Core Insights - Moleculin Biotech, Inc. announced that an abstract regarding its next-generation anthracycline, Annamycin, has been selected for poster presentation at the AACR Annual Meeting 2025 [1][2] Company Overview - Moleculin Biotech, Inc. is a late-stage pharmaceutical company focused on developing drug candidates for hard-to-treat cancers and viruses [3] - The lead program, Annamycin, is designed to avoid multidrug resistance and eliminate cardiotoxicity associated with current anthracyclines, targeting relapsed or refractory acute myeloid leukemia (AML) and soft tissue sarcoma (STS) lung metastases [3] Clinical Trials - The company is initiating the MIRACLE Trial (MB-108), a pivotal Phase 3 trial evaluating Annamycin in combination with cytarabine for relapsed or refractory AML [4] - Following a successful Phase 1B/2 study, the company believes it has de-risked the development pathway towards potential approval for Annamycin [4] Additional Developments - Moleculin is also developing WP1066, an immune/transcription modulator targeting brain tumors and other cancers, and a portfolio of antimetabolites including WP1122 for treating pathogenic viruses and certain cancer indications [5]

Good morning, ladies and gentlemen, and thank you for standing by. Welcome to the EuroGen Pharma fourth quarter and full year 2024 earnings call. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Vincent Perrone, head of investor relations. Please go ahead. Thank you, operator. Good morning, everyone. and welcome to Eurogen Pharma's fourth quarter and full year 2024 financial results and business update conference call. Earlier t ...

Core Viewpoint - BriaCell Therapeutics Corp. and its subsidiary BriaPro are advancing the development of novel high-affinity antibodies targeting B7-H3, a significant player in cancer progression, with plans for patent applications and multiple cancer indications [1][2][8]. Group 1: Company Overview - BriaCell is a clinical-stage biotechnology company focused on developing innovative immunotherapies to transform cancer care [5]. - BriaPro is a pre-clinical stage immunotherapy company aiming to enhance the body's cancer-fighting capabilities [6]. Group 2: Technology Development - BriaPro is utilizing molecular modeling techniques to develop anti-B7-H3 antibodies, which are expected to be incorporated into the Bria-TILsRx™ platform designed to activate T cells in the tumor microenvironment [2][8]. - The B7-H3 target is overexpressed in various solid tumors, including prostate, lung, breast, pancreatic, and ovarian cancers, while showing limited expression in normal tissues, making it an ideal target for selective activation of tumor infiltrating lymphocytes [3][8]. Group 3: Market Potential - Antibodies targeting B7-H3 are in high demand among pharmaceutical and biotechnology companies, indicating a strong market interest [5]. - The development of anti-B7-H3 antibodies is expected to synergize with BriaCell's existing cell-based immuno-oncology platform, which includes novel cell-based immunotherapy approaches [5].

Core Insights - SELLAS Life Sciences Group, Inc. announced promising results from Cohort 3 of the Phase 2 trial for SLS009, a CDK9 inhibitor, showing a median overall survival (mOS) of 8.9 months in patients with AML-MRC and 8.8 months in all relapsed or refractory patients, significantly surpassing the historical benchmark of 2.5 months [1][2] - The overall response rate (ORR) achieved was 67% in AML-MRC patients and 46% in all evaluable patients, exceeding the targeted ORR of 20% [1][2] Company Overview - SELLAS is a late-stage clinical biopharmaceutical company focused on developing novel therapies for various cancer indications, with SLS009 being a key candidate [7] - The company aims to address critical unmet medical needs in heavily pretreated AML patients, particularly those with adverse genetic mutations [2][7] Trial Details - The ongoing Phase 2 trial is an open-label, single-arm, multi-center study evaluating the safety, tolerability, and efficacy of SLS009 in combination with venetoclax and azacitidine [6] - The trial has expanded to include additional cohorts targeting specific mutations, including ASXL1, to further validate the therapy's potential [6] Patient Characteristics - In Cohort 3, 14 patients were treated, with 71% having AML-MRC and a median age of 71 years [5] - The cohort included patients with various mutations, with a median of 1 prior failed therapy [5] Efficacy Results - The mOS for all patients in Cohort 3 was 8.8 months, with a 67% ORR in AML-MRC patients and 46% in all evaluable patients [5] - Specific mutation responses included 75% in myelomonocytic AML, 67% in ASXL1, 60% in RUNX1, and 33% in TP53 [5] Safety Profile - SLS009 was well-tolerated with no new safety signals observed, indicating a favorable safety profile in the patient population [5]

