Summary of Oric Pharmaceuticals (ORIC) 2025 Conference Call Company Overview - **Company Name**: Oric Pharmaceuticals (ORIC) - **Focus**: Development of small molecule drugs targeting solid tumors, specifically in lung cancer, prostate cancer, and breast cancer [4][5] Key Programs - **ORIC-944**: A PRC2 inhibitor for prostate cancer, currently in combination studies with two androgen receptor inhibitors (apalutamide and darolutamide) [5][6] - **ORIC-114**: A brain-penetrant inhibitor targeting lung cancer populations, including EGFR exon 20, EGFR atypicals, and HER2 exon 20 [6] Clinical Data and Comparisons - **Prostate Cancer Data**: - ORIC-944 showed a confirmed PSA 50 response rate of 47% compared to Pfizer's mevremetostat at 34% [10][13] - Confirmed PSA 90 response rate for ORIC-944 was 24% versus Pfizer's 12% [11][13] - Safety profile of ORIC-944 demonstrated lower rates of gastrointestinal toxicity compared to Pfizer's drug [14][15] Safety and Efficacy - **Toxicity Comparison**: ORIC-944 exhibited significantly lower rates of GI toxicity and anemia compared to Pfizer's data, which reported high rates of diarrhea and dysgeusia [14][15] - **Dosing Strategy**: ORIC-944 has a longer half-life allowing for once-daily dosing, while Pfizer's drug requires twice-daily dosing [26][27] Future Development Plans - **Phase III Study**: Planned to start in the first half of 2026, focusing on both post-abiraterone and post-AR inhibitor populations [33][44] - **Data Updates**: Two additional data updates expected later in 2025, focusing on dose escalation and optimization [34][36] Market Position and Strategy - **Competitive Landscape**: ORIC aims to close the timeline gap with Pfizer, emphasizing that being a second entrant in a large market can still yield significant commercial opportunities [60][61] - **Partnerships**: Strong relationships with Janssen and Bayer for drug supply and insights into clinical development [51][52] Financial Position - **Cash Position**: As of March, ORIC reported a pro forma cash position of $349 million, providing a runway into the second half of 2027 [73] Additional Insights - **ctDNA as a Biomarker**: ORIC is exploring ctDNA as a potential better marker for long-term durability compared to PSA activity [40][41] - **Focus on Frontline Opportunities**: ORIC is prioritizing frontline strategies for ORIC-114, aiming for robust data in competitive populations [63][64] Conclusion - ORIC Pharmaceuticals is positioned to advance its clinical programs with promising early data, a strong financial position, and strategic partnerships, while navigating a competitive landscape in oncology.

Gilead Sciences (GILD) 2025 Conference June 04, 2025 11:05 AM ET Speaker0 Good morning everyone. Welcome to our next panel discussion with Gilead Sciences. We have a couple of important members of the executive team from Gilead here up with us. To my left, Dietmar Berger, who's the new CMO, and I like to say running the hot seat of R and D in front of Wall Street to talk about obviously everything going on in the pipeline. As well as Cindy Paretti. She's Executive Vice President of Kite and runs everything ...

Summary of Rapport Therapeutics (RAPP) 2025 Conference Company Overview - **Company**: Rapport Therapeutics (RAPP) - **Industry**: Biotechnology, specifically in precision neuroscience and epilepsy treatment - **Key Personnel**: Abe Cisse (CEO), Choi Ignelzi (CFO) [1][2] Core Points and Arguments - **Vision**: Rapport aims to be a leading precision neuroscience company, focusing on receptor associated proteins to develop targeted therapies [4][5]. - **Lead Program**: RAP-two 19, an AMPA TARP gamma-eight modulator, targets specific brain areas to modulate AMPA receptors, aiming to reduce adverse effects (AEs) associated with traditional anti-seizure medications [5][6]. - **Clinical Trials**: - Currently conducting a Phase 2a proof of concept study for RAP-two 19 in focal epilepsy, fully enrolled with 30 patients, with data expected in September 2025 [7][8]. - Plans to explore RAP-two 19 in bipolar mania and peripheral neuropathic pain, with a long-acting injectable formulation also in development [8][9][10]. - **Differentiation**: RAP-two 19 is designed for once-daily dosing with a long half-life, aiming to minimize drug-drug interactions (DDIs) and improve patient adherence [12][14][15][16]. Important Data and Metrics - **Phase 1 Studies**: Completed four studies with 100 healthy volunteers, showing a favorable tolerability profile and high receptor occupancy (up to 85%) without significant sedation or motor impairment [23][24]. - **Efficacy Expectations**: The primary endpoint for the Phase 2a study is a 30% reduction in long episodes of seizures, with a target responder rate of at least 40% [38][39]. - **Safety Profile**: No serious adverse events (SAEs) reported; mild AEs observed were transient and resolved on their own [45][46]. Additional Insights - **Biomarker Utilization**: The study leverages an implantable RNS device to capture EEG activity, providing an objective measure of efficacy compared to traditional seizure diaries [28][30]. - **Regulatory Pathway**: The company plans to conduct two registrational trials for NDA submission, with the potential to start in 2026 [51][52]. - **Market Positioning**: The combination of efficacy, tolerability, and administration profile positions RAP-two 19 as a potentially best-in-class therapy for epilepsy [41][44]. Conclusion Rapport Therapeutics is advancing its lead program RAP-two 19 with a focus on precision neuroscience, aiming to address significant unmet needs in epilepsy treatment through innovative clinical trial designs and a differentiated safety profile. The upcoming data readout in September 2025 will be critical for the company's future development plans and market positioning.

