CNTA: as our previous orexin agonist analysis suggested, CNTA’s ORX750 early phase 2 data, while showing expected efficacy, continues the challenges in demonstrating differentiation to Takeda’s TAK861, beyond its once-a-day administration, as likely second to market in NT1. Furthermore, while very early positive data were also seen in the naïve NT2 setting, several concerns arise from this data set.