🏢 官网IRRGNXCodex · 实盘可交易 · 做多市场:美股▼ 亏 -2.13% · 已结算把握 5/10
北京时间·🕒 发布 02:55:00时区推断·⟳ 抓取 02:57:20回填·⚡ 决策 07-19 03:01:38·100.8 天前
REGENXBIO在ASRS公布sura-vec湿性AMD和糖尿病视网膜病变长期阳性数据
REGENXBIO(RGNX.US)官方周末披露sura-vec五年湿性AMD和2.5年DR随访数据,支持Q4 2026两项湿性AMD关键III期读出前的风险降低叙事。
📄 原文RGNX↗ 原文
Skip to main navigation Release Details REGENXBIO Presents Positive Long-Term Data for Surabgene Lomparvovec in Wet AMD…
▼ 亏 -2.13%入场 07-20 盘前首笔 @10.40 → 离场 07-21 开盘 @10.19
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
💡 交易逻辑周末公布sura-vec长期数据,催化Q4关键读出
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怎么卖 止盈 +12%(半仓)/+25%(清仓) · 止损 -10% · 时间止损 5日
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成交明细 · 纸面
做多 RGNX.US REGENXBIO
| 收益状态 | -2.13% 已平仓 |
|---|---|
| 进场成交 | 2026-07-20 · 盘前首笔 · 07-20 16:01 北京 · @10.3991 |
| 离场成交 | 2026-07-21 · 开盘 · @10.19 |
| 毛收益 | -2.01% |
| 成本 | +0.12% |
| 净收益 | -2.13% |
| 计入收益 | -2.13% |
| 建仓日 | 2026-07-20 · 进场不早于新闻时刻 + 2 分钟 |
| 契约提示 | LIMIT_AND_CHASE |
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 22:56
研究档案
🔎 新鲜度:最早出现 2026-07-18 · 扩散 low · price-in 风险 medium ↗
消息传播链
- 公司正式发布ASRS长期随访数据,湿性AMD五年视力稳定或改善、DR 2.5年多数DRSS改善,且未见新的IOI安全信号。市场反应:发布时为周末美股闭市,尚无连续交易反应。
关键理由
- REGENXBIO(RGNX.US)官方周末披露sura-vec五年湿性AMD和2.5年DR随访数据,支持Q4 2026两项湿性AMD关键III期读出前的风险降低叙事。
- sura-vec是公司与AbbVie合作的核心眼科基因疗法资产,若关键III期成功,目标市场覆盖湿性AMD和DR,远大于REGENXBIO约5.1亿美元市值基数。
- 股价近5日下跌约29%,7月17日放量收跌11.7%,本次阳性长期数据有望对融资/管线风险情绪形成短线修复。
主要风险
- 本次不是III期顶线数据,且公司此前已预告ASRS会披露相关长期数据,真正二元催化仍在Q4 2026,周一若高开过多容易见光死。
- 近期股价大跌和放量显示融资/稀释或管线担忧仍重,长期随访样本量有限,不能替代ATMOSPHERE/ASCENT成败。
反向证据
- 做多前查反向 · 来源 web · 影响 weakens
近期股价连续大跌、7月17日放量下挫,提示融资/稀释或管线风险情绪仍在,削弱追高确定性。
检索:REGENXBIO July 2026 RGX-314 data stock falls offering dilution risk - 做多前查反向 · 来源 kb_search · 影响 weakens
内部KB未命中可用的RGNX/ABBV-RGX-314经济权益和收入分成硬数字,商业化量级只能按大市场和小市值做方向判断。
检索:REGENXBIO surabgene lomparvovec ABBV-RGX-314 AbbVie economics royalty profit share revenue wet AMD
历史先例(按相似度)
- RGNX 2021-02-16 REGENXBIO公布RGX-314湿性AMD追加积极中期/长期数据;同主体、同眼科基因疗法、同类会议/临床数据相位。 原文 ↗
事件后 +1日 -3.3% · +3日 -6.5% · +5日 -13.3% - RGNX 2021-10-01 REGENXBIO在Retina Society公布AAVIATE试验RGX-314湿性AMD初始积极数据;周五盘后/会议催化,存在抢跑和见光死风险。 原文 ↗
事件后 +1日 -19.7% · +3日 -19.3% · +5日 -21.4% - RGNX 2022-10-03 REGENXBIO在AAO公布RGX-314湿性AMD追加积极AAVIATE中期和长期数据;同主体、同机制、同临床数据催化。 原文 ↗
事件后 +1日 -6.5% · +3日 -4.3% · +5日 -9.1% - RGNX 2024-01-16 REGENXBIO公布ABBV-RGX-314湿性AMDPhase II AAVIATE积极数据,年化注射率下降80%、剂量3组50%免注射;同主体且有AbbVie合作背书。 原文 ↗
