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PeptiDream Jefferies Global Healthcare Conference 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Jefferies Global Healthcare Conference 2026 summary3 Jun, 2026

Business model and platform technology

  • Developed a macrocyclic peptide discovery engine, enabling partnerships with major pharmaceutical companies globally.

  • Focused on five core modalities: oral/injectable therapeutics, RI-PDCs, oligonucleotide delivery, cytotoxic drug delivery, and multifunctional peptides.

  • Transitioning from a discovery-focused company to one advancing its own clinical pipeline.

Clinical pipeline and development progress

  • Ended the year with 13 clinical-stage programs, expecting 6-12 more to enter clinical development in 2026.

  • First four wholly owned compounds will enter the clinic in 2026.

  • Significant progress in radiopharmaceuticals, with macrocyclic peptides enabling effective tumor targeting.

  • Oral peptide therapeutics and other modalities are advancing, supported by industry successes.

Modality updates and future outlook

  • Oligo-PDC and cytotoxic PDC programs are progressing, with first clinical phase I starts expected in 2027.

  • Strong partnerships in oligonucleotide delivery and cytotoxic PDCs, with Merck collaboration nearing clinical stage.

  • Multifunctional peptide (MPC) programs are advancing, with more disclosures expected as they near clinical stage.

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Next PeptiDream earnings date

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Q2 202612 Aug, 2026
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Q2 202612 Aug, 2026

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