Goldman Sachs Americas Healthcare: Biotechnology — ALNY/IONS: CARDIO-TTRansform Data at ESC Reaffirm the Monotherapy Status Quo
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Goldman Sachs reviews the CARDIO-TTRansform data for eplontersen (Wainua; ALNY/IONS) presented at the ESC congress, with the report title indicating that the readout reaffirms the current monotherapy treatment paradigm in ATTR cardiomyopathy. The note's key exhibit presents a subgroup analysis of the trial's primary endpoint, plotting the eplontersen arm against the placebo arm alongside corresponding rate ratios and 95% confidence intervals. By displaying subgroup-level event-rate comparisons, the chart is intended to show where treatment effects were concentrated across the randomized population and how the active arm performed relative to placebo within the reported subgroups. The material available for this abstract consists of the exhibit listing only, so additional trial statistics, regulatory commentary, ratings and price targets are not reproduced here. Readers should consult the full note for the complete dataset underpinning Goldman Sachs' view that the ESC presentation leaves the existing monotherapy standard of care intact.
Key exhibits
Exhibit 1
