Core Insights - Arvinas, Inc. is presenting clinical data for ARV-102, a PROTAC LRRK2 degrader, at the 2025 International Congress of Parkinson's Disease and Movement Disorders [1][2] - ARV-102 is designed to target LRRK2, which is implicated in neurological diseases, particularly Parkinson's disease [3] Company Overview - Arvinas is a clinical-stage biotechnology company focused on developing protein degradation therapies to treat debilitating diseases [4] - The company is advancing multiple investigational drugs, including ARV-102 for neurodegenerative disorders and others targeting various cancers [4] Presentation Details - The presentations include a first-in-human study assessing the safety and pharmacokinetics of ARV-102 and a late breaker session on its clinical trials [2][6] - Specific presentation times and poster numbers are provided for the sessions at the congress [6]

Core Insights - C4 Therapeutics has entered into a clinical trial collaboration and supply agreement with Pfizer to advance its research in targeted protein degradation for multiple myeloma treatment [1][2] Company Overview - C4 Therapeutics is a clinical-stage biopharmaceutical company focused on targeted protein degradation science, aiming to create innovative medicines that improve patient outcomes [4] - The company utilizes its TORPEDO platform to design and optimize small-molecule medicines for challenging diseases, with a focus on oncology [4] Clinical Trial Details - The upcoming Phase 1b trial will assess the safety and tolerability of cemsidomide, an IKZF1/3 degrader, in combination with elranatamab for patients with relapsed/refractory multiple myeloma [2][5] - The trial is expected to start in Q2 2026 and aims to establish an optimal dose for cemsidomide when combined with elranatamab [2] - Pfizer will supply elranatamab at no cost, while C4 Therapeutics will sponsor and conduct the trial [2] Product Information - Cemsidomide is an investigational small-molecule degrader that has shown promising safety and tolerability, as well as strong anti-myeloma activity in previous trials [5] - Two additional clinical trials for cemsidomide are planned: a Phase 2 trial in combination with dexamethasone expected to start in Q1 2026, and the aforementioned Phase 1b trial [5] Market Potential - The collaboration with Pfizer positions cemsidomide to potentially enhance treatment regimens for multiple myeloma, aiming to improve patient outcomes in earlier lines of therapy [3] - Elranatamab is on track to become a standard of care BCMAxCD3 bispecific antibody in a growing market for multiple myeloma treatments [3]

Core Insights - Nurix Therapeutics announced the presentation of preclinical data for GS-6791, a novel IRAK4 protein degrader, which supports its advancement into clinical studies [1][2] - The findings were presented at the European Academy of Dermatology and Venereology (EADV) Congress, highlighting the potential of GS-6791 in treating inflammatory diseases [1][4] Preclinical Data - GS-6791 mediates sustained degradation of IRAK4, leading to significant inhibition of IL-1 and IL-36-driven responses in skin epithelial cell systems [2][5] - The drug demonstrated near-complete knockdown of IRAK4 in human blood and keratinocytes, with deep inhibition of cytokine pathways relevant to dermatologic diseases [5] Mechanism of Action - GS-6791 is characterized as a potent, orally available degrader of IRAK4, providing a differentiated pharmacologic profile compared to traditional kinase inhibitors [3][4] - By selectively degrading IRAK4, GS-6791 targets complex immune signaling pathways, potentially expanding treatment options for patients with inflammatory diseases [3][4] Collaboration with Gilead - Nurix and Gilead Sciences entered a strategic collaboration in June 2019 to develop targeted protein degradation therapies, with Nurix receiving $135 million to date [4] - For the IRAK4 program, Nurix is eligible for up to $420 million in potential milestone payments and royalties on net sales, with co-development options available for two programs in the U.S. [4][5] Clinical Development - Gilead exercised its option to license GS-6791 in March 2023, taking responsibility for further development [5] - The Investigational New Drug (IND) application for GS-6791 was cleared by the FDA in April 2025, with an ongoing Phase 1 trial assessing safety and pharmacodynamics in healthy volunteers [5]

Core Insights - Targeted protein degradation is an emerging field in drug development, with over 10 years of experience from the company [1] - The company is based in San Francisco and leverages scientific research from UCSF and Berkeley [1] - Targeted protein degraders are small molecules that can be taken orally to remove disease-causing proteins from cells [2] Industry Context - The development of targeted protein degradation is positioned alongside major breakthroughs in drug development, such as antibodies and nucleic acid-based therapies [2] - The primary goal of therapeutics has been to specifically target and eliminate disease-causing proteins [2]

Core Insights - Targeted protein degradation is an emerging field in drug development, with over 10 years of experience from the company [1] - The company is based in San Francisco and leverages scientific research from UCSF and Berkeley [1] - Targeted protein degraders are small molecules that can be taken orally to remove disease-causing proteins from cells [2] Industry Context - The development of targeted protein degradation is positioned alongside major breakthroughs in drug development, such as antibodies and nucleic acid-based therapies [2] - The primary goal of therapeutics has been to specifically target disease-causing proteins, which is now achievable through targeted protein degradation [2]

Group 1 - The discussion focuses on targeted protein degradation as an evolving therapeutic modality, highlighting its place among successful treatments like antibodies and nucleic acid-based therapies [2][3] - Targeted protein degraders represent a small molecule approach that can effectively remove entire proteins, offering advantages such as oral administration and once-a-day dosing [3][4] - This method is positioned as having antibody-like or biologic-like efficacy, potentially surpassing the effectiveness of traditional nucleic acid-based therapies and antibodies [4]

Protein Degraders to Outmatch Cancer and Autoimmune Disease Investor Presentation September 2025 Important Notice and Disclaimers This presentation contains statements that relate to future events and expectations and as such constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. When or if used in this presentation, the words "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "outlook," "plan," "predict," "should," "will," and ...