事件后 +1日 -7.3% · +3日 -10.2% · +5日 -7.1% - ADVM 2019-09-12 Adverum公布ADVM-022湿性AMD基因疗法OPTIC首队列24周积极数据,单次给药后无需补救注射;同品类/同机制早期临床数据催化。 原文 ↗
事件后 +1日 -3.0% · +3日 +4.2% · +5日 +3.7% - ADVM 2020-05-04 Adverum公布ADVM-022湿性AMDOPTIC 1-3队列积极中期数据,显示超过一年持久性和剂量反应;同机制、同量级小盘眼科基因疗法催化。 原文 ↗
事件后 +1日 +38.4% · +3日 +43.5% · +5日 +44.2% - ADVM 2020-11-14 Adverum周末公布ADVM-022湿性AMDOPTIC 1-4队列积极中期数据,含18个月表达和降低抗VEGF负担;周末会议数据相位与本次接近。 原文 ↗
事件后 +1日 +1.6% · +3日 +6.0% · +5日 +16.8% - FDMT 2023-07-29 4DMT在ASRS 2023公布4D-150湿性AMD玻璃体腔内基因疗法追加积极中期数据,高剂量可评估患者补充注射减少100%;同ASRS、同湿性AMD基因疗法。 原文 ↗
事件后 +1日 +1.0% · +3日 -1.5% · +5日 -10.6% - FDMT 2024-02-03 4DMT在Angiogenesis公布4D-150湿性AMD随机Phase 2 PRISM积极中期数据,高剂量年化注射率下降89%,并指引进入关键试验;同机制强可比。 原文 ↗
事件后 +1日 +2.9% · +3日 -16.7% · +5日 -13.8% - FDMT 2024-07-17 4DMT公布4D-150湿性AMDPhase 2 PRISM更广人群积极中期结果,计划Phase 3剂量组年化注射率下降89%、BCVA提升4.2个字母;同品类但市场反应显著派发。 原文 ↗
事件后 +1日 -16.8% · +3日 -6.2% · +5日 -1.4% - 1061 2026-06-16 亿胜生物公布AURA-2 Phase 3达到主要终点,EB12-20145P/HLX04-O用于湿性AMD,合作方为复宏汉霖;跨市场眼科抗VEGF临床成功类比。 原文 ↗
事件后 +1日 +1.9% · +3日 -1.9% · +5日 +0.4%
工具调用 · 历史记录,结果未知(3 种)
- stock_quote · 结果未知
- kb_search · 结果未知
- validate_order · 结果未知
原文全文
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Release Details
REGENXBIO Presents Positive Long-Term Data for Surabgene Lomparvovec in Wet AMD and Diabetic Retinopathy at American Society of Retina Specialists Annual Meeting
Jul 18, 2026 at 2:55 PM EDT
PDF Version
One-time gene therapy treatment with sura-vec demonstrated long-term efficacy at similar doses to those being evaluated in ongoing late-stage studies:
Stable to improved vision through 5 years in wet AMD patients who required frequent anti-VEGF injections prior to one-time sura-vec; no drug-related IOI observed in a setting of no prophylactic steroids
Prevention of vision-threatening events without any additional treatment and > 2-step DRSS improvement in majority of NPDR participants at 2.5 years; no IOI observed with short-course prophylactic topical steroids
Topline data from wet AMD pivotal studies, ATMOSPHERE ® and ASCENT ® , expected in Q4 2026
ROCKVILLE, Md. , , July 18, 2026 /PRNewswire/ -- REGENXBIO Inc. (Nasdaq: RGNX) today announced positive data from long-term follow-up studies of investigational surabgene lomparvovec (sura-vec, ABBV-RGX-314) in wet AMD using subretinal delivery and diabetic retinopathy (DR) using suprachoroidal delivery. These new data were presented at the American Society of Retina Specialists (ASRS) 44 th Annual Meeting in Montreal, Canada .
"Sura-vec continues to demonstrate a durable safety and efficacy profile across multiple routes of administration, reinforcing its potential to preserve vision long-term and change the treatment paradigm for patients with chronic retinal disease," said Steve Pakola , M.D., Chief Medical Officer of REGENXBIO. "These long-term data support the potential for a single treatment to provide lasting disease control while reducing the burdensome need for chronic anti-VEGF injections, which too often leads to undertreatment and subsequent vision loss. We are especially encouraged by the wet AMD five-year data as sura-vec was evaluated in patients with harder-to-treat disease requiring more frequent injections, unlike other studies that have evaluated treatment-naïve patients. The durable efficacy observed through five years supports the potential of sura-vec to treat a significant unmet need in this community."
Sura-vec for the treatment of wet AMD: 5-year data summary
Participants in Cohorts 3 and 4 of the Phase I/IIa trial received subretinal sura-vec at doses similar to those being studied in the ATMOSPHERE ® and ASCENT ® pivotal trials and demonstrated stable to improved visual acuity and had meaningful reductions in anti-VEGF treatment burden through five years, apart from a polypoidal participant in Cohort 4 with polypoidal choroidal vasculopathy, refractory to anti-VEGF.
Real-world outcomes data show that decline is expected long-term on today's standard of care intravitreal treatments. 1
No new safety signals were identified in long-term follow-up, including no intraocular inflammation observed in participants who completed the Phase I/IIa study.
Data from an external control study of sura-vec compared to real-world anti-VEGF intravitreal injections in wet AMD were also presented at ASRS. At one year, vision was preserved for sura-vec participants compared to real-world anti-VEGF external control-matched participants. Participants who received sura-vec also maintained or improved BCVA gains, had less central retinal thickness fluctuation, and received significantly fewer injections.
REGENXBIO expects to announce topline data with AbbVie from the ATMOSPHERE and ASCENT pivotal trials of sura-vec in wet AMD using subretinal delivery in Q4 2026.
ATMOSPHERE and ASCENT are multi-center, randomized, active-controlled trials evaluating sura-vec versus ranibizumab and aflibercept, respectively. The primary endpoint is non-inferiority based on change from baseline in BCVA at 54 weeks and one year, respectively. Secondary endpoints include safety and tolerability, change in central retinal thickness (CRT) and need for supplemental anti-VEGF injections in the treatment arms. Together, these pivotal studies have enrolled over 1,200 participants across more than 200 sites.
Sura-vec for the treatment of DR: 2.5-year data summary
In long-term follow-up from the Phase II ALTITUDE ® trial, a single in-office administration of sura-vec using suprachoroidal delivery in participants with non-proliferative DR (NPDR) at Dose Level 3 (1.0×10¹² GC/eye) with short-course prophylactic topical steroids, the same dose being evaluated in the Phase IIb/III NAAVIGATE trial, demonstrated a durable safety and efficacy profile through 2.5 years. 55% of participants achieved > 2 step improvement on the Diabetic Retinopathy Severity Scale (DRSS) without additional treatment, and 70% of participants experienced no vision-threatening events.
Additionally, the majority of patients who achieved a 1-step DRSS improvement at one year post-treatment went on to achieve a 2-step DRSS improvement by 2.5 years.
As of May 25, 2026 , sura-vec was well tolerated with no intraocular inflammation observed through 2.5 years (n=17) with short-course prophylactic topical steroids.
These data are consistent with previously presented two-year Dose Level 3 NPDR data from the ALTITUDE trial and support the potential of one-time in-office sura-vec to modify the underlying disease and decrease risk of vision-threatening events.
About Surabgene Lomparvovec (sura-vec, ABBV-RGX-314)
Sura-vec is a one-time investigational gene therapy designed to deliver sustained treatment effect in wet AMD, diabetic retinopathy and other chronic retinal conditions. Sura-vec uses the NAV ® AAV8 vector to encode an antibody fragment designed to inhibit vascular endothelial growth factor (VEGF). Sura-vec is believed to inhibit the VEGF pathway by which new, leaky blood vessels grow and contribute to the accumulation of fluid in the retina. 2
About Wet AMD
Wet AMD is characterized by loss of vision due to new, leaky blood vessel formation in the retina. Wet AMD is a significant cause of vision loss in the United States, Europe and Japan, with up to 2 million people living with wet AMD in these geographies alone. Current anti-VEGF therapies have significantly changed the landscape for treatment of wet AMD, becoming the standard of care due to their ability to prevent progression of vision loss in the majority of patients. These therapies, however, require lifelong frequent, repeated intraocular injections to maintain efficacy. Due to the burden of treatment, it is difficult for patients to adhere to frequent injections, which has been shown to lead to a decline in vision over time.
