Sensei Biotherapeutics Earnings Call Transcripts
Fiscal Year 2026
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Faeth presented updates on its multi-node cancer metabolism strategy, highlighting strong efficacy and safety data for its oral PIKTOR regimen in endometrial, ovarian, and breast cancers. Key data readouts are expected in 2026–2027, with a focus on expanding indications and maintaining a robust patent position.
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The acquisition combines expertise in multi-node cancer therapies and computational biology, supported by a $200 million private placement. The deal strengthens the pipeline for difficult-to-treat cancers and positions the company for growth, with integration led by Faeth's former CEO.
Fiscal Year 2025
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Solnestretug, a pH-selective VISTA antibody, demonstrated durable responses and a favorable safety profile in PD1-resistant tumors, supporting advancement to phase II trials in lung cancer and Merkel cell carcinoma. The agent’s unique mechanism and tolerability address key unmet needs.
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Solnerstotug, a VISTA-targeted therapy, showed promising efficacy and safety in PD-L1 resistant tumors, with durable responses and a favorable safety profile. Full phase I/II data will be presented at ESMO in October, and phase II trials are planned for 2026.
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Solnerstotug, a tumor-selective VISTA antibody, showed promising early efficacy and durable responses in PD-1/PD-L1-resistant hot tumors, with a favorable safety profile and manageable low-grade CRS. Plans are underway for phase II trials and biomarker-driven patient selection.
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Solnerstotug, a conditionally active VISTA antibody, has shown promising safety and early efficacy in hot tumors, overcoming prior class limitations. Dose expansion is underway, with a key efficacy milestone expected in Q2, focusing on tumor shrinkage and patient retention.
Fiscal Year 2024
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The company is advancing a pH-sensitive, conditionally active antibody platform, with its lead VISTA-targeting program showing promising safety and early efficacy in difficult-to-treat tumors. Expansion cohort data is expected in Q4, and the company is well-financed into late 2025.
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The conference showcased sector-wide innovation, with a key presentation on SNS-101, a conditionally active antibody targeting VISTA, showing promising safety and early efficacy in hard-to-treat cancers. Dose expansion data is expected in Q4 2024.
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SNS-101, a pH-sensitive VISTA antibody, showed strong safety and early efficacy in cold tumors unresponsive to PD-1 therapies, with promising tumor shrinkage and immune activation. Dose expansion is ongoing, with key data expected by end of 2024.
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SNS-101, a conditionally active anti-VISTA antibody, showed a favorable safety profile and promising early activity in heavily pretreated patients, including those with cold tumors. Dose expansion is underway, focusing on both hot and cold tumor types, with initial results expected in Q4 2024.