Connect Biopharma Conference Call Summary Company Overview - Connect Biopharma is developing a next-generation IL-4 receptor alpha monoclonal antibody, referred to as a next-generation DUPIXENT, targeting atopic dermatitis and asthma [3][4] Core Insights and Arguments Product Development and Efficacy - The product has shown rapid onset of effect in chronic asthma studies, with significant improvements in FEV1 (lung function) observed in less than 24 hours [3] - Current treatments for acute exacerbations of asthma and COPD have not changed in over 30 years, relying on bronchodilators and prednisone, which only provide temporary stabilization [4] - Connect Biopharma is conducting studies to evaluate the efficacy of their drug, Rademikibart, in treating acute exacerbations in asthma and COPD patients, with top-line results expected mid-year [5][6] Unique Mechanism of Action - The drug binds differently to the IL-4 receptor compared to DUPIXENT, leading to a different safety and efficacy profile, including a modest decline in eosinophils, which is beneficial for targeted patients [7][8] - The drug enhances the effectiveness of beta-agonists, which are standard rescue medications for asthma and COPD, unlike DUPIXENT [9] Market Opportunity - There is a significant market opportunity in the acute treatment of asthma and COPD, with approximately 1 million asthma and 1.3 million COPD patients visiting emergency departments annually in the U.S. [19] - No new drugs have been developed for acute treatment in over 50 years, creating a "white space" for Connect Biopharma to dominate this market [19][22] Clinical Trial Design - The company is using a similar approach to the ABRA study for trial design, focusing on treatment failure as a primary endpoint, with an anticipated 50% failure rate for standard care [28] - Enrollment strategies include both acute care settings and pre-enrollment through pulmonologists to identify high-risk patients [30][33] Financial and Strategic Considerations - Payers are willing to reimburse biologics in the ER setting, with a price range of $600-$700 per dose, significantly lower than DUPIXENT's $3,800 per month [35][36] - The acute indication is expected to drive chronic utilization, with 75% of clinicians wanting to continue treatment with the same drug after acute administration [38] Partnership and Future Prospects - Connect Biopharma has a partnership with Simcere in China, with significant milestones and tiered royalties expected from their ongoing studies in atopic dermatitis and asthma [42][43] - The approval of the drug in China could provide substantial non-dilutive capital and support for further development in Western markets [44] Additional Insights - The company anticipates that the Phase III studies from China will provide supportive data for regulatory approval in Western markets, potentially reducing development costs and risks [44]

SAN DIEGO, March 10, 2026 (GLOBE NEWSWIRE) -- Connect Biopharma Holdings Limited (Nasdaq: CNTB) (Connect Biopharma, Connect, or the Company), a clinical-stage biopharmaceutical company focused on transforming care for the treatment of inflammatory diseases, today announced that the results of a Phase 3 study of rademikibart in moderate-to-severe atopic dermatitis (AD) conducted by the Company’s partner in China, Simcere Pharmaceutical Co., Ltd. (Simcere), will be presented in the Late-Breaking Research sess ...

Corporate Presentation March 2026 Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, as amended (the "Act"). Forward-looking statements are statements that are not of historical fact and include, without limitation, statements regarding future events, our future financial condition, results of operations, business strategy and plans, prospective products (as well as their potential to achieve a differ ...

SAN DIEGO, March 03, 2026 (GLOBE NEWSWIRE) -- Connect Biopharma Holdings Limited (Nasdaq: CNTB) (“Connect Biopharma”, “Connect”, or the “Company”), a clinical-stage biopharmaceutical company focused on transforming care for the treatment of inflammatory diseases, today announced that Company management will participate in a fireside chat at the Leerink Partners Global Healthcare Conference on Tuesday, March 10, 2026 at 8:00 a.m. ET. The live webcast of the presentation may be accessed via the Investors sect ...

