Quince Therapeutics Earnings Call Transcripts
Fiscal Year 2026
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Announced the acquisition of Orphai and a $150M private placement to fund LAM-001, an inhaled rapamycin for multiple rare lung diseases. Phase II-A data in PH-ILD showed promising efficacy and safety, with key clinical milestones expected through 2028.
Fiscal Year 2025
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A novel drug-device therapy for ataxia-telangiectasia is nearing pivotal phase 3 readout, focusing on children ages 6–9. Safety data are robust, and the trial is powered to detect clinically meaningful improvements. NDA filing is targeted for late 2024, with commercial plans leveraging a national infusion network.
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AIDE technology enables chronic corticosteroid delivery with minimized toxicity, with eDSP in phase III for AT and expansion planned for DMD. Strong clinical, regulatory, and commercial positioning supports a billion-dollar market opportunity, with top-line data expected in Q1 2026.
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AIDE technology enables monthly corticosteroid therapy with reduced toxicity, targeting rare diseases like ataxia telangiectasia. Phase III trial enrollment is complete, with data expected in Q1 2026 and strong commercialization plans in place.
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A novel red blood cell encapsulation platform enables chronic steroid therapy for rare diseases, with phase III data in Ataxia Telangiectasia expected in Q4. The approach shows strong safety, promising efficacy, and billion-dollar market potential.
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A novel red blood cell-encapsulated dexamethasone therapy for ataxia-telangiectasia is in Phase 3, aiming to slow neurological decline with minimal toxicity. The NEAT trial targets younger patients, with top-line data expected by year-end and a US market opportunity near $1 billion.
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A novel red blood cell-encapsulated dexamethasone therapy for ataxia telangiectasia is in phase 3 trials, showing significant slowing of neurological decline in children aged 6–9 with a strong safety profile and no serious steroid-related toxicities. Expansion to younger and older patients is planned, and the approach may benefit other steroid-responsive diseases.
Fiscal Year 2024
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A pivotal phase III trial for EryDex in pediatric A-T is underway, with top-line results expected in Q4 2025 and a $1 billion market opportunity. The technology enables monthly steroid delivery with reduced side effects, and DMD is targeted as the next indication.
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A pivotal phase III trial for EryDex in ataxia telangiectasia is underway, targeting a $1B+ market with top-line results expected in Q4 next year. The technology offers chronic steroid therapy without typical toxicities, and expansion into multiple rare disease indications is planned.