Category: Cardiometabolic

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. The 30-second version What. Lipoprotein(a), or Lp(a), is a largely genetically fixed particle that Mendelian randomization (MR) has established as a causal axis of residual cardiovascular risk — the part…

In-vivo gene editing of the lipid axis — PCSK9, ANGPTL3 and Lp(a), and what a “one-shot, lifelong” lowering does and does not yet prove

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. The 30-second version What. In-vivo gene editing is now reproducing, in a permanent, single-dose form, the “lipid biomarker lowering” that siRNA/ASO drugs already established. Two programs have reached peer review:…

Making the molecule — the real rate-limiting step behind the GLP-1 headline is manufacturing physics, not efficacy

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. The 30-second version What. The headline for the GLP-1 class is efficacy (about −20% weight, about −20% cardiovascular events). But the real rate-limiting step for population-level access is manufacturing physics:…

Asia is not a full importer of the CKM/SMD naming war — it selectively adopts MASLD and keeps its own diagnostic thresholds

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Evidence-first notes on bioscience and medical affairs, at the edge of the clinic and the market. Information only — not investment advice, not medical advice. The 30-second version What. Korea and Asia have not officially imported the upper-level CKM/SMD taxonomy into society guidelines. The only nomenclature they have formally adopted is the MASLD renaming (Korean…

How far does definition-setting power reach? The four-layer chain from CKM taxonomy to guideline, ICD code and drug label

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Evidence-first notes on bioscience and medical affairs, at the edge of the clinic and the market. Information only — not investment advice, not medical advice. The 30-second version What. This part traces, layer by layer, how US definition-setting power moves down a four-stage chain — definition (taxonomy) → guideline (COR/LOE) → ICD code / reimbursement…

The drug is the battleground — what GLP-1, SGLT2i and resmetirom labels reveal about who really owns the CKM/SMD taxonomy

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Evidence-first notes on bioscience and medical affairs, at the edge of the clinic and the market. Information only — not investment advice, not medical advice. The 30-second version What. Reading the actual approved labels of the CKM/SMD-defining drug classes — GLP-1 (semaglutide, tirzepatide), SGLT2i (empagliflozin, dapagliflozin), the first MASH drug resmetirom, and finerenone — against…

The European/global axis annexes the liver — how SMD and MASLD attack the missing organ in the US CKM standard, and why the glue is the drug, not the taxonomy

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Evidence-first notes on bioscience and medical affairs, at the edge of the clinic and the market. Information only — not investment advice, not medical advice. The 30-second version What. Part 1 identified the largest gap in the US CKM standard as the absence of the liver. The European/global axis attacks exactly that gap: the EAS…

The ATTR-CM commercial map — revenue and narrative are decoupled: stabilizers own the market, siRNA becomes a blockbuster, and the real bottlenecks are the add-on outcome threshold and the price-value gap

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. All revenue, prescription, pricing and reduction figures are attributed to the company’s own results (press release / SEC), to the ICER report, or to market-analysis reporting. The acoramidis-versus-tafamidis real-world comparison…

Hard outcomes in ATTR-CM — mortality and CV events are settled within each trial, but “which modality is better” is undeterminable because there is not a single head-to-head RCT

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Evidence-first notes on bioscience and deep tech, at the edge of the lab and the market. Information only — not investment advice, not medical advice. Every hard-outcome figure is attributed to its own trial’s primary paper or press release; the eplontersen miss and monotherapy signal are attributed to the AstraZeneca/Ionis press release of 2026-07-09 (press-release…

The TTR silencers — siRNA vutrisiran succeeded, ASO eplontersen missed, but the deciding variable was the trial population, not the modality

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