Jul. 14 at 6:36 PM
Jefferies reiterated
$MLYS Hold-
$15 and said, "Competitor
$AZN announced (+) topline Phase III data for baxdrostat, though the numerical efficacy and hyperkalemia data are embargoed until ESC on 8/30."
$NVS $LLY #ESCCongress #WCCardio #ESC25
Jefferies added, "We think the (+) data was expected on our view both
$MLYS's and
$AZN's ASI's look similar - i.e., both efficacy and safety data should be within the ballpark of each other. Commercial success, in our view, will depend on access, rebating, and marketing, which we think AZN should have a major edge currently.
Jefferies Went on to say:
