Oct. 3 at 8:11 AM
$ESPR $NAMS I do not know the answer, but from investor’s perspective, NAMS’s communication strategy appears more appealing. Although the official CVOT results for obicetrapib will only be available after 2026, earlier this year they reported a 21% observed reduction in MACE (HR=0.79, CI 0.54–1.15). While not statistically significant, “21% observed reduction in MACE” was highlighted.
Then they presented that obicetrapib may reduce p-tau217, a biomarker associated with Alzheimer’s disease. However, that lowering p-tau217 does not establish proof of treatment or prevention of AD. More recently, results were published in JACC reporting that obicetrapib reduces MACE, though the 3-component MACE used in that analysis is not identical to the 3-component MACE defined in formal CVOT.
Taken together, they illustrate a company strategy of regularly providing investors with positive interim results. Constrastingly, ESPR tends to communicate results only once full trial data are available.
