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69 posts

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@Bingbombom
@bingbingbom acc banned im innocent reported by some bitch prob
Katılım Haziran 2026
117 Takip Edilen107 Takipçiler

@plainyogurt21 Mendelian randomization studies tend to be a bit more credible when directionally aligned with some human data
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ZEUS from $NVO - I think this works. Based Cantos and first principles of hsCRP as a risk factor. TAM for this indication is ~5B so I think NVO can move up ~20B (+10%) with success. Readthrough to $BIOA $GLUE (not $NMRA $AVTX lol)
It's hard to replicate the Cantos powering, but let’s keep simple simple -> hsCRP independent risk factor -> we hit hsCRP. Prior Phase 3 PoC. Enriched population, base line case is stat sig high .8s HR.
The positives from this trial are the data from the CANTOS group and some of the genetic evidence showing that HSCRP is associated with an increased risk of cardiovascular events.
The negatives are:
- The novel trial population
- Use of SGLT-2, which can reduce the rate of cardiovascular events and death
- Use of GLP-1, which drops HSCRP across the population, including kidney disease patients and stage 4 kidney disease patients with a different pathology on cardiovascular events
I don't think any of those, except GLP-1 use, changes the effect size of using an HSCRP-reducing agent. I still think the hazard ratio is coming in right around that 0.85 range. For NVO, the catalyst path is quit interesting with hemophilia, Oral wegovy, Etavopivat, FGF21 etc.
Side note: I am skeptical on the Novartis LP(a) trial. It’s an iffy readout when we're already managing these patients with aspirin and LDL based therapy. Co administration with aspirin will alleviate ALL the thrombotic risk and some evidence suggests it will attenuate any secondary prevention (for sure helps in primary prevention).
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@A_May_MD @Biohazard3737 If it doesn’t sound next gen enough then I don’t want it!
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@Biohazard3737 Almost seems like the safe and highly effective standard of care is highly effective. Idk.
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