Boundless Bio (BOLD) Guggenheim Securities Emerging Outlook: Biotech Summit 2026 summary

Unmet needs in cancer

• Oncogene amplification represents a major unmet need, affecting 25% of all cancer patients and lacking effective targeted therapies or immunotherapies.

• Tumors with oncogene amplification have worse outcomes and more aggressive behavior compared to those with fusions or point mutations.

Role of ecDNA in cancer

• Extrachromosomal DNA (ecDNA) are circular DNA fragments separate from chromosomes, unique to cancer cells.

• ecDNA drive genomic diversity and are the main mechanism for oncogene amplification, promoting tumor survival and recurrence.

Spyglass platform and target discovery

• The Spyglass platform developed hundreds of in vitro, thousands of in silico, and dozens of in vivo models to identify ecDNA-specific vulnerabilities.

• Differential analyses isolate targets whose inhibition selectively kills ecDNA-positive tumor models.