I think IONS/AKCA will be presenting P1 data on TTR-Lrx tomorrow. That is their next generation TTR drug that will compete with TTRsc02. It will be interesting to see what they report. I expect it to be safe and more potent than Tegsedi. Tegsedi and Onpattro will be obsolete in a few years.

I don’t see any rational of moving Patisiran in P3 for cardiomyopathy when other Subq options - TTRsc02/TTR-Lrx - are right behind Patisiran. They should have moved Patisiran instead of Revusiran in P3 for cardiomyopathy several years ago. They are just trying to correct their old mistake after delay of several years and trying to position Patisiran as competition for Tafamidis. It will be tough for IV to compete with oral drug.