Summary of BioAge Labs Conference Call Company Overview - **Company**: BioAge Labs (NasdaqGS:BIOA) - **Focus**: Advancing mechanisms relevant to metabolic aging, with a strong emphasis on human cohort data to inform clinical relevance [5][6][8] Key Programs - **NLRP3 Program**: Currently in phase one, with data readout expected soon. This program is central to BioAge's pipeline and has shown promising results in reducing CRP levels significantly [5][6][7][8][41] - **APJ Agonists**: Aiming to file IND next year, with both oral and injectable strategies being developed. This program targets weight loss and muscle preservation, particularly in older populations [5][80][81] Competitive Landscape - **Ventyx Data**: Recent clinical data from competitor Ventyx showed no weight loss but significant reductions in CRP (around 80%) and other cardiovascular risk factors. This has shifted expectations in the field regarding the efficacy of NLRP3 inhibitors [7][8][34][41] - **Comparison with BioAge**: BioAge believes its NLRP3 inhibitor has best-in-class potency and unique binding characteristics that may lead to better outcomes compared to competitors [21][22][23][27] Clinical Insights - **Weight Loss Expectations**: Given Ventyx's results, BioAge is adjusting its expectations regarding weight loss outcomes from its NLRP3 program, focusing instead on cardiovascular benefits [34][41][52] - **Phase One SADMAD Study**: Ongoing study designed to assess safety and pharmacodynamics, with a focus on achieving significant IL-1 beta inhibition [45][46] Future Directions - **Phase Two Trials**: Plans to pivot focus from weight loss to cardiovascular outcomes in obese patients with elevated CRP. The trial design will incorporate learnings from Ventyx's data [52][53][59] - **Potential Partnerships**: BioAge is considering partnerships to fund and accelerate further development, particularly for MACE trials [76][77] Pipeline Development - **Early Pipeline**: BioAge is working on additional targets in collaboration with Novartis and Lilly, focusing on novel targets at the intersection of aging and exercise biology [90][91] Important Metrics - **CRP Reduction**: Ventyx's trial showed an 80% reduction in CRP, which BioAge aims to replicate or exceed in its own trials [7][11] - **Safety Profile**: BioAge's NLRP3 inhibitor has shown a favorable safety profile in preclinical studies, with a good margin of safety [23][24] Conclusion BioAge Labs is strategically positioning itself in the metabolic aging space with a focus on innovative therapies targeting NLRP3 and APJ pathways. The company is adapting its clinical strategies based on competitive data and is exploring partnerships to enhance its development capabilities.

BioAge Platform & Collaborations - BioAge is harnessing the biology of human aging to develop new therapies for metabolic diseases[6], leveraging a validated platform with ongoing partnerships with Novartis & Lilly to discover drugs and drug targets[6, 11, 12] - The platform utilizes a large collection of longitudinal human aging data, comprising over 50 million molecular data points and over 10,000 profiles generated[6, 9] BGE-102 (NLRP3 Inhibitor) - BGE-102, an oral NLRP3 inflammasome inhibitor, shows potential as a best-in-class treatment with robust preclinical weight loss as a monotherapy and in combination with incretins[6] - Preclinical data indicates BGE-102 can achieve over 90% IL-1 suppression 24 hours after a single oral dose (10 mpk) in non-human primates, with an estimated equivalent human dose of less than 50 mg QD[40, 41] - In preclinical obesity models, BGE-102 monotherapy resulted in dose-dependent weight loss, and in combination with semaglutide, more than doubled weight loss[49, 52] - BioAge is planning a Phase 1 SAD / MAD with data anticipated by 2025 YE and an obesity POC trial with results expected in H2:2026[6, 33, 65] APJ Agonism - APJ agonism is being developed as an exercise mimetic for obesity, with the potential to double weight loss and fully restore body composition when combined with an incretin in preclinical models[7] - The company is advancing programs for both oral and parenteral administration of APJ agonists, with an IND submission targeted for 2026 YE[7] - Human genetic data from BioAge's platform shows that higher apelin protein levels are associated with preservation of grip strength and longevity[73, 74] Financial Status - BioAge reported a strong balance sheet with $335 million in cash as of March 31, 2025[93]

Core Insights - BioAge Labs, Inc. is launching an initiative to analyze over 17,000 samples from the HUNT Biobank in Norway to enhance drug target discovery for aging-related diseases [1][2][3] Company Overview - BioAge is a clinical-stage biotechnology company focused on developing therapeutic candidates for metabolic diseases by targeting human aging biology [5] - The lead product candidate, BGE-102, is an orally available small-molecule NLRP3 inhibitor aimed at obesity, showing significant weight loss in preclinical models [5] Research Initiative - The collaboration with Age Labs AS will profile samples from over 6,000 HUNT participants, generating millions of molecular readouts to expand BioAge's proprietary aging data [2][3] - The analysis will focus on participants with long-term health records, tracking the transition from health to diseases such as cardiometabolic disease (>50% of participants) and cognitive decline (>35%) [3] Data Utilization - Insights from the HUNT profiling will integrate into BioAge's existing discovery platform, which has over 50 million molecular measurements collected over five decades [4] - This initiative aims to accelerate the identification of therapeutic targets that promote physiological resilience against age-related diseases [4]