NAMS: Straight From The Heart: Patient Survey Reveals Obicetrapib Well-Positioned To Capture Share

研报英文原文证据摘录

NAMS: Straight From The Heart: Patient Survey Reveals Obicetrapib Well-Positioned To Capture Share

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– higher than literature and our KOL checks suggest. All told, we think there 2026 (0.40)A (0.44)E (0.32)E (0.48)E

is a significant niche of patients that may seek to use obi as an add-on or Revenue

switch therapy, and we estimate obi could play in a market as large as $40B, 2025 3.0A 19.1A 0.4A 0.0A 2026 3.0A 3.5E 24.5E 10.7E

so we are revising our modeling to reflect a greater proportion of eligible Prev. 10.8E

patients and now estimate $2.1B in U.S. sales by 2035.

All values in USD unless otherwise noted.

Priced as of prior trading day's market close, EST (unless otherwise noted).

Obicetrapib can become a preferred second choice. We presented

patients with the blinded profile of a number of lipid lowering medicines,

and obicetrapib was selected as the preferred second choice (after statins),

with ~80% of responders indicating that they would likely ask their doctor

about it. We think this positions obi well despite the competitive landscape,

and given second line add-on agents like PCSK9s have achieved >$3B in

annual sales, reassures us that there is room for obi. Further, patient

preference was most significantly driven by risk reduction – not LDL

lowering – an interesting contrast to our physicians survey work. If the 20%

MACE benefit is recapitulated in PREVAIL, it could enable NAMS to appeal

directly to patients to drive uptake, though our survey indicates that most

patients defer to their physician on drug selection.

Additional benefits are nice to have but not enough for drug adoption.

While the additional benefits of obicetrapib such as on Lp(a), small LDL

particles, ApoB, and HDL are potential differentiators that mgmt frequently