Molecular Partners (MOLN) 44th Annual J.P. Morgan Healthcare Conference summary

Industry outlook and conference context

• Renewed confidence in biotech sector recovery, with expectations for a turnaround by 2026.

• Positive momentum in radiotherapy, highlighted by recent successful IPOs and increased investor interest.

• Emphasis on collaboration and knowledge sharing within the radiotherapy field.

Key presentations and scientific insights

• Highlighted advancements in DARPin-based targeted cancer therapies, focusing on radio-DARPin and immune cell engager platforms.

• Emphasized proprietary DARPin libraries and computational design for low immunogenicity and precise tumor targeting.

• Outlined a robust pipeline with differentiated assets in oncology, including MP0712 for lung cancer and MP0726 for ovarian cancer.

• Showcased global partnerships, notably with Orano Med, to develop up to 10 targeted radiotherapy programs.

• Scientific advisory board with leading experts supports transition from early clinical validation to strategic development.

Pipeline focus and strategic direction

• Main value driver for the year is MP0712, a DLL3-targeted DARPin for radiotherapy, with first-in-human results expected.

• Pipeline includes additional programs (MP0317, MP0533), but investment is concentrated on radiotherapy assets.

• Four new targets under evaluation, with plans to select one or two for development mid-year.