BIOTECH MARKET RESEARCH $SRRK | Ep. 684

Scholar Rock

Scholar Rock’s anti-pro/latent myostatin monoclonal antibody, apitegromab, is being evaluated in combination with Lilly’s GLP-1R/GIPR dual agonist, tirzepatide, for the treatment of obesity. The combination targets both neuromuscular and metabolic components of body composition, aiming to preserve or enhance lean mass during weight loss. Topline data, including results from the 8-week follow-up after the initial 24-week treatment period, are expected in June 2025. The readout will provide early insight into whether myostatin inhibition can complement incretin-driven fat loss in a clinically meaningful way. Market sentiment reflects cautious optimism, with volatility likely elevated (+/- 55%) as the date nears, underscoring the high stakes of this pivotal trial.

Every Monday we are out with public biotech research, profiling biotech companies with near term catalysts. This will focus primarily on the major market moving biotech events such as data readouts from the major scientific conferences as well as potential regulatory approvals.

We will not offer specific trading advice (and we do not hold any publicly traded biotech equity), but rather flag emerging events that will likely materially drive stock prices (sometimes +/-100% in either direction).

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HOW TO PLAY BIOTECH APPROVAL/DATA READOUTS ANNOUNCEMENTS

While biotech equities will move on news of announcement, often if there is high conviction in a positive read, a large run up ahead of the news will occur and the actual event turns into a sell the news event. Sometimes, investors wait for the actual event to make a long/short decision. And obviously if the news is disappointing (more often than not) the stock will tank.

This is not financial advice so you will have to make your own call on how to best play these events. Our aim is simply to flag catalysts with high projected volatility.

🚨 ALERT: Phase 2 EMBRAZE data from obesity combo of apitegromab (anti-myostatin mAb) with tirzepatide.

📅 DATE: June 2025

📈 IMPLIED VOLATILITY: +/- 55%

BACKGROUND: