Jul. 23 at 10:16 AM
$CRVS $AZN
Wainua flop narrows AstraZeneca’s path to
$80B goal ahead of high-risk readouts
- With a Phase 3 failure denting the rare disease drug’s prospects, AstraZeneca has little room for error as it plots a path toward its ambitious 2030 sales target
Not imminent due to Ph3 failure, but
$AZN has always been strong strategic fit for
$CRVS ⤵️
$AZN likely extract more value from #soquelitinib than pharma w/o both respiratory + haematology
1. AZN arguably best operational owner for SQL’s oral asthma programme
- Oral alternative or step-up treatment before biologics
- Therapy after inadequate response to #Fasenra or #Tezspire
- SQL in mixed Th2/Th17 asthma (doubles patient population as non-eosinophilic or neutrophilic asthma, where existing type-2 biologics less effective)
