Reactie op SA van Feynmann op de milestone betaling van Amgen vandaag:
Great news on progress of a treatment for this disease which impacts so many people.
My view is that cardio-vascular disease treatment will come to be dominated by siRNA drugs like this. The first to launch will be Inclisiran (from Novartis), initially dosed 2x per year, perhaps later expanded to earlier application for lesser risk patients at 1x per year...IMO, the RNAi drug is likely to supplant use of antibodies for high cholesterol. The Amgen drug could become the SOC for those with elevated LPa, and other RNAi drugs in development could deal with high triglycerides and high cholesterol (ARO-APOC3 and ARO-ANG3 from Arrowhead Pharmaceuticals).
What is particularly attractive about the RNAi drugs is the nice 'read-through' we are seeing from pre-clinical to the clinic, lower COGs than competitive approaches (Monoclonals, for example) and the built-in adherence of getting injections from your health care provider every 6 months...payers are going to love that!
Although I have just discussed CVD disease here, RNAi drugs are primed to tackle COVID-X (19 and all subsequent generations), Chronic HepB, various orphan diseases-often untreatable currently, Cystic Fibrosis, COPD, NASH, cancer, muscle diseases, CNS disease...
If you are interested in this area, check out ARWR,ALNY,DRNA and SLN...the first 3 trade on NASDAQ, the 4th (Silence Therapeutics) is based out of the UK, but is planning a U.S. listing.