Quince Therapeutics Investor Day Summary Company Overview - **Company**: Quince Therapeutics (NasdaqGS:QNCX) - **Event**: 2025 Investor Day held on October 02, 2025 - **Technology**: Autologous intracellular drug encapsulation (AID) technology, which allows encapsulation of drugs into a patient's own red blood cells for reinfusion [3][4][6] Key Highlights - **Current Status**: Quince is in Phase III clinical trials for ataxia telangiectasia (AT), having completed enrollment of 105 patients, with 83 in the primary analysis population [4][5][71] - **Lead Indication**: Ataxia telangiectasia is a rare pediatric genetic disease with no currently approved therapies, presenting a significant commercial opportunity [4][39][57] - **Partnership**: Recently announced a partnership with Option Care, an outpatient infusion network in the U.S. with approximately 170 locations, to support commercial planning post-approval [6] Clinical Development - **Phase III Trial**: The NEAT trial is designed to evaluate the efficacy of encapsulated dexamethasone in treating AT, with results expected in 2026 [4][71][82] - **Previous Studies**: The ATTEST study, which was the largest trial for AT, had a p-value of 0.07, indicating a near miss for statistical significance, but showed promising results in younger patients [58][63][67] - **Safety Profile**: No major safety concerns were reported in previous trials, with no instances of adrenal suppression or steroid toxicity [67][68] Mechanism of Action - **Dexamethasone Sodium Phosphate**: The lead drug, encapsulated in red blood cells, is designed to provide sustained release while minimizing toxicity associated with traditional corticosteroid administration [12][88] - **RNA Sequencing**: Recent RNA sequencing studies revealed significant gene dysregulation in AT patients, with over 6,000 genes differentially expressed, providing insights into the disease biology and potential biomarkers for treatment response [92][95] Market Opportunity - **Rare Diseases**: If successful in AT, Quince plans to pursue additional rare diseases, with Duchenne muscular dystrophy (DMD) as a primary target [5][22] - **Commercial Strategy**: The company is already planning for commercialization despite not having Phase III results yet, indicating confidence in the trial outcomes [6][7] Additional Insights - **Patient Experience**: The technology allows for a patient-friendly experience, with a fully automated process that takes about 90 minutes for drug encapsulation [33][34] - **Advocacy Groups**: Strong relationships with advocacy groups like the AT Children's Project and the AT Society are in place to support patient recruitment and awareness [78][80] Conclusion Quince Therapeutics is positioned to make significant advancements in the treatment of ataxia telangiectasia and potentially other rare diseases through its innovative drug delivery technology. The upcoming results from the NEAT trial in 2026 will be pivotal for the company's future and its ability to address unmet medical needs in rare pediatric conditions [82][88]