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GLOBAL RESEARCH ARCHIVE

Takeaways From Our Schizophrenia/Depression KOL Call

Published: 2026-07-21Institution: Piper Sandler CompaniesCompany / ticker: LBRX.OQPages: 15Original language: 英语Evidence page: 2

Research evidence excerpt

Takeaways From Our Schizophrenia/Depression KOL Call

C O M PA N Y N O T E

J u l y 2 1 , 2 0 2 6

4. Notably, the doc called amisulpride (generic) one of the most beloved European drugs

despite being on the market for >30-years without any marketing. In fact, nearly ~1 in 7

German schizophrenia patients are prescribed amisulpride. Accordingly, the doc believes

LBRX's approach with LB-102 (methylated amisulpride) makes sense considering it improves

delivery to the brain which can dive more potent CNS benefits at a lower dose (and potentially

improve its ability to impact negative symptomology). See pg. 4

5. When asked about long-acting injectable (LAI) formulations, the doc expressed they tend to

be used ~15-16% of the time in the US (can vary by drug/class) with more "checkered" use in

Europe at ~10-25% (varies by country). With this, LAI use in Europe is not bottle-necked by the

patient, but rather by factors related to access and the prescriber. See pgs. 4-5

Topic #2: LB-102 has an optimized product profile de-risked in schizophrenia

1. Of note, our doc discussed how LB-102 is a methylated derivative of amisulpride with

convenient QD dosing which allows LB-102 to overcome several limitations of the generic

while maintaining its therapeutic benefits. Accordingly, methylation allows amisulpride to better

penetrate the blood-brain-barrier and reduce systemic exposure ultimately improving its safety

profile with lower rates of key AEs such as EPS. Further, LB-102 has greater potency where ~50

mg is equivalent to ~400 mg amisulpride which may benefit negative symptom improvement.

See pg. 5

2. Regarding 4-week Ph2 NOVA-1 (NCT06179108), our doc highlighted how the 100 mg

group was particularly impressive demonstrating the highest effect size (0.64 MMRM, 0.83

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