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Rapport Therapeutics (RAPP) 2025 Investor Day Transcript

Summary of Rapport Therapeutics Investor and Analyst Day Company Overview - Company: Rapport Therapeutics - Event: Inaugural Investor and Analyst Day - Focus: Lead candidate RAP-two 19 for epilepsy treatment Key Points and Arguments Industry and Product Focus - Lead Candidate: RAP-two 19, a TARP gamma eight AMPA modulator, aimed at treating focal onset seizures in epilepsy [3][19] - Market Size: Focal epilepsy affects approximately 1.8 million patients in the U.S., with 30-40% being drug-resistant [32] - Pipeline: Fully enabled pipeline including RAP-two 19 and two late-stage discovery programs targeting chronic pain and hearing disorders [19][27] Clinical Trials and Results - Phase Two Trial: Ongoing trial for RAP-two 19 in focal onset seizure patients, fully enrolled with results expected in September [21][26] - Phase One Results: Completed four Phase I studies with 100 healthy volunteers; RAP-two 19 was safe and well-tolerated [52][53] - Receptor Occupancy: Achieved target receptor occupancy of 50-70% at lower doses than predicted, indicating potential for effective treatment [56][58] Scientific Insights - Mechanism of Action: RAP-two 19 selectively modulates AMPA receptors in specific brain regions, potentially reducing side effects associated with traditional anti-seizure medications [38][39] - Preclinical Efficacy: Demonstrated significant efficacy in animal models with a favorable safety profile compared to existing treatments [44][46] Management and Strategy - Management Team: Comprised of experienced professionals in neuroscience and drug development, emphasizing a strategic approach to building the company [15][17] - Vision: To create a leading precision neuroscience company, addressing the limitations of conventional small molecules in treating neurological disorders [24][25] Additional Important Content - Unmet Needs: Despite numerous treatment options, the number of treatment-resistant epilepsy patients remains unchanged, highlighting the need for innovative therapies [92][93] - Patient Population: The trial population is representative of refractory focal epilepsy patients, enhancing the translatability of results to broader populations [87] - Long-Acting Injectable: Potential development of a long-acting injectable formulation for RAP-two 19, which could transform treatment for epilepsy patients [29][30] Conclusion Rapport Therapeutics is positioned to address significant unmet needs in the epilepsy treatment landscape with its innovative lead candidate RAP-two 19, backed by a robust clinical and scientific foundation. The company's strategic focus on precision neuroscience and the experienced management team further enhance its potential for success in the market.