Adagene (ADAG) 2024 Cantor Fitzgerald Global Healthcare Conference summary

Company overview and technology platforms

• Utilizes three proprietary platforms to develop unique, potent, and safe antibodies, including SAFEbody and POWERbody technologies.

• Focuses on targeting unique epitopes to generate diverse antibody conformations, supported by global patents.

• NEObody technology leverages dynamic libraries to exponentially increase antibody diversity from small physical libraries.

Clinical data highlights and competitive positioning

• SAFEbody platform enables higher dosing with robust safety, outperforming other conditionally activated antibody technologies.

• Clinical data show strong dose-dependent efficacy and manageable safety profile, with 15% Grade 3 toxicity and 8% discontinuation over a year.

• Survival curves in trials surpass standard therapies and competitors, with favorable safety even at higher doses.

• Combination with PD-1 and other modalities demonstrates potential for broad application and improved outcomes.

Pipeline expansion and future plans

• Plans to present updated safety and efficacy data at SITC and other conferences, with ongoing enrollment in higher dose cohorts.

• Developing a wide therapeutic window for anti-CTLA-4, enabling flexible dosing and combination strategies.

• Exploring applications in niche populations and additional modalities such as ADCs and radioligands.

• Intends to expand into T-cell engagers and other challenging targets, leveraging platform strengths.