Silence Therapeutics' Zerlasiran Has Competitive Concerns: Analyst
Silence Therapeutics' Zerlasiran Has Competitive Concerns: Analyst
This is the first study to report time-averaged Lp(a) analyses, which more accurately evaluate the effects of treatment over time, including intervals between doses.On Monday, Silence Therapeutics plc (NASDAQ:SLN) presented end-of-treatment data from its Phase 2 ALPACAR-360 study of zerlasiran in atherosclerotic cardiovascular disease (ASCVD) patients with high lipoprotein(a) [Lp(a)] levels (≥125 nmol/L).
週一，Silence Therapeutics plc（納斯達克股票代碼：SLN）公佈了其針對脂蛋白（a）[Lp (a)] 水平（≥125 nmol/L）的動脈粥樣硬化心血管疾病（ASCVD）患者的zerlasiran的2期 ALPACAR-360 研究的終止治療數據。
These data were presented at the American Heart Association (AHA) Scientific Sessions.
這些數據在美國心臟協會（AHA）科學會議上公佈。
Results showed that zerlasiran (300 mg every 16 weeks, 300 mg every 24 weeks or 450 mg every 24 weeks) produced greater than 80% mean time-averaged placebo-adjusted reductions from baseline in Lp(a) concentrations over 36 weeks.
結果顯示，在36周內，經安慰劑調整後的Zerlasiran（每16周300毫克，每24周300毫克或每24周450毫克）經安慰劑調整後的平均時間平均降幅超過80％。
This is the first study to report time-averaged Lp(a) analyses, which more accurately evaluate the effects of treatment over time, including intervals between doses.
這是第一項報告時間平均Lp（a）分析的研究，該分析可以更準確地評估治療在一段時間內的效果，包括劑量間隔。
Maximum Lp(a) reductions exceeded 90%. At the final visit, 60 weeks following initial drug administration, reductions in Lp(a) persisted, and no safety concerns emerged with infrequent dosing.
最大 Lp (a) 減少量超過 90%。在首次給藥60周後的最後一次就診中，Lp（a）的含量持續下降，不經常給藥也沒有出現任何安全問題。
William Blair notes that while Silence's data shows the drug effectively lowers Lp(a) levels, the Q24W dosing schedule may not be competitive. This is due to a decline in Lp(a) reduction between doses.
威廉·布萊爾指出，儘管Silence的數據顯示該藥物有效地降低了Lp（a）水平，但Q24W的給藥時間表可能沒有競爭力。這是由於劑量之間Lp（a）的減少量下降。
This dosing schedule could be an option for maintenance after stable Lp(a) reductions are reached. However, the analyst expects more frequent dosing, possibly every three months, to be needed. This may reduce zerlasiran's competitive edge compared to Amgen Inc.'s (NASDAQ:AMGN) olpasiran.
在達到穩定的 Lp (a) 降低量後，可以選擇這種給藥時間表進行維護。但是，分析師預計，可能需要更頻繁地給藥一次，可能每三個月給藥一次。與安進公司相比，這可能會降低zerlasiran的競爭優勢。”s（納斯達克股票代碼：AMGN）olpasiran。
The analyst writes, "Silence continues to execute on both the zerlasiran and divesiran lead clinical programs. While data for zerlasiran presented at AHA show that zerlasiran is an efficacious Lp(a) lowering agent over 48 weeks with Q24W dosing, we are incrementally negative on zerlasiran's competitive profile given the waning of Lp(a) lowering between the infrequent doses, which has not been demonstrated with olpasiran at a once-quarterly dosing frequency."
這位分析師寫道：「zerlasiran和divesiran的主要臨床項目都繼續保持沉默。儘管在AHA上公佈的zerlasiran的數據顯示，在Q24W的劑量下，zerlasiran在48周內是一種有效的Lp（a）降壓劑，但鑑於低頻劑量之間Lp（a）的降幅逐漸減弱，而奧帕西蘭在每季度一次的給藥頻率下尚未證明這一點，我們對zerlasiran的競爭狀況逐漸持負面看法。」
Price Action: SLN stock is down 33.80% at $7.20 at the last check on Tuesday.
價格走勢：在週二的最後一次支票中，SLN股價下跌33.80％，至7.20美元。
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