EWTX: Digesting CIRRUS Part D

研报英文原文证据摘录

EWTX: Digesting CIRRUS Part D

Biotechnology June 18, 2026

Debjit Chattopadhyay, Ph.D.

debjit.chattopadhyay@guggenheimpartners.com EWTX: Digesting CIRRUS Part D

212 823 6584

Moritz Reiterer, Ph.D. Key Message: The CIRRUS Part D in oHCM and nHCM delivered efficacy in line with CMIs or better. Combined with the lack of

moritz.reiterer@guggenheimpartners.com dose-dependent impact on LVEF & no instances of LVEF <50%, we believe EDG-7500 is poised to be a serious competitor to the 212 372 6368 established players. Here, we provide a comparison of -7500 vs. mavacamten (BMY) and aficamten (CYTK) efficacy to-date: (1) -7500

Ry Forseth, Ph.D. efficacy in oHCM is in line with CMIs, including LVOT-G and NYHA class reduction, with potentially BiC KCCQ; (2) In nHCM, efficacy

ry.forseth@guggenheimpartners.com is likely to surpass CMIs, with KCCQ time curve suggesting a plateau has not yet been reached; and (3) -7500 treatment had a

212 518 9226 profound impact on diastolic function, as measured by E/e', providing clear differentiation vs. CMIs, especially in nHCM. In the ongoing

Hannah Wei OLE, the 200 mg dose provides potential upside to efficacy. Importantly, physicians have the flexibility to up-titrate based on either NT-

hannah.wei@guggenheimpartners.com proBNP or feel and function measures (e.g., NYHA class). This may allow patients who met their NT-proBNP goal but did not reach

212 518 5896 NYHA class I to further improve.

EWTX BUY Obstructivereduction, withHCM:KCCQefficacyimpactin potentiallyline with CMIsBiC across key efficacy parameters, including LVOT-G and NYHA class

Edgewise Therapeutics, Inc.

Sector: Biotechnology Figure 1 - LVOT-G reductions by EDG-7500 are comparable to CMIs, especially since real-world REMS data suggests that