Company Strategy & Portfolio - Whitehawk Therapeutics is transitioning into an ADC-focused company, leveraging advanced ADC technology and targeting significant patient populations[6, 7] - The company's portfolio includes three assets (HWK-007, HWK-016, and HWK-206) rapidly progressing to clinical trials, with all three INDs anticipated in the next 15 months[7, 9] - Whitehawk's ADC platform is engineered for minimal off-target toxicity, greater stability, and a higher therapeutic index[9, 12] ADC Technology & Efficacy - Whitehawk utilizes a proprietary TOPO1 inhibitor payload and a highly stable, cleavable linker to improve the therapeutic index of its ADCs[13] - Switching to an advanced ADC platform technology delivers efficacy gains compared to 1st generation ADCs, as demonstrated by increased Overall Response Rates (ORR) in various cancer indications[17] - For example, in SEZ6 targeting for Small Cell Lung Cancer (SCLC), next-wave ADCs like ABBV-706 achieved a 61% ORR, compared to 19% with 1st generation ADCs[17] Target & Clinical Development - HWK-007 targets PTK7, which is overexpressed in a broad spectrum of cancers, including Non-Small Cell Lung Cancer (NSCLC) and Ovarian cancer, with potential to outperform current ADC benchmarks[20, 29, 31] - HWK-016 targets MUC16, a glycoprotein overexpressed in cancers affecting women, with a Phase 1 trial planned in ovarian cancer[40, 50] - HWK-206 targets SEZ6, a CNS protein upregulated in tumors of neuroendocrine origin, with a Phase 1 trial planned in SCLC and Neuroendocrine Neoplasms (NENs)[55, 65] Financial Outlook - The company's cash runway is expected to fund operations into 2028, including anticipated key clinical data[3, 67]
Aerpio Pharmaceuticals(AADI) - 2025 Q1 - Earnings Call Presentation