Acrivon's AP3 Platform and Pipeline - Acrivon utilizes its Acrivon Predictive Precision Proteomics (AP3) platform to overcome limitations of genetics-based precision medicine [2, 7] - The AP3 platform enables exact matching of disease-driving dysregulated pathways with a drug's mechanism of action [8] - Acrivon's pipeline includes ACR-368 (CHK1/CHK2 inhibitor) in Phase 2 trials for endometrial cancer and ACR-2316 (WEE1/PKMYT1 inhibitor) in Phase 1 for AP3-identified tumor types [18] - A novel cell cycle program with an undisclosed target is anticipated to have a development candidate nomination in 2025 [18, 98] - Additional AP3-driven programs are in early discovery for autoimmune/inflammatory candidates [18] ACR-368 and Endometrial Cancer - ACR-368 is being evaluated in a registrational intent Phase 2 single-arm trial based on predicted sensitivity in OncoSignature-positive endometrial cancer patients [18] - In endometrial cancer patients, ACR-368 monotherapy showed a confirmed ORR of 35% in OncoSignature-positive patients [53] - ACR-368 is also being studied with ultra-low dose gemcitabine (ULDG) as a sensitizer in OncoSignature-negative patients [18] - Preclinical data suggests AP3-predicted sensitization to ACR-368 by LDG correlates with OncoSignature upregulation [64] ACR-2316 and WEE1/PKMYT1 Inhibition - ACR-2316 is a novel dual WEE1/PKMYT1 inhibitor designed using the AP3 platform to overcome limitations of benchmark inhibitors [97, 104] - ACR-2316 demonstrated superior preclinical potency versus benchmark WEE1/PKMYT1 inhibitors [111] - Initial clinical activity was observed with ACR-2316 at Dose Level 3, showing approximately 25% tumor shrinkage in a patient with prior chemotherapy and anti-PD-1 therapy [138] Financial Status - As of March 31, 2025, Acrivon had $1648 million in cash and investments, projecting a runway into Q2 2027 [182]

Pipeline and Clinical Trials - Cartesian Therapeutics is pioneering mRNA cell therapies for autoimmunity, with multiple anticipated near-term catalysts[5] - Phase 3 AURORA study of Descartes-08 for Myasthenia Gravis (MG) is expected to commence in 1H25[8] - An open-label Phase 2 trial of Descartes-08 in Systemic Lupus Erythematosus (SLE) is ongoing, with data readout expected in 2H25[8] - A Phase 2 pediatric basket trial, including juvenile SLE, juvenile MG, and other conditions, is expected to initiate in 2H25[8, 12] - Dosing is underway in a first-in-human Phase 1 dose escalation trial for Descartes-15, a next-generation mRNA CAR-T candidate[8] Descartes-08 Efficacy and Safety - In a Phase 2b trial, participants treated with Descartes-08 maintained deep and durable responses over 12 months[16] - At Month 4, participants in the primary efficacy dataset experienced an average MG-ADL reduction of 5.5 points[23] - 33% of participants achieved minimum symptom expression at Month 6[23] - 80% of participants reaching Month 12 maintained a clinically meaningful response[23] - In participants with no prior exposure to biologics, the average MG-ADL reduction was 6.6 points at Month 4[26] - 57% of participants with no prior exposure to biologics achieved minimum symptom expression at Month 6[26] - 100% of participants with no prior exposure to biologics reaching Month 12 maintained a clinically meaningful response[26] - The safety profile of Descartes-08 supports outpatient administration, with no new types of adverse events reported[16, 28] Financial Position - Cartesian Therapeutics has a strong balance sheet with approximately $220.9 million as of September 30, 2024[9] - This is expected to support planned operations, including completion of the planned Phase 3 trial of Descartes-08 for MG, into mid-2027[9]

