00:00:00.000 --> 00:00:02.799
Four new glaucoma developments from the last two weeks.
00:00:02.959 --> 00:00:05.200
Which one could matter most for patients?
00:00:05.440 --> 00:00:11.679
Between August 21 and September 4, 2026, four glaucoma developments attracted attention.
00:00:11.919 --> 00:00:20.960
G01, RHNGF V2 neuroprotective eye drops, acid sphingomyelinase, and ceramide metabolism as retinal ganglion cell targets.
00:00:21.280 --> 00:00:25.120
Optical coherence tomography and geography for earlier progression detection.
00:00:25.440 --> 00:00:32.960
NCX470, now called K911, approaching United States regulatory review, they are not equally important.
00:00:33.280 --> 00:00:43.119
One is already available as a diagnostic technology, one is close to possible approval, but appears to be an incremental pressure-lowering improvement.
00:00:43.359 --> 00:00:49.920
The other two could eventually change the biology of glaucoma, but both remain uncertain and relatively early.
00:00:50.240 --> 00:00:59.679
This assessment uses information available through through September, 2026, with the current regulatory status checked through September 11th, 2026.
00:01:00.399 --> 00:01:07.040
Important, the probabilities below are informed estimates, not clinical trial results or regulatory predictions.
00:01:07.280 --> 00:01:15.840
Changing care means becoming sufficiently useful that it changes routine glaucoma management within approximately the next 5 to 10 years.
00:01:16.640 --> 00:01:22.079
At a glance comparison for the full table, please open this article on VisualFieldTest.com.
00:01:22.319 --> 00:01:23.120
The short answer.
00:01:23.519 --> 00:01:26.799
Most likely to help patients in the next five to ten years.
00:01:27.120 --> 00:01:37.920
NCX470K911 is the most likely to produce a measurable patient benefit because it has already completed large phase 3 trials and has entered regulatory review.
00:01:38.239 --> 00:01:40.879
Most likely to improve glaucoma monitoring.
00:01:41.120 --> 00:01:46.159
Optical coherence tomography angiography is the most immediately useful development.
00:01:46.400 --> 00:01:55.840
It may identify progression roughly two years before visual field progression in some patients, although it is not perfect and does not directly treat glaucoma.
00:01:56.239 --> 00:02:06.719
Highest upside G01 RHEF V2 has the greatest potential upside because it aims to protect retinal ganglion cells independently of intraocular pressure.
00:02:06.879 --> 00:02:12.319
However, its current evidence is much weaker than the evidence supporting NCX470.
00:02:12.639 --> 00:02:14.800
Most interesting biological discovery.
00:02:14.960 --> 00:02:23.280
The acid sphingomyelinase ceramide pathway may reveal a new way to protect retinal ganglion cells, but it is still a target rather than a treatment.
00:02:23.599 --> 00:02:28.080
G01 RHNGFV2 Neuroprotective Eye Drops.
00:02:28.240 --> 00:02:29.439
What was reported?
00:02:29.759 --> 00:02:36.719
G01 is an investigational eyedrop being developed in China for optic nerve injury associated with open angle glaucoma.
00:02:37.039 --> 00:02:46.080
A phase two study was updated on August 24, 2026, after being first posted on August 20th, just outside the requested date range.
00:02:46.319 --> 00:02:53.919
The randomized double mask study plans to enroll approximately 90 patients with progressing primary open angle glaucoma.
00:02:54.319 --> 00:03:03.039
It compares G01 concentrations of 100 micrograms per milliliter and 200 micrograms per milliliter with placebo.
00:03:03.280 --> 00:03:16.639
The study's primary outcome is change in visual field mean deviation after approximately 24 weeks of treatment with additional structural, electrophysiological, pharmacokinetic, and immunogenicity measurements.
00:03:16.800 --> 00:03:19.680
Completion is estimated for late 2027.
00:03:19.840 --> 00:03:28.719
A separate phase 1 study in healthy volunteers is testing single and repeated doses of 100, 200, and 400 micrograms per milliliter.
00:03:28.960 --> 00:03:33.840
No public clinical efficacy results were available by September 4, 2026.
00:03:34.560 --> 00:03:37.280
What is RHNGF V2 supposed to do?
00:03:37.520 --> 00:03:42.800
Nerve growth factor is a neurotrophic protein involved in neuronal survival and repair.
00:03:43.039 --> 00:03:48.879
The goal is not to lower eye pressure, but to make retinal ganglion cells more resistant to injury.
00:03:49.120 --> 00:03:56.319
Public company information identifies GRO1's active ingredient as recombinant human nerve growth factor variant 2.
00:03:56.560 --> 00:04:14.080
A related patent describes a modified nerve growth factor known as K34D, which appears to be the likely molecular identity of RHNGFV2, although the exact identity and characteristics of the clinical product have not been independently confirmed in a peer-reviewed clinical publication.
00:04:14.400 --> 00:04:18.879
This is therefore a strong inference, not a fully established fact.
00:04:19.519 --> 00:04:31.920
The proposed advantage of the modified molecule is greater signaling through the protective tropomyosin receptor kinase A pathway with less potentially harmful signaling through the P75 neurotrophin receptor.
00:04:32.160 --> 00:04:42.160
The patent reports substantially reduced binding to the P75 receptor for K34D and even more receptor selectivity for a related double mutant molecule.
00:04:42.800 --> 00:04:44.079
Strength of the evidence.
00:04:45.279 --> 00:04:48.720
G01 is in a registered phase 2 glaucoma trial.
00:04:48.879 --> 00:04:52.160
No GO1 efficacy results have been publicly reported.
