NextCure Earnings Call Transcripts
Fiscal Year 2025
-
Lead ADC programs SIM0505 and LNCB74 are progressing in phase I, with data expected in the first half of next year. The company is well-funded into 2027, plans further financing for phase II, and is spinning out non-oncology assets to maintain ADC focus.
-
Two ADCs targeting gynecological and other tumors are in phase one, with unique constructs and patient selection strategies aiming for superior efficacy and safety. Key proof-of-concept data for both assets are expected in the first half of next year, supported by strong partnerships and financial resources.
-
LNCB74, a B7H4-targeted ADC, is in phase I for women's cancers, leveraging a stable glucuronidase linker for improved safety and efficacy. Clinical proof of concept is expected in early 2026, with a strong financial runway and active partnering for additional pipeline assets.
Fiscal Year 2024
-
IND filed for LNCB74, a novel ADC targeting B7-H4 in women's cancers, with phase 1 trials set to begin. Strategic partnerships are advancing other assets, including NC410, NC605, and NC181, while a $75M cash position funds operations into 2026.
-
A novel antibody, NC-181, targeting APOE4 for Alzheimer's, demonstrated reduced amyloid pathology and improved vascular safety in preclinical models. IND filing is planned for 2025, with Phase I trials to focus on safety, PK, and biomarker development.