Apr. 15 at 7:11 PM
$MLYS & Hypertension: Big Opportunities Ahead
Here’s the real deal on the hypertension market:
In the US, ~120M patients suffer from hypertension, with about half being treated and ~20M not reaching goal despite ≥2 therapies. A key culprit? Dysregulated aldosterone, which is estimated to contribute to ~30% of all cases.
Enter
$AZN and its baxdrostat—this one's set for approval in Q2, with
$5B peak sales projected. There’s room for multiple winners in the ASI class, and given the size of the addressable market, we’re looking at huge growth potential.
MGT also in the mix with lorundrostat but without much detail on their commercial strategy. However, it’s worth noting that ~60k US physicians are responsible for ~50% of prescriptions in the 3L+ setting, and ~60/40 split between PCPs and cardiologists.
Big moves coming in hypertension. Eyes on
$MLYS,
$AZN, and
$MGT.X for the next leg up.