Summary of Conference Call on Connect's Rademikibart Company Overview - **Company**: Connect - **Industry**: Biopharmaceuticals - **Focus**: Development of rademikibart, a next-generation monoclonal antibody targeting IL-4 RA for asthma and COPD treatment [1][2] Core Insights and Arguments - **Product Development**: Rademikibart has completed studies in atopic dermatitis and chronic asthma, with ongoing Phase III studies in China for both indications [2][3] - **Market Opportunity**: There is a significant global market for asthma and COPD, with approximately 40% of patients experiencing exacerbations annually, leading to millions of emergency visits [3][4] - **Unique Mechanism**: Rademikibart binds differently to IL-4 RA compared to existing treatments, resulting in a distinct clinical profile, including a decrease in eosinophil levels, which is beneficial for asthma patients [5][6][8] - **Rapid Onset of Action**: Clinical data indicates that rademikibart shows significant improvement in airway function within 24 hours, making it suitable for acute exacerbations [12][19] - **Comparison with Competitors**: Unlike Dupixent, which may increase eosinophil levels, rademikibart demonstrates a decrease, potentially reducing serious adverse events associated with eosinophilia [9][10][11] Additional Important Points - **Acute Treatment Studies**: Two studies are currently enrolling patients with acute exacerbations of asthma and COPD, with results expected mid-year [15][22] - **Market Research Findings**: There is a strong interest in rademikibart for acute treatment, with a projected peak sales opportunity of up to $5 billion for both acute and chronic indications [21][27] - **Regulatory Pathway**: The company is in discussions with the FDA regarding the Phase III program for acute treatment, which is expected to be shorter and less costly than traditional studies [28][29] - **Financial Position**: Connect has sufficient cash reserves to support operations until 2027, with significant milestones and royalties anticipated from partnerships [23][24] Conclusion Connect is positioned to capitalize on a substantial market opportunity with rademikibart, leveraging its unique mechanism of action and rapid onset of effect to address unmet needs in asthma and COPD treatment. The company is actively pursuing regulatory approvals and has a solid financial foundation to support its development efforts [22][23]

Company Overview - Connect Biopharma Holdings Limited is a clinical-stage biopharmaceutical company focused on transforming care for the treatment of inflammatory diseases, particularly asthma and COPD [3] - The company is headquartered in San Diego, California and is advancing rademikibart, a next-generation antibody targeting IL-4Rα [3] Product Development - Connect Biopharma is conducting global clinical studies of rademikibart for the treatment of acute exacerbations of asthma and COPD, which are areas with significant unmet medical needs [3] - The company has granted an exclusive license to Simcere Pharmaceutical Co., Ltd. for rademikibart in Greater China, with potential milestone payments up to approximately $110 million upon achieving certain development, regulatory, and commercial milestones [3] - Connect is also eligible to receive tiered royalties on net sales in Greater China, with rates up to low double-digit percentages [3] Upcoming Events - Company management will present at the Oppenheimer 36th Annual Healthcare Life Sciences Conference on February 26, 2026, at 2:40 p.m. ET [1] - A live webcast of the presentation will be available on the company's investor website, with an archived replay accessible for approximately 90 days following the conference [2]

Core Insights - Connect Biopharma is advancing rademikibart, a monoclonal antibody targeting IL-4Rα, with promising data supporting its best-in-class potential for treating asthma and COPD [1][6][7] Development Highlights - New data demonstrates a unique mechanism of action for rademikibart, indicating its ability to rapidly improve airway function by reversing the negative effects of IL-4 and IL-13 [2][5] - Recruitment is ongoing for a Phase 1b study of intravenously-administered rademikibart, with topline results expected in the first quarter of 2026 [1][5] - The Phase 2 Seabreeze STAT studies for acute exacerbations in asthma and COPD are also ongoing, with topline data anticipated in mid-2026 [1][5] Financial Guidance - As of September 30, 2025, the company reported cash, cash equivalents, and short-term investments totaling $54.8 million, which are expected to fund operations into 2027 [4] Mechanism of Action - Rademikibart shows enhanced binding affinity to IL-4R, creating a more stable complex compared to dupilumab, leading to greater efficacy and safety [5] - In vitro studies indicate that rademikibart significantly improves responsiveness to β-agonist treatment in the presence of IL-4/IL-13, unlike dupilumab [5] Company Overview - Connect Biopharma is focused on transforming care for asthma and COPD, with rademikibart positioned as a next-generation treatment option [7] - The company has an exclusive licensing agreement with Simcere Pharmaceutical Co., Ltd. for rademikibart in Greater China, with potential milestone payments up to approximately $110 million [7]

