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kleinishere | 5 months ago
Novo Nordisk purchased Corvidia Therapeutics in 2020 [1] for their IL-6 antibody and will read out the first of three Phase 3's in 2026 [2]. Their programs, however, are focused on individuals with higher risk factors like chronic kidney disease (2026 topline), a couple kinds of heart failure (2027), and a prior myocardial infarction (heart attack; 2027). These trials notably are on top of "standard of care" existing therapies, so they're looking for additional benefit beyond what is commonly sought, like LDL reduction (highlighted in other comments).
Novartis recently announced an intended acquisition of Tourmaline Bio for their IL-6 antibody [3]. So attention to the biological target is heating up.
Another target mentioned in the comments is Lp(a). Genetic studies suggest a heightened risk of cardiovascular disease. Therapeutics aimed at reducing Lp(a) levels are being explored separate from IL-6 for a similar end goal of avoiding cardiovascular events (i.e. heart attacks, death).
Novartis will read out a Phase 3 of an Lp(a) reducing therapeutic in the first half of 2026 [4]. Amgen will likely read out theirs likely sometime thereafter [5]. These have been a long time coming: Amgen in-licensed their asset from Arrowhead in 2016 [6], Novartis in-licensed their asset from Ionis/Akcea in 2017 [7].
If any of these work, there's a chance that they'd be explored in patients with less pronounced risk than the original studies in these Phase 3's. Amgen has already announced an intent to explore their Lp(a) drug in a Phase 3 with participants with elevated Lp(a) at "high risk" for a first cardiovascular event in 2H25/1H26.
[1] https://ml-eu.globenewswire.com/Resource/Download/e7e162e5-a... [2] Page 113 - https://cdn.ipaper.io/iPaper/Files/ffd0326c-1fa6-41e5-a82d-0... Page 225 - https://investor.novonordisk.com/q2presentation2025/?page=22... [3] https://ir.tourmalinebio.com/news-releases/news-release-deta... [4] https://ir.ionis.com/static-files/66c5e90a-3651-480d-a596-1c..., https://clinicaltrials.gov/study/NCT04023552 [5] https://clinicaltrials.gov/study/NCT05581303?rank=1, Page 15 - https://investors.amgen.com/static-files/27fcb898-9cee-48db-... [6] https://www.amgen.com/newsroom/press-releases/2016/09/amgen-... [7] https://ir.ionis.com/news-releases/news-release-details/ioni...
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