BTK Deal DEEP DIVE (FSGS, MCD, pMN) - PT up to $60/sh

Research evidence excerpt

BTK Deal DEEP DIVE (FSGS, MCD, pMN) - PT up to $60/sh

INHIBITORS

BTKBTK reversible Small molecule Oral civorebrutinib (EVER001) TVTX / Everest Public +ve in pMN (China); P2 basket initiated in pMN, FSGS, MCD P2 P1b/2a +ve P2 basket study initiated P2 basket study initiated

initiated(pMN);

BTK irreversible Small molecule Oral zanubrutinib (Brukinsa) ONC (BGNE prev.) Public P2/3 in pMN; approved in B-cell pMN P1b/2abasketP2/3 (pMN) ALMOND ongoing. ~YE27

P2/3complete

BTK reversible Small molecule Oral rilzabrutinib (Wayrilz) SNY Public P2a umbrella in primary FSGS/MCD; FSGS, MCD (ITP); P2a P2a RESULT ongoing P2a RESULT ongoing CovalentBTKiCovalentBTKiCovalentBTKi P1b/2aIgAN/MCD/FSGSALMONDmalignanciesRESULTapproved in ITP Approved(FSGS/MCD)

& OTHER IMMUNE

/ SC also MS P3

immune mAbBispecific IV— frexalimabbrivekimig SNYSNY PublicPublic RESULTRESULT P2aP2a armarm inin FSGS/MCD;FSGS/MCD FSGS,FSGS, MCDMCD P2aP2a (FSGS/MCD)(FSGS/MCD) P2aP2a RESULTRESULT ongoingongoing P2aP2a RESULTRESULT ongoingongoing Anti-CD40LBispecificmodulator

receptor +/ RAAS ETA antagonist + Small molecule Oral sparsentan (Filspari) TVTX Public Approved in IgAN and non-nephrotic FSGS FSGS (+ IgAN) Approved (FSGS) Approved (Apr '26)

DualARB

/ PODOCYTE-TARGETEDCD40LCD40LUndisclosed(immune)ENDOTHELINETAAT1APOL1APOL1 APOL1 inhibitor Small molecule Oral inaxaplin (VX-147) VRTX Public portion +ve; pivotal in APOL1-mediated APOL1-mediated FSGS P3 (APOL1 FSGS) ongoing (APOL1-mediated);

disease (incl.P2/3

CCR2 chemokine Small molecule Oral DMX-200 (repagermanium) DXB Public P2kidneyACTION3 P3 in FSGS; interimFSGS) +ve (Mar '24) FSGS P3 (FSGS) P2/3P3P3 portionACTION3 (+ve interim)

(+ARB)

APOL1 CCR2antagonistAPOL1 inhibitor Small molecule Oral MZE829 MAZE Public HORIZON +ve in APOL1 kidney disease (incl.