[Music] [Applause] It's 7:43 a. m. You're already late and your daughter's shoes are still untouched on the floor and she's screaming at you again.You've offered choices, stayed calm, but now you're on the edge of your own outburst. What do you do. For most families, this is an occasional tough morning.But for some, it's every single day, and it doesn't have to be. Picture yourself in this situation. What emotions do you feel.frustration, helplessness, maybe even a resentment and then guilt. Consider parent ...

[Music] It's a typical Monday morning. You wake up, but something doesn't feel right. You're tired, bone deep, exhausted.Your body aches in places you didn't even know could hurt. You catch a glimpse in the mirror. Who is this person.Your face is puffy, your skin dull, and the spark in your eye gone. You reach for your favorite outfit and it doesn't fit. It's like your body changed overnight but forgot to send you the memo.As the morning starts, a fall grows in, but not outside. In your mind, you're hot for ...

Summary of Moderna (MRNA) Update / Briefing June 16, 2025 Company Overview - **Company**: Moderna (MRNA) - **Focus**: Oncology pipeline and commercial strategy Key Points on Oncology Pipeline 1. **Oncology as a Key Focus**: The company emphasizes the importance of oncology in its future development, with a focus on individualized therapies and cancer antigen therapies [3][4] 2. **Lead Program - Intisiran Auto Gene (INT)**: This individualized neoantigen therapy has shown a 49% reduction in the risk of recurrence or death in a Phase 2 study for adjuvant melanoma, with pivotal study data expected in 2026 [7][39] 3. **Expansion of INT**: The company is exploring INT in various cancer settings, including combinations with pembrolizumab and as a monotherapy [7][8] 4. **Off-the-Shelf Cancer Antigen Therapies**: These therapies are designed for broader patient use and are currently in development, with lead programs mRNA-4106 and mRNA-4359 targeting specific tumor antigens and training the immune system [10][11] 5. **T Cell Engagers**: The company is developing multiplexed T cell engagers that can target multiple proteins on cancer cells, enhancing the immune response [16][17] 6. **In Vivo Cell Therapies**: Moderna is pursuing innovative approaches to enhance the efficacy of cell therapies, including engineered T cells that can be modified within the patient's body [20][24] Clinical Development and Data 1. **Phase 2 and Phase 3 Studies**: The company is preparing for Phase 3 trials based on encouraging Phase 2 data, with a focus on event-driven trial designs [34][40] 2. **Control Arm Performance**: The performance of the pembrolizumab control arm in Phase 2 is reported to be in line with historical data, addressing investor concerns about patient allocation [32][36] 3. **Safety and Tolerability**: The safety profile of mRNA-4359 and INT is favorable, with low-grade adverse events and no dose-limiting toxicities reported [15][62] Market and Competitive Landscape 1. **Partnerships and Collaborations**: Moderna is closely monitoring competitive developments, including BioNTech's recent acquisition of CareVac and their oncology programs [78] 2. **Regulatory Environment**: The company is navigating a changing political landscape that affects vaccine development and approval processes, particularly in the context of COVID-19 and RSV vaccines [82][86] Financial Guidance and Market Outlook 1. **Revenue Guidance**: Moderna has provided a broad revenue guidance range of $1.5 billion to $2.5 billion for the year, considering potential declines in vaccination rates and other market factors [96] 2. **Future Approvals**: The company is optimistic about upcoming FDA approvals and the potential for expanded indications for its vaccines, particularly for high-risk populations [85][89] Additional Insights 1. **Combination Therapies**: The company is exploring combination therapies with checkpoint inhibitors and other agents, aiming to enhance overall response rates and progression-free survival (PFS) [65][66] 2. **Clinical Trial Design**: The design of clinical trials is being carefully considered, with a focus on achieving statistically significant outcomes that can support regulatory filings [50][52] This summary captures the essential points discussed during the call, highlighting Moderna's strategic focus on oncology, clinical development progress, market positioning, and financial outlook.

Teva-engineered TEV-56278 is an anti-PD1-IL2 ATTENUKINE™ therapy in Phase 1 for the treatment of various forms of cancer, including melanomaFosun Pharma-Teva collaboration agreement established with goal of accelerating clinical data generation for TEV-56278Partnership leverages strategic relationships to enable research and development of innovative treatments to advance Teva's Pivot to Growth strategy TEL AVIV, Israel and SHANGHAI, June 16, 2025 (GLOBE NEWSWIRE) -- Teva Pharmaceutical Industries Ltd. (NYS ...

