AB Science Earnings Call Transcripts
Fiscal Year 2025
-
AB8939 shows promising efficacy and safety in high-risk AML patients, especially those with adverse genetic mutations, both as monotherapy and in combination with venetoclax. Expansion and registrational studies are planned, with strong expert support and a large addressable market.
-
Masitinib shows strong clinical promise in ALS, Alzheimer's, and progressive MS, with new confirmatory studies approved by FDA and EMA. Robust IP protection and large addressable markets position it as a potential blockbuster, while ongoing partnerships and financing support future development.
Fiscal Year 2024
-
AB8939, a dual-action compound for AML, shows strong preclinical and early clinical efficacy, especially in refractory and MECOM AML cases, with low toxicity and potential to address high unmet needs. Plans include a registration Phase II trial and broader AML development.