The Cardiology Renaissance: Lp(a): Mid-year data to read through to a new cardiovascular drug class

研报英文原文证据摘录

The Cardiology Renaissance: Lp(a): Mid-year data to read through to a new cardiovascular drug class

Equity Research

14 July 2026 | 5:02AM EDT

GLOBAL HEALTHCARE

The Cardiology Renaissance: Lp(a): Mid-year data to read through to a

new cardiovascular drug class

The next highly-watched cardiovascular (CV) events likely this quarter are Phase 3 Salveen Richter, CFA

+1(212)934-4204 |

outcome results from NVS/IONS’ HORIZON study of Lp(a)-targeting antisense salveen.richter@gs.com

Goldman Sachs & Co. LLC

oligonucleotide pelacarsen, alongside NVO’s ZEUS study of ziltivekimab (anti-IL-6).

James QuigleyLp(a) is an independent risk factor for atherosclerotic cardiovascular disease +44(20)7051-3800 |

(ASCVD) that impacts ~1.4 billion people globally (up to 20% of the population), james.quigley@gs.comGoldman Sachs International

where first Phase 3 data from HORIZON could validate the translation of Lp(a) Asad Haider, CFA

lowering to CV outcomes, thus reading through to AMGN’s siRNA olpasiran (Phase 3 +1(212)902-0691Goldman Sachs & Co.| asad.haider@gs.comLLC

data in 2027/28) and LLY, among others. Within, we frame the key debates, notably: Tommie Reerink, CFA

(1) the amount of Lp(a) lowering needed and whether greater reduction drives +1(212)357-2470 | tommie.reerink@gs.com

superior CV outcomes, which would benefit AMGN; (2) the lack of benefit on Goldman Sachs & Co. LLC

high-sensitivity C-reactive protein, an inflammatory marker; and (3) AMGN’s and Shyam Kotadia

+44(20)7051-6153 |

NVS’ trial design and baseline characteristics, particularly the isolation of Lp(a) via shyam.kotadia@gs.com

Goldman Sachs International

the optimal treatment of other risk factors (e.g., LDL-C), which is logical from a

Nick Jennings