Teva Pharmaceutical Industries (TEVA) 2025 Conference June 04, 2025 09:20 AM ET Speaker0 Good morning. Welcome to the Jefferies Healthcare Conference in New York, day one. My name is Dennis Thing, biotech analyst, here at Jefferies. I have the great pleasure of having Teva here with us. Welcome. So maybe to I think there's a little bit of feedback, but maybe just help level set us in terms of where the business is right now and how the business has evolved over the last several years and some of the investm ...

PTC Therapeutics June 2025 Matthew B. Klein, MD CEO Pam and Kelsey living with PKU 1 Corporate Presentation – June 2025 Forward Looking Statements This presentation contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. All statements contained in this presentation, other than statements of historic fact, are forward-looking statements, including statements regarding: the future expectations, plans and prospects for PTC, including with respect to the ...

Core Insights - Nxera Pharma has achieved a significant development milestone in its collaboration with Eli Lilly, which is expected to result in a milestone payment in Q3 of the fiscal year ending December 2025 [1][2] - The collaboration, initiated in 2022, leverages Nxera's GPCR-focused drug design capabilities alongside Lilly's expertise in development and commercialization [2] - Nxera is eligible for up to US$694 million in development and commercial milestones, in addition to tiered royalties on global sales [3] Company Overview - Nxera Pharma is a biopharma company focused on developing specialty medicines for unmet medical needs, particularly in Japan and the broader APAC region [5] - The company has an extensive pipeline of over 30 active programs targeting areas such as neurology, metabolic diseases, and immunology, utilizing its proprietary NxWave™ discovery platform [6] - Nxera employs approximately 400 people across key locations including Tokyo, Osaka, London, Cambridge, Basel, and Seoul [7]

Regeneron Pharmaceuticals, Inc. (REGN) and partner Sanofi (SNY) announced mixed results from two late-stage studies, AERIFY-1 and AERIFY-2, on itepekimab for the treatment of chronic obstructive pulmonary disease (COPD).The candidate is being jointly developed by Regeneron and Sanofi. It is currently in clinical development programs for chronic rhinosinusitis with nasal polyps (phase III), non-cystic fibrosis bronchiectasis (phase II) and chronic rhinosinusitis without nasal polyps (phase II).Year to date, ...

Cybin (CYBN) Fireside Chat May 29, 2025 11:00 AM ET Speaker0 Drysdale for this fireside chat. Cybin is a late stage breakthrough neuropsychiatry company committed to revolutionizing mental health care by developing novel next generation treatment options to address the large unmet need. The phase three program for CYBN's lead CYB003 candidate for the injunctive treatment of major depressive disorder is underway and currently dosing. Cybin trades on the NYSE American and CBOE Canada under the ticker CYBN. An ...

SOUTH SAN FRANCISCO, Calif., May 29, 2025 (GLOBE NEWSWIRE) -- Aligos Therapeutics, Inc. (Nasdaq: ALGS) a clinical stage biopharmaceutical company focused on improving patient outcomes through best-in-class therapies for liver and viral diseases, today announced that members of management will present at the Jefferies Global Healthcare Conference on Thursday, June 5, 2025 at 2:00pm ET. A live webcast of the presentation will be accessible by visiting the Presentation & Events section on the “Investors” page ...

Core Insights - Cocrystal Pharma, Inc. will participate in a fireside chat at the Noble Capital Markets' 2025 Emerging Growth Virtual Equity Conference on June 5, 2025 [1] - The company is a clinical-stage biotechnology firm focused on developing antiviral therapeutics targeting various viruses [3] Company Overview - Cocrystal Pharma specializes in discovering and developing novel antiviral drugs aimed at noroviruses, influenza viruses, coronaviruses (including SARS-CoV-2), and hepatitis C viruses [3] - The company utilizes unique structure-based technologies and Nobel Prize-winning expertise to create first- and best-in-class antiviral therapeutics [3] Event Details - Registered investors can request one-on-one meetings with Cocrystal management through the conference registration platform [2] - A video webcast of the presentation will be available approximately 48 hours after the event and archived for 90 days on the company's website and Channelchek [2]