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Viracta Therapeutics (VIRX) investor relations material
Viracta Therapeutics H.C. Wainwright 26th Annual Global Investment Conference 2024 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company mission and lead asset
Focused on treating and preventing virus-associated cancers, especially EBV-associated cancers, with a lead late-stage asset, Nana-val.
Nana-val is an all-oral combination therapy targeting EBV cancer cells with a novel mechanism of action applicable to multiple cancer types.
EBV-associated cancers represent a high unmet medical need, with worse outcomes than EBV-negative cancers.
Approximately 2% of cancers worldwide are EBV-associated, affecting over 300,000 patients annually.
Clinical trial design and results
Ongoing pivotal phase II basket trial in relapsed/refractory EBV-positive lymphomas, focusing on PTCL, DLBCL, and PTLD.
PTCL cohort has passed both stage one and two, now enrolling in post stage two expansion.
In 21 PTCL patients, observed 33% ORR (intent-to-treat), 41% ORR (efficacy-evaluable), and higher response rates in second-line patients (up to 67% ORR).
Responses were prompt and durable, with median duration not yet reached and several patients ongoing at data cutoff.
Nana-val was generally well-tolerated, with manageable adverse events; only one grade five event among over 150 treated.
Regulatory and development strategy
Recent FDA meeting clarified requirements for accelerated approval: compelling ORR and a randomized control study.
Interim analysis planned at 40 second-line patients; randomized control study of 120 patients to be initiated.
NDA submission targeted for 2026, with additional data presentations planned for Q4 2024 and H1 2025.
Solid tumor program paused after phase 2 dose determination, pending additional financing or partnership.
Workforce reduced by 23% in August to focus resources on lymphoma program.
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- 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
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AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway.
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