🏢 官网IRINCYCodex · 实盘不做把握 5/10
北京时间·🕒 发布 16:00:00时区推断·⟳ 抓取 16:02:19回填·⚡ 决策 07-13 22:41:37·106.0 天前
Incyte公布latarcibart治疗VWD的1/2期多剂量数据并称3期正在入组
本次为公司官方披露的早期临床完整数据,81%中位ABR下降和月度皮下注射方案方向偏正面,但样本仅16例且仍需3期验证。
📄 原文INCY↗ 原文
Skip to main navigation Investor Relations News Press Releases Company Statements Media Contact Email Alerts Investors…
不做 Incyte(INCY.US)
官方早期临床数据方向偏正面但样本小、仍在3期入组、无近期收入或审批兑现,且盘中价格反应为负,短线没有足够正期望。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-13 · 扩散 low · price-in 风险 medium ↗
消息传播链
- Incyte一手披露latarcibart在16例VWD患者中的1/2期多剂量完整安全性和疗效数据,并称3期VIVID-6正在入组。市场反应:截至2026-07-13 14:40 UTC,Incyte(INCY.US)报113.97美元,较前收跌2.35%。
关键理由
- 本次为公司官方披露的早期临床完整数据,81%中位ABR下降和月度皮下注射方案方向偏正面,但样本仅16例且仍需3期验证。
- latarcibart目前无商业销售,3期VIVID-6仍在入组,事件短期不改变Incyte当前收入和现金流。
- 量级上,现有产品销售基数和约227.7亿美元市值对应的是已商业化组合,而latarcibart本次只是潜在未来VWD适应症机会,新增可触达收入仍取决于3期成功和获批,当前无法形成可交易的短期业绩增量。
主要风险
- 若后续3期数据显著成功或FDA路径加速,latarcibart可能重新成为更强催化。
- 公司股价事件当日盘中反而下跌,说明市场暂未把这条早期数据当作足够强的重定价信息。
反向证据
- 做多前查反向 · 来源 kb_search · 影响 none
内部KB未命中能证明该事件已有可量化近期收入贡献或已被付费研究广泛重新定价的有效材料。
检索:Incyte latarcibart VGA039 VWD Phase 3 revenue market size Jakafi patent cliff Vega acquisition - 做多前查反向 · 来源 stock_quote · 日期 2026-07-13 · 影响 weakens
事件后盘中股价下跌2.35%,未出现市场对早期数据的正向确认。
检索:INCY.US stock_quote full
工具调用 · 历史记录,结果未知(2 种)
- stock_quote · 结果未知
- kb_search · 结果未知
原文全文
展开原文 · 8,000 字
Skip to main navigation
Investor Relations
News
Press Releases Company Statements Media Contact Email Alerts
Investors
Events & Presentations Financials Stock Information Governance Resources
Responsibility
Compliance & Transparency
Contact Us
Our Locations Medical Information
Main Nav
Our Company
What We Do
Culture & Careers
Patient Resources
HCP Resources
Our Stories
Responsibility
Our Company Our Leadership
What We Do Portfolio
Hematology and Oncology Approved Therapies
HCP Resources
Inflammation and Autoimmunity Approved Therapies
HCP Resources
Partnerships
Culture & Careers Open Positions
Incyte Involved
Inclusion
Patient Resources
HCP Resources
Our Stories
Responsibility Compliance & Transparency
Main Nav
Our Company
Our Leadership
What We Do
Portfolio
Hematology and Oncology
Inflammation and Autoimmunity
Partnerships
Culture & Careers
Open Positions
Incyte Involved
Inclusion
Patient Resources
HCP Resources
Our Stories
News
Company Statements
Media Contact
Email Alerts
Investors
Events & Presentations
Financials
Stock Information
Governance
Resources
Responsibility
Compliance & Transparency
Contact Us
Our Locations
Medical Information
United States
Home
>
Investors
>
news releases
>
news release details
>
Incyte Presents Phase 1/2 Multidose Data for VGA039 (Latarcibart) at ISTH 2026, Showing Substantial Bleed Reductions in Patients with all Von Willebrand Disease Types
Press Release
Incyte International Locations
NORTH AMERICA— HEADQUARTERS
DENMARK
ITALY
SPAIN
UNITED KINGDOM
EUROPE— HEADQUARTERS
FINLAND
JAPAN
SWEDEN
AUSTRIA
FRANCE
THE NETHERLANDS
SWITZERLAND
CANADA
GERMANY
NORWAY
PORTUGAL
Close
View all news
Incyte Presents Phase 1/2 Multidose Data for VGA039 (Latarcibart) at ISTH 2026, Showing Substantial Bleed Reductions in Patients with all Von Willebrand Disease Types
July 13, 2026 at 4:00 AM EDT
PDF Version
- Treatment with latarcibart led to an 81% median reduction in annualized bleeding rate (ABR) across all bleeding categories and patient types with von Willebrand disease (VWD)
- Latarcibart, administered via a once monthly subcutaneous dosing regimen, was shown to be safe and well tolerated over multiple doses in this study
- Pivotal Phase 3 VIVID-6 trial evaluating latarcibart’s potential to be the first targeted therapy for VWD is currently enrolling
WILMINGTON, Del. --(BUSINESS WIRE)--Jul. 13, 2026--
Incyte (Nasdaq: INCY) today announced complete safety and efficacy data from all patients (n=16) enrolled in the Phase 1/2 multidose study of VGA039 (latarcibart), a novel, Protein S-targeting, investigational monoclonal antibody for patients with von Willebrand disease (VWD). The data are being shared in an oral presentation today at the 34th Congress of the International Society on Thrombosis and Haemostasis (ISTH 2026 Congress ) in Paris .
