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    How Investors Are Reacting To Edgewise Therapeutics (EWTX) Positive CIRRUS-HCM Phase 2 EDG-7500 Update

    Simply Wall St·01/05/2026 20:15:33
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    • In December 2025, Edgewise Therapeutics reported positive interim updates from its ongoing CIRRUS-HCM Phase 2 trial of EDG-7500, an oral, selective cardiac sarcomere modulator for hypertrophic cardiomyopathy designed to slow early contraction velocity and improve cardiac relaxation without impairing systolic function.
    • The update also highlighted a broader pipeline that includes sevasemten for Becker and Duchenne muscular dystrophies and EDG-15400 for heart failure, underscoring Edgewise’s focus on muscle and cardiac disorders across multiple late- and early-stage programs.
    • We’ll now examine how the encouraging CIRRUS-HCM Phase 2 data for EDG-7500 could shape Edgewise Therapeutics’ longer-term investment narrative.

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    What Is Edgewise Therapeutics' Investment Narrative?

    To own Edgewise Therapeutics, you have to believe that its focused bet on muscle and cardiac disorders can eventually justify a company with US$0 revenue, ongoing losses and a premium price to book. The latest positive interim CIRRUS-HCM data for EDG-7500 reinforces the idea that Edgewise might have a differentiated HCM treatment, and it arguably strengthens one of the key near term catalysts: a clear path into Phase 3. That said, with sevasemten still in late stage development for Becker and Duchenne and EDG-15400 early in heart failure, the real drivers remain clinical readouts, regulatory feedback and financing capacity, not current fundamentals. The recent news helps the story, but the core risks of trial setbacks, delays and sustained unprofitability are still front and center.

    However, there is an important funding and execution risk that investors should not ignore. In light of our recent valuation report, it seems possible that Edgewise Therapeutics is trading beyond its estimated value.

    Exploring Other Perspectives

    EWTX 1-Year Stock Price Chart
    EWTX 1-Year Stock Price Chart
    The Simply Wall St Community has a single fair value estimate clustered around US$38.17, showing little dispersion. Set that against the reliance on successful late stage trials and you quickly see why many market participants prefer to compare several viewpoints before forming an opinion on Edgewise’s potential.

    Explore another fair value estimate on Edgewise Therapeutics - why the stock might be worth just $38.17!

    Build Your Own Edgewise Therapeutics Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Edgewise Therapeutics research is our analysis highlighting 3 important warning signs that could impact your investment decision.
    • Our free Edgewise Therapeutics research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Edgewise Therapeutics' overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.