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北京时间·🕒 发布 22:31:00·⟳ 抓取 22:33:14·⚡ 决策 08-28 22:44:44 +11m30s·60.1 天前

CRISPR Therapeutics公布CTX310一期1a一年随访,显示ANGPTL3、TG和LDL持续下降

事件方向为正面,但新增信息主要是已披露一期数据的一年随访确认,样本小、仍处早期、无近期收入量级,且同类心血管基因编辑先例对安全性和见光死非常敏感,短线做多CRSP的预期差不足。

📄 原文GlobeNewswire All Public Companies↗ 原文
-Data presented in a late-breaking presentation at the European Society of Cardiology (ESC) Congress 2026- -Phase 1a cl…
不做 CRISPR Therapeutics AG(CRSP.US)
不做多:本次是同一CTX310一期项目的一年耐久性确认,核心疗效已在2025年披露,仍为15人早期数据且无法量化近期收入增量;不做空:事件本身为正面临床进展,不是明确强空催化。
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

结论摘要

CRSP公布CTX310一年耐久性数据,利好项目继续推进;但2025年NEJM和公司稿已披露同一一期项目的核心ANGPTL3/TG/LDL下降与安全性,本次增量是随访更久且无新增治疗相关安全事件。对约58亿美元市值公司而言,该资产仍处Phase 1b前后、无可量化近期收入,难以支撑盘中追多。

🔎 新鲜度:最早出现 2026-08-28 · 扩散 low · price-in 风险 medium ↗ ↗ ↗

消息传播链

  1. 2026-08-28 10:31 ET首发GlobeNewswire/CRISPR Therapeutics AG一手源原文 ↗
    公司通过GlobeNewswire发布ESC 2026一期1a一年随访数据,属于本次具体催化首个可见公司稿。
  2. 2026-08-28官方确认/否认CRISPR Therapeutics AG一手源原文 ↗
    公司稿称数据在ESC late-breaking session展示,并同步在NEJM发表耐久性文章。
  3. 2025-11-08其它CRISPR Therapeutics AG/NEJM原文 ↗
    同一项目的一期核心疗效和安全性初始数据已在2025年公布,本节点是背景而非本次首发。

关键理由

  • CTX310一年随访维持ANGPTL3、TG和LDL下降,支持项目继续推进。
  • 安全性口径没有新增治疗相关严重事件,有助于缓解部分in vivo编辑长期风险。

主要风险

  • 核心疗效和安全性早在2025年一期数据中已披露,本次更像耐久性确认而非新适应症或关键注册节点。
  • 15人开放标签一期1a样本无法量化商业化增量;现有产品销售/公司收入基数与CTX310近期新增可触达量之间没有可落地收入桥,短期对收入、利润和市值占比无法可靠量化。

反向证据

  • 做多前查反向 · 来源 web · 日期 2025-11-08 · 影响 weakens
    同一项目的核心一期疗效和安全性数据已在2025年披露,本次新增主要是随访时长和无新增安全事件。
    检索:CTX310 2025 Phase 1 data already published NEJM ANGPTL3 CRSP 原文 ↗
  • 做多前查反向 · 来源 web · 日期 2023-11-16 · 影响 weakens
    同类心血管基因编辑一期数据曾因安全担忧导致股价短线下跌,说明疗效亮眼不足以自动支撑追多。
    检索:Verve Therapeutics VERVE-101 phase 1 stock fell safety concerns 原文 ↗
  • 做多前查反向 · 来源 web · 日期 2026-08-27 · 影响 weakens
    公开行情页显示CRSP近一个月已上涨约27%,8月19日单日曾大涨约12.9%,存在事件前拥挤或板块预期已抬升风险。
    检索:CRSP stock recent price history August 2026 原文 ↗

先例如何影响了这次决策

对本次决策的影响:先例把本次从可追多的技术突破降级为正面但预期差不足的耐久性确认,因此不下ENTER。

方向:方向上支持早期in vivo编辑数据为正面科学信号,但只有首次人体概念验证才容易产生强平台重估。

涨幅量级:唯一高相似样本是CRSP同项目2025年首次数据,本次只是延长随访,不能用NTLA首创性大涨校准幅度。

形态:VERV案例提示心血管基因编辑市场会放大安全性和小样本担忧,存在见光死或高开低走风险。

历史先例(按相似度)

