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    Mattias Häggblom • Handelsbanken

    Mattias Häggblom's questions to AstraZeneca PLC (AZN) leadership

    Mattias Häggblom's questions to AstraZeneca PLC (AZN) leadership • Q4 2024

    Question

    Mattias Häggblom of Handelsbanken inquired about the oral GLP-1 program's trial duration relative to FDA guidance and the oral PCSK9 inhibitor, asking for expectations for upcoming data, Phase III timelines, and its competitive positioning against Merck's asset.

    Answer

    Sharon Barr, EVP of BioPharmaceuticals R&D, expressed confidence in the ongoing oral GLP-1 trials, which are enrolling well. For the oral PCSK9, she anticipates the upcoming Phase IIb data will be broadly in line with strong Phase I results. She highlighted its differentiation as a true small molecule with no food effect, making it suitable for combinations. CEO Pascal Soriot added that having two companies in the oral PCSK9 market will help expand access globally.

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    Mattias Häggblom's questions to AstraZeneca PLC (AZN) leadership • Q2 2024

    Question

    Mattias Häggblom asked if the Inflation Reduction Act (IRA) has led AstraZeneca to cancel or alter development plans for small molecule assets and how it has impacted business development strategy.

    Answer

    CEO Pascal Soriot acknowledged the IRA challenges small molecules but noted the company's strategic shift towards biologics was already underway. He explained the main impact is that for certain small molecules, the company may have to delay U.S. filings for initial, smaller indications to avoid starting the nine-year negotiation clock prematurely, an issue they are advocating to fix.

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