THE COWEN INSIGHT
Complement is increasingly understood to play a crucial role in the pathology of renal diseases, including C3 glomerulopathies (C3G). Though not yet a focus of investors, a number of trials of complement inhibitors will produce results over the coming months and the market opportunity could be $2B+. Here we provide a brief primer including physicians’ expectations for the data.
Nephrology Is An Underappreciated Opportunity For Complement Inhibitors
The complement system provides protection against microbial invaders but can also inadvertently attack the host. The number of disorders known to involve complement is growing, and so too is the incentive to control its activation with therapeutics. The next frontier for complement therapeutics is likely to be renal diseases. There is strong evidence of complement’s role in the disease pathophysiology of several renal diseases, including C3G.
Nephrologists Think The Novel Complement Therapies Have Potential to Be The New Standard of Care in C3G
Our consultants are optimistic that the upcoming results will generate strong proof of concept for several therapeutics based on:
- Role that complement plays in the pathophysiology of C3G
- Candidates’ demonstrated ability to inhibit complement
- Preliminary data released to date
Moreover, our consultants think that a complement-targeted therapy indicated for C3G would be a considerable improvement over the current treatment paradigm, particularly should it have oral and subQ administration options. Should such a safe, effective and convenient complement inhibitor be approved for C3G and have good reimbursement access, they think it would be rapidly adopted as the standard first-line therapy.
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