  • 相似度 8/10 CRSP 2025-11-08 CRSP在AHA 2025公布CTX310一期数据,最高剂量ANGPTL3、TG、LDL均大幅下降,并同步NEJM初始论文。 原文 ↗
    事件后 +1日 -1.0% · +2日 +0.2% · +3日 -5.3% · +4日 -7.3% · +5日 -4.7%
    ⚠相位不对齐(closed!=target_open) — 该行涨幅别用来定止盈止损
    相似度依据:同一公司同一项目的一期CTX310数据首次公布,是本次一年随访的直接前置事件。
    经验:真正的核心疗效披露发生在2025年,本次2026更新主要验证耐久性,预期差应显著低于首次读出。
  • 相似度 7/10 VERV 2023-11-12 VERVE-101一期1b显示LDL-C和PCSK9下降,但市场聚焦潜在安全问题,报道称股价大跌约40%。 原文 ↗
    VERV在2023-11-13后短线反应
    相似度依据:同为心血管脂质靶点的一期in vivo基因编辑人体数据,但VERVE-101是首次人体base editing概念验证且伴随安全担忧,本次CTX310是后续耐久性更新。
    经验:早期脂质基因编辑数据即使疗效亮眼,安全性和样本小也可能导致股价先跌。
  • 相似度 6/10 NTLA 2021-06-26 Intellia与Regeneron公布NTLA-2001一期数据,TTR平均下降87%,媒体报道NTLA次一交易日大涨逾50%。 原文 ↗
    事件后 +1日 +50.2% · +2日 +70.7% · +3日 +82.3% · +4日 +93.2% · +5日 +84.3%
    相似度依据:同为in vivo CRISPR人体一期数据并同步NEJM,但NTLA-2001是人类首次系统性CRISPR体内编辑临床证据,稀缺性远高于本次CTX310耐久性延伸。
    经验:真正首个、预期差极大的in vivo人体概念验证可显著重估平台价值。
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原文全文

