Ventyx Provides Clinical and Corporate Updates
Rhea-AI Summary
Ventyx (Nasdaq: VTYX) added two senior advisors and updated its Phase 2 program for VTX2735 in recurrent pericarditis. The company named Mark McKenna as strategic advisor and Peter Libby, MD as clinical advisor.
Ventyx revised topline timing: the interim analysis of the ongoing Phase 2 RP trial will be presented at an R&D Day in Q1 2026. The trial will expand into Canada, EU and the UK, switch to a once-daily (QD) formulation starting in December, and extend QD cohorts through 24 weeks. Health Canada approval to activate sites by end of December has been received and CTA filings in EU/UK have been initiated.
Positive
- Health Canada approval obtained to activate sites by end of December
- Phase 2 RP study expanding into Canada, EU and UK
- Switch to QD dosing with extension of QD cohorts to 24 weeks
- Interim analysis now scheduled for presentation at R&D Day Q1 2026
Negative
- Topline interim timing revised to Q1 2026 (modest delay from prior guidance)
News Market Reaction
On the day this news was published, VTYX declined 15.35%, reflecting a significant negative market reaction. Argus tracked a trough of -5.5% from its starting point during tracking. Our momentum scanner triggered 7 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $121M from the company's valuation, bringing the market cap to $669M at that time. Trading volume was elevated at 2.2x the daily average, suggesting increased selling activity.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Peers showed mixed moves: AARD +8.4%, MIST +12.17%, NVCT +2.57%, while CRBU -1.06% and SGMO -4.35%, suggesting stock-specific drivers for VTYX.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 02 | Clinical/corporate update | Negative | -15.3% | Revised VTX2735 Phase 2 timing and design, with geographic expansion. |
| Dec 01 | Conference participation | Neutral | -6.2% | Announcement of Piper Sandler healthcare conference fireside chat. |
| Nov 17 | Conference participation | Neutral | +2.7% | Jefferies Global Healthcare Conference fireside chat disclosure. |
| Nov 06 | Earnings and pipeline | Positive | +2.9% | Q3 2025 results plus positive VTX3232 clinical and biomarker data. |
| Oct 22 | Clinical trial data | Positive | +2.7% | Positive Phase 2 topline data for VTX3232 in high-risk participants. |
Recent data show positive clinical and earnings updates (VTX3232 Phase 2, Q3 2025 results) coinciding with modest gains, while the current clinical/corporate update on VTX2735 previously saw a sharp -15.35% move, indicating sensitivity to changes in development timelines.
Over the last few months, Ventyx reported multiple NLRP3-related milestones. On Oct 22, 2025, positive Phase 2 topline data for VTX3232 in obesity and cardiovascular risk factors coincided with a 2.66% gain. Q3 2025 results on Nov 6 highlighted positive VTX3232 data and cash of $192.6M, with shares up 2.89%. Conference participation in November and early December produced mixed reactions. The same-day clinical and corporate update on VTX2735 and trial timing shift saw a -15.35% reaction, underscoring timeline sensitivity.
Market Pulse Summary
The stock dropped -15.3% in the session following this news. A negative reaction despite the broader development update would fit the prior -15.35% move that followed this same VTX2735 timing revision. Historical data show that conference appearances produced mixed reactions, while strong clinical and earnings updates for VTX3232 aligned with moderate gains. This pattern underscores how timeline adjustments around VTX2735 have weighed more heavily on sentiment than other corporate events, raising the risk that further delays could prolong pressure.
Key Terms
recurrent pericarditis medical
numerical rating scale (nrs) medical
high sensitivity c-reactive protein (hscrp) medical
pharmacokinetic medical
pharmacodynamic medical
open-label medical
AI-generated analysis. Not financial advice.