Latarcibart modulates Protein S to improve hemostasis, potentially enhancing the body’s ability to prevent or reduce the frequency of bleeding episodes. Latarcibart is in pivotal Phase 3 development for patients with VWD, the most common inherited bleeding disorder. If approved, latarcibart has the potential to be the first, once monthly subcutaneous prophylactic therapy for patients with VWD, offering an important alternative to the frequent intravenous infusions of replacement factor concentrates commonly used in the prophylactic setting today. Given its novel mechanism, latarcibart may also have potential in other bleeding disorders.
“These results continue to build a highly consistent body of evidence supporting latarcibart as a significant potential treatment advancement for patients with VWD,” said Pablo J. Cagnoni , M.D., President, Incyte and Global Head of Research and Development. “This multidose dataset underscores the potential of latarcibart to address the longstanding need for a prophylactic therapy that provides meaningful protection for patients with all types of VWD. We are continuing to enroll the Phase 3 VIVID-6 study as we work toward redefining the standard of routine prophylactic care for patients with VWD.”
As of May 5, 2026 , data from all 16 patients enrolled in the Phase 1/2 multidose study were available, and all participants had completed the multidose regimen of six doses of latarcibart, with maintenance doses administered subcutaneously every four weeks. Key data highlights include:
Substantial reductions in ABR (annualized bleeding rate) were seen across study patients, including all VWD types and bleed types, such as serious GI and hemophilia-like joint and muscle bleeds.
The median ABR reduction across all VWD types and bleed categories was 81%.
In patients switching from prior von Willebrand factor (VWF)-containing prophylaxis (IV infusions multiple times per week), bleed reductions were 75-100%, indicating potential improvement over current standard of care.
Among patients not previously receiving IV prophylaxis, 7 had historical ABRs >12, a key eligibility criterion for the Phase 3 VIVID-6 study. In this group, ABR reductions ranged from 46-100%, with nearly all patients (6/7) achieving reductions >73%.
Latarcibart treatment resulted in ~86% reduction in VWF-treated breakthrough bleeds, with 70% of patients with prior VWF-treated bleeds not experiencing a VWF-treated breakthrough bleed while on treatment.
All participants who entered the study with a substantial bleed burden transitioned to continue receiving latarcibart in the ongoing open-label extension study.
Latarcibart once monthly subcutaneous prophylaxis was safe and well tolerated over multiple doses.
Three treatment-emergent adverse events (TEAEs) related to latarcibart were reported: two Grade 2 headaches in one patient and one report of Grade 1 injection site reactions. There was also one unrelated serious adverse event of severe gastrointestinal (GI) bleeding in a patient with a history of frequent and severe GI bleeding.
“Many people with VWD struggle with bleeding and need more effective and convenient prophylactic treatments. The study results showed treatment with latarcibart delivered consistent and clinically meaningful reductions in bleeding across a diverse group of VWD patients, including patients with all major types of the disease and individuals transitioning from intensive IV prophylaxis,” said Allison Wheeler , M.D., MSCI, Associate Professor of Pediatrics at the University of Washington . “Equally important, the favorable safety profile and once monthly subcutaneous dosing regimen have the potential to substantially reduce treatment burden while providing consistent bleed protection. Together, these findings provide a strong foundation for the Phase 3 study and support latarcibart’s potential as an important new treatment option for patients with VWD.”
