Efficacy And SafetyDivesiran's final PhI update at EHA reinforces a differentiated profile in PV, including robust efficacy/safety and infrequent dosing, that could potentially drive a best-in-class opportunity.
Market OpportunityDespite PV's increasingly crowded landscape, PV remains a large commercial opportunity given high unmet need, evidenced by significant sales and partnerships.
Regulatory ProgressZerlasiran is advancing toward Phase 3 readiness in Lp(a), supported by regulatory alignment across the U.S., EU, and Japan, and active partnering discussions that management characterized as highly engaged.