IN8bio (NasdaqGM:INAB) Conference Transcript

Summary of IN8bio Conference Call - February 05, 2026 Company Overview - Company: IN8bio (NasdaqGM:INAB) - Focus: Development of cellular therapies using gamma delta T cells - Key Personnel: William Ho (CEO), Dr. Larry Lamb (Chief Scientific Officer) [1][2] Core Programs and Pipeline - Ongoing Programs: - INB-100: Allogeneic cell therapy for leukemia patients undergoing transplantation, currently enrolling an expansion cohort with updated phase one data expected by year-end [3] - INB-619: T cell engager platform targeting CD19 for both oncology and autoimmune diseases [3] - INB-200 and INB-400: Genetically modified gamma-delta T cell programs targeting solid tumors, particularly glioblastoma [3][4] Glioblastoma Treatment Insights - Mechanism of Action: Targets the DNA damage response (DDR) pathway, which is fundamental to all cells, making it potentially applicable to various solid tumors [33] - Clinical Trial Results: - Patients treated with INB-200 and INB-400 showed a median progression-free survival (PFS) of 13 months, compared to 6.6 months in the control group [14] - Overall survival (OS) for treated patients reached 17.2 months, with some patients remaining progression-free for over 4 years [15][47] - No major toxicity signals or adverse events reported [11] T Cell Engager Platform - INB-619: A unique CD19 targeting T cell engager designed to minimize cytokine release syndrome (CRS) while effectively depleting B cells [22][27] - Comparative Efficacy: INB-619 demonstrated comparable or superior potency to existing B-cell depleters like Amgen's blinatumomab and Roche's mosunitumab, with a significantly wider therapeutic window [26][27] Financial and Operational Updates - Recent Financing: Raised $20.1 million led by Coastlands Capital, with participation from Franklin Templeton and other investors, providing runway through 2027 [28][50] - Upcoming Milestones: - Public peer-reviewed publication of glioblastoma data - FDA guidance on regulatory path for glioblastoma program - Mouse data for INB-619 expected by late summer [53] Additional Insights - Market Positioning: IN8bio has chosen not to pursue autoimmune diseases with cell therapies, focusing instead on oncology due to concerns about the safety and efficacy of existing treatments in that area [20] - Histopathology Findings: Analysis of treated patients showed significant infiltration of gamma-delta T cells, indicating effective targeting of tumors [19] Conclusion - IN8bio is making significant strides in the development of innovative therapies for glioblastoma and leukemia, with promising clinical results and a solid financial foundation to support ongoing research and development efforts [29]