Summary of BioAge Labs FY Conference Call Company Overview - **Company**: BioAge Labs (NasdaqGS:BIOA) - **Focus**: Development of therapeutics targeting metabolic aging and obesity Key Points Platform and Data - BioAge Labs has developed a unique platform with approximately **50 million molecular data points** collected over decades, making it one of the largest human aging data sets globally [5][6] - The platform focuses on identifying targets for metabolic aging, particularly in the context of obesity and related comorbidities [5][6] - Recently expanded its discovery capabilities by incorporating data from the **HUNT Biobank** in Norway, which includes over **30 years of health records** and a significant portion of individuals developing cardiometabolic diseases [12] Therapeutic Focus - The company is concentrating on the next generation of obesity therapies that address not only weight loss but also muscle loss and inflammation [6] - BioAge Labs is advancing its lead program, **BGE-102**, a brain-penetrant NLRP3 inhibitor, which has shown promising preclinical results in weight loss comparable to semaglutide [25][26] - The mechanism of BGE-102 targets neuroinflammation, which is linked to appetite dysregulation and obesity [25] Collaborations - BioAge Labs has established collaborations with major pharmaceutical companies, including **Novartis** and **Eli Lilly**. The Novartis partnership focuses on novel target discovery related to aging biology and exercise [18][21] - The collaboration with Eli Lilly involves developing molecules based on BioAge's human data, allowing for expanded capabilities in drug development [21] Clinical Development - BGE-102 has initiated a **Phase 1 study** with results expected by the end of the year, focusing on pharmacodynamics (PD) and safety [30][35] - The company plans to advance into a monotherapy obesity trial following the Phase 1 results, with a robust design aimed at weight loss [47] Financial Position - As of June, BioAge Labs reported over **$310 million** in cash, sufficient to fund operations for over three years, covering ongoing studies and development milestones [71] Future Catalysts - Upcoming catalysts include the **SAD data** by the end of the year, **MAD data** in the first half of 2026, and IND filings for APJ agonist programs by the end of 2026 [73] - External catalysts include data readouts from competitors, which may provide insights into the market landscape [74] Market Position and Strategy - BioAge Labs aims to leverage its unique platform to explore novel targets, differentiating itself from competitors who focus on validated targets [75] - The company is also exploring the integration of **artificial intelligence** in its operations, particularly in target discovery and molecule identification [77][81] Conclusion - BioAge Labs is positioned to capitalize on its extensive data platform and strategic collaborations to develop innovative therapies for metabolic aging and obesity, with a strong financial foundation to support its clinical and operational goals.