Boundless Bio (BOLD) Leerink Global Healthcare Conference 2026 summary

Company overview and scientific focus

• Focuses on oncology drug development targeting tumors driven by oncogene amplification, a major unmet need affecting about 25% of cancer patients annually in major markets.

• Built a platform to understand extrachromosomal DNA (ecDNA), which drives aggressive, therapy-resistant tumors.

• Developed diagnostic tools like Amplicon Architect and ECHO to detect ecDNA using standard sequencing data.

Lead program and mechanism

• Lead program BBI-940 is an oral degrader targeting a novel kinesin essential for ecDNA maintenance in cancer cells but non-essential in healthy cells.

• Preclinical data showed strong selectivity, oral bioavailability, and minimal toxicity in animal models.

• Degrading this kinesin disrupts ecDNA segregation during cell division, leading to cancer cell death.

Clinical development and trial design

• KOMODO-1, a first-in-human phase I trial, is underway with sites in the U.S. and South Korea, starting with single-agent dose escalation.

• Initial focus is on ER-positive and TNBC-LAR breast cancer subtypes that showed high sensitivity in preclinical models.

• Expansion cohorts will include biomarker-enriched and combination arms, with retrospective ecDNA analysis planned.