Viridian may have edge over Amgen in eye drug showdown, analysts argue

Category: Markets

Published: 2026-06-30T16:03:11.000Z

The FDA has approved Viridian Therapeutics' drug Lumvoa for thyroid eye disease, positioning it as a strong competitor to Amgen's Tepezza. Analysts believe Lumvoa's shorter infusion time, fewer infusions, and broader label covering both active and chronic thyroid eye disease give it a competitive advantage. While Lumvoa's pricing is similar to Tepezza, analysts project significant revenue growth by 2035 and Viridian is also developing an experimental subcutaneous treatment for chronic thyroid eye disease.

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