RE:Is RVX-208 lumped in with Statins by BP
While the only fix for a 90% blockage is bypass or revascularization, a 90% blockage rarely causes an ischemic event acutely. The lesions that you are worried about are typically the 40% lesions where there is no reduction in blood flow due to positive arterial remodeling. The mechanism of action for RVX and other apoa-1 or direct lipid binding drugs is really stabilization of a certain type of plaque. There is no question that a drug tha reduces the risk of a primary or secondary ischemic event in the acute coronary patient is a blockbuster. The open questions for RVX are whether they can duplicate the previous MACE numbers and whether they have to limit their inclusuion criteria to crestor and high CRP. The latter being a problem for me.
Regardless of how we got here, I am glad they are finally off of plaque regression as a surrogate endpoint. Now a days, I tend to only look at companies in this space that are focused on plaque stabilization versus plaque regression at least from an investment standpoint.