Jul. 7 at 3:16 PM
$VRDN "The label contains all the relevant clinical data and is advantageous versus key in-class competitor Amgen's (
$AMGN) IGF-1R antibody Tepezza. Lumvoa's label states that it is indicated "for the treatment of thyroid eye disease regardless of thyroid eye disease activity or duration" and it also contains clinical data for chronic TED. Tepezza does have a label that says it is indicated "for the treatment of thyroid eye disease" and it lacks the clinical data in the chronic TED population." Tepezza has been stagnant because they can't make headway in the Chronic segment of the TED market which represents 75% of the TAM