00:04:52.399 --> 00:04:57.040
A separate healthy volunteer safety and pharmacokinetic study is also registered.
00:04:57.199 --> 00:05:02.800
A patent reports protective effects for K34D in rat ocular hypertension models.
00:05:02.959 --> 00:05:12.560
Earlier human research with conventional recombinant human nerve growth factor established short-term safety, but did not demonstrate statistically significant neuroenhancement.
00:05:12.800 --> 00:05:14.240
Animal evidence.
00:05:14.879 --> 00:05:22.240
In a patent described RAT model of chronic ocular hypertension, treatment began after pressure elevation had already occurred.
00:05:22.560 --> 00:05:35.439
K34D eye drops did not lower intraocular pressure, but they were associated with less retinal ganglion cell loss, less optic nerve axon damage, better pattern electroretinogram responses.
00:05:35.600 --> 00:05:46.800
In one experiment, retinal ganglion cell loss was approximately 59% in vehicle-treated animals versus 31% with K34D, a roughly 50% relative reduction in cell loss.
00:05:47.040 --> 00:05:48.959
However, the groups were small.
00:05:49.120 --> 00:05:53.519
The work was reported in a patent rather than an independent peer-reviewed paper.
00:05:53.680 --> 00:05:58.399
And the findings have not yet been replicated publicly by unrelated laboratories.
00:06:00.319 --> 00:06:11.759
Human evidence for the nerve growth factor class A phase 1B randomized trial gave conventional recombinant human nerve growth factor to 40 patients and vehicle to 20 patients for eight weeks.
00:06:11.920 --> 00:06:32.800
It found no treatment-related serious adverse events, no meaningful intraocular pressure effect, no statistically significant short-term improvement in visual fields or optical coherence tomography, ocular pain in approximately half of the nerve growth factor group, irritation, photophobia, and other surface symptoms in some patients.
00:06:33.040 --> 00:06:38.399
The researchers noted that the trial was too short and too small to test true neuroprotection.
00:06:38.639 --> 00:06:42.800
Still, the absence of a clear short-term functional signal is important.
00:06:43.040 --> 00:06:53.360
It means that the modified G01 molecule must prove that it is meaningfully better than conventional nerve growth factor, not merely safer or more selective.
00:06:53.759 --> 00:06:55.439
Biological plausibility.
00:06:55.680 --> 00:06:59.600
The biological rationale is strong enough to justify clinical testing.
00:06:59.839 --> 00:07:02.879
Retinal ganglion cells depend on neurotrophic support.
00:07:03.040 --> 00:07:08.879
Glaucoma involves axonal injury, impaired transport, metabolic stress, and eventual cell death.
00:07:09.040 --> 00:07:14.160
Neurotrophic signaling could theoretically preserve stressed but living retinal ganglion cells.
00:07:14.319 --> 00:07:19.439
The patent data suggest a possible advantage from modifying receptor selectivity.
00:07:19.680 --> 00:07:22.160
The main biological problem is delivery.
00:07:22.319 --> 00:07:27.279
A topical eye drop must reach the retina and optic nerve in an adequate concentration.
00:07:27.519 --> 00:07:34.800
The cornea, anterior chamber, lens, vitreous, and retinal barriers make posterior segment delivery difficult.
00:07:35.040 --> 00:07:39.199
A large dose may be needed, which could worsen surface pain or irritation.
00:07:39.439 --> 00:07:41.199
Potential magnitude of benefit.
00:07:41.439 --> 00:07:43.199
Maximum plausible benefit.
00:07:43.360 --> 00:08:03.759
If the animal findings translate unusually well to humans, G01 could slow retinal ganglion cell death by a substantial amount, delay visual field progression, provide benefit even when intraocular pressure is already at target, possibly improve function in retinal ganglion cells that are impaired but not yet dead.
00:08:04.160 --> 00:08:06.079
Most realistic benefit.
00:08:06.319 --> 00:08:15.360
The more realistic initial outcome would be a modest slowing of progression, perhaps in a subgroup of patients with active disease, despite acceptable intraocular pressure.
00:08:15.600 --> 00:08:24.160
A benefit of approximately 10 to 25% slower functional deterioration would be clinically useful, but would not constitute a cure.
00:08:24.399 --> 00:08:31.040
The possibility of a 30 to 50% reduction in progression is biologically conceivable but currently speculative.
00:08:31.279 --> 00:08:31.839
Risks.
00:08:32.080 --> 00:08:34.399
The major known concern is tolerability.
00:08:34.639 --> 00:08:40.960
Conventional nerve growth factor produce substantial ocular pain and irritation in the phase 1B trial.
00:08:41.120 --> 00:08:46.720
A modified molecule may have a better profile, but this has not yet been demonstrated in patients.
00:08:46.960 --> 00:09:05.840
Other concerns include ocular surface inflammation, photophobia and discomfort, immunogenicity against a repeated protein treatment, insufficient retinal exposure, possible unintended effects on sensory nerves or inflammatory signaling, the need for multiple daily doses, likely patient population.
00:09:06.240 --> 00:09:21.360
The most likely initial target would be patients with progressing open-angle glaucoma, intraocular pressure already reasonably controlled, mild to moderate disease with surviving retinal ganglion cells, documented structural or visual field progression.
00:09:21.600 --> 00:09:30.639
Patients with advanced glaucoma could benefit from preservation of remaining vision, but a treatment cannot rescue retinal ganglion cells that have already died.
00:09:30.879 --> 00:09:33.679
Does it work independently of intocular pressure?
