Edgewise Therapeutics: EDG-7500 Emerging Product Profile Holds Strong at 12wk

研报英文原文证据摘录

Edgewise Therapeutics: EDG-7500 Emerging Product Profile Holds Strong at 12wk

J P M O R G A N North America Equity Research

16 June 2026

Edgewise Therapeutics Overweight

EWTX, EWTX US

EDG-7500 Emerging Product Profile Holds Strong at Price (15 Jun 26):$35.21

12wk

SMid Biotechnology

We are highly impressed by the results from the 12wk Part D portion of the phase Tessa T Romero AC

2 CIRRUS-HCM trial assessing biomarker-guided dose optimization of EDG- (1-212) 622-4484

7500 in patients with obstructive (oHCM) and non-obstructive hypertrophic tessa.t.romero@jpmchase.com

cardiomyopathy (nHCM) that were reported this morning and think the results met Caroline Pocher

at least our positive base case as we outlined in our slide preview here and support (1-212) 622-8204

advancement into phase 3. And, to put a finer point on some of the give and take caroline.pocher@jpmchase.com

on the call, to be clear, we think these data support at least as good if not better Mariam Waggeh

results than the cardiac myosin inhibitors (CMIs) on a cross-trial basis across both (1-212) 622-1711

mariam.waggeh@jpmchase.com

populations. Looking ahead, mgmt intends to advance EDG-7500 into phase 3 J.P. Morgan Securities LLC

development, with an end-of-phase 2 meeting targeted for early-3Q26, FDA

feedback on the phase 3 design expected by 4Q26, and program initiation expected

in 4Q26, which we await further details on. If successful, we see an opportunity/

ample room for a potential future treatment option for patients with EDG-

7500, which has a target product profile characterized by a lack of systolic liability

and favorable diastolic properties that could synergistically coexist with the CMIs/

continue to grow the large, untapped HCM market. As such, we would be buyers