Rare Disease · United States · In-Market

US Hereditary Angioedema Competitive Intelligence

The prophylaxis class is fracturing along route: oral berotralstat and the first oral on-demand agent against a still-injectable antibody field.

~1 in 50,000 estimated prevalence (US)~6,000–10,000 diagnosed (US)In-MarketUpdated Q3 2026
Market United States GCC (Gulf) United Kingdom Stage
The Landscape

The HAE prophylaxis class is fracturing along route of administration (one oral agent against four injectables), and 2025 brought the first oral on-demand treatment.

Hereditary angioedema (HAE) prophylaxis has moved from androgens and injectable C1-esterase inhibitor replacement to a differentiated class of targeted agents. Long-term prophylaxis now spans the subcutaneous anti-kallikrein antibody lanadelumab (Takhzyro, Takeda), the once-daily oral kallikrein inhibitor berotralstat (Orladeyo, BioCryst), subcutaneous and intravenous C1-inhibitor replacement (Haegarda and Cinryze, CSL Behring and Takeda), and two 2025 entrants: the anti-Factor XIIa antibody garadacimab (Andembry, CSL Behring, monthly) and the antisense prekallikrein-lowering agent donidalorsen (Dawnzera, Ionis, up to every eight weeks). On-demand treatment added its first oral option in July 2025: sebetralstat (Ekterly, KalVista), alongside the established injectable icatibant, ecallantide and C1-inhibitor products.

The commercial contest is now framed by route and dosing. The injectable antibodies post the largest attack-rate reductions (roughly 87% for lanadelumab and garadacimab and 81% for donidalorsen versus placebo), while oral berotralstat trades a more modest ~44% reduction for daily oral convenience. Sebetralstat directly attacks the parenteral-delay problem that has long defined on-demand care. Against an estimated US prevalence near 1 in 50,000 and a diagnosed population of roughly 6,000–10,000, HAE remains one of the most expensive US drug categories (prophylaxis routinely exceeds $300,000 per patient per year), which keeps payer management and the oral-versus-injectable switch decision at the centre of commercial strategy.

>$300K
average annual US cost per patient for HAE prophylaxis · Prime Therapeutics / ICER
~87%
attack-rate reduction vs placebo, lanadelumab (HELP) and garadacimab (VANGUARD) · JAMA 2018 (PMID 30480729); Lancet 2023 (PMID 36868261)
1.6 h
median time to symptom relief, oral sebetralstat vs 6.7 h placebo, KONFIDENT · NEJM 2024 (PMID 38819658)
DRUG LANDSCAPE

FDA-approved hereditary angioedema therapies — United States, 2026

Drug (Brand / INN)ClassMechanismRoute / DosingUS ApprovalKey Trial Result
Takhzyro (lanadelumab)ProphylaxisAnti-plasma-kallikrein mAbSC q2–4 wkAug 2018HELP: 0.26 vs 1.97 attacks/mo vs placebo (~87% reduction)
Orladeyo (berotralstat)ProphylaxisOral plasma-kallikrein inhibitorOral once-dailyDec 2020APeX-2: 1.31 vs 2.35 attacks/mo vs placebo (~44% reduction)
Haegarda (C1-INH, SC)ProphylaxisC1-esterase inhibitor replacementSC 2×/wkJun 2017COMPACT: −3.51 attacks/mo vs placebo; ~90% response
Andembry (garadacimab)ProphylaxisAnti-Factor XIIa mAbSC monthlyJun 2025VANGUARD: 0.27 vs 2.01 attacks/mo vs placebo (−87%)
Dawnzera (donidalorsen)ProphylaxisAntisense oligonucleotide (↓ prekallikrein)SC q4–8 wkAug 2025OASIS-HAE: 81% lower attack rate vs placebo
Ekterly (sebetralstat)On-demandOral plasma-kallikrein inhibitorOralJul 2025KONFIDENT: 1.6 h median time to relief vs 6.7 h placebo
Firazyr / generics (icatibant)On-demandBradykinin B2-receptor antagonistSCAug 2011Established acute standard; multiple generics available

Sources: FDA Drugs@FDA / FDA Orphan Drug database (approval status and dates); HELP, JAMA 2018 (PMID 30480729); APeX-2, J Allergy Clin Immunol 2020 (PMID 33098856); COMPACT, NEJM 2017 (PMID 28328347); VANGUARD, Lancet 2023 (PMID 36868261); OASIS-HAE, NEJM 2024 (PMID 38819395); KONFIDENT, NEJM 2024 (PMID 38819658).