About Diabetic Retinopathy
Diabetic retinopathy (DR) is the leading cause of vision loss in adults between 24 and 75 years of age worldwide. 3 DR affects nearly 10 million people in the United States alone. 4 The spectrum of DR severity ranges from non-proliferative diabetic retinopathy (NPDR) to proliferative diabetic retinopathy (PDR). 4 As DR progresses, a large proportion of patients develop vision-threatening events, including diabetic macular edema (DME) and neovascularization that can lead to blindness. 5 Current treatment options for patients with NPDR typically include "watchful waiting" or anti-VEGF treatment. For patients with PDR, current treatment options include anti-VEGF treatment or retinal laser; surgical treatment may be required for advanced PDR. 2
ABOUT REGENXBIO Inc.
REGENXBIO is a biotechnology company on a mission to improve lives through the curative potential of gene therapy. Since its founding in 2009, REGENXBIO has pioneered the field of AAV gene therapy. REGENXBIO is advancing a late-stage pipeline of one-time treatments for rare and retinal diseases, including RGX-202 for the treatment of Duchenne; surabgene lomparvovec (ABBV-RGX-314) for the treatment of wet AMD and diabetic retinopathy, in collaboration with AbbVie, and NAVSUNLI™ (clemidsogene lanparvovec-sngl, RGX-121) for the treatmen
Release Details
REGENXBIO Presents Positive Long-Term Data for Surabgene Lomparvovec in Wet AMD and Diabetic Retinopathy at American Society of Retina Specialists Annual Meeting
Jul 18, 2026 at 2:55 PM EDT
PDF Version
One-time gene therapy treatment with sura-vec demonstrated long-term efficacy at similar doses to those being evaluated in ongoing late-stage studies:
Stable to improved vision through 5 years in wet AMD patients who required frequent anti-VEGF injections prior to one-time sura-vec; no drug-related IOI observed in a setting of no prophylactic steroids
Prevention of vision-threatening events without any additional treatment and > 2-step DRSS improvement in majority of NPDR participants at 2.5 years; no IOI observed with short-course prophylactic topical steroids
Topline data from wet AMD pivotal studies, ATMOSPHERE ® and ASCENT ® , expected in Q4 2026
ROCKVILLE, Md. , , July 18, 2026 /PRNewswire/ -- REGENXBIO Inc. (Nasdaq: RGNX) today announced positive data from long-term follow-up studies of investigational surabgene lomparvovec (sura-vec, ABBV-RGX-314) in wet AMD using subretinal delivery and diabetic retinopathy (DR) using suprachoroidal delivery. These new data were presented at the American Society of Retina Specialists (ASRS) 44 th Annual Meeting in Montreal, Canada .
"Sura-vec continues to demonstrate a durable safety and efficacy profile across multiple routes of administration, reinforcing its potential to preserve vision long-term and change the treatment paradigm for patients with chronic retinal disease," said Steve Pakola , M.D., Chief Medical Officer of REGENXBIO. "These long-term data support the potential for a single treatment to provide lasting disease control while reducing the burdensome need for chronic anti-VEGF injections, which too often leads to undertreatment and subsequent vision loss. We are especially encouraged by the wet AMD five-year data as sura-vec was evaluated in patients with harder-to-treat disease requiring more frequent injections, unlike other studies that have evaluated treatment-naïve patients. The durable efficacy observed through five years supports the potential of sura-vec to treat a significant unmet need in this community."
Sura-vec for the treatment of wet AMD: 5-year data summary
Participants in Cohorts 3 and 4 of the Phase I/IIa trial received subretinal sura-vec at doses similar to those being studied in the ATMOSPHERE ® and ASCENT ® pivotal trials and demonstrated stable to improved visual acuity and had meaningful reductions in anti-VEGF treatment burden through five years, apart from a polypoidal participant in Cohort 4 with polypoidal choroidal vasculopathy, refractory to anti-VEGF.
Real-world outcomes data show that decline is expected long-term on today's standard of care intravitreal treatments. 1
No new safety signals were identified in long-term follow-up, including no intraocular inflammation observed in participants who completed the Phase I/IIa study.
Data from an external control study of sura-vec compared to real-world anti-VEGF intravitreal injections in wet AMD were also presented at ASRS. At one year, vision was preserved for sura-vec participants compared to real-world anti-VEGF external control-matched participants. Participants who received sura-vec also maintained or improved BCVA gains, had less central retinal thickness fluctuation, and received significantly fewer injections.
REGENXBIO expects to announce topline data with AbbVie from the ATMOSPHERE and ASCENT pivotal trials of sura-vec in wet AMD using subretinal delivery in Q4 2026.
ATMOSPHERE and ASCENT are multi-center, randomized, active-controlled trials evaluating sura-vec versus ranibizumab and aflibercept, respectively. The primary endpoint is non-inferiority based on change from baseline in BCVA at 54 weeks and one year, respectively. Secondary endpoints include safety and tolerability, change in central retinal thickness (CRT) and need for supplemental anti-VEGF injections in the treatment arms. Together, these pivotal studies have enrolled over 1,200 participants across more than 200 sites.
Sura-vec for the treatment of DR: 2.5-year data summary
In long-term follow-up from the Phase II ALTITUDE ® trial, a single in-office administration of sura-vec using suprachoroidal delivery in participants with non-proliferative DR (NPDR) at Dose Level 3 (1.0×10¹² GC/eye) with short-course prophylactic topical steroids, the same dose being evaluated in the Phase IIb/III NAAVIGATE trial, demonstrated a durable safety and efficacy profile through 2.5 years. 55% of participants achieved > 2 step improvement on the Diabetic Retinopathy Severity Scale (DRSS) without additional treatment, and 70% of participants experienced no vision-threatening events.
Additionally, the majority of patients who achieved a 1-step DRSS improvement at one year post-treatment went on to achieve a 2-step DRSS improvement by 2.5 years.
As of May 25, 2026 , sura-vec was well tolerated with no intraocular inflammation observed through 2.5 years (n=17) with short-course prophylactic topical steroids.
These data are consistent with previously presented two-year Dose Level 3 NPDR data from the ALTITUDE trial and support the potential of one-time in-office sura-vec to modify the underlying disease and decrease risk of vision-threatening events.
About Surabgene Lomparvovec (sura-vec, ABBV-RGX-314)
Sura-vec is a one-time investigational gene therapy designed to deliver sustained treatment effect in wet AMD, diabetic retinopathy and other chronic retinal conditions. Sura-vec uses the NAV ® AAV8 vector to encode an antibody fragment designed to inhibit vascular endothelial growth factor (VEGF). Sura-vec is believed to inhibit the VEGF pathway by which new, leaky blood vessels grow and contribute to the accumulation of fluid in the retina. 2
About Wet AMD
Wet AMD is characterized by loss of vision due to new, leaky blood vessel formation in the retina. Wet AMD is a significant cause of vision loss in the United States, Europe and Japan, with up to 2 million people living with wet AMD in these geographies alone. Current anti-VEGF therapies have significantly changed the landscape for treatment of wet AMD, becoming the standard of care due to their ability to prevent progression of vision loss in the majority of patients. These therapies, however, require lifelong frequent, repeated intraocular injections to maintain efficacy. Due to the burden of treatment, it is difficult for patients to adhere to frequent injections, which has been shown to lead to a decline in vision over time.
About Diabetic Retinopathy
Diabetic retinopathy (DR) is the leading cause of vision loss in adults between 24 and 75 years of age worldwide. 3 DR affects nearly 10 million people in the United States alone. 4 The spectrum of DR severity ranges from non-proliferative diabetic retinopathy (NPDR) to proliferative diabetic retinopathy (PDR). 4 As DR progresses, a large proportion of patients develop vision-threatening events, including diabetic macular edema (DME) and neovascularization that can lead to blindness. 5 Current treatment options for patients with NPDR typically include "watchful waiting" or anti-VEGF treatment. For patients with PDR, current treatment options include anti-VEGF treatment or retinal laser; surgical treatment may be required for advanced PDR. 2
ABOUT REGENXBIO Inc.
REGENXBIO is a biotechnology company on a mission to improve lives through the curative potential of gene therapy. Since its founding in 2009, REGENXBIO has pioneered the field of AAV gene therapy. REGENXBIO is advancing a late-stage pipeline of one-time treatments for rare and retinal diseases, including RGX-202 for the treatment of Duchenne; surabgene lomparvovec (ABBV-RGX-314) for the treatment of wet AMD and diabetic retinopathy, in collaboration with AbbVie, and NAVSUNLI™ (clemidsogene lanparvovec-sngl, RGX-121) for the treatmen
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