00:09:33.919 --> 00:09:35.120
Probably yes.
00:09:35.360 --> 00:09:42.559
The patent experiments reported no intraocular pressure lowering, yet showed retinal ganglion cell and axon protection.
00:09:42.720 --> 00:09:53.919
The current phase two trial also appears designed for patients with relatively controlled pressure, strengthening the idea that GR1 is intended as an adjunctive, pressure-independent treatment.
00:09:54.559 --> 00:09:56.799
Could it preserve or restore vision?
00:09:57.039 --> 00:09:57.840
Preserve vision?
00:09:58.000 --> 00:09:58.960
Potentially, yes.
00:09:59.200 --> 00:10:00.480
Restore lost function?
00:10:00.639 --> 00:10:06.000
Possibly, but only if some retinal ganglion cells are dysfunctional rather than permanently lost.
00:10:06.159 --> 00:10:11.200
Regenerate dead retinal ganglion cells and long optic nerve axons, not demonstrated.
00:10:11.440 --> 00:10:12.559
Classification.
00:10:12.879 --> 00:10:14.480
Potential treatment breakthrough.
00:10:14.720 --> 00:10:16.480
Estimated probabilities?
00:10:16.799 --> 00:10:20.799
Probability of ultimately changing glaucoma care, 15-30%.
00:10:21.360 --> 00:10:25.360
Probability of producing clinically meaningful benefit, 15-25%.
00:10:26.000 --> 00:10:30.240
Probability of meaningful benefit in advanced glaucoma, 10-20%.
00:10:30.720 --> 00:10:40.240
Earliest plausible availability around 2030 to 2033 in China, assuming successful phase 2 and later trials, later in the United States and Europe.
00:10:40.480 --> 00:10:43.840
Acid sphingomyelinase and ceramide metabolism.
00:10:44.080 --> 00:10:45.200
What was reported?
00:10:45.360 --> 00:10:52.320
A study published on August 31, 2026, examined retinal tissue from human donors with and without glaucoma.
00:10:52.639 --> 00:11:15.519
It found reduced sphingomyelin labeling in retinal ganglion cells, increased acid sphingomyelinase expression inside retinal ganglion cells, increased lysosomal acid sphingomyelinase activity, more retinal ganglion cells containing ceramide aggregates, no significant change in some related enzymes, including neutral sphingomyelinase and sphingomyelin syntases.
00:11:15.919 --> 00:11:20.159
No significant overall increase in total retinal ganglion cell ceramide.
00:11:20.240 --> 00:11:30.000
The findings suggest that glaucoma may involve a specific disruption of sphingomyelin and ceramide organization, rather than simply a generalized rise in total ceramide.
00:11:30.240 --> 00:11:31.519
Why might this matter?
00:11:31.759 --> 00:11:35.759
Acid sphingomyelinase breaks down sphingomyelin into ceramide.
00:11:36.000 --> 00:11:38.320
Ceramide is not merely a structural lipid.
00:11:38.639 --> 00:11:43.039
Depending on its location, concentration, and molecular form, it can influence.
00:11:43.200 --> 00:11:52.639
Cell membrane organization, mitochondrial function, inflammation, apoptosis, communication between retinal ganglion cells and glial cells.
00:11:52.799 --> 00:11:57.600
This gives the pathway a plausible connection to retinal ganglion cell degeneration.
00:11:57.919 --> 00:11:59.279
Strength of the evidence.
00:11:59.519 --> 00:12:00.799
Human evidence.
00:12:01.120 --> 00:12:08.879
The 2026 human study is important because it directly examined glaucomatous retinal tissue rather than relying solely on animal models.
00:12:09.039 --> 00:12:12.000
However, it was an observational tissue study.
00:12:12.080 --> 00:12:17.840
It showed an association, not proof, that acid sphingomyelinase causes glaucoma progression.
00:12:18.000 --> 00:12:22.639
The absence of a significant increase in total ceramide is particularly important.
00:12:22.879 --> 00:12:37.120
It suggests that the harmful signal may depend on which ceramide species are present, which cells contain them, whether they form local aggregates, whether they are inside lysosomes, membranes, axons, or glial cells.
00:12:37.360 --> 00:12:38.799
Animal and cell evidence.
00:12:38.960 --> 00:12:45.600
Earlier work found that ocular hypertension increased acid sphingomyelinase activity in the retina and optic nerve head.
00:12:45.759 --> 00:12:54.399
In one study, retinal activity increased by approximately 121%, while optic nerve head activity increased substantially as well.
00:12:54.639 --> 00:12:58.559
Neutral sphingomyelinase activity did not show the same response.
00:12:58.799 --> 00:13:08.559
Other experiments reported that reducing acid sphingomyelinase expression protected retinal ganglion cells and preserved function in mouse ocular hypertension models.
00:13:08.960 --> 00:13:18.720
Ceramide toxicity has also been demonstrated in human-induced pluripotent stem cell-derived retinal ganglion cells and human optic nerve head astrocytes.
00:13:18.879 --> 00:13:23.679
A 2024 study went further by examining individual ceramide species.
00:13:23.919 --> 00:13:32.960
Mice lacking ceramide synthase 5 had lower levels of certain ceramides and were more resistant to ocular hypertensive retinal ganglion cell injury.
00:13:33.279 --> 00:13:39.519
Pattern electroretinogram responses and retinal ganglion cell counts were better preserved than in normal mice.
00:13:40.159 --> 00:13:41.919
Biological plausibility.
