REGN - Biohaven: Taldefgrobep Alfa Might Have A Place Beyond SMA Treatment
2024-07-26 11:48:00 ET
Summary
- Results from phase 3 RESILIENT study, using taldefgrobep alfa for the treatment of patients with spinal muscular atrophy, expected in the 2nd half of 2024.
- The global spinal muscular atrophy treatment market is projected to reach $8.4 billion by 2032.
- Preclinical model testing showed that myostatin inhibitor taldefgrobep alfa + GLP-1 inhibitor was able to show greater reductions in body weight and fat loss, compared to that of GLP-1 alone.
- It is expected that the global obesity treatment market size is expected to be worth $38 billion by 2032.
Biohaven (BHVN) Released an update for several of its programs from its pipeline for its R&D Day release. While this update noted advancements across several of its program, there is a catalyst opportunity that investors can look forward to with respect to a phase 3 program. This would be the use of its myostatin inhibitor taldefgrobep alfa [BHV-2000] for the treatment of patients with spinal muscular atrophy [SMA]. Data from this phase 3 trial, using this drug to treat this patient population, is expected in the 2nd half of 2024 . This is one value inflection point that investors should definitely keep an eye on. However, there is promise with the development of this drug in terms of another large solid market opportunity, which is the obesity market. Why do I believe this to be the case? That's because there have been preclinical studies done showing that when taldefgrobep alfa was added to current GLP-1 therapies , there was an even steeper decline of body fat and weight mass plus a better increase in lean muscle mass compared to that of GLP-1 inhibitors alone....
Biohaven: Taldefgrobep Alfa Might Have A Place Beyond SMA Treatment