Foghorn Therapeutics Earnings Call Transcripts
Fiscal Year 2026
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FHD-909, a selective SMARCA2 inhibitor for NSCLC, is nearing a key expansion decision with Eli Lilly in summer 2026, supported by a robust proprietary pipeline targeting oncology and autoimmune indications. Cash runway extends into H1 2028, with further funding needed for broader clinical development.
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The pipeline features advanced protein degrader programs in oncology, with key assets progressing toward IND-enabling studies and a major partnered SMARCA2 program in dose escalation. Financial strength was bolstered by a recent $50 million offering, supporting ongoing R&D and clinical milestones.
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The discussion highlighted the scientific rationale for targeting chromatin regulatory complexes in cancer, detailed progress on SMARCA2 (in partnership with Lilly) and wholly owned CBP/EP300 programs, and outlined clinical and preclinical advances. Key updates and expansion decisions are expected later this year.
Fiscal Year 2025
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The company is advancing a precision oncology pipeline focused on chromatin regulation, with its lead 909 program in partnership with Lilly targeting SMARCA2 in non-small cell lung cancer. Strong enrollment and promising preclinical data support a potential move to first-line settings and pipeline expansion in 2024.
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A major partnership with Eli Lilly drives the SMARCA2 program, with a key dose expansion decision expected in H1 2026. Proprietary assets targeting chromatin regulators are advancing toward IND, and the company is well-funded into early 2028.
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Chromatin regulation is a key focus, with selective targeting of SMARCA2 in cancers with SMARCA4 loss showing strong preclinical and early clinical promise. The pipeline includes advanced CBP and EP300 programs and a novel ARID1B degrader, all aiming for improved selectivity and tolerability.
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The conference highlighted major advances in selective protein degrader programs targeting ARID1B, CBP, and EP300, with robust preclinical efficacy and high selectivity. Key programs are on track for IND-enabling studies in 2026, and strategic partnerships are being considered for large indications. Selective degradation is positioned as superior to dual inhibition for efficacy and safety.
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The discussion highlighted advances in targeting the chromatin regulatory system, with clinical progress on a selective SMARCA2 inhibitor for SMARCA4-mutant cancers and promising preclinical data for CBP and EP300 degraders. Key milestones include efficacy data, new INDs, and potential combination studies in the next 12–18 months.
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FHD909, a selective SMARCA2 inhibitor, shows strong preclinical efficacy and synergy in combination with standard therapies for SMARCA4-mutated cancers, with a phase 1 trial underway. The pipeline includes promising CBP, EP300, and ARID1B degrader programs, and strategic partnerships are expected to expand.
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The company presented advances in chromatin-targeted cancer therapeutics, highlighting clinical progress for SMARCA2 and preclinical breakthroughs for CBP, EP300, and ARID1B. Key data readouts and IND filings are expected over the next 6–15 months.
Fiscal Year 2024
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The discussion highlighted a robust pipeline focused on chromatin regulation, with FHD-286 and FHD-909 advancing in phase I trials targeting AML and SMARCA4-mutant cancers, respectively. Key efficacy and safety benchmarks were discussed, and new ARID1B-targeting efforts show promise for broader cancer applications.
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The discussion highlighted a robust pipeline targeting chromatin regulatory proteins, with key programs in clinical development for AML and non-small cell lung cancer. Strategic collaborations, novel inhibitor and degrader modalities, and a focus on synthetic lethality underpin future growth.
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The company is advancing a chromatin biology platform with a focus on oncology, highlighted by FHD-286 in AML and a strategic partnership with Lilly for SMARCA2/4 programs. Key pipeline assets are progressing toward clinical milestones, supported by a strong cash position into 2027.