NovaBridge VIS-101 Data Bolsters Dual VEGF/ANG-2 Approach in Wet AMD
Event summary
- NovaBridge and Visara announced positive topline Phase 2a data for VIS-101, a tetravalent, dual VEGF-A/ANG-2 inhibitor, in wet AMD.
- VIS-101 demonstrated mean BCVA improvements of >10 ETDRS letters and median CST reductions of 100-150 mm.
- Approximately half of treatment-naïve patients remained retreatment-free at 6 months following three loading doses.
- A Phase 2b dose-determining study is planned for H2 2026, with a global Phase 3 program anticipated in 2027.
- The study enrolled 38 patients in China, randomized 2:1 between 6mg and 3mg dose cohorts.
The big picture
The positive VIS-101 data validates the dual VEGF-A/ANG-2 inhibition approach, which is gaining traction in wet AMD treatment following the introduction of Faricimab. NovaBridge’s strategy of acquiring and accelerating development of differentiated assets, combined with a ‘hub-and-spoke’ business model, positions them to capitalize on unmet needs in retinal vascular diseases, but execution risk remains high given the competitive landscape and lengthy clinical development timelines.
What we're watching
- Clinical Execution
- The success of VIS-101 hinges on the Phase 2b dose-determining study; failure to identify an optimal dose could delay or derail the program.
- Competitive Landscape
- Given the established market presence of competitors like Faricimab, VIS-101 will need to demonstrate a clear and sustained advantage in durability and efficacy to achieve significant market share.
- Regulatory Pathway
- The Chinese regulatory environment will be critical for early commercialization, and the speed of approval could influence NovaBridge's broader global strategy.
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