Lp(a) and PCSK9 cardiovascular franchise
9 statements on the record across 3 companies, ordered by how much each has said. Every quote is verbatim from its call.
Across the Lp(a)/PCSK9 franchise, AMGN frames Lp(a) as a genetically driven cardiovascular risk affecting roughly 20% of people with no targeted therapies, positioning olpasiran to fill that gap [m2373, m2485], while also emphasizing Repatha's proven hard endpoint benefit in secondary prevention as its core differentiation against emerging competition, with net price erosion expected to ease to mid-single digits or less in 2025 [m2494, m2495, m2471, m2472]. Bradner sees room to extend Repatha's secondary-prevention benefit to more first-event high-risk patients, and Gordon cites a 100 million-patient global LDL-C lowering opportunity [m2484, m2471, m2472]. Divergence in modality appears with LLY, whose Skovronsky describes muvalaplin as the company's first small molecule Lp(a) approach and second Phase III program against the target [m2264], and with MRK, whose Dean Y. Li positions enlicitide as an investigational oral PCSK9 inhibitor aiming for antibody-like efficacy to address the CV epidemic [m2446].
Amgen framed Lp(a) as a genetically elevated cardiovascular risk factor affecting about 20% of individuals with no effective targeted therapies, positioning olpasiran as a precision medicine to address it. [m2373, m2485] Bradner highlighted Repatha's proven benefit in secondary prevention and an opportunity to extend that benefit to more patients at high risk of a first cardiovascular event. [m2484] Gordon said Repatha's differentiation now rests on demonstrated hard endpoint benefit in secondary prevention, not just LDL lowering, even as new competition emerges. [m2494, m2495] Gordon pointed to 100 million patients globally needing LDL-C lowering therapy and said Repatha net price erosion is expected to ease to mid-single digits or less in 2025. [m2471, m2472]
Show the 7 verbatim statements
#m2373 · 2024-08-06 · Jay Bradner · STATED
“Lp(a) is a genetically defined cardiovascular risk factor that is elevated in approximately 20% of individuals and for whom no effective or targeted therapies currently exist.”
#m2495 · 2025-02-04 · Murdo Gordon · STATED
“So we're kind of -- we're in the mode of helping treat hard endpoints now in this market and not just lowering LDL.”
#m2485 · 2025-02-04 · James Bradner · STATED
“Turning to olpasiran, our promising best-in-class, small interfering RNA medicine targeting Lp(a), we are bringing a precision medicine to cardiovascular risk reduction for the many individuals with Lp(a) elevation.”
#m2494 · 2025-02-04 · Murdo Gordon · STATED
“With respect to new competition, obviously, there's more than just LDL cholesterol-lowering evidence that needs to be introduced here. Repatha has clearly demonstrated benefit in secondary prevention of heart attacks, strokes and other cardiovascular sequel.”
#m2471 · 2025-02-04 · Murdo Gordon · STATED
“There are 100 million patients globally in need of effective treatment for lowering their LDL-C. And we see strong potential for growth of Repatha around the world as physicians, patients and payers recognize the importance of therapies like Repatha for patients at risk of major cardiovascular events.”
#m2472 · 2025-02-04 · Murdo Gordon · STATED · by 2025
“Over the past several years, the price of Repatha has been impacted by an expansion of coverage in the U.S. and the growth of new markets around the world. Moving forward, we expect less price erosion for Repatha with 2025 net price expected to decline by mid-single digits or less.”
#m2484 · 2025-02-04 · James Bradner · STATED
“Having demonstrated profound and sustained benefit of Repatha in the secondary prevention setting, we're excited about these data and the opportunity to reach additional patients at high risk of a first cardiovascular event.”
Skovronsky stated muvalaplin is Lilly's first small molecule approach to Lp(a) and its second program in Phase III development against this target. [m2264]
Show the 1 verbatim statement
#m2264 · 2025-10-30 · Daniel Skovronsky · STATED
“Muvalaplin is the first small molecule approach to Lp(a) and our second program in Phase III development against this important target.”
Merck's Dean Y. Li stated enlicitide, an investigational oral PCSK9 inhibitor, is designed to deliver antibody-like efficacy in a once-daily oral form to address the CV epidemic. [m2446]
Show the 1 verbatim statement
#m2446 · 2026-02-03 · Dean Y. Li · STATED
“Enlicitide, our investigational oral PCSK9 inhibitor, has been designed to deliver antibody-like efficacy while offering a simple once-daily oral treatment option with the potential to help address the CV epidemic.”
OPEN is an unresolved commitment on the clock; STATED is on the record without a checkable bar and is never counted or scored. Method: methodology.