Corporate Presentation June 5, 2025 Forward Looking Statements Disclaimer This presentation contains forward-looking statements concerning our business, operations and financial performance and condition, as well as our plans, objectives and expectations for our research and development programs, our business and the industry in which we operate. Any statements contained herein that are not statements of historical facts may be deemed to be forward-looking statements. In some cases, you can identify forward ...

Summary of Immunic (IMUX) Conference Call Company Overview - **Company**: Immunic (IMUX) - **Focus**: Clinical stage company developing oral treatments for chronic inflammation and autoimmune diseases, particularly multiple sclerosis (MS) [2][3] Key Points on Multiple Sclerosis (MS) Treatment - **Market Opportunity**: Immunic targets a significant commercial opportunity with peak sales potential estimated between $3 billion to $7 billion across various forms of MS [3][9] - **Pipeline**: - **Beta Frutimous Calcium**: In phase three for relapsing MS (RMS) and recently completed phase two for progressive MS (PMS) [3][9] - **IMU 856**: Targeting gastrointestinal diseases, specifically celiac disease [4][26] Beta Frutimous Calcium - **Mechanism of Action**: - Acts as a potent inhibitor of DHODH, reducing inflammation and preventing neurodegeneration [4][5] - Activates NurOwn, a nuclear receptor that protects neurons from cell death [5][10] - **Clinical Data**: - Phase two study (EMPHASIS) showed a 76% reduction in active lesions and a 94.2% rate of patients free from confirmed disability worsening after two years [12][13] - Phase two study (CALIPER) demonstrated a 24% reduction in confirmed disability worsening overall, with 33% in primary progressive MS (PPMS) patients [19][20] - Notably effective in patients without active inflammation, showing a 34% reduction in disability worsening [22][24] Unmet Medical Need - **Current Treatments**: Only one drug approved for primary progressive MS, highlighting a significant unmet need in the market [16][15] - **Patient Population**: Approximately 1.2 million eligible patients for MS treatment globally, with many not currently receiving therapy [8][16] Key Points on IMU 856 - **Mechanism**: A selective modulator targeting epithelial regeneration in the gut, potentially applicable to various gastrointestinal disorders [26][28] - **Clinical Data**: - Phase one study showed a significant increase in GLP-1 levels (up to 250%) in celiac disease patients, indicating potential for managing weight gain and gut health [31][32] - Demonstrated protection of gut villi and improved nutrient absorption in a short-term study [35][36] Safety and Tolerability - **Beta Frutimous Calcium**: Favorable safety profile with no new safety findings reported, making it an attractive option for newly diagnosed MS patients [23][14] - **IMU 856**: Safety and tolerability assessed in clinical studies, with promising results [30][34] Future Outlook - **Next Steps**: Anticipation of top-line data from phase three studies by the end of 2026, with potential NDA submission in 2027 if results are positive [25][37] - **Market Positioning**: Immunic aims to position Beta Frutimous Calcium as a unique oral treatment option for all forms of MS, addressing both relapsing and progressive forms [37]

Orchestra BioMed Holdings (OBIO) 2025 Conference June 05, 2025 03:45 PM ET Speaker0 Okay, Speaker1 good to go. So thanks everybody for joining for our next session. I'm Matt Taylor, the US Medical Supplies and Devices analyst here at Jefferies. I'm joined by David Hockman, the CEO of Orchestra Lab. Speaker0 Nice to be here. Speaker1 And we have about half an hour for moderated Q and A. And I'll get things rolling here with kind of a high level question. So I think let's start with your business model is rea ...

Enanta Pharmaceuticals (ENTA) 2025 Conference June 05, 2025 02:00 PM ET Speaker0 Alright. Good afternoon, everyone. My name is Akash Shuari. I'm a pharma and biotech analyst here at, Jefferies. We have Ananta and Jay. Always great to talk to you, Jay. Ananta will have a some brief opening slides that will give a bit of a background of what's going on in the company, and then we'll get started with q and a. Thank you very much. Go ahead, Jay. Speaker1 Thank you very much. Here's the clicker. Before I begin, ...

Aligos Therapeutics (ALGS) 2025 Conference June 05, 2025 02:00 PM ET Speaker0 Okay. I'd like to thank the organizers of the conference for inviting us to speak today. My name is Lawrence Blatt. I'm the CEO and one of the founders of Oligos Therapeutics. I'm going talk about our pipeline and particularly our HPV drug. We're going to be making some forward looking statements today. Our pipeline is now moving into Phase II pipeline. So, we have ALG184, which is our capsid assembly modulator for the treatment o ...

