Arctic Vision

Executive Summary

Arctic Vision is a clinical-stage ophthalmic biotechnology company headquartered in Shanghai, China, focused on developing and commercializing innovative therapies for eye diseases. The company employs an in-licensing strategy to build a diverse pipeline targeting high-unmet-need conditions such as dry eye disease, glaucoma, and retinal disorders. With a robust portfolio of novel drug candidates, Arctic Vision aims to address significant gaps in the ophthalmic treatment landscape, particularly in the rapidly growing Asian market. The company's lead programs are advancing through Phase 2 clinical trials, and it has established strategic partnerships to accelerate development and eventual commercialization. Arctic Vision's focus on ophthalmology, a specialty with strong demand for new therapies, positions it well to capture value in a market expected to exceed $30 billion by 2027. Arctic Vision's clinical-stage pipeline includes candidates for dry eye disease, glaucoma, and retinal disorders, each addressing substantial patient populations with limited treatment options. The company's lead candidate, AV-101, is a novel topical treatment for dry eye disease currently in Phase 2 trials, with top-line data expected in the coming quarters. Additionally, Arctic Vision is developing a gene therapy for inherited retinal diseases and a sustained-release implant for glaucoma. The company's strong intellectual property portfolio and experienced management team enhance its probability of success. With a focus on both in-licensing and internal discovery, Arctic Vision is poised to become a leader in ophthalmic therapeutics in China and beyond.

Upcoming Catalysts (preview)

• Q3 2026Phase 2 top-line data for AV-101 in dry eye disease65% success
• Q1 2027IND filing for glaucoma sustained-release implant80% success
• Q4 2026Initiation of Phase 1/2 trial for retinal gene therapy candidate70% success