[Music] Hi everyone. Uh, I'm Tom Whitehead. I'm still a journeyman line for the journeyman lineman for the power company, but also the president and co-founder of the Emily Whitehead Foundation and most proudly Emily's father. And Emily is the first child in the world to have her immune system trained to beat her cancer. So Emily was born May 2nd, 2005, was completely healthy and stayed that way until just after her fifth birthday. So we were going into Memorial Day weekend of 2010 and on Thursday she was h ...

Core Insights - Oncotelic Therapeutics, Inc. announced that its investigational intravenous Deciparticle everolimus (Sapu003) will be presented at the 2025 San Antonio Breast Cancer Symposium, highlighting its focus on innovative cancer treatments [1][2] Company Overview - Oncotelic Therapeutics, Inc. was founded to develop transformative medicines for cancer patients, utilizing its PDAOAI platform and expertise in nanomedicines [1] - The company has a history dating back to 1988, originally formed as OXiGENE, Inc., and has undergone several name changes and reincorporations [5][6] Product Development - Sapu003 is a novel formulation of everolimus designed for intravenous use, addressing limitations of oral mTOR inhibitors such as poor bioavailability and dose-limiting toxicity [2] - The ongoing Phase 1 trial of Sapu003 targets hormone receptor-positive (HR⁺)/HER2⁻ metastatic breast cancer, renal cell carcinoma (RCC), and neuroendocrine tumors (NET) [2] Clinical Trials and Collaborations - The studies related to Sapu003 are conducted in collaboration with Southern Oncology Clinical Research Unit (SOCRU), Ingenu CRO, and Medicilon, focusing on molecular biomarker discovery and pharmacokinetic modeling [4] - Accepted abstracts for presentation at the symposium include research on predictive biomarkers and pharmacokinetic rationale for Sapu003 [4] Market Context - The FDA has previously approved oral everolimus for advanced RCC and pancreatic NET, indicating a market for mTOR inhibitors in oncology [5] - The company aims to leverage its expertise to improve treatment outcomes, particularly for rare pediatric cancers [6][7]

Core Viewpoint - Ascentage Pharma Group International is actively participating in investor conferences in November 2025, highlighting its ongoing commitment to engage with the investment community and showcase its innovative biopharmaceutical pipeline [1][7]. Company Overview - Ascentage Pharma is a global, commercial stage, integrated biopharmaceutical company focused on discovering, developing, and commercializing novel therapies for unmet medical needs in cancer [2][5]. - The company has developed a rich pipeline of innovative drug products, including inhibitors targeting key apoptotic pathway proteins and next-generation kinase inhibitors [2]. Product Pipeline - The first approved product, Olverembatinib, is a third-generation BCR-ABL1 inhibitor for chronic myelogenous leukemia (CML) patients with specific mutations and is included in the China National Reimbursement Drug List [3]. - Olverembatinib is currently undergoing registrational Phase III trials for CML and other leukemia types [3]. - The second approved product, Lisaftoclax, is a Bcl-2 inhibitor for hematologic malignancies, with multiple global registrational Phase III trials ongoing [4]. Research and Development - Ascentage Pharma has established a robust R&D capability and holds a portfolio of global intellectual property rights [5]. - The company has formed partnerships with leading biotechnology and pharmaceutical companies, enhancing its research and development efforts [5].

Core Insights - Moleculin Biotech, Inc. has been granted an Australian patent for preliposomal Annamycin lyophilizates, enhancing its global intellectual property portfolio with a base patent term extending until June 2040 [1][2] - Annamycin is being developed as a non-cardiotoxic anthracycline for treating acute myeloid leukemia (AML) and soft tissue sarcoma lung metastases, with potential applications for various other cancers [2][4] - The company has initiated the MIRACLE trial, a Phase 3 study evaluating Annamycin in combination with cytarabine for relapsed or refractory AML, following a successful Phase 1B/2 study [5] Patent and Intellectual Property - The newly granted Australian patent covers preliposomal Annamycin with improved stability and high purity, contributing to the company's competitive position in oncology [1][2] - The patent family includes expected Canadian patents and previously issued U.S. and European patents, with additional applications pending in major jurisdictions worldwide [2] Drug Development and Clinical Trials - Annamycin has received Fast Track Status and Orphan Drug Designation from the FDA for relapsed or refractory AML and STS lung metastases, as well as Orphan Drug Designation from the EMA [3] - The MIRACLE trial aims to evaluate the efficacy of Annamycin in combination with cytarabine, which is expected to de-risk the development pathway towards potential approval [5] Additional Pipeline Candidates - The company is also developing WP1066, an immune/transcription modulator targeting various cancers, and WP1122, an antimetabolite for treating pathogenic viruses and certain cancer indications [6]

Core Insights - Inhibrx Biosciences Inc. shares experienced a significant increase of 75.95% in after-hours trading, closing at $49.90 after a regular trading session where the stock fell by 10.03% to $28.36 [1][6] Study Results - The company announced positive topline results from the ChonDRAgon study, a Phase 2 trial evaluating ozekibart (INBRX-109) for patients with advanced or metastatic, unresectable chondrosarcoma [2][4] - The study, involving 206 patients, met its primary endpoint, demonstrating a statistically significant improvement in median progression-free survival (PFS) [3] - Ozekibart reduced the risk of disease progression or death by 52% compared to placebo, with a median PFS of 5.52 months versus 2.66 months for placebo [3] Additional Data - Ozekibart is noted as the first experimental therapy to show a progression-free survival benefit in a randomized trial for chondrosarcoma, a cancer lacking approved systemic treatments [4] - Expansion cohort results indicated a 23% overall response rate for ozekibart combined with FOLFIRI in late-line colorectal cancer patients, and a 64% overall response rate when combined with irinotecan and temozolomide in refractory Ewing sarcoma patients [5] Stock Performance - Inhibrx's stock has increased by 84.16% year-to-date, although it has fallen 25.8% from its year-to-date high of $38.22 [6] - The stock has a 52-week range of $10.80 to $39.27 and a market capitalization of $410.81 million [6]

