Healthcare
Dr Amit Roy provides in depth analysis of all CYTK’s aficamten (oHCM) trials compared to Bristol-Myers Squibb’s Camzyos incumbent. While at first sight, the aficamten data may appear slightly ahead of Camzyos on efficacy and safety, with no cases of low heart strength (LVEF) and so fewer dose interruptions, Amit reveals key differences in patients recruited and how efficacy and safety were assessed, which may portray aficamten headlines in a favourable light. While he sees aficamten approvable, it may not outshine Camzyos when it reaches the market. Amit also assesses the likelihood of the non-obstructive extension market that may be potentially larger, reading out in 2025.
Edition: 184
- 19 April, 2024