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Isofol Medical (ISOFOL) investor relations material

Isofol Medical ABGSC Investor Days summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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ABGSC Investor Days summary4 Dec, 2025

Key strategic pillars and market opportunity

  • Focus on high unmet medical need in oncology, targeting cancers with poor response rates to current therapies.

  • Arfolitixorin, a next-generation direct-acting folate, is designed to enhance efficacy of 5-FU-based chemotherapy.

  • Large market opportunity, with global colorectal cancer market projected to exceed $17 billion by 2030.

  • Blockbuster sales potential in the US for metastatic colorectal cancer, with additional upside in other regions and indications.

  • Strong partner network and expert advisory board support clinical and commercial execution.

Clinical development and scientific evidence

  • Ongoing phase Ib/II trial in metastatic colorectal cancer, with safety and tolerability of new dosing regimen validated.

  • Arfolitixorin demonstrated higher MTHF levels in tumors and a dose-response relationship, supporting improved efficacy over leucovorin.

  • Phase III data showed arfolitixorin matched standard of care efficacy despite suboptimal dosing; new regimen aims to enhance outcomes.

  • Collaboration with Charité, a leading hospital, and global experts ensures robust clinical development.

  • Solid evidence platform and CMC readiness de-risk the clinical program and facilitate market adoption.

Forward-looking statements and ambition

  • Management expresses intent to improve cancer treatment outcomes and create value for patients, healthcare providers, and stakeholders.

  • Forward-looking statements highlight risks and uncertainties but emphasize commitment to ongoing development.

  • Aim to impact millions of patients by enabling better treatment responses and improved prognosis.

How does new dosing regimen address Phase III issues?
Prioritize next markets or indications for arfolitixorin
What MTHF level target for optimal efficacy?
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Frequently asked questions

Isofol Medical is a biopharmaceutical company developing oncology treatments. It focuses on improving existing chemotherapy-based therapies with novel formulations to enhance effectiveness and reduce side effects. The company is headquartered in Gothenburg, Sweden, and its shares are listed on the Nasdaq First North Growth Market.

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