TScan Therapeutics (NasdaqGM:TCRX) FY Conference Transcript

TScan Therapeutics FY Conference Summary Company Overview - Company: TScan Therapeutics (NasdaqGM:TCRX) - Industry: Clinical stage biotechnology focused on TCRT cell therapies for cancer treatment - Key Participants: Gavin MacBeath (CEO), Li Chun (Quarterly Research Associate) [1][2] Core Programs and Clinical Data - Clinical Programs: - Heme malignancies targeting residual cancer post-bone marrow transplants - Solid tumors utilizing multiplex therapy to address tumor heterogeneity [2][3] - Lead Program: Heme malignancies with promising clinical data showing an 8% relapse rate (2 out of 26 patients) compared to 33% in a control arm (4 out of 12 patients) [3][19] - Upcoming Milestones: - Updated data presentation at a medical conference at the end of the year - Launch of pivotal study and dosing of the first patient in 2025 [3][4] Financial Position - Cash Position: Ended Q2 with $218 million, providing a runway into Q1 2027 [4] Mechanism of Action - TCRT Cell Therapy: Targets specific antigens presented by tumor cells, utilizing engineered T cells to selectively eliminate residual cancer cells post-transplant [5][10] Patient Characteristics and Study Design - Patient Demographics: - Treatment arm: 81% high-risk patients - Control arm: 77% high-risk patients [12] - Study Design: Phase one study included a control arm to compare relapse rates, with a well-matched patient population [11][13] Safety and Efficacy - Adverse Events: No significant increase in adverse events compared to control; manageable cases of CRS (Cytokine Release Syndrome) reported [14][19] - Chimerism Data: Higher rates of complete donor chimerism in treatment arm compared to control, indicating better outcomes [16][17] Market Opportunity - Addressable Market: Approximately 9,000 patients with AML, MDS, and ALL undergo allogeneic transplants annually in the U.S. and Europe [22] - Potential Expansion: If clinical practice shifts towards haploidentical transplants with TScan's product, the addressable market could increase to over 5,000 patients annually [24][25] Solid Tumor Program - Strategy: Development of multiplex therapy to target multiple antigens in heterogeneous solid tumors, with initial data expected in Q1 next year [26][27] Autoimmunity Research - Collaboration with Amgen: Ongoing program to identify targets in Crohn's disease and other autoimmune disorders, with data presentation planned for later this year [28][29] Future Plans - Pivotal Study Launch: Scheduled for this year with TSC-101, alongside filing INDs for expansion TCRs [29] - Data Updates: Plans to present two-year data from the phase one study and initial safety data from multiplex therapy in Q1 next year [29] Conclusion - TScan Therapeutics is positioned to advance its innovative TCRT cell therapies with significant clinical data supporting its heme malignancy program and a robust pipeline for solid tumors and autoimmune diseases, indicating strong potential for future growth and market impact [30]