Boundless Bio (BOLD) Goldman Sachs 45th Annual Global Healthcare Conference summary

Leadership and vision

• Executive team brings deep experience in oncology, drug development, and public company management.

• Leadership attracted by the opportunity to address major unmet needs in cancer therapy with novel science.

• Board and management have a track record of navigating complex decisions and successful exits.

• Investors are sophisticated and supportive, reflecting confidence in the company's direction.

Scientific innovation and platform

• Focus on extrachromosomal DNA (ecDNA) as a root cause of oncogene amplification and therapy resistance in cancer.

• ecDNA are cancer-specific circular DNA units driving high oncogene expression and resistance.

• Proprietary Spyglass platform identifies targets uniquely lethal to ecDNA-positive cancer cells.

• Platform uses advanced models and CRISPR screens to validate targets across tumor types.

Pipeline and clinical programs

• Lead asset BBI-355 targets CHEK1, aiming to exploit ecDNA-driven replication stress for selective cancer cell killing.

• BBI-825, an oral RNR inhibitor, targets nucleotide synthesis essential for ecDNA maintenance.

• Third pipeline asset targets a kinesin involved in ecDNA segregation, details undisclosed.

• Programs are designed to intervene at multiple points in the ecDNA lifecycle.