regenmedprovider
Sep 30, 5:30 PM
$NAMS may have TWO major re-ratings ahead.
CV: Ubeslo (obicetrapib) + Evlarco (obi+ezetimibe) are already EU-approved. PREVAIL has >9,500 pts, with interim analysis Q4’26/results expected Q1’27. A significant MACE reduction could substantially de-risk the global CV franchise and support US approval.
AD: BROADWAY showed significant p-tau217 benefit in ApoE4 carriers (n=367). In ApoE4/E4 (n=29), p-tau217 was -20.48% vs placebo (p=.010), with favorable NfL, GFAP & Aβ42/40 signals.
Now SPINOZA Phase 2b is prospectively testing that hypothesis: ~400 preclinical AD patients, randomized 1:1, 52 weeks, genotype-stratified, with p-tau217 primary plus multiple AD biomarkers AND PACC5 cognition.
If PREVAIL confirms MACE benefit AND SPINOZA validates the AD biology/cognitive signal, NAMS could evolve from a lipid company into a CV + neurodegenerative franchise.
$250–300/share is a conceivable long-term blue-sky scenario—not a current target.
Current sp predictions about
$51-
$60 wo SPINOZA 😁 💥
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