RP1: IGNITING A SYSTEMIC IMMUNE RESPONSE TO CANCER - IGNYTE trial showed an objective response rate (ORR) of 32.1% by investigator assessment and 33.6% by independent central review in anti-PD1 failed melanoma patients [24, 37] - In the IGNYTE trial, 14.7% of patients achieved a complete response (CR) [24] - In the IGNYTE trial, 17.9% of patients achieved a partial response (PR) [24] - In the IGNYTE trial, 70.4% of responding patients experienced responses in non-injected lesions, demonstrating systemic benefit [28] - Responses in the IGNYTE trial are durable, with 84.2% lasting >6 months, 74.9% lasting >12 months, and 65.2% lasting >18 months [31] - The median duration of response (DOR) in the IGNYTE trial is 36.6 months [31] - In the ARTACUS clinical trial, RP1 monotherapy showed an ORR of 34.8% and a CRR of 21.7% in solid organ transplant (SOT) patients with non-melanoma skin cancers (NMSC) [51] - In locally advanced CSCC, the complete response rate more than doubled for RP1+cemiplimab vs cemiplimab alone (48.1% vs 22.6%) [71] RP2: FOCUSED ON RARE CANCERS - In uveal melanoma, RP2 monotherapy and in combination with nivolumab showed an ORR of 29.4% [90] Financial Status - The company has a strong financial position with cash of $420.7 million as of March 31, 2024, providing a cash runway into the second half of 2026 [114]

Type 1 Diabetes (T1D) Program - Sana's hypoimmune platform (HIP) overcomes allogeneic rejection in people, which is confirmed by 4-week and 12-week data[4] - Type 1 diabetes affects 94 million children and adults, and is projected to affect 164 million by 2040[12, 13] - Type 1 diabetes leads to 201600 deaths per year and costs $81 billion worldwide annually[17] - SC451, a HIP-modified stem cell-derived pancreatic islet therapy, is advancing toward the clinic with an expected IND filing as early as 2026[114] - HIP-modified PSC differentiated islet cells transplanted into muscle persist & control blood glucose in mice for >15 months[64] Autoimmune Disease Program - B-cell mediated autoimmune diseases affect >5 million patients[68] - SC291, a HIP-modified CD19 CAR T, leads to deep B-cell depletion and has significant potential in B-cell mediated autoimmune diseases, with an ongoing GLEAM study[114] - Sana's T cell manufacturing process provides ~85% full knock-out of MHC class I and II, >995% TCR negative cells[79] - Fusogen platform offers the potential to treat B-cell mediated autoimmune diseases and B-cell cancers with NO lymphodepletion with an expected IND filing as early as 2026[114] Oncology Program - SC262, a HIP-modified CD22 CAR T, has meaningful potential in treating CD19 CAR T relapsed patients, with an ongoing VIVID study[114] - Estimated ~12000 B cell malignancy patients treated with CD19 CAR T in 2027, with ~35-40% durable complete responses, leading to ~7500 CAR T failures annually[106]

SENTI-202 Program Highlights - SENTI-202 is a first-in-class off-the-shelf Logic-Gated selective CD33 OR FLT3 NOT EMCN CAR NK cell therapy targeting AML [4, 5, 52] - The therapy is designed to selectively kill both AML blasts and LSCs while protecting healthy HSPCs [15, 52] - Preliminary Phase 1 trial data shows positive efficacy in R/R AML [5] Clinical Trial & Patient Data - The Phase 1 trial (SENTI-202-101) enrolled heavily pretreated R/R AML patients with poor prognosis [18, 52] - The study identified a preliminary Recommended Phase 2 Dose (RP2D) [20, 22, 52] - The opening dose cohort was anticipated to be biologically active [18, 22] - The median time from AML diagnosis to trial entry was less than 1 year [25] - Patients had received a median of 2 prior lines of therapy [27] Safety & Tolerability - SENTI-202 was generally well-tolerated in R/R AML patients [30, 52] - Most frequent Grade 3+ AEs were hematologic and consistent with R/R AML patients receiving lymphodepletion [29, 52] - The Maximum Tolerated Dose (MTD) was not reached, and the preliminary RP2D was identified as 1.5 x 10^9 cells/dose x 3 weekly doses/28 days [52] Efficacy & Response - Across all patients, the Overall Response Rate (ORR) was 71% (5/7) and the composite Complete Remission (cCR) rate was 57% (4/7) [33, 57] - In the preliminary RP2D cohort, the cCR rate was 67% (2/3) [33, 57] - All cCR patients (4/4) achieved MRD- status as assessed per local standard of care [33, 57] - All cCR patients maintained morphologic remission with the longest follow-up of 8+ months [57]

