader in peanut allergy desensitization technology.
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