Core Insights - Tango Therapeutics Inc. has reported data from its ongoing Phase 1/2 study of vopimetostat (TNG462) in patients with MTAP-deleted cancers, indicating a promising efficacy profile [1] Efficacy Results Across Study Indications - As of September 1, 2025, 179 patients were enrolled across all cancer types, with 154 receiving active doses of 200 mg and above - The overall response rate (ORR) across cancer types was 27%, with a disease control rate (DCR) of 78% and a median progression-free survival (mPFS) of 6.4 months [2] Efficacy Results in Pancreatic Cancer Patients - Among 64 patients with pancreatic cancer, 39 received active doses, showing an ORR of 25% in second-line patients and 15% in all pancreatic cancer patients - The DCR for all pancreatic cancer patients was 71%, with mPFS of 7.2 months in second-line patients and 4.1 months in third-line and above patients [7] Development Strategy in Pancreatic Cancer - The company plans to initiate a global, randomized, pivotal study in 2026, enrolling approximately 300 patients with MTAP-deleted pancreatic cancer who have received one prior line of therapy, comparing vopimetostat to standard chemotherapy regimens [3][4] Enrollment in Lung Cancer - As of September 1, 2025, 41 patients with second-line or higher lung cancer were enrolled, with 12 receiving active doses; a safety and efficacy update is expected in 2026 [5] Financial Actions - Tango Therapeutics has priced an underwritten offering of 21.02 million shares and pre-funded warrants to purchase up to 3.23 million shares at $8.66, expecting gross proceeds of approximately $210 million [5] Price Action - TNGX stock experienced a decline of 14.78%, trading at $7.38 [6]

Vopimetostat (TNG462) Overview - Vopimetostat is an oral, once-a-day, MTAP-selective PRMT5 inhibitor with a potential best-in-class safety profile[7] - Key indications for development include pancreatic cancer (~20,000 patients/yr), lung cancer (~22,000 patients/yr), and histology agnostic cancers (~20,000 patients/yr) in the US[7] - A pivotal study in second-line (2L) pancreatic cancer is planned to initiate in 2026, with the potential to be first-to-market in 2L MTAP-del pancreatic cancer[7] Clinical Trial Data and Efficacy - Vopimetostat demonstrated an overall response rate (ORR) of 27% across cancer types, suggesting it could be best-in-class[13,16,18] - In 2L MTAP-del pancreatic cancer, the median progression-free survival (mPFS) was 7.2 months, with an ORR of 25%, supporting the planned pivotal study start in 2026[13,34] - The histology agnostic cohort (excluding sarcoma, pancreatic, and lung cancer) showed a 49% ORR and an mPFS of 9.1 months[13,51,53] Safety and Tolerability - Vopimetostat has a potential best-in-class safety and tolerability profile, with approximately 8% dose reduction and no drug-related dose discontinuations[13,25] Combination Studies and Future Plans - Ongoing combination study of vopimetostat + RAS(ON) inhibitors in 2L+ MTAP-del pancreatic and lung cancer patients, with expansion to first line (1L) cohort planned[13,43,45] - Lung cancer cohort is fully enrolled (n=41), with an update planned for 2026[13,48]

Core Insights - New findings indicate that Telomir-1 significantly impacts CASP8 and GSTP1, which are essential genes involved in regulating cell death and detoxification pathways often altered in cancer [1] Company Summary - Telomir Pharmaceuticals, Inc. is a pre-clinical biotechnology company focused on developing therapies that address the epigenetic causes of cancer, aging, and age-related diseases [1] - The company reported new preclinical data from an in vivo study involving mice with human aggressive prostate cancer tumors [1] Research Findings - The study evaluated DNA-methylation changes in the defense genes CASP8 and GSTP1 after treatment with oral Telomir-1, Rapamycin, chemotherapy, and combination regimens [1]

Core Viewpoint - Radiation therapy is a significant method in cancer treatment, known for its effectiveness but also for its aggressive nature [1] Group 1 - Radiation therapy is described as the "heavyweight" of cancer treatment, indicating its prominent role in the industry [1] - The effectiveness of radiation therapy is acknowledged, highlighting its importance in cancer care despite its harshness [1]

Core Insights - Verastem Oncology is collaborating with GenFleet Therapeutics to develop GFH375 (VS-7375) for advanced KRAS G12D mutant pancreatic ductal adenocarcinoma, aiming to provide new treatment options for patients with limited choices [1][6] - RBC Capital maintains an "Outperform" rating on Verastem's stock, currently trading at $8.32, with a price target of $13, indicating a potential increase of 62.3% [2][5] - Despite a negative price-to-earnings (P/E) ratio of -3.38 and an enterprise value to operating cash flow ratio of -3.62, the company's strong current ratio of 3.46 suggests a solid ability to meet short-term liabilities [2][3][4] Financial Metrics - The debt-to-equity ratio of Verastem stands at 2.09, indicating a higher level of debt compared to equity [4] - The ongoing study with GenFleet Therapeutics could significantly enhance Verastem's market position and financial outlook if successful [4][5] - RBC Capital's positive outlook reflects confidence in Verastem's strategic initiatives and potential breakthroughs in oncology [5][6]