Palazestrant (OP-1250) Development - Olema aims to establish Palazestrant as a best-in-class backbone therapy for ER+/HER2- breast cancer, both as a monotherapy and in combination with other anti-tumor agents[8] - The pivotal Phase 3 OPERA-01 clinical trial of Palazestrant as a monotherapy is ongoing, with top-line results expected in 2026[16, 37] - A pivotal Phase 3 OPERA-02 clinical trial of Palazestrant in combination with ribociclib is planned for initiation in 2025[3, 14, 16, 37, 88] - Palazestrant monotherapy Phase 2 data showed a median PFS of 73 months in 2/3L ±CT ESR1-mutant patients and 55 months in 2/3L ±CT ESR1-wild-type patients[45, 46, 47] - Palazestrant, at 120mg in combination with ribociclib, showed a 6-month PFS rate of 74% in all patients and 68% in patients with prior CDK4/6i[75, 80] OP-3136 (KAT6 Inhibitor) Development - Olema is advancing the clinical development of OP-3136, a potential best-in-class KAT6 inhibitor, in breast and other solid tumor cancers[10] - The FDA has cleared the Investigational New Drug (IND) application for OP-3136, and a Phase 1 clinical trial has been initiated[16, 100] - Preclinical data demonstrates that OP-3136 shows synergistic activity in combination with palazestrant[112] Market and Financial Position - The estimated global market for ER+/HER2- metastatic breast cancer is greater than $20 billion[35] - The U S market potential for Palazestrant in the 2/3L setting is estimated at $3-5 billion[63] - Olema has a strong capital position with $3927 million[13]

LNZ100 Product & Clinical Trial Highlights - LNZ100 is positioned for leadership in the $3 billion+ presbyopia market with potential launch in Q4 2025[3,5] - Clinical trials showed 71% of participants achieved ≥3-line improvement at 3 hours and 40% at 10 hours[3] - 84% of participants achieved a 4-line gain at some point during the efficacy studies, and 52% achieved a 5-line gain[36] - 41% of participants achieved at least 1 line of distance vision improvement[44] Commercial Opportunity & Market Landscape - Phase 3 patient surveys indicate 75% interest for continued use of LNZ100[3] - ECPs see an average of 215 presbyopic patients per month, representing 61% of their total patient visits[52] - The presbyopia market impacts approximately 128 million people in the US[3,5] - At a conservative 6% adoption rate, the market represents a $3 billion+ opportunity[59] Financial Position & Exclusivity - The company ended Q1 2025 with $194.1 million in cash and anticipates >$190 million at PDUFA[3] - The company has broad IP portfolio and potential new chemical entity (NCE) status for market exclusivity[3]