00:13:42.159 --> 00:14:00.320
This is one of the better supported emerging biological pathways in glaucoma research because it has human tissue association, mechanistic cell data, multiple animal models, evidence involving both retinal ganglion cells and glial cells, a plausible relationship to inflammation and apoptosis.
00:14:00.559 --> 00:14:02.639
However, the pathway is complicated.
00:14:02.960 --> 00:14:05.519
Ceramide is not uniformly harmful.
00:14:05.759 --> 00:14:10.879
It is involved in normal retinal maintenance, cell signaling, and membrane function.
00:14:11.120 --> 00:14:21.600
Complete loss of acid sphingomyelinase has been associated with age-related retinal degeneration in animals, which suggests that indiscriminate long-term suppression could be harmful.
00:14:21.840 --> 00:14:31.759
The most promising strategy may therefore be partial, cell-specific, or species-specific modulation rather than complete systemic acid sphingomyelinase blockade.
00:14:32.000 --> 00:14:52.639
Potential magnitude of benefit, maximum plausible benefit, a successful treatment could reduce retinal ganglion cell apoptosis, suppress harmful glial-inflammatory signaling, work independently of intraocular pressure, protect retinal ganglion cell axons as well as cell bodies, complement conventional pressure-lowering treatment.
00:14:52.879 --> 00:14:54.559
Most realistic benefit.
00:14:54.799 --> 00:15:04.799
The realistic near-term possibility is a modest neuroprotective adjunct that slows progression, especially in patients whose disease continues despite adequate pressure reduction.
00:15:05.039 --> 00:15:11.039
It is unlikely that an acid sphingomyelinase-directed therapy would restore established visual field loss.
00:15:11.200 --> 00:15:15.200
Its likely role would be preservation, not regeneration.
00:15:15.440 --> 00:15:15.919
Risks.
00:15:16.159 --> 00:15:36.960
Potential risks include interference with normal lysosomal function, retinal toxicity from excessive suppression, systemic effects if the drug reaches the circulation, effects on immune cells and inflammatory pathways, difficulty selectively targeting retinal ganglion cells, poor penetration of topical drugs to the retina and optic nerve.
00:15:37.120 --> 00:15:45.200
At present, there is also no validated selective glaucoma-specific acid sphingomyelinase inhibitor ready for clinical testing.
00:15:45.440 --> 00:15:47.200
Likely patient population.
00:15:47.519 --> 00:15:58.000
If a treatment is developed, it would most likely be used in early or moderate glaucoma with evidence of progression, normal tension glaucoma or pressure-controlled glaucoma.
00:15:58.320 --> 00:16:01.039
Patients needing an adjunct to pressure lowering.
00:16:01.440 --> 00:16:05.840
Possibly advanced glaucoma patients who still have meaningful remaining vision.
00:16:06.080 --> 00:16:09.039
Does it work independently of intraocular pressure?
00:16:09.279 --> 00:16:10.159
Probably yes.
00:16:10.320 --> 00:16:17.360
The pathway appears to respond to ocular hypertensive and ischemic stress, but acts downstream of pressure-related injury.
00:16:17.519 --> 00:16:22.799
It could therefore be relevant even when intraocular pressure is not high at the time of examination.
00:16:23.039 --> 00:16:25.279
Could it preserve or restore vision?
00:16:25.519 --> 00:16:26.639
Preserve vision?
00:16:26.879 --> 00:16:28.000
Potentially yes.
00:16:28.240 --> 00:16:29.519
Restore lost function.
00:16:29.759 --> 00:16:32.000
Very unlikely based on current evidence.
00:16:32.320 --> 00:16:34.720
Regenerate dead retinal ganglion cells.
00:16:34.960 --> 00:16:35.759
No evidence.
00:16:35.919 --> 00:16:36.879
Classification.
00:16:37.120 --> 00:16:38.960
Promising biological target.
00:16:39.200 --> 00:16:40.879
Estimated probabilities.
00:16:41.200 --> 00:16:43.919
Probability of ultimately changing glaucoma care?
00:16:44.159 --> 00:16:45.120
10 to 25%.
00:16:45.679 --> 00:16:49.679
Probability of producing clinically meaningful patient benefit, 10-20%.
00:16:50.159 --> 00:16:54.080
Probability of meaningful benefit in advanced glaucoma, 10-20%.
00:16:54.559 --> 00:16:59.519
Earliest plausible availability, approximately 2033 to 2038 or later.
00:16:59.759 --> 00:17:04.880
Optical coherence tomography, angiography for earlier progression detection.
00:17:05.279 --> 00:17:06.480
What was reported?
00:17:06.720 --> 00:17:21.039
A study published online on September 3rd, 2026 compared optical coherence tomography, angiography, vessel density measurements, standard optical coherence tomography, retinal, nerve fiber layer measurements, visual field testing.
00:17:21.279 --> 00:17:28.400
The study included 180 eyes from 116 patients, including patients with both early and established glaucoma.
00:17:28.880 --> 00:17:36.559
During an average follow-up of approximately 5.1 years, progression was detected by at least one method in 107 eyes.
00:17:36.720 --> 00:17:42.319
Optical coherence tomography angiography detected the earliest progression in 37.4 cent of progressing eyes.
00:17:42.480 --> 00:17:46.319
Standard optical coherence tomography detected it first in 29.9.
00:17:46.880 --> 00:17:50.079
Visual field testing detected it first in 24.3 cent.
00:17:50.400 --> 00:17:56.559
Optical coherence tomography angiography changes preceded visual field progression by an average of 2.3 years.
00:17:56.799 --> 00:18:02.480
Standard optical coherence tomography changes preceded visual field progression by approximately 1.5.
