Jasper Therapeutics (JSPR) TD Cowen Chronic Urticaria Summit summary

Conference highlights

• Chronic Urticaria Summit saw strong attendance, reflecting high interest in mast cell-targeted therapies.

• Mast cell biology and c-Kit inhibition are central themes, with monoclonal antibodies highlighted for their specificity and ability to deplete mast cells.

• Only two drugs in development, including briquilimab, show actual mast cell depletion, positioning them favorably in the field.

Drug mechanism and comparative insights

• Briquilimab blocks the stem cell factor at the ligand-epitope, potentially offering higher potency than drugs blocking receptor dimerization.

• Direct cross-study potency comparisons are challenging; internal studies suggest briquilimab may be more potent than Barzo, but with caveats.

Dosing strategy and pharmacodynamics

• Dosing is guided by mast cell biology, focusing on achieving a threshold concentration to induce apoptosis and allow long drug-free intervals.

• No drug accumulation is expected with Q8 or Q12 week dosing due to a nine-day half-life, potentially improving safety.