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Adagene (NasdaqGM:ADAG) FY Conference Transcript
2026-02-25 22:02
Adagene FY Conference Summary Company Overview - **Company**: Adagene (NasdaqGM:ADAG) - **Focus**: Development of immuno-oncology drugs, specifically targeting microsatellite stable colorectal cancer (MSS-CRC) with low response rates to current therapies [2][3] Key Points and Arguments Drug Development and Efficacy - **Lead Compound**: ADG126, a masked anti-CTLA-4 antibody, is being developed in combination with KEYTRUDA (pembrolizumab) for late-line MSS-CRC without liver metastases [3][4] - **Response Rates**: ADG126 has shown a response rate between 15% and 30% depending on dosage, with a median overall survival of 20 months in the lowest dose cohort [3][5] - **Safety Profile**: The discontinuation rate is less than 10%, with no grade 4 or 5 adverse events reported, indicating a favorable safety margin [5][15] Market Opportunity - **Target Population**: Approximately 10,000 patients in the U.S. represent the MSS-CRC without liver metastases, a challenging tumor type for immuno-oncology agents [12] - **Historical Context**: Current standard of care has a median overall survival of 10-14 months, highlighting the need for more effective treatments [2][11] Collaboration and Funding - **Sanofi Investment**: Sanofi committed to an equity investment of up to $25 million, with the first tranche of $17 million received at $2 per share. This funding supports the ongoing phase 2 trial of ADG126 [6][7] - **Trial Collaboration**: Sanofi will evaluate ADG126 in combination with their bispecific PD-1 IL-15 in over 100 patients with solid tumors [6][7] Competitive Landscape - **CTLA-4 Mechanism**: CTLA-4 therapies like Yervoy (ipilimumab) and Imjudo (tremelimumab) generate close to $4 billion in revenues, indicating a robust market for effective CTLA-4 inhibitors [8][9] - **Differentiation**: ADG126 is positioned as a safer alternative with a better safety margin compared to existing CTLA-4 therapies, which have shown high toxicity [10][76] Future Developments - **Upcoming Data**: Updates on ADG126's efficacy and safety are expected in the coming months, including data from triplet combinations and a phase 2 trial in neoadjuvant colorectal cancer patients [20][23] - **Regulatory Pathway**: Plans for a randomized phase 3 trial focusing on overall survival as the primary endpoint are in discussion with the FDA [62][73] Additional Important Insights - **Combination Potential**: ADG126 is seen as a versatile partner for various combinations beyond PD-1, including potential combinations with VEGF and TGF inhibitors [36][38] - **Strategic Partnerships**: The company aims to pursue more licensing deals and trial collaborations to expand its market reach and evaluate novel regimens [23][24] This summary encapsulates the critical insights from the Adagene FY Conference, highlighting the company's strategic direction, drug development progress, and market potential in the oncology space.
Vaxart (NasdaqCM:VXRT) FY Conference Transcript
2026-02-25 22:02
Vaxart (NasdaqCM:VXRT) FY Conference February 25, 2026 04:00 PM ET Company ParticipantsCheng Li - Director of Biotech Equity ResearchJames F. Cummings - Chief Medical OfficerSteven Lo - President and CEOCheng LiHello, welcome to Oppenheimer's 36th Annual Healthcare Conference. I am Cheng Li, one of the biotech analysts here at Oppenheimer, and it's a pleasure to welcome you to our next company, Vaxart. It's my honor to introduce Steven Lo, CEO, and James Cummings, CMO at Vaxart. We want to leave probably a ...
INO CLASS ACTION REMINDER: Faruqi & Faruqi, LLP Reminds Inovio Pharmaceuticals (INO) Investors of Securities Class Action Deadline on April 7, 2026
Globenewswire· 2026-02-25 21:38
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Inovio To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Inovio between October 10, 2023 and December 26, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also click here for additional information] NEW YORK, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Faruqi ...
Arcus Biosciences(RCUS) - 2025 Q4 - Earnings Call Presentation
2026-02-25 21:30
Full Year 2025 Investor Presentation Oncology and Immunology Portfolio Summary February 25, 2026 Forward-looking Statements/Safe Harbor Forward-Looking Statements Safe Harbor: This presentation contains forward-looking statements about Arcus Biosciences, Inc. ("we," "Arcus" or the "Company") made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements in this presentation that are not historical facts are forward-looking statements, including, without l ...