展开原文 · 11,488 字
-Data presented in a late-breaking presentation at the European Society of Cardiology (ESC) Congress 2026-
-Phase 1a clinical data for CTX310
®
continued to demonstrate robust, dose-dependent reductions in circulating ANGPTL3 with a mean reduction from baseline of 79% (maximum 89%), a mean reduction in triglycerides (TG) of 48% (maximum 78%), and a mean reduction of low-density lipoprotein (LDL) of 53% (maximum 84%) at the highest dose-
-CTX310 was well tolerated with no treatment-related serious adverse events, no ≥Grade 3 changes in liver transaminases, and no additional treatment-related adverse events since the previous update-
-Findings simultaneously published in
The New England Journal of Medicine
entitled “Durability of CRISPR-Cas9 Gene Editing Targeting ANGPTL3 with CTX310”-
ZUG, Switzerland and BOSTON, Aug. 28, 2026 (GLOBE NEWSWIRE) -- CRISPR Therapeutics (Nasdaq: CRSP) today presented durability data from its Phase 1a clinical trial evaluating CTX310
®
, an investigational,
in vivo
CRISPR/Cas9 gene editing therapy targeting ANGPTL3. A single-course treatment with CTX310 produced deep and durable reductions in circulating ANGPTL3, triglycerides (TG), and low-density lipoprotein (LDL) that were sustained through one year of follow-up. At the highest dose, mean reductions from baseline were 79% (maximum 89%) for ANGPTL3, 48% (maximum 78%) for TG, and 53% (maximum 84%) for LDL. These extended follow-up data demonstrate the durability of CTX310's effect and support its potential to deliver long-lasting lipid lowering after a single intravenous (IV) infusion.
These data were presented today during a late breaking session at the European Society of Cardiology (ESC) Congress 2026 and extend the Phase 1 results previously presented. The data were also published today in
The New England Journal of Medicine (NEJM)
in a peer reviewed article entitled "Durability of CRISPR-Cas9 Gene Editing Targeting ANGPTL3 with CTX310." CRISPR Therapeutics is advancing CTX310 in a Phase 1b clinical trial, with U.S. and ex-U.S. trials ongoing, and expects to provide an additional update on the CTX310 program in the second half of 2026.
"These durability data mark an important next step for the CTX310 program and for the field of
in vivo
gene editing," said Naimish Patel, M.D., Chief Medical Officer, CRISPR Therapeutics. "Evidence that a single dose can produce lasting lipid lowering is central to our goal of developing one-time treatments for cardiometabolic diseases. These results provide strong support for continued advancement of CTX310 and our broader cardiovascular gene editing portfolio, and we look forward to sharing new data from the severe hypertriglyceridemia cohort of the CTX310 Phase 1b trial in the second half of this year."
"For patients at high cardiovascular risk, the biggest challenge is often not starting therapy but staying on it, since daily medications require lifelong adherence that many patients are unable to maintain," said Luke Laffin, M.D., principal investigator and Medical Director of the Cleveland Clinic Coordinating Center for Clinical Research. "A single infusion producing durable reductions at one-year is an encouraging signal that a one-time approach could help close that adherence gap."
"What is compelling about this update is that the reductions in ANGPTL3, triglycerides, and LDL from a single infusion have persisted out to one-year, suggesting a sustained biological effect," said Steven E. Nissen, M.D., senior author of the study and Chief Academic Officer at the Cleveland Clinic Heart, Vascular and Thoracic Institute. "A one-time treatment with this degree of durability could represent a meaningful advance in how we manage lifelong lipid disorders."
Phase 1a Clinical Trial Design
The Phase 1a portion of the study was an open label, dose-escalation trial evaluating single-course IV doses of CTX310 ranging from 0.1 to 0.8 mg/kg (lean body weight) targeting
ANGPTL3
in four patient groups: homozygous familial hypercholesterolemia (HoFH), severe hypertriglyceridemia (sHTG), heterozygous familial hypercholesterolemia (HeFH), or mixed dyslipidemias (elevated TG and LDL). Eligible participants had uncontrolled TG levels >150 mg/dL and/or LDL cholesterol >100 mg/dL (or >70 mg/dL for those with established ASCVD) despite background standard of care per local guidelines.
The majority of participants were receiving statins and/or ezetimibe, while 40% were taking PCSK9 inhibitors. The trial was designed to evaluate safety and tolerability as primary endpoints, with changes in circulating ANGPTL3 protein, TG, and LDL as secondary endpoints.
Safety and Tolerability
Single-course ascending doses of CTX310 were administered to 15 participants across sequential cohorts, and all participants completed at least one-year of follow-up as of the data cutoff. CTX310 was generally well tolerated, and no dose-limiting toxicities or serious adverse events related to treatment. Adverse events were generally mild to moderate.
As previously reported in Laffin et al. (2025), one participant experienced an allergic reaction that resolved the following day with supportive care. Infusion-related reactions occurred in three participants (two at 0.6 mg/kg and one at 0.8 mg/kg dose), all Grade 2. All events resolved, and all participants completed their infusions. Beyond the transient aminotransferases elevation previously reported in one participant shortly after treatment, there were no liver function test elevations throughout the remainder of the trial.
The safety events described above were previously reported in Laffin et al. (New England Journal of Medicine, 2025) and reflect the initial treatment period of the Phase 1a clinical trial. No new treatment-related safety events were observed during extended follow-up.
