Karyopharm Therapeutics (KPTI) Earnings Call Presentation

Myelofibrosis Opportunity - Karyopharm is focused on the transformative myelofibrosis opportunity in 2025, building on its foundation in multiple myeloma[4,10] - The peak annual revenue opportunity for selinexor in myelofibrosis is estimated to be up to approximately $1 billion[4,12] - In a Phase 1 trial, 78.6% of intent-to-treat patients achieved SVR35 (spleen volume reduction of 35% or more) at week 24 with selinexor 60 mg + ruxolitinib[24] - In the Phase 1 trial, the average improvement in Absolute TSS (Total Symptom Score) was 18.5, suggesting a positive outcome for the SENTRY Phase 3 trial[31,32] - Selinexor meaningfully decreased transfusion burden by approximately 50% compared to physician's choice in the XPORT-MF-035 trial[58] Endometrial Cancer Opportunity - Karyopharm is focusing the Phase 3 XPORT-EC-042 trial on patients with TP53wt EC (endometrial cancer) that are pMMR or dMMR and medically ineligible to receive a checkpoint inhibitor[74] - Data from the SIENDO trial showed an encouraging signal of long-term median PFS (progression-free survival) benefit of 28.4 months in the TP53 wild-type subgroup[78] - In the SIENDO Trial, the median PFS benefit was 39.5 months in the TP53 Wild-Type/pMMR Subgroup[81] Commercial and Pipeline Strategy - XPOVIO net product revenue in 2024 was approximately $113 million[11] - The company aims to maintain its profitable commercial foundation in the competitive multiple myeloma marketplace and drive increased XPOVIO revenue in 2025[91] - The company is actively enrolling patients in the Phase 3 SENTRY trial in myelofibrosis, with top-line data expected in late 2025/early 2026[4,39,40] - The company is actively enrolling patients in the Phase 3 XPORT-EC-042 trial in endometrial cancer, with top-line data anticipated in mid-2026[85,88]