US Pharmaceuticals & Biotechnology "3rd UBS CNS Day: Key takeaways from ..."

研报英文原文证据摘录

US Pharmaceuticals & Biotechnology "3rd UBS CNS Day: Key takeaways from ..."

It

leveraged a Bayesian progression model which estimated the probability of Natalie McArthur

Associate Analyst treatment effect (Bayesian probability ~89% of slowing progression) in a small

natalie.mcarthur@ubs.com

data-limited population and measured disease progression throughout the trial +1-212-882 5796

rather than single time points. Johan highlighted strong signals from this small

dataset, with limited amount of prior data, have provided confidence for Paritosh Gangaramani

Associate Analyst Lundbeck to progress Amlenetug into phase 3. The phase 3 MASCOT trial

paritosh.gangaramani@ubs.com

represents a scaled up version of the phase 2 trial, with faster than expected +1-212-713 8073

enrolment and no fundamental changes to trial design. Data is expected in Q3’27.

Di Zhao

Bexicaserin: Bexicaserin, an oral, highly selective 5 HT2C receptor super agonist, Analyst

targets developmental and epileptic encephalopathies (DEEs), a group of early di.zhao@ubs.com

onset, refractory epilepsies associated with significant seizure burden and +1-212-713 5953

developmental impairment. Management emphasised its clean selectivity profile Nusrat Hossain

by avoiding 5 HT2B activity, which is clinically important given historical cardiac Associate Analyst

safety concerns with this receptor. Johan also highlighted that the phase 2 PACIFIC nusrat.hossain@ubs.com

study, while small and primarily a dose titration proof of concept trial, showed a +44-20-7883 1586

consistent reduction in seizures. The phase 3 programme is split into DEEp SEA

(Dravet syndrome) and DEEp OCEAN (Lennox–Gastaut syndrome and other DEEs)

trials, with readout expected in Q1’27.

UCB (UCB, Xian Deng, Buy)