More information regarding the ISTH 2026 Congress can be found on the ISTH website: https://www.isthcongress.org/ (Session details: Novel Therapies for Bleeding Disorders, Including VWD and Rare Bleeding Disorders – 2; Publication Number: OC 32.3).
About VGA039 (latarcibart)
VGA039 (latarcibart) is an investigational monoclonal antibody therapy with a novel mechanism of action that targets Protein S, with dual actions promoting platelet attachment and enhancing fibrin deposition to restore hemostasis. Latarcibart has the potential to be a universal prophylactic therapy for numerous bleeding disorders, starting with all types of von Willebrand disease (VWD) and bleeding sites. As a subcutaneously self-administered investigational antibody therapy with a once monthly dosing regimen, latarcibart has the potential to improve bleeding outcomes, convenience, and quality of life for patients.
Latarcibart has received Breakthrough Therapy, Fast Track, orphan drug and rare pediatric disease designations from the U.S. Food and Drug Administration (FDA). Latarcibart has advanced into the Phase 3 VIVID-6 study ( NCT07115004 ), a global single arm cross-over study to
Investor Relations
News
Press Releases Company Statements Media Contact Email Alerts
Investors
Events & Presentations Financials Stock Information Governance Resources
Responsibility
Compliance & Transparency
Contact Us
Our Locations Medical Information
Main Nav
Our Company
What We Do
Culture & Careers
Patient Resources
HCP Resources
Our Stories
Responsibility
Our Company Our Leadership
What We Do Portfolio
Hematology and Oncology Approved Therapies
HCP Resources
Inflammation and Autoimmunity Approved Therapies
HCP Resources
Partnerships
Culture & Careers Open Positions
Incyte Involved
Inclusion
Patient Resources
HCP Resources
Our Stories
Responsibility Compliance & Transparency
Main Nav
Our Company
Our Leadership
What We Do
Portfolio
Hematology and Oncology
Inflammation and Autoimmunity
Partnerships
Culture & Careers
Open Positions
Incyte Involved
Inclusion
Patient Resources
HCP Resources
Our Stories
News
Company Statements
Media Contact
Email Alerts
Investors
Events & Presentations
Financials
Stock Information
Governance
Resources
Responsibility
Compliance & Transparency
Contact Us
Our Locations
Medical Information
United States
Home
>
Investors
>
news releases
>
news release details
>
Incyte Presents Phase 1/2 Multidose Data for VGA039 (Latarcibart) at ISTH 2026, Showing Substantial Bleed Reductions in Patients with all Von Willebrand Disease Types
Press Release
Incyte International Locations
NORTH AMERICA— HEADQUARTERS
DENMARK
ITALY
SPAIN
UNITED KINGDOM
EUROPE— HEADQUARTERS
FINLAND
JAPAN
SWEDEN
AUSTRIA
FRANCE
THE NETHERLANDS
SWITZERLAND
CANADA
GERMANY
NORWAY
PORTUGAL
Close
View all news
Incyte Presents Phase 1/2 Multidose Data for VGA039 (Latarcibart) at ISTH 2026, Showing Substantial Bleed Reductions in Patients with all Von Willebrand Disease Types
July 13, 2026 at 4:00 AM EDT
PDF Version
- Treatment with latarcibart led to an 81% median reduction in annualized bleeding rate (ABR) across all bleeding categories and patient types with von Willebrand disease (VWD)
- Latarcibart, administered via a once monthly subcutaneous dosing regimen, was shown to be safe and well tolerated over multiple doses in this study
- Pivotal Phase 3 VIVID-6 trial evaluating latarcibart’s potential to be the first targeted therapy for VWD is currently enrolling
WILMINGTON, Del. --(BUSINESS WIRE)--Jul. 13, 2026--
Incyte (Nasdaq: INCY) today announced complete safety and efficacy data from all patients (n=16) enrolled in the Phase 1/2 multidose study of VGA039 (latarcibart), a novel, Protein S-targeting, investigational monoclonal antibody for patients with von Willebrand disease (VWD). The data are being shared in an oral presentation today at the 34th Congress of the International Society on Thrombosis and Haemostasis (ISTH 2026 Congress ) in Paris .