Core Insights - Onco360 has been selected as a pharmacy partner by Nuvation Bio Inc. for IBTROZI™ (taletrectinib), a kinase inhibitor for treating adult patients with locally advanced or metastatic ROS1-positive non-small cell lung cancer (NSCLC) [1] - The approval of IBTROZI is based on Phase 2 TRUST-I and TRUST-II studies involving over 300 patients [1][2] - IBTROZI is a next-generation ROS1 inhibitor therapy that is CNS-active and oral, targeting a rare and aggressive form of lung cancer that accounts for approximately 2% of new NSCLC cases in the U.S. [1] Company Overview - Onco360 is the largest independent Oncology Pharmacy in the U.S., founded in 2003 to meet the specialized needs of oncologists, patients, and healthcare facilities [14] - The company is headquartered in Louisville, Kentucky, and is a flagship specialty pharmacy brand of PharMerica Corporation [14] Product Information - IBTROZI is indicated for adult patients with ROS1-positive NSCLC, which has a median diagnosis age of around 50 years and is more common in non-smokers [1] - The drug has shown a significant potential in treating patients with advanced or metastatic ROS1-positive NSCLC, with approximately 3,000 new diagnoses annually in the U.S. [1] Safety and Efficacy - Hepatotoxicity is a notable risk, with 88% of patients experiencing increased AST levels and 85% experiencing increased ALT levels [2][3] - The median time to first onset of AST or ALT elevation is 15 days, with fatal liver events occurring in 0.6% of patients [2] - Interstitial Lung Disease (ILD) or pneumonitis occurred in 2.3% of patients, with a median onset time of 3.8 months [3][4] - The most frequently reported adverse reactions (≥20%) include diarrhea (64%), nausea (47%), and vomiting (43%) [12] Drug Interactions and Administration - IBTROZI should be administered on an empty stomach and should avoid concomitant use with strong and moderate CYP3A inhibitors [6][15] - The drug can cause significant QTc interval prolongation, which may increase the risk of serious cardiac events [5][6] Conclusion - The partnership between Onco360 and Nuvation Bio for IBTROZI represents a significant advancement in the treatment options available for patients with ROS1-positive NSCLC, addressing a critical need in oncology [1][14]

Core Insights - Intellia Therapeutics announced promising three-year follow-up data from the Phase 1 portion of its ongoing Phase 1/2 study for lonvoguran ziclumeran (lonvo-z) in patients with hereditary angioedema (HAE) [1][2] - All 10 patients in the Phase 1 study were attack-free and treatment-free for a median of nearly two years, demonstrating the potential of lonvo-z as a one-time therapy [2][6] - The global Phase 3 HAELO trial has completed screening ahead of schedule, with over half of the patients screened in the United States [4][6] Clinical Results - A single dose of lonvo-z led to a mean reduction in monthly HAE attack rate of 98% compared to pre-treatment baseline [2][6] - Patients showed deep, dose-dependent, and durable reductions in plasma kallikrein protein levels throughout the study [2][6] - The treatment was well tolerated, with the most frequent adverse events being infusion-related reactions, which were mostly Grade 1 and resolved without complications [3][6] Development Plans - The ongoing Phase 3 HAELO trial is randomized, double-blind, and placebo-controlled, assessing the safety and efficacy of lonvo-z at the 50 mg dosage [4][5] - Intellia plans to submit a biologics license application (BLA) in 2026, aiming for a U.S. launch in 2027 [4][8] - New data from the Phase 2 portion of the ongoing Phase 1/2 study is expected to be presented in the second half of 2025 [4][10] About Lonvo-z - Lonvo-z is based on CRISPR/Cas9 technology and aims to prevent HAE attacks by inactivating the kallikrein B1 (KLKB1) gene [8] - The therapy has received multiple regulatory designations, including Orphan Drug and RMAT Designation from the FDA [8][9] - Intellia is focused on leveraging gene editing technology to develop novel therapies that address unmet medical needs [9]

