Global Healthcare: The Cardiology Renaissance

Goldman Sachs analyzes the newly published design of the Phase 3 CARDIO-TTRansform study for AZN/IONS' Wainua, the largest ATTR-CM trial to date. The report highlights the trial's ability to demonstrate silencer efficacy in a modern treatment landscape featuring high stabilizer use.

Key Takeaways

• 1.The Phase 3 CARDIO-TTRansform study for Wainua is the largest ATTR-CM trial to date with 1,432 patients enrolled.
• 2.The trial features high baseline usage of TTR stabilizers (57%) and SGLT2 inhibitors (18%), reflecting current real-world market dynamics.
• 3.Analysts expect a robust dataset in 2H 2026, though high concomitant therapy use might lower observed event rates.

Table of Contents

• AZN/IONS' Wainua Ph3 trial publication points to a robust TTR-CM dataset in 2H
• Valuation and risks
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Company-specific regulatory disclosures
• Distribution of ratings/investment banking relationships
• Price target and rating history chart(s)
• Target price history table(s)

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