BIOAGE LABS INC. O.N. Aktie

At the Cantor conference BioAge Labs announced it is shifting its strategy from cardiovascular indications toward retinal diseases and other peripheral applications after an external cardiovascular study design sent disappointing signals. Its lead program BGE-102, an oral NLRP3 inhibitor, showed strong brain penetration, significant biomarker reductions and a favorable safety profile, according to the company; the planned phase‑III study in ASCVD will be paused. BioAge is initiating a phase‑II trial in diabetic macular edema with BCVA as the target endpoint and expects efficacy data in the second half of 2025. The company reports roughly $380 million in cash, which it says will fund development well into 2029, and is simultaneously advancing an apelin‑agonist program toward an IND filing by the end of 2024. » More on de.investing.com

At the Citigroup Biopharma Summit, BioAge announced a realignment of its pipeline: the primary focus is now on eye diseases such as diabetic macular edema (Phase II with BGE-102 has started), as well as biomarker-driven indications and next‑generation target structures. The company continues to emphasize the potential of its NLRP3 inhibitor BGE-102 despite changed investor sentiment after the ZEUS failure, and expects DME data in the second half of 2026 and QUELL‑CV topline results by the end of 2025. BioAge reports cash and equivalents of $381 million (Q2 2025), financial runway through 2029, and remains on a growth path with its APJ program and partnerships. » More on de.investing.com

BioAge Labs shares fell 51.9% in premarket trading after Novo Nordisk’s IL‑6 inhibitor ziltivekimab showed no reduced risk of major cardiovascular events versus placebo in the phase‑3 ZEUS trial. The result calls into question the underlying assumption that blocking upstream inflammatory pathways confers cardiovascular benefit and directly weakens the prospects for BioAge’s oral NLRP3 inhibitor BGE‑102 in the ongoing phase‑2 QUELL‑CV study. Investors have markedly downgraded the likelihood of a positive outcome for BGE‑102 after a well‑funded, thematically related program failed. » More on de.investing.com