Core Viewpoint - Roche has implemented new dosing restrictions for Elevidys™ (delandistrogene moxeparvovec) for non-ambulatory Duchenne muscular dystrophy (DMD) patients due to two cases of fatal acute liver failure, leading to a reassessment of the benefit-risk profile as unfavorable for this patient group [1][2][4][7]. Group 1: Dosing Restrictions - Effective immediately, non-ambulatory patients will no longer receive Elevidys in commercial settings, and dosing for these patients in clinical trials is paused until additional risk mitigation measures are established [1][7]. - The new restrictions do not affect ambulatory DMD patients, where the benefit-risk ratio remains positive [2][7]. Group 2: Clinical Context - The two fatal cases of acute liver failure occurred among approximately 140 non-ambulatory patients treated with Elevidys globally [4]. - European regulators have requested temporary clinical holds on several Elevidys studies following the incidents [4]. Group 3: Product Overview - Elevidys is the first approved gene therapy for DMD, designed to deliver new instructions to cells to produce dystrophin, aiming to slow disease progression [10][11]. - The treatment has been approved in eight territories, including Bahrain, Brazil, and Japan, and Roche collaborates with Sarepta Therapeutics for its commercialization [5][11]. Group 4: Disease Background - Duchenne muscular dystrophy is a rare genetic disease primarily affecting males, with a prevalence of 1 in 5,000 boys born worldwide, leading to progressive muscle weakness and loss of mobility [3][12]. - The average life expectancy for individuals with Duchenne is only 28 years, highlighting the critical need for effective treatments [12][16].

Summary of Arcellx (ACLX) Investor Relations Event - June 13, 2025 Company Overview - **Company**: Arcellx (ACLX) - **Event**: Investor Relations event held in Milan - **Focus**: Development of a novel cell therapy, Anitosel, targeting multiple myeloma Key Industry Insights - **Market Size**: - The second line plus market for multiple myeloma is estimated at **$12 billion** - The frontline market is projected to reach **$20 billion** - The fourth line plus population is approximately **$3.5 billion** [7][8][9] - **Market Research**: - Conducted with over **300 hematologists and oncologists** to assess market share and therapy adoption [11] - Anitosel is expected to capture a **58% market share** in 2024, increasing to **83%** in 2025 [12][13] Product Development and Clinical Trials - **Anitosel**: - A novel synthetic binder developed to address limitations of biologic-based binders, focusing on safety, scale, and manufacturability [5][6] - Strong clinical data in relapsed and refractory myeloma populations [6] - **IMMAGINE-one Study**: - Phase 2 study with **129 patients** enrolled, showing a **97% overall response rate** and **68% complete response rate** [31][33] - Median progression-free survival (PFS) of **30.2 months** and no delayed neurotoxicities reported [32][39] Launch Strategy - **Launch Timeline**: Anticipated launch of Anitosel in the U.S. in **mid to late 2026** [5] - **Market Access**: - Plans to access **80% of covered lives** within **30 days** of launch and **90% within 90 days** [21][22] - **Manufacturing Capacity**: - Expected to cover the majority of the fourth line plus population at launch, with a global potential of over **24,000 doses** [17][19] Operational Excellence - **Turnaround Time**: Expected turnaround time for Anitosel is less than **17 days**, with a high in-spec rate of **96%** [18][19] - **Partnership with Kite**: - Collaboration with Kite to leverage their expertise in cell therapy, enhancing operational efficiency and reducing costs [24][21] Financial Outlook - **Profitability**: Expected gross margins of **≥70%** at launch, with profitability anticipated at less than **$1 billion** in Anitosel sales [23][24] - **Capital Management**: As of Q1, the company has **$565 million** remaining on its balance sheet, reflecting operational efficiency [23] Safety and Efficacy - **Safety Profile**: - Anitosel demonstrated a predictable and manageable safety profile with no delayed neurotoxicities observed [39][40] - **85%** of patients experienced grade one or less cytokine release syndrome (CRS) [36] Conclusion - **Market Positioning**: Anitosel is positioned to be a leading CAR T therapy in the myeloma space, with a strong focus on patient safety, operational excellence, and market access strategies [28][29]

PolTREG Establishes U.S. Subsidiary Immuthera to Advance International Development Strategy PolTREG established Immuthera (https://immuthera.bio/) in Delaware to expand its presence in the U.S. market. A Pre-IND application was submitted to the FDA.The Paediatric Committee (PDCO) of the European Medicines Agency issued a positive opinion on PolTREG’s Pediatric Investigation Plan (PIP) for PTG-007 in pre-symptomatic type 1 diabetes (Stage 1). Gdańsk, Poland – 13 JUNE 2025 – PolTREG S.A. (Warsaw Stock Exch ...

Regeneron Pharmaceuticals (REGN) FY 2025 Annual General Meeting June 13, 2025 10:30 AM ET Speaker0 Good morning, and welcome to the twenty twenty five Annual Shareholder Meeting of Regeneron Pharmaceuticals. The meeting will begin after the following message. Speaker1 At Regeneron, we've always pursued bold science to drive our purpose, transforming lives through groundbreaking innovation. That principle is just as strong today as it was when the company was founded. Speaker2 We committed to not just treati ...