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北京时间·🕒 发布 19:00:00·⟳ 抓取 19:06:04 +6m04s·⚡ 决策 07-28 20:58:49 +1h52m·90.9 天前
Altimmune公布pemvidutide治疗酒精使用障碍二期RECLAIM积极顶线结果
Altimmune(ALT.US)官方披露RECLAIM二期达到主要终点,HDD每周较安慰剂额外减少1.45天且p=0.0014,两个FDA认可注册终点也显著达标。
📄 原文ALT↗ 原文
PDF Version Pemvidutide 2.4 mg delivered a statistically significant and clinically meaningful reduction in heavy drink…
▼ 亏 -13.07%入场 07-28 盘前首笔 @3.456 → 离场 07-29 常规开盘 @3.015
决策后走势暂无图(这条腿还没有复盘打分的日线切片)
💡 交易逻辑AUD二期双注册终点阳性,核心管线重估
怎么买 限价买入 不高于昨收 +20%、仅下一个交易日,不成交作废
怎么卖 止盈 +12%(半仓)/+25%(清仓) · 止损 -9% · 时间止损 3日
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
分时走势
做多 ALT.US Altimmune
建仓日早于近 30 天,只有日线图
成交明细 · 纸面
做多 ALT.US Altimmune
| 收益状态 | -13.07% 已平仓 |
|---|---|
| 进场成交 | 2026-07-28 · 盘前首笔 · 07-28 19:03 北京 · @3.4562 |
| 离场成交 | 2026-07-29 · 常规开盘 · @3.0153 |
| 毛收益 | -12.76% |
| 成本 | +0.32% |
| 净收益 | -13.07% |
| 计入收益 | -13.07% |
| 建仓日 | 2026-07-28 · 进场不早于新闻时刻 + 2 分钟 |
收益口径 event_time_plus_2min_10min_walk_open_topup_to_next_open_exchange_calendar_fill_model_local_notional_v9 · method_id m8db1cbc8f2d · 截至 2026-10-27 19:39
研究档案
消息传播链
- 公司官方发布RECLAIM二期积极顶线数据,并宣布将向FDA申请EOP2会议。
- 媒体报道Altimmune盘前因积极试验结果上涨约18%,说明事件已进入公开传播和价格重估阶段。市场反应:ALT.US盘前约+18%。
关键理由
- Altimmune(ALT.US)官方披露RECLAIM二期达到主要终点,HDD每周较安慰剂额外减少1.45天且p=0.0014,两个FDA认可注册终点也显著达标。
- pemvidutide是Altimmune核心资产,AUD结果把适应症从MASH/ALD扩展到约1200万美国中重度AUD患者,且公司当前市值约5.8亿美元,对单资产临床去风险高度敏感。
- 现有商业化收入基本为零、现金约5.35亿美元;本事件仍处二期后EOP2前,短期交易逻辑是临床读出超预期带来的管线重估,而非已确认销售收入。
主要风险
- 盘前已涨约18%,开盘追高存在高开低走风险,必须用限价和小仓处理。
- 样本量约100例、仍需FDA EOP2确认三期路径,且GI不良反应和5例药物相关停药会影响后续可重复性判断。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-28 · 影响 weakens
RECLAIM中pemvidutide组药物相关停药5例、GI不良反应更高,削弱但未推翻疗效读出。
检索:Altimmune pemvidutide safety discontinuation adverse events RECLAIM Phase 2 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-07-28 · 影响 weakens
公司仍需推进MASH三期及AUD后续开发,未来资本需求存在,但当前现金储备降低近期融资风险。
检索:Altimmune cash runway pemvidutide phase 3 need additional capital 2026 原文 ↗
原文全文
展开原文 · 8,000 字
PDF Version
Pemvidutide 2.4 mg delivered a statistically significant and clinically meaningful reduction in heavy drinking days, the primary endpoint of the trial
Important secondary endpoints were also met, including two-level reduction in WHO risk drinking levels and zero heavy drinking days, both of which are recognized by the FDA as registrational endpoints
A generally favorable tolerability profile was observed in the trial
Conference call to be held today at
8:00 am ET
GAITHERSBURG, Md.
,
July 28, 2026
(GLOBE NEWSWIRE) --
Altimmune, Inc.
(Nasdaq: ALT), a late clinical-stage biopharmaceutical company focused on serious liver diseases, today announced positive topline results from the RECLAIM Phase 2 trial evaluating pemvidutide, an investigational balanced glucagon/GLP-1 dual receptor agonist, in patients with moderate to severe alcohol use disorder (AUD). The trial met its primary endpoint with a highly statistically significant reduction in heavy drinking days (HDD) versus placebo, with consistent positive results across important secondary endpoints, including the
World Health Organization
(WHO) Risk Drinking Levels (RDL), zero HDD and phosphatidyl ethanol (PEth) levels. A generally favorable tolerability profile was observed in the trial. The Company plans to request an End-of-Phase 2 meeting with the
U.S. Food and Drug Administration
(FDA) based on the results of the trial.