Core Insights - MAIA Biotechnology, Inc. has released updated data from its pivotal Phase 2 clinical trial for ateganosine (THIO) in combination with Regeneron's cemiplimab for advanced non-small cell lung cancer (NSCLC) patients resistant to immune therapy and chemotherapy [1][4]. Group 1: Clinical Trial Results - The trial's third line (3L) data indicates a median overall survival (OS) of 17.8 months for 22 NSCLC patients who received at least one dose of ateganosine, with a 95% confidence interval lower bound of 12.5 months [2][3]. - The treatment has shown to be generally well-tolerated in a heavily pretreated patient population, with one patient completing 32 cycles of therapy and achieving 24.3 months of survival [3]. Group 2: Comparison with Standard Treatments - The median OS of 17.8 months for ateganosine is nearly triple the OS of 5 to 6 months reported for standard-of-care chemotherapy treatments in similar NSCLC settings [3][4]. Group 3: Regulatory and Market Implications - MAIA's potential regulatory pathways for ateganosine could lead to accelerated FDA approval and robust exclusivity in NSCLC, with a possible FDA decision as early as next year [4]. - A new partial response was identified in a patient after 20 months of treatment, defined as a decrease in tumor size of at least 30%, indicating the treatment's efficacy and low toxicity [5]. Group 4: Market Reaction - Following the announcement, MAIA's stock price increased by 11.7%, reaching $1.97 [5].

Core Insights - Lyra Therapeutics (LYRA) shares surged 355.5% in one week following positive results from the late-stage study of LYR-210 for chronic rhinosinusitis (CRS) [2][6] - LYR-210 is a bioabsorbable nasal implant that provides six months of continuous anti-inflammatory medication [2] Study Results - The phase III ENLIGHTEN 2 study met its primary endpoint, showing significant improvement in the three cardinal symptoms of CRS at week 24 in patients without nasal polyps [3] - Key secondary endpoints were also achieved, with significant improvements in symptom scores and the Sino-Nasal Outcome Test (SNOT-22) at week 24, with symptom relief observed as early as week 4 [4][6] - LYR-210 demonstrated a safety profile comparable to sham control, with most adverse events being mild to moderate [5] Future Plans - Following the success of the ENLIGHTEN 2 study, Lyra plans to discuss the data with the FDA and may seek approval for LYR-210 in CRS patients without nasal polyps [10] - Encouraging findings from the combined analysis of ENLIGHTEN 1 and ENLIGHTEN 2 support further development of LYR-210 for patients with nasal polyps [12] Market Performance - Year-to-date, LYRA shares have increased by 121.1%, significantly outperforming the industry growth of 9.9% [5]

Mind Medicine (MindMed) (MNMD) 2025 Conference June 05, 2025 12:50 PM ET Speaker0 Good afternoon everybody. Welcome to the Jefferies Global Healthcare Conference. My name's Brett Gallagher with the Healthcare Investment Banking team. It's my pleasure to welcome up Rob Barrow, CEO of MindMed. Speaker1 Great. Well thanks everyone for being here and for Jeffries for hosting us this week. It's an exciting time for us as an organization and and our field generally. We're we're hitting a a really interesting poin ...

Kiniksa Pharmaceuticals International (KNSA) 2025 Conference June 05, 2025 12:50 PM ET Speaker0 Alright. Okay. Good afternoon. Welcome to twenty twenty five Jefferies Global Healthcare Conference. My name is Roger Sung, one of the seniors cover SimiCA Biotech in The US. It is my pleasure to introduce our next printing company, Connexa, and then we have the chief commercial chief commercial officer Ross and then chief medical officer John. So, they will do a normal corporate presentation and then we'll save ...

Immunocore Holdings (IMCR) 2025 Conference June 05, 2025 11:05 AM ET Speaker0 Welcome everyone to the next session. I'm Michael Yee, Senior Biotechnology Analyst at Jefferies and I'm Speaker1 very pleased to have members of the Immunocor team up here with us. David Berman, Chief Scientific Officer and Ralph Torbay, the Chief Commercial Officer. Fantastic duo bunch because we're going to talk about revenues and sales and an approved drug in the commercial side. And, we're also going to Speaker0 talk with Dav ...