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Evommune (NYSE:EVMN) Earnings Call Presentation
2025-12-11 21:00
Company Overview - Evommune is developing next-generation therapies for chronic inflammation, which contributes to 3 out of 5 deaths worldwide[8] - The annual direct cost of chronic inflammation is at least $90 billion[9] - Evommune completed a $173 million IPO in November 2025 and has approximately $235 million in cash and investments as of September 30, 2025[115, 116] Clinical Programs - Evommune has two Phase 2 programs: EVO756 (oral MRGPRX2 antagonist) and EVO301 (long-acting IL-18 fusion protein)[15, 117] - EVO756 is being developed for chronic spontaneous urticaria (CSU) and atopic dermatitis (AD)[20, 117] - EVO301 is being developed for atopic dermatitis and ulcerative colitis[20, 117] - Three Phase 2 data readouts are expected in 2026: EVO756 in CSU (H1 2026), EVO756 in AD (H2 2026), and EVO301 in AD (H1 2026)[20, 117] EVO756 Clinical Data - In a Phase 2 trial in chronic inducible urticaria (CIndU), both 300 mg QD and 50 mg BID doses of EVO756 demonstrated robust clinical activity, with 30% of patients achieving a complete response after just 4 weeks[47, 49] - In the CIndU trial, at week 4, patients on 300 mg QD (N=10) saw a 14 point reduction and 50 mg BID patients (N=17) saw a 15 point reduction in Mean FricTest Score (0-4)[52] EVO756 Phase 2b Trials - A Phase 2b dose-ranging trial in CSU (N = 160) is underway, with topline data expected in H1 2026[72] - A Phase 2b dose-ranging trial in AD (N = 120) is underway, with topline data expected in H2 2026[80]