Lipoprotein (a)- NVS/IONS/AMGN/LLY/SLN: With the upcoming 1H26 LPa cholesterol phase III Lp(a)HORIZON trial, our detailed evaluation of NVS (NOVN) and AMGN’s novel LPa cholesterol drugs, reveals why we see these phase III trials likely successful, resulting in the biggest multi-billion cardiovascular breakthrough in decades.

Our report undertakes a comprehensive competitive analysis of the five LPa cholesterol candidates from NVS (NOVN), AMGN, LLY, and SLN, and, despite our conviction in the class, finds potential hurdles for some.

Questions answered include:

·        What is the direct evidence supporting lower LPa and reduced cardiac events?

·        What light do PSCK9 trials shed on LPa reducing cardiac events?

·        What is the ideal LPa cut-off?

·        What are the differences between Novartis and AMGN trials?

·        Who is taking more risk? NVS or AMGN?

·        Can LLY make an oral version?

·        Will it work in stroke prevention?