Global Healthcare: The Cardiology Renaissance: Monitoring Phase 3 ZEUS to assess cardiovascular outcomes with NLRP3 inhibition

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Global Healthcare: The Cardiology Renaissance: Monitoring Phase 3 ZEUS to assess cardiovascular outcomes with NLRP3 inhibition

Equity Research

10 July 2026 | 5:24AM EDT

Global Healthcare: The Cardiology Renaissance: Monitoring Phase 3

ZEUS to assess cardiovascular outcomes with NLRP3 inhibition

In cardiology, we note the emergence of the NLRP3 inhibitor class, which targets key Salveen Richter, CFA

+1(212)934-4204 |

drivers of inflammation within the innate immune system, following positive Phase 2 salveen.richter@gs.com

Goldman Sachs & Co. LLC

biomarker data from Ventyx’s VTX3232 in obese patients with cardiovascular (CV)

James Quigley

risk factors, supporting its acquisition by LLY, and more recently, competitive Phase 1 +44(20)7051-3800 |

data from BioAge (BIOA)’s oral, once-daily NLRP3 inhibitor BGE-102. We await Novo james.quigley@gs.comGoldman Sachs International

Nordisk (NVO)’s Phase 3 ZEUS readout for ziltivekimab (anti-IL-6) in atherosclerotic Shrunatra Mishra

cardiovascular disease (ASCVD) in 3Q to demonstrate translation from hsCRP +1(332)245-7673shrunatra.mishra@gs.com|

reduction, a marker of inflammatory response, to functional outcomes per CV risk Goldman Sachs India SPL

Rowe Beadlereduction, noting positive read-through from Novartis’ (NVS) Phase 3 CANTOS trial Theodora | +44(20)7552-0177

for canakinumab (anti-IL-1β), albeit we view ZEUS as high-risk (40% theodora.beadle@gs.com Goldman Sachs International

probability-of-success in the NVO model) given: (1) hsCRP (high-sensitivity

Kaaviya Ganesan

c-reactive protein) is a marker of inflammatory response rather than a causal driver, +1(332)245-7519 |

kaaviya.ganesan@gs.com

and some KOLs per our diligence have attributed the modest MACE benefit of 14% in Goldman Sachs India SPL