Sarepta Therapeutics(SRPT) - 2025 Q4 - Earnings Call Presentation
2026-02-25 21:30
Patients can't wait for the next breakthrough in medical research. So neither will we. Fourth Quarter and Full-Year 2025 Financial Results Wednesday, February 25, 2026 In order to provide Sarepta's investors with an understanding of its current results and future prospects, forward-looking statements will be made during this presentation. Any statements that are not statements of historical fact may be deemed to be forward-looking statements. Words such as "believe," "anticipate," "plan," "expect," "will," ...
Veracyte(VCYT) - 2025 Q4 - Earnings Call Presentation
2026-02-25 21:30
Q4 & FY 2025 Earnings Presentation February 25, 2026 © 2026 Veracyte, Inc. All rights reserved. 1 Forward-looking statements and non-GAAP information This presentation contains forward-looking statements, including, but not limited to our statements related to our plans, objectives, and expectations (financial and otherwise), including with respect to our 2025 and 2026 financial and operating results; our assumptions for future revenue growth; plans and timing of the release of version 2 of our Veracyte tra ...
Arcutis Biotherapeutics(ARQT) - 2025 Q4 - Earnings Call Presentation
2026-02-25 21:30
4th Quarter and Full Year 2025 Financial Results Forward-looking statements are based on our management's beliefs and assumptions and on information currently available to management. Forward-looking statements are subject to known and unknown risks, uncertainties, assumptions, and other factors including, but not limited to, those related to the success, cost and timing of our product candidate development activities and ongoing and planned clinical trials; our plans to develop and commercialize targeted t ...
Spruce Biosciences (NasdaqCM:SPRB) FY Conference Transcript
2026-02-25 21:22
Spruce Biosciences (NasdaqCM:SPRB) FY Conference February 25, 2026 03:20 PM ET Company ParticipantsJavier Szwarcberg - CEOConference Call ParticipantsLeland Gershell - Managing Director and Senior Biotechnology AnalystLeland Gershelleveryone, back to Oppenheimer's 36th Annual Healthcare and Life Sciences Conference. I'm Leland Gershell, one of the analysts here at the firm, up next, we have Spruce Bio, ticker SPRB. This is a company that we cover, we like the story very much. We have an outperform rating. O ...
Purple Biotech Announces Plan to Implement ADS Ratio Change
Globenewswire· 2026-02-25 21:20
Core Viewpoint - Purple Biotech Ltd. is changing the ratio of its American Depositary Shares (ADSs) to ordinary shares to regain compliance with Nasdaq's minimum bid price requirement, effective March 2, 2026 [1][2]. Group 1: ADS Ratio Change - The ADS Ratio will change from 1 ADS representing 200 ordinary shares to 1 ADS representing 2,000 ordinary shares, effectively a one-for-ten reverse ADS split [1][2]. - Registered holders of certificated ADSs must surrender their ADSs for cancellation to receive new ADSs, while holders of uncertificated ADSs will have their ADSs automatically exchanged [2]. - The new CUSIP number assigned due to the ADS Ratio Change is 74638P307, and the ADSs will continue to trade under the symbol "PPBT" on Nasdaq [2]. Group 2: Impact on Trading - The ADS trading price is expected to increase proportionally as a result of the ADS Ratio Change, enhancing its suitability for trading on Nasdaq [4]. - There is no assurance that the ADS trading price post-change will be equal to or greater than ten times the price before the change [4]. Group 3: Company Overview - Purple Biotech is a clinical-stage oncology company focused on developing therapies to overcome tumor immune evasion and drug resistance [5]. - The lead program, CAPTN-3, involves capped tri-specific antibodies targeting tumors while engaging T cells and NK cells, with candidates IM1240 and IM1305 in various stages of development [5]. - The pipeline includes clinical-stage assets like CM24 and NT219, targeting specific cancer types with promising outcomes in clinical studies [5].
Protagonist Reports Fourth Quarter and Full Year 2025 Financial Results and Provides Corporate Update
Accessnewswire· 2026-02-25 21:05
NDA for rusfertide submitted to the US Food and Drug Administration (FDA), with potential approval and launch this year Company expects to opt-out of the 50:50 profit and loss sharing arrangement for rusfertide with Takeda during a 90-day window expected to open in Q2 U.S. regulatory decision for ICOTYDETM (icotrokinra) anticipated in 2026 with potential launch this year PN-881 Phase 1 completion expected by mid- 2026 NEWARK, CALIFORNIA / ACCESS Newswire / February 25, 2026 / Protagonist Therapeutics (Nasda ...