Commercial Questions

What this brief answers

Every section answers a named commercial question your team is asking, scoped to your asset.

01
How do the long-term prophylaxis agents differentiate on efficacy, route and dosing — oral berotralstat versus the injectable antibodies and C1-inhibitors?

Delivers

  • • Attack-rate reduction across HELP, APeX-2, COMPACT, VANGUARD and OASIS-HAE • Oral vs subcutaneous vs intravenous administration and dosing interval by agent • The convenience-versus-magnitude trade-off: oral ~44% vs injectable ~81–87% attack reduction • Mechanistic segmentation: kallikrein, Factor XIIa, prekallikrein and C1-INH replacement
02
What does the first oral on-demand agent, sebetralstat, mean for the acute-treatment market versus injectable icatibant and C1-inhibitor?

Delivers

  • • KONFIDENT time-to-relief data for oral sebetralstat vs placebo • Positioning against injectable on-demand agents (icatibant, ecallantide, Berinert, Ruconest) • The parenteral-delay unmet need and its commercial implications • Interaction with prophylaxis: payer rules excluding concurrent acute-agent use
03
How are US payers managing HAE access, and what does the ICER cost-effectiveness record mean for pricing and the 2025 entrants?

Delivers

  • • Representative specialty-tier PA criteria: diagnosis confirmation, prescriber specialty, prior androgen/antifibrinolytic failure • ICER 2018/2021 cost-effectiveness findings and value-based benchmark discounts • Cost magnitude: >$300K/patient/yr and its effect on formulary posture • Where garadacimab, donidalorsen and sebetralstat sit without a dedicated ICER review

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Contents

What's inside

Rare Disease · 24–32 pp · In-Market · Analyst report + Excel model + PowerPoint readout

1 Market Map: Prophylaxis & On-Demand Classes 4 pp
  • With US prevalence near 1 in 50,000 and a diagnosed population of 6,000-10,000, HAE remains among the costliest drug categories.
  • Why HAE prophylaxis routinely exceeds $300,000 per patient per year, keeping the oral-versus-injectable switch decision central to strategy.
2 Drug Profiles: Kallikrein, FXIIa, Prekallikrein & C1-INH 8 pp
  • HELP trial data show lanadelumab cutting attack rates roughly 87% versus placebo, from 1.97 to 0.26 attacks per month.
  • Why garadacimab's anti-Factor XIIa mechanism matched lanadelumab's ~87% attack reduction, while donidalorsen's antisense approach reached 81%.
3 The Oral-vs-Injectable Prophylaxis Split 4 pp
  • Why oral berotralstat trades a more modest ~44% attack-rate reduction for daily-pill convenience versus 81-87% for injectable antibodies.
  • How the injectable antibodies lanadelumab and garadacimab post the largest attack-rate reductions in the entire prophylaxis class.
4 On-Demand: The First Oral Agent 3 pp
  • Sebetralstat, approved July 2025, became the first oral on-demand HAE therapy, addressing the long-standing parenteral-delay problem.
  • KONFIDENT trial data show sebetralstat achieving a median 1.6-hour time to relief, versus 6.7 hours for placebo.
5 US Payer Access & PA Criteria 4 pp
  • Representative specialty-tier PA criteria require diagnosis confirmation, prescriber specialty, and documented prior androgen or antifibrinolytic failure.
  • Why garadacimab, donidalorsen, and sebetralstat entered the market in 2025 without a dedicated ICER cost-effectiveness review.
6 ICER Record & Pipeline (NTLA-2002 Gene Editing) 3 pp
  • AXLRx sources the ICER 2018 Final Evidence Report and its 2021 real-world-evidence update for cost-effectiveness benchmarks in HAE.
  • Why garadacimab, donidalorsen, and sebetralstat, all approved in 2025, still await a dedicated ICER value assessment.
Appendix and source ledger included · 45-minute analyst readout included with delivery
Formats