Clinical Trial Data & Pipeline - iTeos anticipates multiple clinical data readouts in 2025, including data from GALAXIES Lung-201, GALAXIES H&N-202, TIG-006 H&N, and EOS-984 [2, 7] - GALAXIES Lung-201 Phase 2 trial showed an Objective Response Rate (ORR) of 633% with Belrestotug 100mg + Dostarlimab, 656% with Belrestotug 400mg + Dostarlimab, and 767% with Belrestotug 1000mg + Dostarlimab, compared to 375% with Dostarlimab alone [26] - In the GALAXIES Lung-201 trial, ctDNA analysis showed a median ctDNA % change of -94% in the Belrestotug 400mg + Dostarlimab cohort and -97% in the Belrestotug 1000mg + Dostarlimab cohort, compared to -65% with Dostarlimab alone [34] - The GALAXIES Lung-201 trial is enrolling 340 patients to evaluate Belrestotug + Dostarlimab safety, efficacy, PK/PD [18] - The GALAXIES H&N-202 trial is enrolling 360 patients to evaluate the antitumor activity and safety of Dostarlimab + novel IOs [46] - The company is enrolling 1000 patients in the GALAXIES Lung-301 Phase 3 trial to evaluate Belrestotug + Dostarlimab safety and efficacy vs placebo + pembrolizumab [42] - The company's TIGIT program has data readouts with >400 patients from TIGIT:PD-1 trials in 1L NSCLC and 1L HNSCC [51] - The company's EOS-984 Phase 1 trial is enrolling 84 patients to evaluate safety/tolerability of EOS-984 as a monotherapy and in combination with pembrolizumab [66] - The company's TRM-010 Phase 1 trial is enrolling 40 patients to evaluate safety/tolerability of EOS-215 as a monotherapy and in combination with pembrolizumab [82] Financial Status - iTeos had approximately $624 million in cash, cash equivalents, and short-term investments as of March 31, 2025, providing a cash runway through 2027 [6, 87] TIGIT Program & Differentiation - Belrestotug is the first and only TIGIT to demonstrate robust target engagement and Phase 1 monotherapy activity [15] - Belrestotug is the only TIGIT with proven Treg depletion at all doses [15]

Company Overview and Financial Highlights - Day One is a commercial-stage biopharmaceutical company focused on developing targeted medicines for childhood and adult diseases[11] - As of March 31, 2025, Day One had approximately $473 million in cash, cash equivalents, and short-term investments[16,82] - OJEMDA net product revenue since launch reached $87.7 million[43] - Q1 2025 OJEMDA net product revenue was $30.5 million, representing an 11% increase compared to Q4 2024[43,47] - Cumulative prescriptions for OJEMDA since launch totaled 2,571 as of March 31, 2025[43] OJEMDA Clinical Data and Market Opportunity - OJEMDA demonstrated an overall response rate (ORR) of 51% in 76 evaluable patients with relapsed or refractory pLGG harboring a BRAF fusion or rearrangement, or BRAF V600 mutation[29,30] - The addressable U.S opportunity for OJEMDA is estimated to be approximately 2,000-3,000 patients[38,39] Pipeline Development - Enrollment completion is expected in the first half of 2026 for the FIREFLY-2 pivotal Phase 3 trial in front-line pLGG[18] - The first dose cohort for DAY301, a PTK7-targeted ADC, was cleared in January 2025[18,65]

Company Overview - Nuvectis Pharma focuses on precision medicine for oncology with unmet medical needs[6] - The company has ongoing clinical trials for NXP800 and NXP900[6] - Management team has a track record with 3 approved drugs in 4 indications in the US and EU[6] - The company's cash runway extends into 2027[6] NXP800 - NXP800 shows substantial antitumor activity in ARID1a-mutated ovarian carcinoma xenografts[13] - Clinical data from the Phase 1b trial shows antitumor activity, including one patient with an unconfirmed partial response and six patients with stable disease[17] - NXP800 targets cancers with ARID1a mutations, with an estimated 2,300 ovarian cancer patients, 23,600 endometrial carcinoma patients, 1,400 cholangiocarcinoma patients, 25,600 urothelial cancer patients, 9,070 hepatocellular cancer patients, and 6,600 gastric cancer patients in the US[18] NXP900 - NXP900 is a potent, novel, small molecule inhibitor of YES1/SRC signaling[21] - NXP900 achieves approximately 90% inhibition of SRC autophosphorylation (pSRC) after a single dose at doses ≥150 mg/day[33] - NXP900 is being evaluated in a Phase 1a dose escalation clinical trial[21]