UCB Key takeaways from gMG deep dive
UCB hosted an analyst KOL call to provide more insight into clinical data and real world use of Rystiggo and Zilbrysq in gMG. FcRn & C5 inhibitors are emerging as strong 2L treatment options post steroids, with KOL suggesting Rystiggo due to immediate response of FcRn class and possibly longer time between treatment cycles vs. existing FcRn's. Zilbrysq shows robust and consistent efficacy improvement up to 96 weeks, and shows clear benefits over existing IV C5's. We deem UCB has a strong challenger positioning in the gMG space, offering flexibility between FcRn and C5, with € 1.5bn combined gMG peak sales potential, despite competition heating up. We reiterate our € 143 TP and Accumulate rating.UCB is a global biopharmaceutical company focused on severe diseases in two therapeutic areas, namely central nervous system disorders and immunology. In the area of central nervous system disorders, Co. is focused on advanced Parkinson's disease, epilepsy, restless legs syndrome and epilepsy. In the area of immunology disorders, Co. is focused on rheumatoid arthritis, axial spondyloarthritis, psoriatic arthritis, systemic lupus erythematosus, juvenile idiopathic arthritis, post-menopausal osteoporosis, systemic lupus erythematosus and immunological diseases.
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