The Drug Developers: We kick off our new series with the preferred design for ALNY's TRITON-CM

The inaugural note of our new series (The Drug Developers: Bringing the Bench to the Buy Side) features a proposed re-design of ALNY's key TRITON-CM Ph3. This registrational trial is investigating nucresiran (gene silencer) as a treatment for patients with transthyretin amyloidosis with cardiomyopathy. Nucresiran is a next generation siRNA that ALNY hopes will build on Amvuttra's success in HELIOS-B. ALNY has publicly stated their intention to update the design of TRITON-CM as needed in order to optimize the probability of technical success. In this vein, we propose an updated design for TRITON-CM by factoring in the results of AZN's recent negative CARDIO-TTRansform Ph3 trial that tested eplontersen (gene silencer with a different mechanism) in the same patient population. Our takeaway is that ALNY has an active drug mechanism (siRNA) for the treatment of patients with transthyretin amyloidosis with cardiomyopathy, regardless of background stabilizer utilization. As a result of this e