- Strengthening our Advisory Board with addition of Mark McKenna as Strategic Advisor and Peter Libby, MD as a Clinical Advisor
- Expanding the Phase 2 recurrent pericarditis study into Canada, EU and the UK to evaluate QD dose ranging in preparation for the global Phase 3 development plan
- Interim analysis for the ongoing Phase 2 recurrent pericarditis study to now be presented as part of Ventyx’s R&D Day planned for Q1 2026
SAN DIEGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Ventyx Biosciences, Inc. (Nasdaq: VTYX) (“Ventyx”, “Company”), a clinical-stage biopharmaceutical company focused on developing innovative oral therapies for patients with inflammation-mediated cardiovascular and neurodegenerative diseases, today announced that the Company added two leading experts to their advisory board and provided an update to its ongoing Phase 2 study of VTX2735 in patients with recurrent pericarditis (“RP”).
“We are fortunate to attract such an outstanding group of scientists, clinicians and strategic advisors to work with us. Mr. McKenna and Dr. Libby’s expertise will be invaluable as we continue to evaluate clinical and strategic options for our oral NLRP3 portfolio,” said Raju Mohan, PhD, Chief Executive Officer. “They will advise us on key decisions with respect to VTX3232, our CNS-penetrant NLRP3 inhibitor, that generated two positive Phase 2 data sets earlier this year, and VTX2735, our peripherally restricted NLRP3 inhibitor, that is in an ongoing Phase 2 study in patients with recurrent pericarditis.”
“We are also revising our guidance for topline data release from the interim analysis of the Phase 2 RP trial to Q1 2026. While the timing represents a modest shift from our prior guidance it also provides us with an opportunity to introduce dose-ranging studies with our new once-daily or QD formulation in the current Phase 2 study while also expanding into Canada, EU and the UK, a strategy we feel will accelerate Phase 3 timelines,” added Dr. Mohan. “We plan to host a R&D Day in Q1 2026 where, in addition to the interim Phase 2 RP data, we will also highlight the pharmacokinetic and pharmacodynamic characteristics of the QD formulation as well as provide an update on our discovery portfolio.”
Ventyx adds Strategic Advisor and Expands Clinical Advisory Board
Mark McKenna, MBA, Strategic Advisor. Mr. McKenna is the founder, Chairman and Chief Executive Officer of Mirador Therapeutics, a precision medicine company focused on immunology and inflammation. Mark previously served as Chairman, President and Chief Executive Officer of Prometheus Biosciences from 2019-2023. Prometheus created the first precision therapeutics for immune-mediated diseases. It was acquired by Merck for
Peter Libby, MD, Clinical Advisor. Dr. Libby is a cardiovascular specialist at Mass General Brigham Heart & Vascular Institute and immediate past president of the International Atherosclerosis Society. His area of clinical expertise includes general and preventive cardiology. His research is focused on the role of inflammation in vascular diseases, such as atherosclerosis. Dr. Libby instigated and helped lead the Canakinumab Anti-Inflammatory Thrombosis Outcomes Trial (CANTOS) that provided clinical validation of the role of inflammation in atherosclerosis.
Ongoing Phase 2 Study of VTX2735 in Patients with Recurrent Pericarditis
Recurrent pericarditis is condition in which the pericardium, a double‑layered sac that surrounds and protects the heart, is inflamed and subsequent flaring leads to severe pain and heart complications. The NLRP3 inflammasome is believed to be a major instigator of the aberrant immune response in the pericardium of RP patients. By targeting NLRP3, VTX2735 has the potential to treat patients experiencing an active flare and prevent future recurrences, streamlining the treatment for patients with recurrent pericarditis.
VTX2735 is being evaluated in an ongoing, multicenter, open-label Phase 2 study in patients with severe recurrent pericarditis (NCT06836232). The study is currently evaluating a 150 mg BID dosing regimen with the primary endpoint of the study measured at week 6, with eligible patients who meet the criteria for continuation, evaluated up to 13 weeks during the extension period. Key endpoints include safety, change in the numerical rating scale (NRS) pain score, and change in high sensitivity C-reactive protein (hsCRP).
Additionally, the Company has received Health Canada regulatory approval to activate clinical sites by end of December and has initiated the CTA filing process in the EU and the UK. We will switch to a QD dose starting in December with the primary endpoint for the QD cohorts still assessed at week 6 but the extension period will now extend through 24 weeks. We plan to present the topline data at our R&D Day planned for Q1 2026.
