Adagene Earnings Call Transcripts
Fiscal Year 2026
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Phase II ADG126 data are expected in H1 2027, with a potential randomized Phase III and OS endpoint to follow. A Singapore neoadjuvant study is testing a loading-dose regimen, with data expected in 2027; cash runway extends to H2 2028.
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ADG138’s dual masking is intended to widen the safety window for HER2×CD3 T-cell engagement, with first-in-human dosing planned in 2026. Muzastotug MSS CRC Phase II data are targeted for H1 2027, alongside additional clinical updates.
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ADG126, enabled by SAFEbody technology, demonstrates high-dose safety and promising efficacy in late-line colorectal cancer, with pivotal phase II and III trials planned. Strategic collaborations and a strong pipeline, including ADG138, support growth, backed by recent capital raises.
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SAFEbody technology and ADG126 show promising efficacy and safety in MSS CRC, with response rates up to 36% and low discontinuation rates. Collaborations with Incyte and Sanofi expand clinical reach, while a strong cash position supports trials through 2028.
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The session highlighted advances in masked antibody technology, with ADG126 showing strong efficacy and safety in late-line MSS-CRC. Strategic collaborations with Incyte and Sanofi expand development into new combinations and tumor types, supported by a recent $70M financing.
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ADG126 demonstrates strong efficacy and safety in late-line MSS CRC, with higher doses yielding better response rates and durability. Strategic collaborations and pipeline expansion target additional indications and novel combinations, with upcoming data expected to further validate the program.
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ADG126, a masked anti-CTLA-4 antibody, is showing promising efficacy and safety in late-line MSS-CRC without liver metastases, with response rates up to 29% and median survival of 19–20 months. Strategic collaborations, notably with Sanofi, support ongoing trials and future expansion.
Fiscal Year 2025
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ADG126, an AI-engineered masked anti-CTLA-4 antibody, shows strong efficacy and safety in MSS-CRC non-liver metastasis, with a 29% response rate and 19-month median survival. A $25M SNOWPEA investment extends cash runway to 2027 and supports global phase 2 trials, while regulatory and strategic partnerships drive expansion.
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The conference highlighted progress on a novel masked anti-CTLA-4 antibody with strong safety and efficacy signals, expanded collaboration and funding from Sanofi, and upcoming clinical milestones. Mature phase 1b and triplet combination data are expected in early 2026.
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ADG126 shows a 29% confirmed response rate and favorable safety in late-line MSS colorectal cancer, with ongoing regulatory discussions and expansion into broader patient groups and new indications. Key updates and partnership opportunities are expected in the coming year.
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SAFEbody technology enables targeted, safer anti-CTLA-4 therapies, showing promising efficacy and safety in MSS CRC, especially for non-liver metastasis patients. Pipeline expansion includes masked CD137 and CD20 TCEs, with ongoing trials and upcoming regulatory updates.
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ADG126 (muzastotug) targets CTLA-4 to deplete Tregs in MSS CRC, using an epitope-driven approach for higher tumor exposure and a flexible dosing strategy. Ongoing trials focus on optimal dosing, combination regimens, and regulatory engagement for accelerated approval.
Fiscal Year 2024
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The conference highlighted advances in antibody engineering platforms, with clinical data showing strong efficacy and safety for anti-CTLA-4 therapies. Plans include expanding into T-cell engagers, new indications, and strategic partnerships, with upcoming data readouts at major conferences.
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The conference highlighted a robust pipeline with ADG126 leading in phase 2 for MSS CRC, showing strong efficacy and safety at high doses. Additional programs and partnerships are progressing, with key data updates and expanded clinical reach expected in the next year.
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SAFEbody masking technology enables higher, safer dosing of anti-CTLA-4 therapies, showing promising efficacy and safety in MSS CRC. Upcoming ESMO data will provide updated survival outcomes, while pipeline expansion and strong financials support continued development and partnerships.