“We are extremely encouraged by these compelling topline results, which showed a highly significant reduction in heavy drinking days and nearly two-thirds of patients treated with pemvidutide achieving a two-level reduction in their WHO-RDL, a clinically meaningful outcome for these patients,” said
Christophe Arbet-Engels
, M.D., Ph.D., Chief Medical Officer at Altimmune. “These data reflect pemvidutide’s strong and consistent efficacy across important measures of drinking behavior, together with a generally favorable tolerability profile in this difficult-to-treat disorder. Given the known detrimental effects of alcohol on the liver, the liver-directed impact of glucagon in pemvidutide may provide further benefit in the treatment of AUD over GLP-1 alone, underscoring pemvidutide’s promising potential differentiation.”
Efficacy Data
Endpoint
Placebo
Pemvidutide
Treatment Effect
P-value
Change from baseline in HDD/Week at Week 24 (Primary Endpoint)
-2.75 (LS mean)
-4.20 (LS mean)
-1.45 (LS mean difference)
0.0014
2-level Reduction in WHO-RDL
34.8% (16/46)
64.4% (29/45)
Odds Ratio 3.31
0.0049
Zero HDD in Week 21 through Week 24
17.4% (8/46)
42.2% (19/45)
Odds Ratio 3.84
0.0066
Change from baseline in Percent of Days with Abstinence
20.5% (LS mean)
38.9% (LS mean)
18.4% (LS mean difference)
0.0075
Change from baseline in Serum PEth at Week 24
22.0 (LS mean)
-153.4 (LS mean)
-175.3 (LS mean difference)
<0.0001
Key efficacy results included
:
Statistically significant reduction in the primary endpoint of HDD per week versus placebo (p=0.0014)
Statistically significant results on secondary endpoints, including two that are registrational endpoints
Two-level reduction in WHO Risk Drinking Levels versus placebo (p=0.0049)
Zero heavy drinking days versus placebo (p=0.0066)
Statistically significant change in percent of days with abstinence versus placebo (p=0.0075)
Statistically significant reduction in PEth levels versus placebo (p<0.0001)
Statistically significant reduction in body weight, as measured by a placebo-adjusted difference in change from baseline of 9.1% at 24 weeks (p<0.0001), with no evidence of plateauing
Safety and Tolerability Data
Adverse Event (AE)
Placebo
(N=50)
Pemvidutide 2.4mg
(N=50)
Serious AEs
1 (2%)
2 (4%)
Severe AEs
3 (6%)
6 (12%)
Nausea
12 (24%)
22 (44%)
Vomiting
3 (6%)
9 (18%)
Diarrhea
5 (10%)
10 (20%)
Constipation
3 (6%)
13 (26%)
Treatment discontinuations
11 (22%)
10 (20%)
Study drug-related AEs leading to treatment discontinuation
0 (0%)
5 (10%)*
*2 vomiting, 1 constipation, 1 fatigue, 1 exacerbation of hemorrhoids
Pemvidutide was generally well tolerated in this patient population with high unmet need.
The new, simple two-step titration for the 2.4 mg dose may improve gastrointestinal (GI) tolerability compared to prior pemvidutide titration schemes. The majority of adverse events were mild to moderate in severity. There was one serious adverse event (SAE) (hyponatremia) in the pemvidutide arm that was deemed possibly related to treatment drug by the principal investigator.
“As someone who has dedicated his career to understanding and treating alcohol use disorder, I recognize the significance of these findings, particularly given the current attention on the adverse health impact of heavy drinking. These results provide a consistent picture of treatment benefit on self-reported drinking outcomes, supported by objective PEth biomarker evidence,” said
Henry Kranzler
, M.D.,
Karl E. Rickels Professor
of Psychiatry and Director,
Center for Studies of Addiction
,
University of Pennsylvania Perelman School of Medicine
, and Principal Investigator of the RECLAIM trial. “These data underscore the potential for pemvidutide to address multiple dimensions of alcohol use disorder by supporting abstinence and reducing heavy drinking, findings that build on prior evidence of its activity in the liver.”
“These top-line data strengthen our confidence in pemvidutide's differentiation and its potential to benefit people living with MASH, AUD and ALD, who currently have limited treatment options,” said
Jerry Durso
, Chief Executive Officer and Chairman of the
Board of Altimmune
. “These results represent yet another important milestone for Altimmune as we continue to execute on our goal to bring pemvidutide to patients with serious liver diseases while creating value for shareholders.”
Based on these data, Altimmune plans to request an End-of-Phase 2 (EOP2) meeting with the FDA to discuss the path forward for pemvidutide in AUD. Results from the RECLAIM trial will be submitted for presentation at a forthcoming medical conference and for publication in a peer-reviewed journal.
