
Hereditary Angioedema (HAE) - Navenibart - Navenibart aims to be the first-choice therapy for preventative treatment of HAE, with potential for quarterly (Q3M) and semi-annual (Q6M) administration[15, 6] - Phase 1b/2 data suggests Navenibart's efficacy could match or exceed existing treatments while reducing treatment burden[16] - The Phase 3 program, including ALPHA-ORBIT and ORBIT-EXPANSE trials, is designed to support global registration, with topline data expected in early 2027[18] - ALPHA-STAR and SOLAR trials showed a mean attack rate reduction of 91-95% across all doses, with an overall mean of 92%[24] - The ALPHA-SOLAR trial demonstrated consistent efficacy with a longer median follow-up of 9.1 months, showing a 92% attack rate reduction from baseline[28, 29] - Market research indicates that offering both Q3M and Q6M dosing options could increase market adoption, with 53% of patients initiating preventative therapy and 46% switching preventative therapy preferring Q3M & Q6M options[32] Atopic Dermatitis (AD) - STAR-0310 - STAR-0310 targets the OX40 pathway and has the potential to become the first-choice OX40 therapy for Atopic Dermatitis[45] - The U S commercial opportunity for moderate-to-severe AD is projected to reach $22 billion by 2030[35, 36, 44] - Phase 1a data demonstrates a best-in-class 68-day half-life, supporting potential for every-six-month dosing[51, 71, 77] - Phase 1a data showed broad and durable pharmacodynamic effect across Type 1, 2, and 3 inflammation, with maximal suppression achieved within one week and sustained for at least 16-20 weeks[63, 68, 77]