Atossa Therapeutics (ATOS) Small-Cap Growth Virtual Investor Conference summary

Key clinical and research updates

• Endoxifen is being developed for all clinical stages of breast cancer, including prevention, neoadjuvant, and adjuvant settings, with five phase II programs underway.

• The KARISMA phase II trial for reducing mammographic breast density has completed dosing, with data analysis and results expected within six months.

• The EVANGELINE neoadjuvant trial is testing if ovarian function suppression can be eliminated in premenopausal women, with promising early results and further data expected in the second half of the year.

• Combination trials with Lilly’s abemaciclib are ongoing, targeting high-risk premenopausal women, with the potential for unprecedented tumor response.

• Preclinical and AI-driven research is exploring endoxifen’s potential in triple-negative breast cancer, other cancers, and in combination with ADCs and CDK4/6 inhibitors.

Financial position and strategic plans

• Maintains a strong balance sheet with $84 million in cash, representing three years of working capital and zero debt.

• No plans to raise equity at current price levels; additional authorized shares are intended for strategic partnerships or acquisitions, not for immediate fundraising.

• Market cap as of June 1st is $165 million, with a share price of $1.32.

Forward-looking statements and partnerships

• Actively evaluating the fastest route to regulatory approval, with a focus on trials that could bring endoxifen to market quickly.

• Open to partnerships, especially for large-scale prevention markets, and may pursue combination products for new patents.

• AI-based Insilico studies suggest endoxifen may be effective in other cancers and in non-cancer indications, with validation studies planned.