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Hulskof
4
quote:

nb schreef op 26 februari 2025 07:10:

Wat zou het voordeel kunnen zijn tov de medicijnen die er al zijn van eli lily en novo?
Behoud van spiermassa uiteraard. Het volgende is wellicht ook interessant:

Further thought...Even the "analysts" don't suggest, let alone trumpet, the collaboration with Eli Lilly on tirzepitide. That is NOT insignificant. ARWR didn't just whimsically select Tir. This is the distant number 2 drug in the space but projected to overtake Novo's Ozempic/Wegovey by 2030. If the net benefit of the drug is a 50% fat reduction with no material lean muscle loss, this could be the biggest drug (combi) on the market in 5-7 years. It dwarfs the CVD portfolio which is potentially large itself. Might explain why lung appears to all of a sudden be on the partnership/for sale block...to fund obesity. We know obesity is a pet of CAs going back to pre-siRNA days. Might have a strategy evolving here. But who the F- knows.
Tom3
0
quote:

Hulskof schreef op 26 februari 2025 08:35:

[...]

Behoud van spiermassa uiteraard. Het volgende is wellicht ook interessant:

Further thought...Even the "analysts" don't suggest, let alone trumpet, the collaboration with Eli Lilly on tirzepitide. That is NOT insignificant. ARWR didn't just whimsically select Tir. This is the distant number 2 drug in the space but projected to overtake Novo's Ozempic/Wegovey by 2030. If the net benefit of the drug is a 50% fat reduction with no material lean muscle loss, this could be the biggest drug (combi) on the market in 5-7 years. It dwarfs the CVD portfolio which is potentially large itself. Might explain why lung appears to all of a sudden be on the partnership/for sale block...to fund obesity. We know obesity is a pet of CAs going back to pre-siRNA days. Might have a strategy evolving here. But who the F- knows.
@Hulskof, klinkt aannemelijk maar wat is je bron? Wordt er gesuggereerd dat Lilly een bod zou kunnen uitbrengen op ARWR? De bedragen die met obesitas verdiend kunnen worden zijn op zich al duizelingwekkend, laat staan een combi die de ook nog een keer het risico op diabetes #2 zou kunnen verkleinen. Heeft Novo dubbele pech.
Hulskof
0
quote:

Tom3 schreef op 26 februari 2025 14:42:

[...]

@Hulskof, klinkt aannemelijk maar wat is je bron? Wordt er gesuggereerd dat Lilly een bod zou kunnen uitbrengen op ARWR? De bedragen die met obesitas verdiend kunnen worden zijn op zich al duizelingwekkend, laat staan een combi die de ook nog een keer het risico op diabetes #2 zou kunnen verkleinen. Heeft Novo dubbele pech.
Van onze schreeuwlelijk Holden op zijn Discord.
Nee, geen suggestie van een overname. In het persbericht van Arrowhead staat expliciet de combi met Lilly's Tirzepitide vermeld. Wellicht dus met een bepaalde intentie van CA...
Missolapola
0
Arrowhead Pharmaceuticals Announces Topline Results from Part 2 of Phase 1/2 Study of ARO-C3 in Patients with IgA Nephropathy
March 10, 2025

- ARO-C3 achieved deep and sustained reductions in alternative pathway complement activity and proteinuria

- Mean sustained reductions in C3 of =87%, AH50 of =76%, Wieslab AP of =89% through week 24

- Mean reduction in spot urine protein-to-creatinine ratio (UPCR) of 41% by week 24

PASADENA, Calif.--(BUSINESS WIRE)--Mar. 10, 2025-- Arrowhead Pharmaceuticals, Inc. (NASDAQ: ARWR) today announced topline results from Part 2 of a Phase 1/2 clinical study of ARO-C3, the company’s investigational RNA interference (RNAi) therapeutic designed to reduce liver production of complement component 3 (C3) as a potential therapy for various complement mediated diseases. The company plans to present additional results at a medical meeting in 2025.

Select Phase 1/2 Study Results

Patients with IgA nephropathy (IgAN) (n=14) received subcutaneous doses of ARO-C3 (400 mg) on Days 1, 29, and 113 and were followed through Day 169
Pharmacodynamic effects
Maximum mean reduction in C3 of 89% and mean sustained reduction of greater than 87% from baseline through week 24
Maximum mean reduction in serum AH50 (alternative pathway hemolytic assay) of 85% and mean sustained reduction greater than 76% from baseline through week 24
Maximum mean reduction in Wieslab AP (alternative pathway) of 100% and mean sustained reduction greater than 89% from baseline through week 24
Duration of effect supportive of once every three month or less frequent subcutaneous dosing in later stage studies
Effects on proteinuria
Mean reduction in spot UPCR of 41% and maximum individual reduction of 89% from baseline by week 24
Safety and Tolerability
ARO-C3 was generally well-tolerated in patients with IgAN
No serious or severe treatment emergent adverse events (TEAE) and no TEAEs that led to study or study drug discontinuation
The only TEAEs reported in more than 1 subject were headache, cough, and nasopharyngitis
No infections with encapsulated organisms
“ARO-C3 has shown potent and consistent results in normal healthy volunteers and now in patients with IgA nephropathy, including up to 89% mean reduction of complement component 3 (C3), which led to reductions of 85% in AH50 and 100% in Wieslab AP, both markers of alternative pathway complement activity. Such durable and near complete inhibition of the alternative complement pathway achieved with infrequent subcutaneous dose administration may be advantageous,” said James Hamilton, M.D., MBA, Chief Medical Officer and Head of R&D. “In addition, proteinuria, a surrogate marker of renal injury in IgAN, improved with a 41% reduction in spot UPCR. We look forward to sharing more data from the Phase 1/2 clinical study of ARO-C3 at an upcoming medical meeting in 2025.”
Hulskof
2
quote:

wijzerplaat schreef op 7 maart 2025 10:10:

Ooit zal het wel iets moeten worden zeker.
We gaan eerst nog wat verder neerwaarts. Ik vrees dat ze dit tot cash-niveau gaan stampen.
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