JPM | US Healthcare: EWTX CEO Call, HCM KOL Takes, ASND, CAH Day 3, MedTech, LXEO, KYMR CEO Call at 2pm, CAH CEO Call Tomorrow

Research evidence excerpt

JPM | US Healthcare: EWTX CEO Call, HCM KOL Takes, ASND, CAH Day 3, MedTech, LXEO, KYMR CEO Call at 2pm, CAH CEO Call Tomorrow

f successful, we see an opportunity/ample room for a potential future treatment option

for patients with EDG-7500, which has a target product profile characterized by a lack of systolic liability and favorable diastolic

properties that could synergistically coexist with the CMIs/continue to grow the large, untapped HCM market. As such, we would

be buyers of EWTX on share weakness that we think is misguided

Edgewise Therapeutics (EWTX): Key Quotes from Our HCM KOL Call. - Romero Note

Last week, we hosted KOL, Dr. Ahmad Masri (Oregon Health and Science University), for an in-depth discussion on the evolving

commercial and development landscape in hypertrophic cardiomyopathy (HCM) and wanted to pass along select quotes from the

call below as it relates to Edgewise’s EDG-7500 that may be helpful putting into context the 12wk Part D results from the phase 2

CIRRUS-HCM trial that were reported (see our latest view here). Please reach out to the team for the full transcript of the call.

On EDG-7500's target product profile, Dr. Masri sees a potential paradigm shift if the drug preserves systolic function while

delivering the benefits of myosin modulation—opening the door to a heart failure–style trial design rather than a traditional HCM

study, and materially reducing echo monitoring burden (potentially as low as one echo/year) to give physicians far greater

prescribing flexibility versus current cardiac myosin inhibitors. On Part B/C data, he noted the preliminary disclosures already

show NT-proBNP reductions and symptomatic improvement in open-label fashion, supporting the therapeutic hypothesis that