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SYFOVRE (APLS) vs. IZERVAY (Astellas)

Tough month for APLS

• 1st: safety issue surfaces for SYFOVRE

⇨ Retinal Vasculitis

• Now: IZERVAY approved early

⇨ Good for AMD patients to have 2 options


Dosing differences favor SYFOVRE

• SYFOVRE once every 25-60 days

• IZERVAY once monthly


Eye injections

So maybe dosing difference is important?


SYFOVRE safety issue

will be front and center

• Rare issue that seems stable

⇨ Maybe will become minor issue?

⇨ Doesn't appear to be related to MOA


Will a similar safety issue appear for IZERVAY?


SYFOVRE (APLS) vs. IZERVAY (Astellas)


Interesting technology differences

Similar MOA

inhibiting complement /

decreasing MAC formation


SYFOVRE thru C3

IZERVAY thru C5


SYFOVRE - pegcetacoplan

peptide - PEG (40kDa) - peptide


IZERVAY - avacincaptad pegol sodium

RNA aptamer - PEG (43kDa)


How does their efficacy compare?

• Efficacy from pkg insert

⇨ Month 12 vs. [control]


SYFOVRE (monthly)

⇨ 1.75 vs. [1.97]


SYFOVRE (every other month)

⇨ 1.73 vs. [1.97]


IZERVAY (monthly) (GATHER1)

⇨ 1.22 vs. [1.89]


IZERVAY (monthly) (GATHER2)

⇨ 1.75 vs. [2.12]





This article is NOT legal, investment or tax advice. Please do your own diligence before making any investment decisions.

Article History: Originally posted 8/7/23 (RB)


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