Divesiran Clinical DataDurable hematocrit control and flexible, less-frequent dosing observed in early trials position divesiran as a potential disease-modifying, low-burden alternative to chronic phlebotomy or cytoreductive therapy in polycythemia vera, which could drive clinical adoption if confirmed in later studies.
RNAi Platform And Pipeline ExpansionAdvancement of extra-hepatic delivery research, updates from the AstraZeneca-partnered program, and progress across multiple RNAi assets, combined with a solid cash runway, could broaden addressable markets and support sustained long-term value creation.
Zerlasiran Partnership PotentialA strategic partnership for zerlasiran would validate commercial interest in the lipoprotein(a) program, share development risk, and could unlock meaningful valuation upside ahead of upcoming cardiovascular outcomes readouts.