PeptiDream (4587) Jefferies Global Healthcare Conference 2026 summary

Business model and platform technology

• Developed a macrocyclic peptide discovery engine, enabling partnerships with major pharmaceutical companies globally.

• Focused on five core modalities: oral/injectable therapeutics, RI-PDCs, oligonucleotide delivery, cytotoxic drug delivery, and multifunctional peptides.

• Transitioning from a discovery-focused company to one advancing its own clinical pipeline.

Clinical pipeline and development progress

• Ended the year with 13 clinical-stage programs, expecting 6-12 more to enter clinical development in 2026.

• First four wholly owned compounds will enter the clinic in 2026.

• Significant progress in radiopharmaceuticals, with macrocyclic peptides enabling effective tumor targeting.

• Oral peptide therapeutics and other modalities are advancing, supported by industry successes.

Modality updates and future outlook

• Oligo-PDC and cytotoxic PDC programs are progressing, with first clinical phase I starts expected in 2027.

• Strong partnerships in oligonucleotide delivery and cytotoxic PDCs, with Merck collaboration nearing clinical stage.

• Multifunctional peptide (MPC) programs are advancing, with more disclosures expected as they near clinical stage.