)
Visual
test
Sagimet Biosciences
Sagimet Biosciences (SGMT) investor relations material
Sagimet Biosciences 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
Business overview and strategic direction
Focused on advancing a differentiated FASN inhibitor for MASH and acne, with rapid progress in both indications.
Lead molecule, Denifenstat, targets fat, inflammation, and fibrosis, showing unique efficacy compared to competitors.
Shifted from virology/oncology to metabolic diseases after promising early data and market changes.
Combination therapy with resmetirom is a key future strategy, especially for advanced MASH.
Next-gen molecule for acne is being developed to optimize commercial and IP opportunities.
Clinical development and data highlights
Phase IIB data in MASH showed strong fibrosis improvement, especially in advanced (F3/F4) patients.
11 of 13 F4 patients had one or two-stage fibrosis improvement.
Combination with resmetirom demonstrated enhanced anti-fibrotic and anti-inflammatory effects in preclinical studies.
Phase I DDI PK study with resmetirom is concluding, with phase II planned for next year.
Acne studies in China showed ~20% placebo-adjusted lesion reduction; regulatory submission underway.
Regulatory and commercialization plans
Denifenstat received breakthrough designation for F2/F3 MASH; phase III is ready but pending $400M funding.
Combination therapy patent filed, expected to extend protection to 2044.
Next-gen acne molecule patent pending, potentially protected until 2046.
U.S. acne program will seek FDA guidance in 2026 on leveraging Chinese phase III data.
Royalty and milestone payments from Chinese partner Ascletis could total ~$120M.
MASH F2/F3 Phase III funding strategy
MASH combo IP: Freedom to operate with Madrigal
Rationale for next-gen acne molecule TVB-3567
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Latest summaries
- TimeTickerHeadlineOpen
- MATAS
Record Q3 for Matas, but KICKS declined as consumers traded down; guidance maintained. - SVIK
Profitability and cash flow surged in 2025, led by fuel and waste tech growth and no dividend proposed. - NOD
Q4 2025 delivered strong revenue and margin growth, with a positive outlook for Q1 2026. - BUFAB
Record-high margins and strong Q4 results support optimism for growth in 2026. - SLP
Record 2025 growth: rental income +43%, profit +46%, SEK 800m share issue, 95% sustainable financing. - RBX
Order book up 8% to R30.44bn, but profit and EPS declined; outlook remains positive. - AFRY
Q4 margin and utilization gains, strong backlog, and stable dividend despite market headwinds. - GEM
Losses narrowed, costs cut, and Bitcoin strategy adopted as political delays continue. - BTE
Post-Eagle Ford sale, focus shifts to Canadian growth, capital returns, and operational efficiency. - CPG
Q1 organic revenue up 7.3%, strong new business, and 2026 profit growth guidance reaffirmed.
Next Sagimet Biosciences earnings date
Q4 202512 Mar, 2026
Sagimet Biosciences
Next Sagimet Biosciences earnings date
Q4 202512 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Sagimet Biosciences Inc., previously known as 3-V Biosciences, Inc., is a clinical-stage biopharmaceutical company. It focuses on developing innovative therapeutics called fatty acid synthase (FASN) inhibitors. These inhibitors target diseases caused by the overproduction of the fatty acid, palmitate, including non-alcoholic steatohepatitis (NASH), acne, and various forms of cancer. Sagimet Biosciences' expertise in fatty acid synthase allows it to pioneer treatments for these diseases by targeting dysfunctional metabolic pathways. Its lead product candidate, denifanstat, is an oral, once-daily selective FASN inhibitor, currently being evaluated in clinical trials for patients with NASH. The company was incorporated in 2006 and is headquartered in San Mateo, California, USA. Its shares are listed on the Nasdaq.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage