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GlobeNewswire PharmaceuticalsCodex · 实盘不做把握 6/10🔁 +1 同一事件
北京时间·🕒 发布 07-28 19:00:00时区推断·⟳ 抓取 16:00:21·⚡ 决策 07-29 16:15:27 +15m06s·90.2 天前

Atea公布BEM/RZR丙肝三期C-BEYOND北美试验达到主要和次要终点

C-BEYOND达到非劣效主要终点,BEM/RZR在非肝硬化患者中用8周疗程对标Epclusa 12周疗程,属于Atea最核心资产的临床去风险。

📄 原文GlobeNewswire Pharmaceuticals↗ 原文
Bemnifosbuvir/Ruzasvir (BEM/RZR) Achieved its Primary Endpoint of Statistical Non-inferiority Compared to Sofosbuvir/Ve…
不做 Atea Pharmaceuticals(AVIR.US)
C-BEYOND读出本身偏正面,但仅证明非劣效且C-FORWARD/监管/商业化仍未落地;消息已在美股完整交易日消化并放量收跌6.43%,当前不做追多。
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 2026-07-28 · 扩散 medium · price-in 风险 high ↗ ↗

消息传播链

  1. 2026-07-28 07:00 ET首发GlobeNewswire/Atea Pharmaceuticals一手源原文 ↗
    Atea一手发布C-BEYOND北美三期顶线结果,BEM/RZR达到对SOF/VEL的统计非劣效主要终点。
    市场反应:AVIR.US在2026-07-28收跌6.43%,成交额约606万美元、量比约4.5。
  2. 2026-07-28市场反应Futu quote非一手
    消息发布后美股当日已完整交易,股价从前收4.82美元跌至4.51美元。
    市场反应:事件日收盘跌幅为-6.43%,日内最低3.82美元。

关键理由

  • C-BEYOND达到非劣效主要终点,BEM/RZR在非肝硬化患者中用8周疗程对标Epclusa 12周疗程,属于Atea最核心资产的临床去风险。
  • 但结果是非劣效而非优效,mITT SVR为93.9%对94.8%,且全球标签仍需C-FORWARD在2027年初读出,短线商业化路径尚未完成。
  • Atea截至2026年3月31日现金及可售证券约2.56亿美元,当前市值约3.61亿美元;本事件能支撑管线价值,但昨日美股已在消息后收跌6.43%,说明市场未把该读出定价为可追利好。

主要风险

  • HCV市场已有成熟DAA疗法和授权仿制药竞争,BEM/RZR虽有疗程和DDI优势,但未披露定价、上市时间和渗透率,新增收入仍无法可靠量化。
  • 消息在2026-07-28 07:00 ET盘前发布,已过一个完整美股交易日且放量下跌,当前再做多更像逆市场反馈。

反向证据

  • 做多前查反向 · 来源 kb_search · 影响 none
    内部KB未命中与本次C-BEYOND结果直接相关的付费研报或纪要,未发现能反转市场负反馈的新增多头解读。
    检索:Atea bemnifosbuvir ruzasvir C-BEYOND phase 3 HCV sales market Epclusa
  • 做多前查反向 · 来源 web · 日期 2026-05-12 · 影响 weakens
    公司现金可支持推进项目,但BEM/RZR仍未获批且商业化收入、定价和市场份额未披露,削弱短线追多确定性。
    检索:Atea Pharmaceuticals cash runway BEM RZR HCV market Epclusa competition 2026 原文 ↗
  • 做多前查反向 · 来源 stock_quote · 日期 2026-07-29 · 影响 invalidates
    AVIR在事件发布后的完整交易日收跌6.43%,日内低点3.82美元,量比4.5,市场没有确认利好重定价。
    检索:AVIR.US stock_quote full
工具调用 · 历史记录,结果未知(3 种)
  • search_processed_events · 结果未知
  • stock_quote · 结果未知
  • kb_search · 结果未知

原文全文

展开原文 · 14,827 字
Bemnifosbuvir/Ruzasvir (BEM/RZR) Achieved its Primary Endpoint of Statistical Non-inferiority Compared to Sofosbuvir/Velpatasvir (SOF/VEL; Epclusa®), a Standard-of-Care, in First-Ever Successful Head-to-Head Trial in a Global Phase 3 Program of Hepatitis C Virus (HCV) Treatments
Results Reinforce Potential Best-in-Class Profile of BEM/RZR as a Short 8-Week Treatment for Patients Without Cirrhosis
Up to 4 Million People in the US Living with HCV, Which Can Progress to Cirrhosis, End-Stage Liver Disease and Liver Cancer if Left Untreated
BOSTON, July 28, 2026 (GLOBE NEWSWIRE) -- Atea Pharmaceuticals, Inc. (Nasdaq: AVIR) (Atea or Company), a late-stage clinical biopharmaceutical company developing oral antiviral therapeutics for serious viral diseases, today announced positive topline results from C-BEYOND, its pivotal Phase 3 trial conducted in North America evaluating the once-daily fixed-dose combination of bemnifosbuvir and ruzasvir (BEM/RZR) for the treatment of chronic hepatitis C virus (HCV) infection. BEM/RZR demonstrated statistical non-inferiority compared to the fixed-dose combination of sofosbuvir and velpatasvir (SOF/VEL) in the modified intent-to-treat (mITT) population, achieving the trial’s primary endpoint. C-BEYOND enrolled patients reflective of the current real-world population living with HCV in the US and Canada.
In the mITT analysis (n=905, cirrhotic and non-cirrhotic), BEM/RZR achieved a 93.9% sustained virologic response (SVR) rate vs. 94.8% for SOF/VEL (Epclusa) at Week 24, encompassing SVR at 12 weeks post-treatment (accepted definition of cure for HCV) in both arms. These results achieved the primary endpoint of statistical non-inferiority, with a 95% confidence interval for difference in SVR rates within the prespecified 5% margin. The mITT analysis in patients without cirrhosis (n=721) showed BEM/RZR (8 weeks of treatment) achieved a 93.5% SVR rate vs. 94.6% for SOF/VEL (12 weeks of treatment). In patients with cirrhosis (12 weeks treatment in both arms) (n=184), BEM/RZR achieved a 95.4% SVR rate vs. 95.4% for SOF/VEL. In C-BEYOND, rates of virologic failure across all populations were low and comparable between treatment arms. Statistical non-inferiority was also met in secondary endpoints, including the per-protocol analysis.
"We are pleased to announce these positive results from C-BEYOND showing our regimen of BEM/RZR achieved high cure rates across all populations and genotypes,” said Jean-Pierre Sommadossi, PhD, Founder and Chief Executive Officer of Atea Pharmaceuticals. “As today is World Hepatitis Day, it underscores that HCV presents complex public health challenges. We believe the profile of our regimen will substantially contribute to the World Health Organization’s goal of HCV eradication. We look forward to sharing results from C-FORWARD, Atea’s second Phase 3 trial of BEM/RZR outside North America, in early 2027, and to bringing BEM/RZR to patients as soon as possible.”
"Achieving these high cure rates with just 8 weeks of BEM/RZR in patients without cirrhosis, alongside a favorable drug-drug interaction profile and the flexibility to be taken with or without food, is a meaningful step forward for HCV care. A shorter, simpler regimen has the potential to streamline prescribing decisions and accelerate the test-and-treat strategies that are essential to HCV elimination," said Eric Lawitz, MD, Clinical Professor of Medicine at UT Health San Antonio and the Texas Liver Institute. "Many of the patients I see in my practice are managing multiple chronic conditions, taking several concomitant medications, and navigating real barriers to consistent follow-up. Those realities are exactly why we need HCV regimens that are highly effective, convenient to administer and compatible with the medications patients are already taking every day."
BEM/RZR was administered as an 8-week regimen to patients without cirrhosis compared with the 12-week regimen of SOF/VEL, highlighting the potential of BEM/RZR to deliver robust antiviral efficacy with a shorter treatment duration. In the US, approximately 80-90% of people living with HCV do not have cirrhosis. Together with its potential advantages of a shorter treatment duration for most patients, low risk of drug-drug interactions and no food effect, the results from C-BEYOND further reinforce BEM/RZR’s potential as a differentiated, best-in-class treatment option for people with HCV.
Chronic HCV infection remains an ongoing public health crisis. If left untreated, HCV can progress to cirrhosis, end-stage liver disease and liver cancer, and it remains one of the leading causes of liver cancer in the US, Europe and Japan. Approximately 50 million people worldwide are living with HCV, including up to 4 million people in the US, while new diagnoses continue to outpace annual cures. Additionally, many people living with HCV are also managing other chronic conditions, and roughly 80% take multiple concomitant medications for common comorbidities such as heartburn, heart arrhythmia, high blood pressure and gastroesophageal reflux disease (GERD), which may increase the potential for drug-drug interactions with currently approved therapies.
