BridgeBio Oncology Therapeutics (NasdaqGM:BBOT) FY Conference Transcript

Summary of BridgeBio Oncology Therapeutics FY Conference Call Company Overview - Company: BridgeBio Oncology Therapeutics (NasdaqGM:BBOT) - Date of Conference: January 12, 2026 Key Points Industry and Product Focus - The company is focused on developing innovative therapies for KRAS G12C mutant non-small cell lung cancer (NSCLC) and other cancers, utilizing novel inhibitors such as 8520, BBO-11818, and BBO-10203 [1][2][3] Core Findings and Data - 8520: - First direct KRAS G12C on-off inhibitor with a monotherapy efficacy overall response rate of 65% and a disease control rate of 100% in previously treated patients [6][12] - 83% of patients eligible for six-month follow-up remained on treatment for over six months, indicating promising durability [6] - Safety profile is differentiated from off inhibitors, particularly regarding liver toxicities, with no grade three or higher liver toxicity reported [7][9] - BBO-11818: - A pan-KRAS inhibitor showing encouraging dose escalation data and confirmed partial response in heavily pretreated pancreatic cancer patients [2][15] - Demonstrates anti-tumor activity across dose levels with tumor reductions observed [2][15] - BBO-10203: - A novel RAS PI3K alpha breaker that has achieved all phase one monotherapy objectives with no hyperglycemia observed, differentiating it from other PI3K alpha inhibitors [3][21] - The drug is designed to avoid affecting glucose homeostasis, making it suitable for a broader patient population [18][21] Combination Therapy Insights - The combination of 8520 with pembrolizumab has shown promising efficacy, with three of three partial responses in first-line patients and two of five in pretreated patients [8][12] - The safety profile of the combination remains favorable, with manageable treatment-related adverse events [9][12] - The company plans to explore combinations of 8520 and 203, as well as 818 and 203, to enhance therapeutic outcomes [24][26] Competitive Landscape - The KRAS G12C space is described as crowded, but the company believes its differentiated efficacy and safety profile positions it as a best-in-class option [30] - The focus on sparing H&N RAS in BBO-11818 is expected to drive higher levels of inhibition safely, avoiding common toxicities associated with other treatments [32] Future Directions - The company is set to release additional data on combination therapies and monotherapy results throughout 2026, with a focus on expanding treatment options for underserved patient populations [25][26] - There is a strong emphasis on the potential of the 203 program in combination with other therapies, particularly in addressing unmet needs in the PI3K alpha space [34] Additional Considerations - The company has observed early encouraging signals in resistant patient populations, particularly those with STK11 KEAP1 co-mutations, where all five patients treated have responded positively [2][12] - The strategic focus on rapid dose escalation and combination studies is aimed at addressing the high unmet need in cancer treatment [33][34] This summary encapsulates the key insights and data presented during the conference call, highlighting the company's innovative approaches and future plans in the oncology space.