About Ventyx Biosciences
Ventyx Biosciences is a clinical-stage biopharmaceutical company developing innovative oral therapies for patients with inflammation-meditated cardiovascular and neurodegenerative diseases. Our expertise in medicinal chemistry, structural biology, and immunology enables the discovery of differentiated oral small molecule therapeutics for conditions with high unmet medical need, and our extensive experience in clinical development allows the rapid progression of these drug candidates through clinical trials.
Our portfolio of NLRP3 inhibitors includes VTX2735, a peripherally restricted NLRP3 inhibitor in Phase 2 development for recurrent pericarditis, and VTX3232, a CNS-penetrant NLRP3 inhibitor that recently completed a Phase 2 study in participants with obesity and cardiovascular risk factors and a Phase 2a study in Parkinson’s disease. Our inflammatory bowel disease portfolio includes two Phase 2 compounds: tamuzimod (VTX002), a S1P1R modulator and VTX958, a TYK2 inhibitor.
For more information on Ventyx, please visit our website at https://ventyxbio.com.
Forward Looking Statements
Ventyx cautions you that statements contained in this press release regarding matters that are not historical facts are forward-looking statements. These statements are based on Ventyx’s current beliefs and expectations. Such forward-looking statements include, but are not limited to, statements regarding: the timeline or scope of study expansion into any of Canada, the EU or the UK, the timing of reporting data from the Phase 2 trial in recurrent pericarditis in Q1 2026; the scope or nature of advice to be provided by Mr. McKenna and Dr. Libby; the scope, type or timing for introducing dose-ranging studies of VTX2735; the change in strategy of international expansion and conducting other studies will expedite the Phase 3 process; and the timing of, or content to be presented at, an R&D Day hosted by the Company.
The inclusion of forward-looking statements should not be regarded as a representation by Ventyx that any of its plans will be achieved. Actual results may differ from those set forth in this press release due to the risks and uncertainties inherent in Ventyx’s business, including, without limitation: potential delays in the commencement, enrollment and completion of clinical trials; Ventyx’s dependence on third parties in connection with product manufacturing, research and preclinical and clinical testing; disruptions in the supply chain, including raw materials needed for manufacturing and animals used in research, delays in site activations and enrollment of clinical trials; the results of preclinical studies and clinical trials; early clinical trials not necessarily being predictive of future results; interim results not necessarily being predictive of final results; the potential of one or more outcomes to materially change as a trial continues and more patient data become available and following more comprehensive audit and verification procedures; regulatory developments in the United States and foreign countries; economic uncertainty in global markets caused by, among other things, geopolitical conditions, tariffs, military conflicts, and inflation volatility; unexpected adverse side effects or inadequate efficacy of Ventyx’s product candidates that may limit their development, regulatory approval and/or commercialization, or may result in recalls or product liability claims; Ventyx’s ability to obtain and maintain intellectual property protection for its product candidates; the use of capital resources by Ventyx sooner than expected; and other risks described in Ventyx’s prior press releases and Ventyx’s filings with the Securities and Exchange Commission (SEC), including in Part II, Item 1A (Risk Factors) of Ventyx’s Quarterly Report on Form 10-Q for the quarter ended September 30, 2025, filed on November 6, 2025, and Ventyx’s subsequent filings with the SEC.
You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof, and Ventyx undertakes no obligation to update such statements to reflect events that occur or circumstances that exist after the date hereof. All forward-looking statements are qualified in their entirety by this cautionary statement, which is made under the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.
Investor Relations Contact:
Alex Schwartz
Vice President, Investor Relations and FP&A
Ventyx Biosciences, Inc.
IR@ventyxbio.com
FAQ
What did Ventyx (VTYX) announce about its Phase 2 recurrent pericarditis study on December 2, 2025?
When will Ventyx present interim topline data from the VTX2735 Phase 2 recurrent pericarditis trial (VTYX)?
How will the VTX2735 dosing change affect the Phase 2 recurrent pericarditis trial (VTYX)?
Did Ventyx (VTYX) receive regulatory approval to run sites in Canada for the Phase 2 RP study?
Who joined Ventyx’s advisory board in the December 2, 2025 update (VTYX)?
Will the EU and UK be included in Ventyx’s Phase 2 recurrent pericarditis expansion (VTYX)?