In C-BEYOND, BEM/RZR demonstrated robust SVR rates across HCV genotypes that predominate in North America. C-FORWARD, which is being conducted outside North America, includes a broader range of HCV genotypes and is expected to provide additional efficacy data in genotypes more frequently found outside the US and Canada. In C-BEYOND, BEM/RZR was generally safe and well tolerated with no drug-related serious adverse events or drug related early treatment discontinuations. Safety was comparable between treatment arms.
“We are grateful to the patients and clinicians who participated in the C-BEYOND study, whose engagement and support made this important progress possible in the first-ever successful head-to-head trial in a global Phase 3 HCV program,” said Janet Hammond, MD, PhD, Chief Development Officer of Atea Pharmaceuticals. “These strong results underscore the promise of BEM/RZR for the treatment of patients infected with HCV. Looking ahead, we believe C-FORWARD will provide important additional insight into the regimen’s efficacy across HCV genotypes which are less common in the US and Canada, and further our goal of bringing a simplified, effective HCV treatment option to patients worldwide.”
C-BEYOND was conducted at approximately 120 sites in the US and Canada. C-FORWARD, which is fully enrolled with more than 880 patients, is being conducted at approximately 120 sites in 17 countries outside North America and is on track to report topline results in early 2027. Atea plans to present the detailed results of its global Phase 3 program in HCV at future medical conferences and submit to peer-reviewed medical journals for publication.
About the C-BEYOND and C-FORWARD Phase 3 Trials in Adults with Chronic HCV
The global Phase 3 program is evaluating the fixed-dose combination (FDC) of BEM/RZR for the treatment of chronic HCV in patients with and without compensated cirrhosis. The program consists of two open-label controlled trials: C-BEYOND in North America and C-FORWARD outside North America. C-BEYOND (NCT06868264) enrolled 905 (mITT population) treatment-naïve patients, while C-FORWARD (NCT07037277) has enrolled more than 880 treatment-naïve patients. The trials compare the FDC regimen of BEM, a nucleotide analog polymerase inhibitor, and RZR, an NS5A inhibitor, to the FDC regimen of SOF/VEL. The regimen of BEM/RZR is administered orally once daily for eight weeks (in patients without cirrhosis) or 12 weeks (in patients with compensated cirrhosis), while the regimen of SOF/VEL is administered orally once daily for 12 weeks to all patients, with or without compensated cirrhosis.
The primary endpoint for each trial is HCV RNA below the lower limit of quantitation (LLOQ) at 24 weeks from the start of treatment and encompasses sustained virologic response 12 weeks post-treatment (SVR12) in each arm. SVR12 is the accepted definition of cure for HCV. Measurement at 24 weeks from the start of treatment is to ensure the primary endpoint measurement occurs at the same relative timepoint from the start of treatment in all patients. The primary endpoint was assessed in the mITT population in C-BEYOND, which is comprised of all patients who received at least one dose of the regimen and includes patients who discontinued early, were not compliant or were lost to follow-up. The mITT analysis is the agreed upon primary endpoint with the United States Food and Drug Administration (FDA).
About Bemnifosbuvir and Ruzasvir for Hepatitis C Virus (HCV)
BEM has been shown in in vitro studies to be approximately 10-fold more active than SOF against a panel of laboratory strains and clinical isolates of HCV GT 1–5. In vitro studies have also demonstrated BEM remained fully active against SOF resistance-associated substitutions (S282T), with up to 58-fold more potency than SOF. The pharmacokinetic (PK) profile of BEM supports once-daily dosing for the treatment of HCV. BEM has been shown to have a low risk for drug-drug interactions. BEM has been administered to over 3,200 subjects and has been well-tolerated at doses up to 550 mg for durations up to 12 weeks in healthy subjects and patients.
RZR has demonstrated highly potent and pan-genotypic antiviral activity in preclinical (picomolar range) and clinical studies. RZR has been administered to over 3,100 HCV-infected patients at daily doses of up to 180 mg for 12 weeks and has demonstrated a favorable safety profile. The PK profile of RZR supports once-daily dosing.
About HCV
