Jul. 31 at 11:52 PM
$LXRX Novo is testing ziltivekimab, an antibody interleukin-6 (IL-6), in 3 massive late-stage clinical trials:
ZEUS P3 (Double-Blind w/ Placebo, 6385 enrolled)
- For ASCVD, CVD, inflammation
- Reduces Inflam. but fail to lower MACE risk
- Primary completion : 6/9/26
- Failure announced on 7/31/26,
$20B MC lost today
ARTEMIS P3 (D-B w/ P, 10000 enrolled)
- For acute heart attack
- Primary completion: 12/14/2026
HERMES P3 (D-B w/ P, 4899 enrolled)
- For HF, inflam.
- Primary completion: 7/2/27
We know Inpefa is highly effective in preventing HHF and CVD death [HERMES], and known to be potent in preventing MI and stroke (yet to be clinically tested) [ZEUS]. In addition, Inpefa is being P3-tested for all HCM's - readout Q1/27.
The 3 massive CVD/HF trials must have costed Nove
$B's.
Maybe, Novo contemplates on getting Inpefa (HF/CVD/HCM) for US/EU & Zynquista as adjunct to insulin and partnering on Pilavapadin for DPNP - on top of
$1B LX9851 deal.
Lexi blackout explained, and the sound of the B-word.
