The new data show that a single injection of AB-729 @60mg worked as well as a single injection of AB-729 @180mg in generating a ~1.0-log reduction in HBsAg relative to baseline at 12 weeks. While this is not great news per se, it’s sufficient for a “relief” rally, given the 43% sell-off when the initial data from this trial were reported in March (#msg-154597458). In the March data release, the 60mg cohort had not yet been followed for 12 weeks, and the mean reduction in HBsAg relative to baseline was a scant 0.2 logs at 29 days.
AB-729 is an injected RNAi agent targeting HBsAg that incorporates the “GalNac” siRNA chemistry licensed to ALNY (and also used, with modification, by VIR’s VIR-2218 HBV compound).
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