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Alector (ALEC) investor relations material
Alector BofA Securities CNS Therapeutics Virtual Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company and pipeline overview
Focus on neurodegenerative diseases with five drugs advanced to the clinic, including a Progranulin-elevating drug for Alzheimer's in partnership with GSK, with phase II interim analysis expected in the first half of next year.
Multiple preclinical programs leverage proprietary Blood-Brain Barrier (BBB) technology to enhance brain delivery of large molecules.
Pipeline includes anti-amyloid-β antibody, GCase enzyme replacement therapy for Parkinson's and Lewy body dementia, and a portfolio of BBB-enabled siRNA programs targeting Tau, α-synuclein, and NLRP3.
Blood-Brain Barrier technology and ABC platform
BBB technology enables 10-50x higher brain concentrations of drugs, allowing lower peripheral doses and improved safety.
Uses transferrin receptor as a transport mechanism, with unique epitope and affinity optimizations to maximize brain delivery and minimize anemia risk.
Platform is highly adaptable, allowing for different drug modalities and configurations tailored to each therapeutic target.
Drug configuration, transferrin affinity, and epitope selection are optimized for each modality to balance efficacy, safety, and pharmacokinetics.
Anti-amyloid-β antibody (AL137) program
AL137 and its backup show 4-12x higher brain penetration than competitors, aiming for subcutaneous delivery and lower dose to reduce safety risks.
Phase I studies will use amyloid PET imaging and ARIA monitoring in small cohorts to assess amyloid clearance and safety early.
Targeting a clinic entry in 2026, with rapid assessment of efficacy and safety endpoints.
- TimeTickerHeadlineOpen
- 8111
Sales and operating profit rose, but net profit fell on lower affiliate gains; outlook steady. - 7731
Large impairment in Digital Manufacturing and weak sales led to sharp losses and a weaker outlook. - 6370
Profits and sales rose, led by General Industry, with robust capital actions and a positive outlook. - 9312
Profits and dividends rose on strong domestic logistics, with improved financial stability. - PN
Parcel growth and efficiency gains offset mail decline, boosting income and financial strength. - 1909
Strong profit growth and raised outlook amid robust demand and improved financial position. - LCLEAN
Revenue down, losses narrowed, major rights issue and new sales strategy to drive turnaround. - GLAD
Q4 net investment income was $0.52 per share, with strong originations and stable dividends. - 4042
Profits fell sharply on lower sales and a major impairment loss, despite engineering growth. - 7269
Q3 revenue up 5.4% year-over-year, but operating profit fell 10.6% on FX and cost pressures.
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