Biotech Values

[DewDiligence]

ESPR—Generics always have the best positioning on formularies; hence, generic Zetia, which appears to work almost as well as ETC-1002 in LDL-lowering and also has a longstanding safety profile (bolstered by the IMPROVE-IT safety results), would likely be preferred to ETC-1002 monotherapy as a first-line treatment for statin-intolerant patients in the absence of data to the contrary.

The logical way for ESPR to counter this is to test Zetia ± ETC-1002 in the phase-3 trials for statin-intolerant patients. However, ESPR says they haven’t committed to any particular trial design, pending the EoP2 meeting with the FDA.