Core Insights - C4 Therapeutics, Inc. (C4T) will present data from its Phase 1 clinical trial of cemsidomide for multiple myeloma at the International Myeloma Society Annual Meeting on September 20, 2025 [1][2] - The company has completed enrollment and dose escalation for the trial, which shows a well-tolerated safety profile and promising response rates [2] - An investor webcast will follow the oral presentation, providing further details on the clinical development plans [3] Company Overview - C4 Therapeutics is a clinical-stage biopharmaceutical company focused on targeted protein degradation to develop new medicines [4] - The company utilizes its TORPEDO platform to design and optimize small-molecule medicines for challenging diseases [4] - C4T's degrader medicines aim to leverage the body's natural protein recycling system to eliminate disease-causing proteins, potentially addressing drug resistance and improving patient outcomes [4] Product Information - Cemsidomide is an investigational small-molecule degrader that targets IKZF1/3, which are transcription factors involved in multiple myeloma and non-Hodgkin's lymphomas [5] - Clinical data indicates that cemsidomide is well-tolerated and shows significant anti-myeloma activity along with immunomodulatory effects [5]

Core Insights - Prelude Therapeutics is advancing its clinical pipeline, focusing on SMARCA2 and KAT6A degrader programs, with significant updates expected by the end of 2025 [1][2][10] Clinical Development Updates - PRT7732, an oral SMARCA2 degrader, is currently enrolling patients in its seventh dosing cohort (125 mg) and is expected to provide preliminary clinical data by the end of 2025 [1][6] - The Phase 1 study of PRT3789, an intravenous SMARCA2 degrader, has been completed, with final data anticipated by the end of 2025; however, further development of PRT3789 has been paused to focus on PRT7732 [2][4] - The KAT6A degrader program is on track to file an IND in the first half of 2026, with preclinical data recently presented [7] Financial Overview - As of June 30, 2025, the company reported cash, cash equivalents, restricted cash, and marketable securities totaling $77.3 million, which is expected to fund operations into the second quarter of 2026 [10] - Research and development expenses for Q2 2025 decreased to $25.8 million from $29.5 million in the prior year, primarily due to reduced expenses related to SMARCA2 clinical trials [11] - General and administrative expenses also decreased to $6.4 million from $7.7 million year-over-year, attributed to lower stock-based compensation [12] Net Loss and Share Performance - The net loss for Q2 2025 was $31.2 million, or $0.41 per share, compared to a net loss of $34.7 million, or $0.46 per share, in the same period of 2024 [13][18]

Core Insights - BeyondSpring Inc. reported Q2 2025 financial results and highlighted significant clinical and corporate milestones, focusing on its lead asset, Plinabulin, which is positioned to redefine cancer treatment by leveraging the immune system [1][2]. Clinical Developments - Plinabulin is a first-in-class agent that matures dendritic cells, potentially offering new hope to 60% of non-small cell lung cancer (NSCLC) patients whose disease progresses after checkpoint inhibitor therapy [2]. - In the global Phase 3 trial (Dublin-3), the combination of Plinabulin and docetaxel showed durable survival benefits and reduced chemotherapy-induced neutropenia compared to standard docetaxel alone [2]. - New data from a Phase 2 study indicated that the combination of pembrolizumab, Plinabulin, and docetaxel in metastatic NSCLC patients demonstrated a median progression-free survival (PFS) of 6.8 months and an overall survival (OS) of 78% at 15 months [5]. - A collaboration with MD Anderson highlighted Plinabulin's rapid dendritic cell activation across eight cancer types, reporting an objective response rate (ORR) of 23% and a disease control rate (DCR) of 54% [5]. Corporate Milestones - SEED Therapeutics, in which BeyondSpring is a founding shareholder, received FDA clearance for its RBM39 molecular glue degrader, ST-01156, targeting aggressive cancers [2][4]. - Dr. Bill Desmarais joined SEED Therapeutics as CFO and CBO, bringing over 20 years of biotech leadership experience [6]. Financial Performance - For the six months ended June 2025, BeyondSpring reported a net income of $1 million, an improvement from a net loss of $2.6 million in the same period of 2024 [7]. - Research and development (R&D) expenses increased to $1.9 million for the six months ended June 2025, compared to $1.6 million in the prior year, primarily due to higher professional service fees [9]. - General and administrative (G&A) expenses decreased to $2.7 million for the six months ended June 2025, down from $3.1 million in the same period of 2024 [9]. Financial Position - As of June 30, 2025, cash and cash equivalents stood at $9.5 million, a significant increase from $2.9 million as of December 2024 [9]. - Current assets totaled $15.7 million, down from $25.3 million as of December 2024, reflecting the impact of discontinued operations [9].