Commercial OpportunityZerlasiran's ~100% Lp(a) reduction in clinic, coupled with low dosing frequency/clean safety profile, can render a significant commercial opportunity.
Efficacy And SafetyDivesiran's final PhI update at EHA reinforces a differentiated profile in PV, including robust efficacy/safety and infrequent dosing, that could potentially drive a best-in-class opportunity.
Regulatory And Partnership PotentialA positive HORIZON readout is expected to validate Lp(a) target, attracting partnership interest in PhIII-ready Zerlasiran program.