The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Viktor Sundberg - Nordea Markets - Analyst
: I'll ask a couple here, one. So first off, I just wanted to understand a bit more on the delay on the TRIFR study. I just wanted to understand a bit while
recruitment slowed down a bit during the summer? Was it due to competition in triple negative trials like of interest vacations, et cetera?
Any detail there would be really helpful. Secondly, on CAN10 and your ambition to go after hydrogen, Super Ativa. I just wanted to understand a
bit more what could differentiate you against the up-and-coming IL-36 drugs such as and imsidolimab and what unmet needs you want to address
Question: Richard Ramanius - Redeye - Analyst
: Could you tell us more or less where you are -- at what stage you are in the triple-negative best cancer, could you say how many patients you've
recruited thus far? And in relation to the same study, what data can we expect to see in H1 2025, how many patients -- how many patients, for
example?
Question: Richard Ramanius - Redeye - Analyst
: Okay. And second -- last question, could you discuss how your plans look like when you have this full data negative breast cancer, what's your --
what you're going to do with them as I assume that would help you in the partnering discussions, for example.
Question: Richard Ramanius - Redeye - Analyst
: My last question, but I got a quick follow-up. Do you think the pancreatic cancer will started before the first set out in triple-negative breast cancer
or afterwards, considering this could be a signal that it should work in pancreatic cancer as well?
Question: Luisa Morgado - Van Lanschot Kempen - Analyst
: From our side two questions. The first one regarding the current cash runway. How far along does this take you in all the different programs? And
are you willing -- or are you trying to prioritize here nadunolimab and Camden development equally? And secondly, could you elaborate a bit more
on the results that you will present at ESMO in September? And is this the only conference in 2024 that you will be presenting new data?
Question: Luisa Morgado - Van Lanschot Kempen - Analyst
: No, indeed, just in terms of these two programs, which activities are currently well included in this cash runway?
Question: Sten Westerberg - Analysguiden - Analyst
: And a question regarding, if you could share some more of your thoughts on potential PDAC study, for example, you've been historically alluding
to the possibility of some risk sharing or the fact that you may you may carry out the study all along yourself.
And a second question on CAN10. If you could share some of the criterias when you're picking the MAD dosing. Will you -- for example, will you
run through the same doses as in the sad part or will you try to cut the first doses in the MAD part? And how confident are you that you will end
up with a maximum tolerated dosing in this study? That would be all my questions.
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AUGUST 28, 2024 / 1:00PM, CANTA.ST - Q2 2024 Cantargia AB Earnings Call
Question: Sten Westerberg - Analysguiden - Analyst
: Yes, follow up -- no, short follow-up. Are you in any way surprised that you haven't seen any safety signal so far in the SAD dosing?
Question: Arvid Necander - Carnegie Investment Bank AB - Analyst
: A couple, if I may. First off, on adunolimab. You've put forward some data suggesting a correlation between KRAS mutations and an activated IL-1
system in pancreatic cancers. KRAS inhibitors are now making some strides, perhaps most notably with Revolution Medicines moving into Phase
III, albeit in the second line of setting, as I understand it.
Has this in any way influence your development strategy and given the high prevalence of KRAS mutations in pancreatic cancer. Where do you
see the main opportunity for differentiation, assuming that their data holds up? And then secondly, if just there's anything you can share on your
partnering strategy for CAN10. How actively are you pursuing partnerships at this stage? Or is this something you see ramping up significantly
once the Phase 1 is concluded next year?
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AUGUST 28, 2024 / 1:00PM, CANTA.ST - Q2 2024 Cantargia AB Earnings Call
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