Kiniksa Pharmaceuticals International (KNSA) FY Conference June 10, 2025 08:00 AM ET Speaker0 Thank you. Good morning, everyone. I'm Paul Choi. I'm a biotech analyst here at Goldman Sachs. It's my pleasure to welcome Conixa for our session this morning on the day of the conference. I'm required to read off certain disclosures, which primarily relate to investment banking relationships that Goldman Sachs may have with firm, companies presenting here at the conference. These relationships include, investment ...

Group 1 - The core viewpoint of the article is the introduction of the Magnetic Array Humanized Mouse Immune Antibody Discovery Platform (MIT-humAb) by Sanyou Bio, which enhances the existing antibody libraries and aims to produce high-affinity human antibodies efficiently [1][2][3] - The platform integrates various technologies, including humanized mouse immunization, phage display antibody library construction, and high-throughput screening, to generate a diverse range of lead antibody molecules [1][2][4] - Sanyou Bio has established itself as a pioneer in the commercialization of mouse immune libraries, having built 2,798 MIT immune libraries with a cumulative capacity of 720 billion by March 2025, and has successfully supported over 811 projects [3] Group 2 - The platform features high immunogenicity, allowing for the generation of high-affinity antibodies comparable to non-humanized mice, as evidenced by ELISA results showing an immunogenicity of 360,000 for both types of mice [4][6] - It employs a diverse range of screening techniques, ensuring that each target can yield dozens to hundreds of lead antibody molecules through various selection strategies [6][8] - The platform boasts high-throughput screening capabilities, significantly reducing the screening cycle to just 21 days while enhancing overall efficiency and throughput for drug development [8][9] Group 3 - A representative case involves Target A, an immune checkpoint protein that plays a crucial role in cancer immunotherapy, with existing inhibitors developed by multiple companies for various cancers [9][10] - The antibody discovery process for Target A utilized the MIT-humAb platform, successfully identifying candidate antibodies with specific binding capabilities, validated through ELISA testing [10][12] - The platform is expected to play an increasingly important role in generating high-affinity, high-specificity antibodies for various disease targets, particularly in cancer immunotherapy and autoimmune disease research [14] Group 4 - Sanyou Bio is a high-tech biopharmaceutical company headquartered in Shanghai, China, with a vision to improve human life quality through innovative biopharmaceuticals and a mission to facilitate the development of innovative biopharmaceuticals [15] - The company has established a comprehensive research and development platform, focusing on new drug discovery, preclinical research, and intelligent drug development, with over 20,000 square meters of R&D and GMP facilities [15] - Sanyou Bio has built a global marketing network, collaborating with over 1,200 pharmaceutical and biotech companies, and has completed more than 1,200 new drug discovery and development service projects [15]