00:18:02.640 --> 00:18:11.519
Years the trade-off was slightly lower specificity for optical coherence tomography angiography than for standard optical coherence tomography.
00:18:11.839 --> 00:18:13.839
Why could this matter to patients?
00:18:14.079 --> 00:18:18.079
Glaucoma treatment is most effective when progression is recognized early.
00:18:18.319 --> 00:18:24.640
A patient may lose retinal ganglion cells for years before a standard visual field test clearly shows change.
00:18:24.799 --> 00:18:30.079
Earlier detection could allow clinicians to confirm poor adherence sooner.
00:18:30.480 --> 00:18:37.680
Intensify pressure-lowering treatment, add laser or surgical treatment earlier, identify patients who need closer follow-up.
00:18:38.160 --> 00:18:43.279
Avoid falsely labeling stable disease as progressive by using several independent measurements.
00:18:43.440 --> 00:18:46.000
The test does not itself protect the optic nerve.
00:18:46.160 --> 00:18:49.440
Its value comes from enabling better decisions sooner.
00:18:49.680 --> 00:18:51.200
Strength of the evidence.
00:18:51.440 --> 00:18:57.440
This is the strongest of the four developments in terms of direct human evidence relevant to its proposed use.
00:18:57.599 --> 00:19:03.039
It is a longitudinal human study with repeated testing and clinically meaningful follow-up.
00:19:03.440 --> 00:19:05.839
However, several limitations matter.
00:19:06.000 --> 00:19:09.920
It was retrospective rather than a prospective treatment impact trial.
00:19:10.079 --> 00:19:12.720
It came from a specialized research cohort.
00:19:12.960 --> 00:19:22.799
The study included only patients who had repeated high-quality optical coherence tomography, optical coherence tomography angiography, and visual field testing.
00:19:22.880 --> 00:19:27.279
The study showed earlier detection, not improved vision or reduced blindness.
00:19:27.519 --> 00:19:33.119
The cost effectiveness of routinely adding optical coherence tomography angiography remains uncertain.
00:19:33.359 --> 00:19:40.319
Earlier detection only improves outcomes if clinicians act on it, and the earlier action changes the disease trajectory.
00:19:40.559 --> 00:19:43.759
Early, moderate, and advanced glaucoma.
00:19:44.079 --> 00:19:45.279
Early glaucoma.
00:19:45.680 --> 00:19:54.960
This may be the most valuable group for optical coherence tomography angiography because visual field damage can be subtle and standard tests may be noisy.
00:19:55.200 --> 00:20:00.799
Still, standard optical coherence tomography may already perform very well in early disease.
00:20:01.039 --> 00:20:07.440
Optical coherence tomography angiography should therefore be viewed as a complement, not an automatic replacement.
00:20:07.680 --> 00:20:08.799
Moderate glaucoma.
00:20:09.119 --> 00:20:11.200
This is likely the most practical group.
00:20:11.359 --> 00:20:20.400
Patients have enough remaining tissue for structural progression to be measurable, but visual field deterioration may already carry important functional consequences.
00:20:20.640 --> 00:20:30.720
Advanced glaucoma, optical coherence tomography and geography, could be useful because standard retinal nerve fiber layer thickness can reach a measurement floor.
00:20:30.960 --> 00:20:38.240
Once the retinal nerve fiber layer is very thin, additional loss may no longer be obvious on thickness measurements.
00:20:39.119 --> 00:20:43.839
Vessel density changes may continue to provide information beyond that floor.
00:20:44.160 --> 00:20:46.079
The limitation is image quality.
00:20:46.240 --> 00:20:52.240
Severe glaucoma is often accompanied by poor fixation, low signal, segmentation errors, and artifacts.
00:20:52.480 --> 00:21:01.920
One recent study reported that only approximately 53% of macular scans and 39% of peripapillary scans and severe glaucoma were free of artifacts.
00:21:02.240 --> 00:21:08.160
Risks optical coherence tomography and geography is non-invasive, but its clinical risks are indirect.
00:21:08.400 --> 00:21:20.720
False positive progression, unnecessary treatment escalation, additional cost, increased testing burden, misinterpretation of artifacts, overconfidence in a single vascular measurement.
00:21:20.880 --> 00:21:28.400
A large artifact study found poor quality images in approximately one-third of analyzed optical coherence tomography angiography images.
00:21:28.640 --> 00:21:33.759
Automated quality scores were not always reliable enough to identify all problematic scans.
00:21:33.920 --> 00:21:36.400
Careful human review remains essential.
00:21:36.640 --> 00:21:39.519
Does it work independently of intraocular pressure?
00:21:39.759 --> 00:21:45.039
Optical coherence tomography angiography is not a treatment, so the question is different.
00:21:45.200 --> 00:21:49.839
It can detect progression whether or not pressure appears high at a particular visit.
00:21:50.079 --> 00:21:53.359
However, it does not replace pressure management.
00:21:53.519 --> 00:21:59.680
Its purpose is to show whether the optic nerve is continuing to deteriorate, potentially prompting a lower pressure.
00:22:00.240 --> 00:22:01.920
Target or additional treatment.
00:22:02.319 --> 00:22:04.880
Could it preserve or restore vision?
00:22:05.200 --> 00:22:10.640
Preserve vision indirectly if earlier detection leads to earlier effective treatment.
00:22:10.880 --> 00:22:12.160
Restore lost function?
00:22:12.400 --> 00:22:12.640
No.
00:22:12.880 --> 00:22:14.799
Regenerate retinal ganglion cells?
00:22:14.960 --> 00:22:15.200
No.