Corporate Presentation for JPM January 2026 Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, as amended (the "Act"). Forward-looking statements are statements that are not of historical fact and include, without limitation, statements regarding future events, our future financial condition, results of operations, business strategy and plans, prospective products (as well as their potential to achiev ...

Group 1 - The core viewpoint of the article highlights the financial struggles of Conade Biopharma (CNTB), with a significant decline in revenue and net profit [1] - As of December 15, CNTB's stock opened at $2.5 per share, reflecting a 2.88% increase, with a total market capitalization of $140 million [1] - Financial data indicates that by September 30, 2025, CNTB's total revenue is projected to be $64,000, representing a 99.75% year-over-year decrease [1] Group 2 - The company reported a net loss of $40.37 million, which is a staggering 500.58% decrease compared to the previous year [1] - Conade Biopharma is characterized as a biopharmaceutical company in the clinical stage, focusing on developing innovative therapies through its proprietary T-cell function modulation platform [1] - The company's mission is to improve the quality of life for patients suffering from inflammatory immune diseases [1]

Summary of Connect Biopharma Holdings FY Conference Call Company Overview - Connect Biopharma is focused on developing a next-generation IL-4 receptor alpha monoclonal antibody, retimicavir, designed in their labs outside of Shanghai, China [2][6] - The company aims to address significant unmet needs in asthma and potentially COPD, with a unique mechanism of action and rapid onset of effect [2][3] Core Insights and Arguments - **Market Opportunity**: There are approximately 1 million asthma patients and 1.3 million COPD patients annually seeking urgent care for acute exacerbations, indicating a total addressable market of around 4 million patients [3][15] - **Differentiation from Competitors**: Retimicavir shows a rapid onset of effect within hours, contrasting with existing biologics like Dupixent, which typically take days to weeks to show benefits [3][12] - **Efficacy Data**: In a 24-week chronic asthma study, retimicavir demonstrated an average improvement in airway function of 250-300 ml, with over 400 ml improvement in T2-mediated asthma patients [6][10] - **Safety Profile**: Unlike Dupixent, which has been associated with increased eosinophil levels leading to serious adverse events, retimicavir is expected to decrease eosinophils, presenting a more favorable safety profile [10][12] Clinical Development - **Current Trials**: Two studies are underway targeting acute asthma and COPD exacerbations, each with 160 patients. Data is expected in the first half of next year [21][34] - **Trial Design**: The studies are designed to measure treatment failure rates, with an anticipated 45% failure rate in the control group, aiming for a 50% reduction with retimicavir [23][24] - **Regulatory Pathway**: Following successful phase 2 results, the company plans to engage with the FDA to discuss phase 3 study designs, potentially starting as early as late next year [31][32] Commercial Strategy - **Acute Treatment Focus**: The initial target market is emergency departments and urgent care settings, with a significant opportunity for chronic use following acute treatment [18][19] - **Market Research Insights**: Clinicians believe that successful acute treatment will lead to ongoing chronic use, potentially expanding the market opportunity into the billions [19][34] Additional Considerations - **Collaboration with Chinese Partner**: Retimicavir has been licensed to a large Chinese pharmaceutical company for development in China, which has already filed an NDA for atopic dermatitis and is progressing in asthma studies [6][32] - **Future Indications**: The company is not pursuing atopic dermatitis due to market saturation but sees significant potential in respiratory indications [32] Key Value Drivers - Anticipated data from an IV study aimed at shortening the onset time of retimicavir and pharmacology data supporting its safety and efficacy profile [34]