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US Biotechnology "*VIDEO* Ollin Bio at UBS Private Biotech Summit: Advan..."

发布日期: 2026-05-18研究机构: UBS Equities报告页数: 14原文语言: 英语证据页码: 1

研报英文原文证据摘录

US Biotechnology "*VIDEO* Ollin Bio at UBS Private Biotech Summit: Advan..."

Global Research

18 May 2026ab

US Biotechnology Equities

Americas*VIDEO* Ollin Bio at UBS Private Biotech

Summit: Advancing next-gen Vabysmo to Biotechnology

Phase III development MichaelAnalystYee

michael.yee@ubs.com

+1-305-536 9101

Figure 1: Watch the fireside chat with Ollin BiosciencesWatch Dina Elmonshed

Analyst

dina.elmonshed@ubs.com

+1-212-649 8276

Kyle Yang, CFA

Associate Analyst

kyle.yang@ubs.com

+1-212-713 1458

Matthew Hagood

matthew.hagood@ubs.com

+1-212-713 1107

Madeleine Lee

madeleine.lee@ubs.com

+1-212-713 1476

Anson Dang, PhD

anson.dang@ubs.com

+1-212-649 7544Source:UBS Research Roy Zawadzki, PhD

*CLICK HERE TO WATCH THE FIRESIDE CHAT* roy.zawadzki@ubs.com

+1-212-713 1139

We recently hosted Ollin Biosciences for a fireside chat with Co-founder and

CEO Jason Ehrlich, MD, PhD (previously CMO at KOD) at our UBS Private Biotech

Innovation Summit in NYC. Ollin Bio is advancing a next-gen more potent and smaller

format version of Roche's faricimab (VEGF x Ang2) into Phase III trials in DME and wet

AMD based on positive Phase IB data head-to-head against faricimab.

Lead candidate OLN324 is a second-gen anti-VEGF/Ang2 bispecific licensed from

Innovent that is designed to be optimized on 3 axes vs. first-gen VEGF/Ang2 Roche's

faricimab: (1) 30-60x more potent on Ang2, (2) smaller format (41 kDa vs. faricimab 149

kDa) for better diffusion into the subretinal space, and (3) higher molar dose vs faricimab

and aflibercept 2 or 8mg. Together, co believes these features will help OLN324 achieve

better anatomical outcomes vs. faricimab and comparable (or even better) outcomes on

vision due to a more potent molecule.

Co toplined positive Phase IB data in Jan - OLN324 was evaluated in 164 wet

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