The 2nd Annual EU BioVoyage: Key KOL Takeaways

研报英文原文证据摘录

The 2nd Annual EU BioVoyage: Key KOL Takeaways

TD Cowen

Global Research July 1, 2026

along with ANGPTL3, ANGPTL4 and ANGPTL8 inhibition as promising mechanisms capable

of lowering both triglycerides and LDL cholesterol. He commented favorably on Novo's ZEUS

IL-6 program, arguing that inflammation is unquestionably involved in atherosclerosis and

kidney disease, making the biological probability of success very high, although he could

not estimate the likely effect size. He was similarly positive regarding GSK’s hypothesis that

shingles vaccination may reduce dementia and cardiovascular disease, citing three major real-

world databases showing approximately 30% lower dementia incidence, while stressing that

prospective interventional studies are now required. He described Regeneron’s GLP/GIP-PCSK9

combination as scientifically creative but felt insufficient data exist to judge its prospects.

Chronic Inflammatory Demyelinating Polyneuropathy (CIDP) &

Multifocal Motor Neuropathy (MMN)

ARGX's Vyvgart Seeing Solid Adoption In CIDP Driven By Convenience, With "Pockets Of

Enthusiasm" Across EU

We hosted a UK-based KOL who leads a major referral center in London specializing in CIDP and

MMN.

Our KOL acknowledged meaningful real-world Vyvgart uptake for CIDP, particularly in Europe

(especially Germany), driven by the convenience of rapid SC dosing vs 2-3 day IVIg infusions.

He characterized efficacy as broadly comparable to IVIg. However, he noted ADHERE’s enriched

randomized withdrawal design inherently selects for responders and inflates perceived effect

size, but he conceded that the trial design made sense as this was similar to prior IVIg studies.

At the same time, he noted that he is hearing persistence is a challenge with Vyvgart as

many patients switch back to IVIg.