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Foghorn Therapeutics (NasdaqGM:FHTX) FY Conference Transcript
2025-12-04 15:12
Summary of Foghorn Therapeutics FY Conference Call Company Overview - Foghorn Therapeutics is a clinical stage biotech company focused on precision oncology, particularly in chromatin regulation, which is relevant to approximately 50% of cancers [2][3] Core Programs and Partnerships - The company is developing various programs, including classical enzymatic inhibitors and protein degradation approaches [2] - The 909 study, in partnership with Eli Lilly, targets the SMARC-II program and is expected to make a decision on expansion in the first half of next year [3][4] Data Disclosure and Development Plans - Foghorn plans to disclose material data regarding the 909 program, especially if Lilly decides to proceed with expansion [4][5] - The intent is to move quickly into front-line settings, particularly in combination with pembrolizumab and chemotherapy for metastatic non-small cell lung cancer [5][6] Competitive Landscape - Prelude's recent decision to halt their SMARC-II program is not seen as a negative indicator for Foghorn's target, as Foghorn believes their approach has better target coverage [6][9] - Foghorn emphasizes the importance of achieving high levels of target inhibition (IC90 or DC90) for effective treatment responses [7][10] Clinical Trial Progress - Enrollment in the 909 study has been strong, with 15 sites in the U.S. and additional sites opening in Japan and Europe [11][12] - The company is now backfilling cohorts with patients who have specific SMARCA4 mutations, focusing on those with significant loss of function [12][16] Patient Characteristics and Market Opportunity - The target patient population includes third and fourth-line non-small cell lung cancer patients, who have poor prognosis and limited treatment options [17][18] - Foghorn aims to demonstrate better response rates and overall survival compared to existing treatments, with a focus on achieving a duration of response of four months or more [18][21] Future Directions and Pipeline - Foghorn is also developing programs targeting ARID1B and CBP EP300, with plans for in vivo proof of concept and IND submissions in the coming year [25][26][27] - The company is optimistic about its unique approach to targeting these areas, which have not been extensively explored in the clinical setting [26][27] Conclusion - Foghorn Therapeutics is positioned to make significant advancements in the oncology space, particularly with its 909 program in collaboration with Eli Lilly, and has a promising pipeline of additional therapeutic targets [28]