Latarcibart modulates Protein S to improve hemostasis, potentially enhancing the body’s ability to prevent or reduce the frequency of bleeding episodes. Latarcibart is in pivotal Phase 3 development for patients with VWD, the most common inherited bleeding disorder. If approved, latarcibart has the potential to be the first, once monthly subcutaneous prophylactic therapy for patients with VWD, offering an important alternative to the frequent intravenous infusions of replacement factor concentrates commonly used in the prophylactic setting today. Given its novel mechanism, latarcibart may also have potential in other bleeding disorders.
“These results continue to build a highly consistent body of evidence supporting latarcibart as a significant potential treatment advancement for patients with VWD,” said Pablo J. Cagnoni , M.D., President, Incyte and Global Head of Research and Development. “This multidose dataset underscores the potential of latarcibart to address the longstanding need for a prophylactic therapy that provides meaningful protection for patients with all types of VWD. We are continuing to enroll the Phase 3 VIVID-6 study as we work toward redefining the standard of routine prophylactic care for patients with VWD.”
As of May 5, 2026 , data from all 16 patients enrolled in the Phase 1/2 multidose study were available, and all participants had completed the multidose regimen of six doses of latarcibart, with maintenance doses administered subcutaneously every four weeks. Key data highlights include:
Substantial reductions in ABR (annualized bleeding rate) were seen across study patients, including all VWD types and bleed types, such as serious GI and hemophilia-like joint and muscle bleeds.
The median ABR reduction across all VWD types and bleed categories was 81%.
In patients switching from prior von Willebrand factor (VWF)-containing prophylaxis (IV infusions multiple times per week), bleed reductions were 75-100%, indicating potential improvement over current standard of care.
Among patients not previously receiving IV prophylaxis, 7 had historical ABRs >12, a key eligibility criterion for the Phase 3 VIVID-6 study. In this group, ABR reductions ranged from 46-100%, with nearly all patients (6/7) achieving reductions >73%.
Latarcibart treatment resulted in ~86% reduction in VWF-treated breakthrough bleeds, with 70% of patients with prior VWF-treated bleeds not experiencing a VWF-treated breakthrough bleed while on treatment.
All participants who entered the study with a substantial bleed burden transitioned to continue receiving latarcibart in the ongoing open-label extension study.
Latarcibart once monthly subcutaneous prophylaxis was safe and well tolerated over multiple doses.
Three treatment-emergent adverse events (TEAEs) related to latarcibart were reported: two Grade 2 headaches in one patient and one report of Grade 1 injection site reactions. There was also one unrelated serious adverse event of severe gastrointestinal (GI) bleeding in a patient with a history of frequent and severe GI bleeding.
“Many people with VWD struggle with bleeding and need more effective and convenient prophylactic treatments. The study results showed treatment with latarcibart delivered consistent and clinically meaningful reductions in bleeding across a diverse group of VWD patients, including patients with all major types of the disease and individuals transitioning from intensive IV prophylaxis,” said Allison Wheeler , M.D., MSCI, Associate Professor of Pediatrics at the University of Washington . “Equally important, the favorable safety profile and once monthly subcutaneous dosing regimen have the potential to substantially reduce treatment burden while providing consistent bleed protection. Together, these findings provide a strong foundation for the Phase 3 study and support latarcibart’s potential as an important new treatment option for patients with VWD.”
More information regarding the ISTH 2026 Congress can be found on the ISTH website: https://www.isthcongress.org/ (Session details: Novel Therapies for Bleeding Disorders, Including VWD and Rare Bleeding Disorders – 2; Publication Number: OC 32.3).
About VGA039 (latarcibart)
VGA039 (latarcibart) is an investigational monoclonal antibody therapy with a novel mechanism of action that targets Protein S, with dual actions promoting platelet attachment and enhancing fibrin deposition to restore hemostasis. Latarcibart has the potential to be a universal prophylactic therapy for numerous bleeding disorders, starting with all types of von Willebrand disease (VWD) and bleeding sites. As a subcutaneously self-administered investigational antibody therapy with a once monthly dosing regimen, latarcibart has the potential to improve bleeding outcomes, convenience, and quality of life for patients.
Latarcibart has received Breakthrough Therapy, Fast Track, orphan drug and rare pediatric disease designations from the U.S. Food and Drug Administration (FDA). Latarcibart has advanced into the Phase 3 VIVID-6 study ( NCT07115004 ), a global single arm cross-over study to
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。