Verdiva Bio：前Aiolos团队为口服GLP-1融资4.11亿美元

做的是什么生意

Operating as a clinical-stage biopharmaceutical company for obesity and cardiometabolic diseases: the pipeline comes from China's Sciwind, covering next-generation oral/injectable weight-loss drugs and including a potential first-in-class once-weekly oral GLP-1.

启动资金：$411M Series A (oversubscribed, co-led by Forbion and General Atlantic)

起因

Formed in 2024: the company obtained global development and commercialization rights outside Greater China and Korea from Sciwind Biosciences, with a pipeline including a phase-2-ready once-weekly oral GLP-1; officially launched on 2025-01-09 and simultaneously announced an oversubscribed $411M Series A co-led by Forbion and General Atlantic, with participation from RA Capital, OrbiMed, Logos Capital, Lilly Asia Ventures, and LYFE Capital. Founder Khurem Farooq previously served as CEO of Aiolos Bio (a year earlier the company was sold to GSK for about $1 billion), the core team is largely composed of former Aiolos colleagues, and the Chairman is Mark Pruzanski.

经过

In 2026, the randomized, double-blind, placebo-controlled phase 2b EVOLVE-2 study of VRB-101 (oral formulation of ecnoglutide) completed enrollment: more than 200 subjects, 22 U.S. sites, 5 active arms plus a placebo arm, once-weekly oral administration for 20 weeks, with the primary endpoint being mean percent change in body weight from baseline; topline data are expected at the end of 2026, and if positive, phase 3 will start in 2027. The pipeline also includes VRB-103 (once-weekly oral amylin, which can be used in combination with VRB-101) and long-acting subcutaneous amylin.

结果

In progress: as of 2026-09-01, EVOLVE-2 has completed enrollment and is awaiting topline data; the company is still advancing the oral GLP-1 and amylin pipelines and has not disclosed new financing.

可借鉴之处

许可成熟分子并改善给药方式可以颠覆市场；先行者无需发明靶点。