Conference Call Information
Altimmune will host a conference call and webcast at 8:00 a.m ET today to discuss the RECLAIM topline data. The conference call will be webcast live on Altimmune’s Investor Relations (IR)
website.
Participants who would like to join by phone may register
here
to receive the dial-in numbers and unique pin to access the call. Following the conclusion of the call, the webcast will be available for replay on the IR page of the company’s website.
About RECLAIM
RECLAIM (
NCT06987513
) is a Phase 2 trial evaluating the safety and efficacy of pemvidutide in Alcohol Use Disorder (AUD) patients with BMI >25 kg/m
2
, and is the first Phase 2 multicenter study evaluating a dual glucagon-GLP-1 agonist in AUD to report results. Approximately 100 patients were randomized 1:1 to receive either 2.4 mg pemvidutide or placebo once weekly for 24 weeks. The primary endpoint of the trial was the change from baseline in the average number of heavy drinking days (HDD) per week, with secondary endpoints including the proportion of patients achieving a 2-level reduction in World Health Organization (WHO) Risk Drinking Levels (RDL), zero HDD, and absolute change from baseline in average levels of phosphatidylethanol (PEth), an objective serum biomarker of alcohol intake. The 2-level reduction in WHO risk drinking levels and zero HDD are recognized by the FDA as registrational endpoints.
About AUD
Alcohol use disorder (AUD) is a medical condition driven by an impaired ability to stop or control the harmful consumption of alcohol. AUD can also lead to serious health consequences, including liver cirrhosis, cardiovascular disease, and cancer. Additionally, many patients with AUD present with comorbidities including excess fat in the liver and obesity, further amplifying their risk for poor outcomes. The World Health Organization estimates that harmful alcohol consumption is the seventh leadi
Pemvidutide 2.4 mg delivered a statistically significant and clinically meaningful reduction in heavy drinking days, the primary endpoint of the trial
Important secondary endpoints were also met, including two-level reduction in WHO risk drinking levels and zero heavy drinking days, both of which are recognized by the FDA as registrational endpoints
A generally favorable tolerability profile was observed in the trial
Conference call to be held today at
8:00 am ET
GAITHERSBURG, Md.
,
July 28, 2026
(GLOBE NEWSWIRE) --
Altimmune, Inc.
(Nasdaq: ALT), a late clinical-stage biopharmaceutical company focused on serious liver diseases, today announced positive topline results from the RECLAIM Phase 2 trial evaluating pemvidutide, an investigational balanced glucagon/GLP-1 dual receptor agonist, in patients with moderate to severe alcohol use disorder (AUD). The trial met its primary endpoint with a highly statistically significant reduction in heavy drinking days (HDD) versus placebo, with consistent positive results across important secondary endpoints, including the
World Health Organization
(WHO) Risk Drinking Levels (RDL), zero HDD and phosphatidyl ethanol (PEth) levels. A generally favorable tolerability profile was observed in the trial. The Company plans to request an End-of-Phase 2 meeting with the
U.S. Food and Drug Administration
(FDA) based on the results of the trial.
“We are extremely encouraged by these compelling topline results, which showed a highly significant reduction in heavy drinking days and nearly two-thirds of patients treated with pemvidutide achieving a two-level reduction in their WHO-RDL, a clinically meaningful outcome for these patients,” said
Christophe Arbet-Engels
, M.D., Ph.D., Chief Medical Officer at Altimmune. “These data reflect pemvidutide’s strong and consistent efficacy across important measures of drinking behavior, together with a generally favorable tolerability profile in this difficult-to-treat disorder. Given the known detrimental effects of alcohol on the liver, the liver-directed impact of glucagon in pemvidutide may provide further benefit in the treatment of AUD over GLP-1 alone, underscoring pemvidutide’s promising potential differentiation.”
