Vir Biotechnology (NasdaqGS:VIR) FY Earnings Call Presentation

Financial Highlights - Vir Biotechnology estimates approximately $781 million in cash and investments, providing a cash runway into Q4 2027[5, 6, 16, 52, 70] Chronic Hepatitis Delta (CHD) Program - The company's CHD combination therapy aims to drive near-term revenue sustainability[5, 15, 51] - In the Ph2 SOLSTICE trial, monthly combination therapy of tobevibart + elebsiran achieved undetectable HDV RNA in 88% of patients at Week 96, compared to 46% with monotherapy[29] - Approximately 90% of participants receiving tobevibart + elebsiran achieved very low HBsAg values by Week 24 and maintained suppression[35] - The ECLIPSE program is progressing ahead of schedule, with initial topline data anticipated in Q4 2026[46, 69] - Norgine holds an exclusive commercial license in Europe, Australia, and New Zealand, with an initial reimbursement of €55 million and potential milestones up to €495 million[49] Oncology Program - The company is accelerating its masked T-cell engager (TCE) immunotherapy portfolio[5, 15, 51] - VIR-5500 (PSMAxCD3) showed 100% PSA decline and 58% PSA50 responses at early doses in a Phase 1 study[61, 65] - VIR-5818 (HER2xCD3) showed a 33% response and 100% biomarker response in mCRC, with up to 50% tumor shrinkage across all HER2 tumors evaluated at early doses in a Phase 1 study[61]