Efficacy Highlights
These new results build upon previously disclosed clinical data from 15 participants across four sequential cohorts, corresponding to lean body weight-based doses of DL1 [0.1 mg/kg], DL2 [0.3 mg/kg], DL3 [0.6 mg/kg], DL3.5 [0.7 mg/kg] and DL4 [0.8 mg/kg]. All participants had at least one-year of follow-up.
Dose dependent reductions in circulating ANGPTL3 protein were sustained through one-year following CTX310 infusion.
Among participants treated at 0.8 mg/kg, ANGPTL3 reductions of up to 89% were observed, with a mean reduction of 79% at one-year following CTX310 infusion.
Next Steps
The Phase 1b portion of the trial examines a fixed flat dose regimen of CTX310 equivalent to the most efficacious dose in Phase 1a (0.8mg/kg). CRISPR Therapeutics continues to anticipate sharing an update from the CTX310 Phase 1b clinical trial in the second half of 2026, focused on severe hypertriglyceridemia patients.
About
In Vivo
Liver Editing Programs
CRISPR Therapeutics has established a proprietary lipid nanoparticle (LNP) delivery platform to enable gene editing in the liver using both CRISPR/Cas9 and its novel, proprietary SyNTase™ editing technology. The Company's
in vivo
portfolio includes three cardiovascular programs: CTX310, targeting angiopoietin-related protein 3 (ANGPTL3), in development for heterozygous and homozygous familial hypercholesterolemia, mixed dyslipidemias, and severe hypertriglyceridemia; CTX340™, targeting angiotensinogen (AGT), in development for refractory hypertension; and CTX321™, targeting LPA, in development for patients with elevated lipoprotein(a) [Lp(a)]. In addition, the Company's disclosed development candidates also include CTX460™, targeting SERPINA1 using SyNTase editing, for the treatment of alpha-1 antitrypsin deficiency (AATD).
About CRISPR Therapeutics
CRISPR Therapeutics is a leading biopharmaceutical company focused on developing transformative gene-based medicines for serious human diseases. Founded over a decade ago as an early pioneer in CRISPR/Cas9 gene editing, the Company has evolved from a pioneering research-stage organization into an industry leader, marking a historic milestone with the approval of CASGEVY
®
(exagamglogene autotemcel [exa-cel]), the world’s first CRISPR-based therapy, for eligible patients with sickle cell disease and transfusion-dependent beta thalassemia. Today, CRISPR Therapeutics is advancing a broad, diversified pipeline spanning hemoglobinopathies, cardiovascular disease, autoimmune disease, oncology, regenerative medicine and rare diseases. The Company is also expanding its gene editing toolkit through SyNTase™ editing, its novel, proprietary platform designed to enable precise, efficient, and scalable gene correction. To accelerate its impact, CRISPR Therapeutics has established strategic collaborations with leading biopharmaceutical partners, including Vertex Pharmaceuticals. CRISPR Therapeutics AG is headquartered in Zug, Switzerland, with its wholly-owned U.S. subsidiary, CRISPR Therapeutics, Inc., and R&D operations based in Boston, Massachusetts and San Francisco, California. To learn more, visit
www.crisprtx.com
.
CRISPR THERAPEUTICS
®
standard character mark and design logo, CTX310
®
, CTX321™, CTX340™, CTX460™ and SyNTase™ are trademarks and registered trademarks of CRISPR Therapeutics AG. All other trademarks and registered trademarks are the property of their respective owners.
Reference
Laffin L, et al. Phase 1 Trial of CRISPR-Cas9 Gene Editing Targeting ANGPTL3. The New England Journal of Medicine. 2025.
CRISPR Special Note Regarding Forward-Looking Statements
Statements contained in this press release regarding matters that are not historical facts are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Because such statements are subject to risks and uncertainties, actual results may differ materially from those expressed or implied by such forward-looking statements. Such statements include, but are not limited to, statements regarding any or all of the following: (i) CRISPR Therapeutics preclinical studies, clinical trials and pipeline products and programs, including, without limitation, manufacturing capabilities, status of such studies and trials, potential expansion into new indications and expectations regarding data, safety and efficacy generally; (ii) data included in the above-described oral presentation and any associated abstracts or posters, data included in the above-described article in The New England Journal of Medicine, as well as the ability to use data from ongoing and planned clinical trials for the design and initiation of further clinical trials; and (iii) the therapeutic value, development, and commercial potential of gene editing technologies and therapies, including CRISPR/Cas9 and SyNTase, as well as other technologies. Risks that contribute to the uncertain nature of the forward-looking statements include, without limitation, the risks and uncertainties discussed under the heading “Risk Factors” in CRISPR Therapeutics most recent annual report on Form 10-K and in any other subsequent filings made by CRISPR Therapeutics with the U.S. Securities and Exchange Commission. Existing and prospective investors are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date they are made. We disclaim any obligation or undertaking to update or revise any forward-looking statements contained in this press release, other than to the extent required by law.
Investor Contact:
+1-617-307-7503
ir@crisprtx.com
Media Contact:
+1-617-315-4493
media@crisprtx.com

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