Core Insights - The immunotherapy in oncology market is valued at USD 119.0 billion in 2023 and is projected to grow at a CAGR of 11.6%, reaching USD 319.5 billion by 2032, driven by substantial investments in novel immunotherapies and increased patent filings [1][17]. Market Overview - The patent landscape analysis for immunotherapy in oncology examines the interplay between innovation and industry growth, highlighting patent filing trends and key players [2]. - The report identifies emerging therapeutic targets and assesses the competitive landscape, providing insights into strategic R&D investments [2][3]. Technological Advancements - Innovations in genetic engineering and biotechnology, such as CRISPR and next-generation sequencing, are enhancing the development of novel immunotherapies, leading to a surge in patent filings [10]. - The increasing incidence of cancer globally necessitates the development of new treatments, stimulating research and related patent activities [10]. Market Segmentation - The patent landscape is segmented into four key types: Monoclonal Antibodies, Cytokines and Immunomodulators, Checkpoint Inhibitors, and Others, each representing significant advancements in cancer treatment [6]. - The landscape spans various cancer indications, including lung cancer, colorectal cancer, melanoma, breast cancer, and prostate cancer, reflecting targeted research efforts [7]. Regional Analysis - The United States, Europe, and Asia-Pacific lead in patent filings, with the U.S. dominating due to its robust R&D infrastructure [8]. - Europe, particularly Germany and the UK, contributes significantly through collaborative research and innovation incentives, while the Asia-Pacific region, especially China and Japan, is rapidly emerging due to increasing healthcare investments [8]. Key Players and Patent Profiles - Genentech Inc. is a pioneer in oncology immunotherapy with a focus on monoclonal antibodies and targeted treatments, holding significant patents for drugs like Avastin and Herceptin [11]. - AstraZeneca PLC focuses on immune checkpoint inhibitors, particularly targeting PD-1/PD-L1 pathways, with notable patents for drugs like Imfinzi [12]. - Immatics Biotechnologies GmbH specializes in T-cell receptor therapies, reflecting its focus on novel therapeutic targets [13]. - F. Hoffmann-La Roche AG has a comprehensive patent portfolio covering a broad spectrum of therapies, including immune checkpoint inhibitors [14]. - Incyte Corp is known for its diverse patent portfolio, actively developing small molecule inhibitors and novel immunotherapies [15]. Market Forecast - The estimated market value for immunotherapy in oncology is projected to be USD 132.8 billion in 2024, with a forecasted value of USD 319.5 billion by 2032, indicating robust growth potential [17].

Financial Data and Key Metrics Changes - The company ended 2024 with a strong cash position of approximately $412 million and is now debt-free [37] - GAAP R&D expenses for 2024 were $150.8 million, up from $59.4 million in the previous year, reflecting the expansion of clinical trials related to Ivonescimab [39] - Non-GAAP R&D expenses were $134.8 million in 2024 compared to $55 million in 2023 [39] - GAAP G&A expenses increased to $60.5 million in 2024 from $30.3 million in the previous year, primarily due to stock-based compensation charges [41] - Overall, non-GAAP operating expenses decreased to $175.3 million in 2024 from $596.5 million in 2023, mainly due to a reduction in acquired in-process R&D expenses [42] Business Line Data and Key Metrics Changes - The company has completed enrollment in four Phase III trials, with two awaiting top-line data readout, including the HARMONi trial [16] - Five Phase III trials are currently ongoing, with two sponsored by the company and three by Akeso, focusing on various cancer types [17] Market Data and Key Metrics Changes - The addressable market for non-small cell lung cancer (NSCLC) could approach $20 billion for checkpoint inhibitors, with a broader market potential of approximately $90 billion globally for all checkpoint inhibitor indications [30][32] - The company is exploring over 50 indications where PD-1, PD-L1, or VEGF therapies have been approved, indicating a significant market opportunity beyond NSCLC [32] Company Strategy and Development Direction - The company aims to expand its clinical development plan beyond NSCLC in 2025 and 2026, with a focus on improving patient lives facing high unmet medical needs [33] - A collaboration with Pfizer was announced to evaluate Ivonescimab in combination with multiple Pfizer antibody drug conjugates (ADCs) in various solid tumor settings [9][10] - The company is committed to exploring additional tumor settings and identifying biomarkers through collaborations, including a $15 million commitment to MD Anderson [21] Management's Comments on Operating Environment and Future Outlook - Management expressed enthusiasm about the potential of Ivonescimab and its ability to address serious unmet medical needs in oncology [15] - The company is optimistic about the upcoming top-line data from the HARMONi trial, expected in mid-2025, which could provide a path for marketing authorization [24] - Management emphasized the importance of combining Ivonescimab with the best available treatments to enhance therapeutic outcomes [106] Other Important Information - The company has received Fast Track designation for the HARMONi trial, which is a global Phase III trial in patients with EGFR mutated advanced non-small cell lung cancer [11] - The HARMONi-3 trial has been amended to include a larger patient population, significantly expanding the number of patients that Ivonescimab can potentially help [12] Q&A Session Summary Question: Timing for HARMONi-2 overall survival (OS) data - Management indicated that Akeso expects to reach the number of events required for interim analysis by the end of 2025 [49] Question: Need for statistical significance in OS for approval - Management stated that while statistical significance for OS is desired, previous approvals in this space have not required it, as progression-free survival (PFS) has been adequate [52] Question: Timing for top-line readout for HARMONi-3 - Management noted it is too early to provide clarity on the completion of enrollment for HARMONi-3 until all sites are activated [55] Question: Details on the Pfizer collaboration - Management confirmed that multiple ADCs from Pfizer will be involved, with trials expected to start in mid-2025 [58][61] Question: Confidence in ADC targets - Management expressed confidence in the potential of ADCs in solid tumor oncology, noting that data outside of lung cancer has been stronger [66] Question: Plans for future business development opportunities - Management indicated that the collaboration with Pfizer does not preclude additional partnerships and that they are open to exploring various opportunities [115]