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Connect Biopharma Holdings (CNTB) investor relations material
Connect Biopharma Holdings Evercore ISI 8th Annual HealthCONx Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Evercore ISI 8th Annual HealthCONx Conference summary2 Dec, 2025
Company overview and product differentiation
Developing a next-generation IL-4 receptor alpha monoclonal antibody, retimicavir, with rapid onset and unique binding properties, designed for atopic dermatitis and asthma.
Demonstrates efficacy in both atopic dermatitis and asthma, with a longer dosing interval and a different safety profile compared to Dupixent, notably reducing eosinophil counts.
Licensed to a major Chinese pharmaceutical company for development in China, with NDA filed for atopic dermatitis and phase 3 asthma study ongoing.
Market opportunity and strategy
Acute care setting for asthma and COPD identified as a major unmet need, with approximately four million acute episodes annually in the U.S.
Acute treatment in emergency and urgent care settings seen as a gateway to chronic use, potentially leading to multi-billion dollar commercial opportunity.
Differentiation from competitors by targeting acute exacerbations, where no other biologics are approved or recommended.
Clinical development and trial design
Two global phase 2 studies underway for acute asthma and COPD exacerbations, each targeting 160 patients, with data expected in the first half of next year.
Primary endpoint is treatment failure within 28 days, aiming for a 50% reduction in return visits compared to a 45% control rate.
Confident in trial powering based on contemporary data, with expectations of rapid onset translating to superior outcomes.
Interim analysis pending, to be conducted at halfway enrollment.
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Next Connect Biopharma Holdings earnings date
Q4 202531 Mar, 2026
Next Connect Biopharma Holdings earnings date
Q4 202531 Mar, 2026
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Frequently asked questions
Connect Biopharma Holdings Ltd is a global, clinical-stage biopharmaceutical company focused on developing innovative therapies for chronic inflammatory diseases by leveraging its expertise in T cell biology. The company is advancing a pipeline of novel small molecules and biologics, targeting various conditions such as atopic dermatitis, ulcerative colitis, and chronic pruritus. These therapies aim to address significant unmet medical needs by modulating immune system responses. Connect Biopharma's approach combines a deep understanding of T cell-driven research with proprietary Immune Modulation Technology Platform, aiming to significantly reduce the discovery time and cost for new, effective treatments. The company is headquartered in San Diego, California, and its shares are listed on the NASDAQ.
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