Efficacy Data
Endpoint
Placebo
Pemvidutide
Treatment Effect
P-value
Change from baseline in HDD/Week at Week 24 (Primary Endpoint)
-2.75 (LS mean)
-4.20 (LS mean)
-1.45 (LS mean difference)
0.0014
2-level Reduction in WHO-RDL
34.8% (16/46)
64.4% (29/45)
Odds Ratio 3.31
0.0049
Zero HDD in Week 21 through Week 24
17.4% (8/46)
42.2% (19/45)
Odds Ratio 3.84
0.0066
Change from baseline in Percent of Days with Abstinence
20.5% (LS mean)
38.9% (LS mean)
18.4% (LS mean difference)
0.0075
Change from baseline in Serum PEth at Week 24
22.0 (LS mean)
-153.4 (LS mean)
-175.3 (LS mean difference)
<0.0001
Key efficacy results included
:
Statistically significant reduction in the primary endpoint of HDD per week versus placebo (p=0.0014)
Statistically significant results on secondary endpoints, including two that are registrational endpoints
Two-level reduction in WHO Risk Drinking Levels versus placebo (p=0.0049)
Zero heavy drinking days versus placebo (p=0.0066)
Statistically significant change in percent of days with abstinence versus placebo (p=0.0075)
Statistically significant reduction in PEth levels versus placebo (p<0.0001)
Statistically significant reduction in body weight, as measured by a placebo-adjusted difference in change from baseline of 9.1% at 24 weeks (p<0.0001), with no evidence of plateauing
Safety and Tolerability Data
Adverse Event (AE)
Placebo
(N=50)
Pemvidutide 2.4mg
(N=50)
Serious AEs
1 (2%)
2 (4%)
Severe AEs
3 (6%)
6 (12%)
Nausea
12 (24%)
22 (44%)
Vomiting
3 (6%)
9 (18%)
Diarrhea
5 (10%)
10 (20%)
Constipation
3 (6%)
13 (26%)
Treatment discontinuations
11 (22%)
10 (20%)
Study drug-related AEs leading to treatment discontinuation
0 (0%)
5 (10%)*
*2 vomiting, 1 constipation, 1 fatigue, 1 exacerbation of hemorrhoids
Pemvidutide was generally well tolerated in this patient population with high unmet need.
The new, simple two-step titration for the 2.4 mg dose may improve gastrointestinal (GI) tolerability compared to prior pemvidutide titration schemes. The majority of adverse events were mild to moderate in severity. There was one serious adverse event (SAE) (hyponatremia) in the pemvidutide arm that was deemed possibly related to treatment drug by the principal investigator.
“As someone who has dedicated his career to understanding and treating alcohol use disorder, I recognize the significance of these findings, particularly given the current attention on the adverse health impact of heavy drinking. These results provide a consistent picture of treatment benefit on self-reported drinking outcomes, supported by objective PEth biomarker evidence,” said
Henry Kranzler
, M.D.,
Karl E. Rickels Professor
of Psychiatry and Director,
Center for Studies of Addiction
,
University of Pennsylvania Perelman School of Medicine
, and Principal Investigator of the RECLAIM trial. “These data underscore the potential for pemvidutide to address multiple dimensions of alcohol use disorder by supporting abstinence and reducing heavy drinking, findings that build on prior evidence of its activity in the liver.”
“These top-line data strengthen our confidence in pemvidutide's differentiation and its potential to benefit people living with MASH, AUD and ALD, who currently have limited treatment options,” said
Jerry Durso
, Chief Executive Officer and Chairman of the
Board of Altimmune
. “These results represent yet another important milestone for Altimmune as we continue to execute on our goal to bring pemvidutide to patients with serious liver diseases while creating value for shareholders.”
Based on these data, Altimmune plans to request an End-of-Phase 2 (EOP2) meeting with the FDA to discuss the path forward for pemvidutide in AUD. Results from the RECLAIM trial will be submitted for presentation at a forthcoming medical conference and for publication in a peer-reviewed journal.
Conference Call Information
Altimmune will host a conference call and webcast at 8:00 a.m ET today to discuss the RECLAIM topline data. The conference call will be webcast live on Altimmune’s Investor Relations (IR)
website.
Participants who would like to join by phone may register
here
to receive the dial-in numbers and unique pin to access the call. Following the conclusion of the call, the webcast will be available for replay on the IR page of the company’s website.
About RECLAIM
RECLAIM (
NCT06987513
) is a Phase 2 trial evaluating the safety and efficacy of pemvidutide in Alcohol Use Disorder (AUD) patients with BMI >25 kg/m
2
, and is the first Phase 2 multicenter study evaluating a dual glucagon-GLP-1 agonist in AUD to report results. Approximately 100 patients were randomized 1:1 to receive either 2.4 mg pemvidutide or placebo once weekly for 24 weeks. The primary endpoint of the trial was the change from baseline in the average number of heavy drinking days (HDD) per week, with secondary endpoints including the proportion of patients achieving a 2-level reduction in World Health Organization (WHO) Risk Drinking Levels (RDL), zero HDD, and absolute change from baseline in average levels of phosphatidylethanol (PEth), an objective serum biomarker of alcohol intake. The 2-level reduction in WHO risk drinking levels and zero HDD are recognized by the FDA as registrational endpoints.
About AUD
Alcohol use disorder (AUD) is a medical condition driven by an impaired ability to stop or control the harmful consumption of alcohol. AUD can also lead to serious health consequences, including liver cirrhosis, cardiovascular disease, and cancer. Additionally, many patients with AUD present with comorbidities including excess fat in the liver and obesity, further amplifying their risk for poor outcomes. The World Health Organization estimates that harmful alcohol consumption is the seventh leadi
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