00:22:15.359 --> 00:22:16.240
Classification.
00:22:16.400 --> 00:22:17.839
Diagnostic breakthrough.
00:22:18.079 --> 00:22:20.720
That classification should be understood carefully.
00:22:20.880 --> 00:22:25.200
It is a potential breakthrough in monitoring and detection, not a breakthrough treatment.
00:22:25.440 --> 00:22:27.039
Estimated probabilities.
00:22:27.279 --> 00:22:29.839
Probability of changing glaucoma monitoring.
00:22:36.480 --> 00:22:40.319
Probability of being useful in advanced glaucoma 40 to 60%.
00:22:40.880 --> 00:22:46.559
Earliest plausible availability, already available, with broader integration over the next 1-5 years.
00:22:46.799 --> 00:22:50.960
NCX 470 K911, approaching regulatory approval.
00:22:51.200 --> 00:22:52.160
What was reported?
00:22:52.400 --> 00:23:03.839
On August 27, 2026, the United States Food and Drug Administration accepted the new drug application for NCX 470, now called K911 by COA.
00:23:04.079 --> 00:23:07.759
The product's proposed generic name is Bimataprost Grenade.
00:23:08.160 --> 00:23:14.720
The application received a Prescription Drug User Fee Act target action date of April 30, 2027.
00:23:15.119 --> 00:23:21.680
COA has projected a possible United States launch in the second half of 2027 if the product is approved.
00:23:21.839 --> 00:23:24.960
It is important to distinguish acceptance for review from approval.
00:23:25.200 --> 00:23:27.759
K911 is not yet approved.
00:23:28.240 --> 00:23:29.279
How does it work?
00:23:29.599 --> 00:23:41.039
K911 combines a bimataprost-like prostaglandin effect that increases uvioscleral outflow, a nitric oxide donating component intended to increase conventional trabecular outflow.
00:23:41.279 --> 00:23:46.079
The result is a once-daily drop acting through two aqueous humor outflow pathways.
00:23:46.400 --> 00:23:47.759
Strength of the evidence.
00:23:48.000 --> 00:23:50.799
This is the most clinically advanced of the four developments.
00:23:50.960 --> 00:23:54.160
The application is supported by two large phase 3 trials.
00:23:54.400 --> 00:23:59.839
Mont Blanc, 691 randomized patients, with 661 analyzed.
00:24:00.160 --> 00:24:03.039
Dinali, 696 patients.
00:24:03.279 --> 00:24:10.880
In Mont Blanc, the 0.1% dose reduced intraocular pressure by approximately 8.0 to 9.7 mm of mercury.
00:24:11.279 --> 00:24:18.559
It produced greater reductions than latinoprost at all six measured time points, with statistical superiority at 4 of 6 time points.
00:24:18.720 --> 00:24:22.799
The most common adverse event was ocular or conjunctival hyperemia.
00:24:23.119 --> 00:24:27.839
Dinali met its primary goal of demonstrating non-inferiority to latanoprost.
00:24:28.240 --> 00:24:35.599
It produced statistically greater reductions at three of six time points, but overall superiority was not established.
00:24:36.160 --> 00:24:44.720
The trial also included a 12-month safety extension, and the sponsor reported sustained intraocular pressure reduction without new safety signals.
00:24:44.880 --> 00:24:46.880
What is the likely patient benefit?
00:24:47.119 --> 00:24:51.359
The likely benefit is better pressure control, not direct neuroprotection.
00:24:51.519 --> 00:24:55.200
The advantage over latanoprost appears to be real but modest.
00:24:55.359 --> 00:25:15.440
In practice, the most useful patients may be those who need an additional 1 to 2 mm of mercury reduction, have a low target pressure, are close to needing combination treatment, have difficulty reaching target pressure with a single prostaglandin, may benefit from once-daily dosing, and an alternative mechanism.
00:25:16.079 --> 00:25:26.720
The phase 3 studies largely enrolled patients with open-angle glaucoma or ocular hypertension, and in the Mont Blanc trial, required relatively high untreated intraocular pressure.
00:25:26.960 --> 00:25:33.839
That means the results may not fully predict performance in normal tension glaucoma or in patients whose pressure is already low.
00:25:34.160 --> 00:25:34.880
Risks.
00:25:35.119 --> 00:25:55.759
The principal expected risks are those of a nitric oxide donating prostaglandin combination, conjunctival hyperemia, eye irritation, possible discontinuation because of tolerability, prostaglandin class effects such as eyelash changes, iris or periocular pigmentation, and deepening of the upper eyelid sulcus with longer-term use.
00:25:56.400 --> 00:26:07.519
The available trials are reassuring regarding serious adverse events, but real-world tolerability and adherence will determine whether K911 is preferred over cheaper generic alternatives.
00:26:07.839 --> 00:26:10.640
Early, moderate, and advanced glaucoma.
00:26:11.119 --> 00:26:19.119
Early glaucoma K911 could be useful when pressure lowering is indicated, but a clinician wants a stronger single-agent effect.
00:26:19.359 --> 00:26:22.160
It will not be necessary for every patient.
00:26:22.559 --> 00:26:24.000
Moderate glaucoma.
00:26:24.160 --> 00:26:30.960
This may be the most useful group, especially for patients requiring a lower target pressure but not yet ready for surgery.
00:26:31.200 --> 00:26:32.240
Advanced glaucoma.
00:26:32.480 --> 00:26:35.920
Advanced glaucoma patients often need very low pressure targets.
00:26:36.079 --> 00:26:43.680
An additional pressure reduction could be valuable, but many will still require multiple medications, laser treatment, or surgery.
