*REPLAY + TAKEAWAYS* ATTR-CM KOL Pos on Amvuttra, TRITON-CM POS, Attruby>Taf

Research evidence excerpt

*REPLAY + TAKEAWAYS* ATTR-CM KOL Pos on Amvuttra, TRITON-CM POS, Attruby>Taf

USA | Biotechnology EquityJulyResearch17, 2026

*REPLAY + TAKEAWAYS* ATTR-CM KOL Pos on

Amvuttra, TRITON-CM POS, Attruby>Taf

We hosted cardiologist Dr. Carlos Santos-Gallego to discuss ATTR-CM

treatment dynamics post-CARDIO-TTRansform. Key topics included the role

of silencers vs stabilizers, implications for Amvuttra, and how background

tafamidis / modern HF therapy may raise the bar for future ATTR-CM

trials. The KOL remains favorable on Amvuttra, while leaning more cautious

on nucresiran/TRITON-CM, given the tougher contemporary trial backdrop.

*Replay + takeaways below*

.

Big picture: KOL opinion skewed favorable to Amvuttra and still sees TRITON-CM as a ~60-65%

PoS, with CARDIO-TTRansform viewed more as a trial/background-therapy issue than a negative

readthrough on silencers.

8 takeaways that stood out >>

1. KOL’s view on Amvuttra did not change post-CARDIO-TTRansform. The KOL noted the miss

did not alter his view on Amvuttra, citing HELIOS-B’s benefit on death + HF hospitalizations,

6MWT, biomarkers, and QoL

2. KOL would keep tafamidis responders on therapy. He est ~70% of his tafamidis-treated

patients within 2 yrs remain stable/respond, while ~30% progress. For the stable group, he Faisal Khurshid * | Equity Analyst

would not switch therapy, citing “if it isn’t broken, don’t fix it” +1 (212) 707-6341 | fkhurshid@jefferies.com

Gabrielle Weiner * | Equity Associate

3. KOL views Amvuttra and Attruby as better than tafamidis, with a strong preference for +1 (917) 344-1881 | gweiner@jefferies.com

Amvuttra. In treatment-naïve ATTR-CM, he said he uses Amvuttra in ~80% of patients and

Inanc Caner * | Equity Analyst

Attruby in ~20%, with a similar split in 2L.