Sep. 2 at 10:03 AM
$FBIO $FBIOP I deleted my AstraZeneca vs Mineralys dubstack post on Sunday when I reviewed the data between Baxdrostat and Lorundrostat more closely. The safety data favors Baxodrostat, and with comparable efficacy data, I initially thought Lorundrostat (Mineralys) would tank today:
"But AstraZeneca's Dobber notes baxdrostat has a significantly longer half-life than lorundrostat. It stays in the body for longer, meaning patients are protected from high blood pressure all day. Goldman Sachs' Sharma notes baxdrostat's half-life is 26 to 31 hours, vs. 10 to 12 hours for lorundrostat.
'If you have a longer half-life, that supports consistent 24-hour control of blood pressure including overnight when patients are most vulnerable to cardiovascular events,' Dobber said."
https://www.investors.com/news/technology/astrazeneca-hypertension-blood-pressure-baxdrostat-mineralys-therapeutics/
https://x.com/semodough/status/1962277828889563282