HCV is a blood-borne, single-stranded (ss) RNA virus that primarily infects liver cells. HCV is a leading cause of chronic liver disease and liver transplants and can be spread through blood transfusion, hemodialysis and needle sticks, with approximately 240,000 deaths occurring each year. Despite the availability of direct-acting antivirals, HCV continues to be a significant global healthcare issue. An estimated 50 million people worldwide are chronically infected with HCV and there are approximately one million new infections each year. In the US, approximately four million people are estimated to have HCV with annual new infections outpacing treatment rates. HCV infections in the US predominate among patients between 20 and 49 years old, and it is estimated that approximately 80-90% of people living with HCV in the US do not have cirrhosis. Chronic HCV infection is the leading cause of liver cancer in the US, Europe and Japan.
About Atea Pharmaceuticals
Atea is a late-stage clinical biopharmaceutical company focused on discovering, developing and commercializing oral antiviral therapies to address the unmet medical needs of patients with serious viral infections. Leveraging Atea’s deep understanding of antiviral drug development, nucleos(t)ide chemistry, biology, biochemistry and virology, Atea has built a proprietary nucleos(t)ide prodrug platform to develop novel product candidates to treat single-stranded ribonucleic acid, or ssRNA, viruses, which are a prevalent cause of serious viral diseases. Atea plans to continue to build its pipeline of antiviral product candidates by augmenting its nucleos(t)ide platform with other classes of antivirals that may be used in combination with its nucleos(t)ide product candidates. Atea’s Phase 3 program is evaluating the FDC regimen of BEM, a nucleotide analog polymerase inhibitor, and RZR, an NS5A inhibitor, to treat HCV. Atea is also currently conducting a Phase 1 clinical study of AT-587, a nucleotide analog, for the treatment of HEV. For more information, please visit www.ateapharma.com
Forward-Looking Statements
This press release includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements in this press release include but are not limited to, statements regarding the potential best-in-class profile of the regimen of BEM/RZR for the treatment of HCV and anticipated milestone events including the timeline for readout of the C-FORWARD Phase 3 clinical trials results. When used herein, words including “potential,” “expected,” “should,” “anticipated,” “believe,” “will,” “plans,” and similar expressions are intended to identify forward-looking statements. In addition, any statements or information that refer to expectations, beliefs, plans, projections, objectives, performance or other characterizations of future events or circumstances, including any underlying assumptions, are forward-looking. All forward-looking statements are based upon Atea’s current expectations and various assumptions. Atea believes there is a reasonable basis for its expectations and beliefs, but they are inherently uncertain. Atea may not realize its expectations, and its beliefs may not prove correct. Actual results could differ materially from those described or implied by such forward-looking statements as a result of various important factors, including, without limitation, uncertainties inherent in the drug development process and the regulatory submission or approval process, unexpected or unfavorable safety or efficacy data or results observed during clinical trials or in data readouts; delays in or disruptions to clinical trials or our business; our reliance on third parties over which we may not always have full control; our ability to manufacture sufficient commercial product; competition from approved treatments for HCV; dependence on the success of Atea’s most advanced product candidates, in particular the BEM/RZR regimen for the treatment of HCV; as well as the other important factors discussed under the caption “Risk Factors” in Atea’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2026 as such factors may be updated from time to time in its other filings with the SEC, which are accessible on the SEC’s website at www.sec.gov. These and other important factors could cause actual results to differ materially from those indicated by the forward-looking statements made in this press release. Any such forward-looking statements represent management’s estimates as of the date of this press release. While Atea may elect to update such forward-looking statements at some point in the future, except as required by law, it disclaims any obligation to do so, even if subsequent events cause our views to change. These forward-looking statements should not be relied upon as representing Atea’s views as of any date subsequent to the date of this press release.
Contacts
Jonae Barnes
SVP, Investor Relations and Corporate Communications
617-818-2985
barnes.jonae@ateapharma.com
Joyce Allaire
LifeSci Advisors
jallaire@lifesciadvisors.com

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