Included with every brief

PDF
PDF Brief
US Hereditary Angioedema CI Brief — Complete Edition
25–30 page analyst brief: prophylaxis and on-demand competitive map, the oral-vs-injectable split, US payer access, ICER record and the gene-editing pipeline.
XLS
Excel Model
Drug Comparison & Payer Grid
Agent-by-agent comparison (class, mechanism, route/dosing, trial result, approval), payer PA criteria, and market statistics in editable Excel.
PPT
PowerPoint
Executive Readout — PowerPoint
12–15 slide readout deck for commercial team presentations, formatted to AXLRx design standards.
Methodology

How AXLRx builds this brief

Prepared by MoatRx analysts.

Every AXLRx brief is built from primary regulatory sources (FDA Drugs@FDA and the FDA Orphan Drug database, ClinicalTrials.gov), peer-reviewed literature, and live payer policy documentation — not secondary summaries, market-research reports, or unverified estimates. Findings are independently verified before inclusion; if a figure cannot be sourced to a live record, it does not ship.

US Hereditary Angioedema Competitive Intelligence sources: FDA Drugs@FDA and the FDA Orphan Drug database (approval status and dates), primary trial publications in JAMA, the New England Journal of Medicine, the Lancet and the Journal of Allergy and Clinical Immunology (HELP, APeX-2, COMPACT, VANGUARD, OASIS-HAE, KONFIDENT), ClinicalTrials.gov pipeline registrations, US payer coverage policies, and the ICER 2018 Final Evidence Report and 2021 real-world-evidence update.

  • Prophylaxis efficacy verified against primary publications: HELP (PMID 30480729), APeX-2 (PMID 33098856), COMPACT (PMID 28328347), VANGUARD (PMID 36868261), OASIS-HAE (PMID 38819395)
  • Oral on-demand time-to-relief verified against KONFIDENT, NEJM 2024 (PMID 38819658)
  • FDA approval status and dates verified against FDA Drugs@FDA and the FDA Orphan Drug database
  • Cost-effectiveness figures verified against the ICER 2018 Final Evidence Report and 2021 real-world-evidence update
FAQ

Frequently asked questions

Landscape
What treatments are approved for hereditary angioedema prophylaxis in the US?
US long-term prophylaxis includes the subcutaneous anti-kallikrein antibody lanadelumab (Takhzyro), the oral kallikrein inhibitor berotralstat (Orladeyo), subcutaneous and intravenous C1-inhibitor replacement (Haegarda, Cinryze), the anti-Factor XIIa antibody garadacimab (Andembry, 2025) and the antisense agent donidalorsen (Dawnzera, 2025). Injectable antibodies reduce attacks by roughly 81–87% versus placebo; oral berotralstat by about 44%, trading magnitude for daily oral convenience.
On-demand
Is there an oral on-demand treatment for HAE attacks?
Yes. Sebetralstat (Ekterly, KalVista) was FDA-approved in July 2025 as the first oral on-demand treatment for HAE attacks. In the KONFIDENT trial, median time to symptom relief was about 1.6 hours versus 6.7 hours for placebo, addressing the treatment delay associated with injectable on-demand agents such as icatibant and C1-inhibitor.
Deliverables
What formats are included with every brief?
Every commissioned brief includes three deliverables: a 20–30 page PDF analyst brief with verified sources and exhibit tables, an editable Excel model, and a 10–15 slide PowerPoint readout deck. An optional 60-minute analyst readout call is included with all deliveries.
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