00:26:43.839 --> 00:26:46.880
Does it work independently of intraocular pressure?
00:26:47.200 --> 00:26:47.519
No.
00:26:47.759 --> 00:26:51.279
Its entire clinical purpose is intraocular pressure reduction.
00:26:51.519 --> 00:26:59.200
It may reduce the risk of future visual field loss by lowering pressure, but it does not directly repair injured retinal ganglion cells.
00:26:59.440 --> 00:27:01.359
Could it preserve or restore vision?
00:27:01.599 --> 00:27:02.640
Preserve vision?
00:27:02.880 --> 00:27:05.279
Yes, indirectly through pressure reduction.
00:27:05.519 --> 00:27:06.799
Restore lost function?
00:27:07.039 --> 00:27:07.839
No evidence.
00:27:08.079 --> 00:27:10.079
Regenerate retinal ganglion cells?
00:27:10.240 --> 00:27:10.480
No.
00:27:10.720 --> 00:27:11.920
Classification.
00:27:12.160 --> 00:27:13.680
Incremental treatment improvement.
00:27:14.000 --> 00:27:15.759
This does not mean unimportant.
00:27:15.920 --> 00:27:20.720
A modestly stronger, once-daily pressure-lowering drug can be useful to many patients.
00:27:20.880 --> 00:27:28.079
It simply means that K911 is more likely to improve existing glaucoma management than to redefine glaucoma treatment.
00:27:28.240 --> 00:27:29.599
Estimated probabilities.
00:27:29.839 --> 00:27:33.920
Probability of regulatory approval, approximately 70 to 85%.
00:27:34.480 --> 00:27:37.920
Probability of changing routine glaucoma care, 60 to 80%.
00:27:38.640 --> 00:27:43.279
Probability of producing meaningful patient benefit, 55 to 75%.
00:27:44.000 --> 00:27:52.559
Earliest plausible United States availability, second half of 2027, if approved on or near the current regulatory timetable.
00:27:53.200 --> 00:27:56.319
Direct comparison, which development has the highest upside?
00:27:56.640 --> 00:27:59.359
G01, RHNGF V2.
00:27:59.759 --> 00:28:07.680
It is the only one of the four that could, if successful, directly protect retinal ganglion cells independently of intraocular pressure.
00:28:07.839 --> 00:28:12.960
Its ceiling is therefore much higher than that of another pressure-lowering eye drop or a diagnostic test.
00:28:13.119 --> 00:28:19.200
The problem is that its current human evidence is insufficient, which has the highest probability of success.
00:28:19.599 --> 00:28:22.480
NCX470K9111.
00:28:22.880 --> 00:28:33.359
It has completed two large phase 3 trials, demonstrated non-inferior or sometimes superior pressure lowering compared with Latanoprost, and entered formal regulatory review.
00:28:33.599 --> 00:28:43.359
Its probability of success is not 100% because regulatory review, manufacturing, labeling, safety, pricing, and market adoption can still introduce uncertainty.
00:28:43.599 --> 00:28:46.240
Which has the shortest path to patients?
00:28:46.720 --> 00:28:48.160
There are two answers.
00:28:48.480 --> 00:28:54.799
Shortest overall path, optical coherence tomography and geography, because it is already clinically available.
00:28:55.119 --> 00:29:07.119
Shortest path among new treatments, NCX470 K911, because a regulatory decision is scheduled for April 30th, 2027, which has the greatest potential relevance for advanced glaucoma.
00:29:07.680 --> 00:29:17.279
G01 has the greatest potential because pressure-independent neuroprotection could help patients who continue to lose vision despite low intraocular pressure.
00:29:17.440 --> 00:29:27.920
However, K911 has the greatest near-term practical relevance for advanced glaucoma because additional pressure lowering is an established way to reduce future risk.
00:29:28.400 --> 00:29:44.559
Optical coherence tomography angiography may help detect progression beyond the standard optical coherence tomography measurement floor, but it cannot by itself prevent further damage, which has the greatest chance of restoring rather than merely preserving function.
00:29:44.880 --> 00:29:50.319
G01 slash RHNGF V2, although the absolute probability remains low.
00:29:50.559 --> 00:29:56.319
A nerve growth factor therapy might improve function in retinal ganglion cells that are stressed but still alive.
00:29:56.559 --> 00:30:01.599
This is different from regenerating dead cells or rebuilding damaged optic nerve connections.
00:30:01.839 --> 00:30:08.640
My estimate is chance of modest functional restoration in a subgroup if G01 works, 5 to 15%.
00:30:09.359 --> 00:30:15.519
Chance of meaningful widespread restoration of lost visual fields within 5 to 10 years, well below 10%.
00:30:16.400 --> 00:30:22.480
The other three developments are primarily about preserving existing function, not restoring lost vision.
00:30:22.720 --> 00:30:24.319
Overall ranking.
00:30:24.559 --> 00:30:28.880
Ranking by likely meaningful patient impact during the next 5 to 10 years.
00:30:29.119 --> 00:30:32.319
NCX470 slash K911.
00:30:32.559 --> 00:30:38.960
Most likely to reach patients and provide a modest, real-world benefit through better intraocular pressure control.
00:30:39.279 --> 00:30:41.920
Optical coherence tomography angiography.
00:30:42.160 --> 00:30:50.799
Already available and likely to become more useful for progression monitoring, especially when combined with standard optical coherence tomography and visual field testing.
00:30:51.119 --> 00:30:53.920
G01, RHNGF V2.
00:30:55.119 --> 00:31:00.000
The most exciting potential treatment, but the human evidence is currently too limited to rank it higher.
