Immunome（未覆盖）：第46届全球医疗保健年会—要点

Presenters: Clay Siegall, President & CEO Bottom Line: We hosted IMNM, where management outlined the overall strategy for pursuing novel first-in-class targets across oncology indications with a proprietary antibody-drug conjugate platform. Additional discussion centered on: 1) upcoming Ph3 data for the oral small molecule gamma secretase inhibitor varegacestat in 2H, where management expressed confidence given prior Ph2 data suggesting a superior efficacy profile over competitors in desmoid tumors; 2) IMNM’s antibody-drug conjugate (ADC) pipeline, including ROR1-targeting ADC IM-1021, where management highlighted optimized internalization properties and IMNM’s drug-linker technologies as key differentiators, alongside three additional ADC candidates pursuing solid tumor targets currently in IND-enabling studies, and 3) the recent IND-clearance for FAP-targeted radioligand IM-3050. On business development, management guided to a cash runway into 2027, and noted the potential for a partner