Eli Lilly says Verve’s gene editor lowers cholesterol levels in early study - statnews.com
Semis
Eli Lilly's VERVE-102 base editor reduced PCSK9 by up to 88% and LDL-C by up to 62% in early study, with durable effects positioning it as a potential one-time treatment for hypercholesterolemia — directly competing with chronic PCSK9 inhibitors. Lilly is prepping a Phase 2 launch, creating a medium-term catalyst path that could validate a major new pipeline asset at a time when the stock has lagged peers.
0 reads·0 theses
Angle
↔ PAIR+5% target-3% stop4-8 weeks into Phase 2 initiation
Long LLY / short AMGN as a pair: VERVE-102 success threatens Repatha's chronic franchise while Lilly gains durable-dosing optionality heading into Phase 2.