00:31:00.240 --> 00:31:11.039
Acid sphingomyelinase and ceramide metabolism, a compelling biological pathway, but no clinical treatment or development program has yet demonstrated that manipulating it helps patients.
00:31:11.200 --> 00:31:35.359
Ranking by transformative upside G01, RHNGF V2, Acid sphingomyelinase and ceramide metabolism, optical coherence tomography angiography, NCX470, K911, Ranking by Probability of Near-Term Success, NCX470, K911, Optical Coherence Tomography, Angiography, G01, RHNGF V2, Acid sphingomyelinase and ceramide metabolism.
00:31:35.599 --> 00:31:38.000
Known facts, strong inferences, and speculation.
00:31:38.240 --> 00:31:38.960
Known facts.
00:31:39.200 --> 00:31:45.359
K911 has entered United States regulatory review with a target action date of April 30, 2027.
00:31:45.519 --> 00:31:48.319
Two large phase III trials support its application.
00:31:48.559 --> 00:31:56.400
Optical Coherence Tomography Angiography detected progression earlier than visual field testing in a 2026 human cohort.
00:31:56.640 --> 00:32:01.759
G01 is in a phase 2 glaucoma trial, but no efficacy results are public.
00:32:02.160 --> 00:32:07.839
Human glaucomatus retinal tissue shows altered sphingomyelin and acid sphingomyelase biology.
00:32:08.079 --> 00:32:13.359
Animal and cell studies support a role for ceramide signaling in retinal ganglion cell injury.
00:32:13.599 --> 00:32:21.680
Strong inferences K911 is likely to become available before either G01 or an acid sphingomyelinase directed therapy.
00:32:21.920 --> 00:32:33.680
Optical coherence tomography angiography will probably become more important as an adjunctive monitoring tool, not as a replacement for visual fields or standard optical coherence tomography.
00:32:33.920 --> 00:32:38.000
G01 is intended to act independently of intraocular pressure.
00:32:38.160 --> 00:32:47.440
The most clinically useful ceramide therapy would probably need selective or partial pathway modulation rather than complete acid sphingomyelinase suppression.
00:32:47.680 --> 00:32:52.559
Speculation GRO1 could meaningfully slow visual field progression in humans.
00:32:52.799 --> 00:32:57.599
GRO1 could restore function in damaged but living retinal ganglion cells.
00:32:57.759 --> 00:33:02.559
Ceramide modulation could become a successful human neuroprotective strategy.
00:33:02.960 --> 00:33:10.400
Earlier optical coherence tomography and geography detection will necessarily translate into fewer cases of blindness.
00:33:10.799 --> 00:33:19.759
K9011's modest pressure advantage will be large enough to change long-term visual outcomes compared with inexpensive generic prostaglandins.
00:33:19.920 --> 00:33:21.200
Which one would I bet on?
00:33:21.440 --> 00:33:31.279
If I were choosing the development most likely to make a meaningful difference to patients during the next 5 to 10 years, I would bet on NCX470K911.
00:33:31.440 --> 00:33:39.599
It has the strongest development position, the clearest mechanism, large human trials, and a defined regulatory timetable.
00:33:40.000 --> 00:33:50.480
Its benefit will probably be incremental, not revolutionary, but incremental pressure reduction can still matter, particularly for patients who need a lower target pressure.
00:33:50.799 --> 00:33:54.079
Optical coherence tomography and geography.
00:33:54.640 --> 00:33:59.359
For actual clinical practice, this may be the most immediately important development.
00:33:59.519 --> 00:34:03.920
It is already available and could help clinicians recognize progression earlier.
00:34:04.160 --> 00:34:09.199
Its effect on vision will depend on whether earlier detection leads to better treatment decisions.
00:34:09.519 --> 00:34:12.960
G01, RHNGF V2.
00:34:13.360 --> 00:34:16.559
This is the one I would watch most closely scientifically.
00:34:16.719 --> 00:34:26.000
It has the best chance of becoming a true treatment breakthrough among the four, but the gap between encouraging animal results and reliable human neuroprotection is large.
00:34:26.239 --> 00:34:29.440
Acid sphingomyelinase and ceramide metabolism.
00:34:29.599 --> 00:34:34.079
This may eventually become important, but it is still a discovery stage opportunity.
00:34:34.239 --> 00:34:43.519
It needs a selective drug, convincing animal replication, pharmacokinetic proof of retinal delivery, and human trials demonstrating preserved visual function.
00:34:43.760 --> 00:34:44.960
Final judgment.
00:34:45.199 --> 00:34:47.519
The safest prediction is K911.
00:34:47.679 --> 00:34:50.639
The most exciting prediction is G01.
00:34:50.960 --> 00:34:56.320
The most immediately useful prediction is optical coherence tomography and geography.
00:34:56.559 --> 00:35:03.119
The most uncertain but biologically intriguing prediction is acid sphingomyelinase and ceramide metabolism.
00:35:03.360 --> 00:35:12.639
If forced to choose only one development with the best combination of probability and patient impact, I would choose NCX470, K911.
00:35:12.960 --> 00:35:22.880
If forced to choose the one that could most profoundly change the future of glaucoma treatment, I would choose G01 RHNGF V2, but with considerably less confidence.
00:35:23.119 --> 00:35:26.880
All links to sources are available in the text version of this article.
00:35:27.039 --> 00:35:30.559
You can find the full article at VisualFieldTest.com.
00:35:30.880 --> 00:35:32.000
Thanks for listening.
00:35:32.159 --> 00:35:38.079
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