Biotechnology: Takeaways From Our KOL Call: TTR-CM Treatment Landscape

研报英文原文证据摘录

Biotechnology: Takeaways From Our KOL Call: TTR-CM Treatment Landscape

Idea

June 10, 2026 11:21 PM GMT

Morgan Stanley & Co. LLCMBiotechnology | North America Michael E Ulz

Equity Analyst

Takeaways From Our KOL Call: Mike.Ulz@morganstanley.comSean Laaman, Ph.D. +1 212 761-4650

Sean.Laaman@morganstanley.com +1 212 761-4947

TTR-CM Treatment Landscape Avraham Novick

Research Associate

Avi.Novick@morganstanley.com +1 212 761-2231

We hosted a KOL discussion with a physician at a Cardiac Rohit Bhasin

Amyloidosis program at a major healthcare system in the ResearchRohit.Bhasin@morganstanley.comAssociate +1 212 761-0534

Northeast to discuss their views on the evolving treatment

landscape in TTR-CM, including expectations around upcoming

Ph3 data for Wainua expected 2H26.

Key Takeaways Biotechnology

North America

Views all 3 approved agents as equally efficacious for WT disease but prefers Industry View Attractive

Amvuttra for variant disease.

In the front line setting KOL prefers Amvuttra (~50%) followed by tafamidis

(~30%) and then Attruby (~20%).

In the second line setting KOL prefers the addition of Amvuttra rather than

switching though noted increasing payor push back.

Expects Wainua data from the Ph3 CARDIO-TTRansform study (2H26) to be

similar to Amvuttra, while a stat sig benefit in combo arm would be a key

differentiator.

How to vote: To request a ballot, please go to https://www.extelinsights.com/voting

and select “All-American Research Team”.

Our KOL is a cardiologist who specializes in heart failure and has experience

treating TTR-CM. Our KOL is a cardiologist specializing in hearth failure who is the

co-founder of Amyloidosis program at a major healthcare system in the Northeast.

He sees ~400-500 TTR-CM patients and has experience prescribing all three FDA