Question · Q3 2025
Steven Skiena asked what new evidence compelled Novartis to acquire Tourmaline and pursue the anti-IL-6 pathway, given the proof of concept established by the Cantos trial eight years ago.
Answer
CEO Vasant Narasimhan explained that Novartis understands the powerful effect of IL-1 beta and inflammasome inhibition on cardiovascular risk reduction from the Cantos study. He noted that IL-6, being further downstream, offers an opportunity to significantly impact cardiovascular risk by targeting patients with elevated HSCRP within six months to a year after an event. He believes this focused approach, leveraging learnings from Cantos, can lead to a more compelling cardiovascular risk reduction than previously observed.