PMV Pharmaceuticals (PMVP) Corporate presentation summary
Event summary combining transcript, slides, and related documents.
Corporate presentation summary
2 Mar, 2026Harnessing p53 Y220C mutation for cancer therapy
Lead candidate rezatapopt is a first-in-class, oral p53 Y220C reactivator targeting a previously undruggable mutation found in 2.9% of ovarian cancers and 1% of all solid tumors.
TP53 Y220C mutation is present in ~12,000 addressable 2L+ patients in the US and EU4/UK, with broad identification possible via standard NGS panels.
Clinical efficacy and safety of rezatapopt
Phase 2 PYNNACLE interim data show a 34% overall response rate (ORR) across all cohorts and 46% ORR in ovarian cancer, with median duration of response of 7.6 and 8.0 months, respectively.
Responses observed in heavily pre-treated, poor prognosis patients; 40% remain on treatment, with rapid median time to response of 1.3 months.
Safety profile is favorable, with most treatment-related adverse events (TRAEs) being Grade 1/2 and manageable; only 4% discontinued due to TRAEs.
Significant decreases in ctDNA TP53 Y220C variant allele frequency observed in responders, supporting on-target activity.
Registrational and commercial strategy
Pivotal Phase 2 study is ongoing, enrolling ~200 patients across five cohorts, with ovarian cancer as the lead indication.
NDA submission for platinum-resistant/refractory ovarian cancer planned for 1Q2027, with potential US launch the same year.
Addressable market for 2L+ TP53 Y220C ovarian cancer estimated at $350–420M in the US and $520–630M globally.
Expansion opportunities exist in breast, endometrial, and other solid tumors, as well as in combination regimens.
Latest events from PMV Pharmaceuticals
- Strong Phase 2 efficacy for rezatapopt in ovarian cancer; NDA planned Q1 2027.PMVP
Q4 20256 Mar 2026 - Rezatapopt demonstrates 46% ORR in ovarian cancer, with NDA submission targeted for Q1 2027.PMVP
TD Cowen 46th Annual Health Care Conference2 Mar 2026 - Interim Phase 2 data for rezatapopt will be released mid-2024, supporting a 2026 NDA filing.PMVP
Oppenheimer 35th Annual Healthcare Life Sciences Conference (Virtual) 202517 Dec 2025 - Offering up to $200M in securities to fund oncology R&D, with Jefferies as sales agent.PMVP
Registration Filing16 Dec 2025 - Pivotal Phase II trial of rezatapopt targets 2026 NDA, showing strong efficacy and safety to date.PMVP
TD Cowen 45th Annual Healthcare Conference16 Dec 2025 - Director elections, say-on-pay, and auditor ratification headline a governance-focused agenda.PMVP
Proxy Filing2 Dec 2025 - Virtual annual meeting to vote on directors, executive pay, and auditor ratification.PMVP
Proxy Filing2 Dec 2025 - Interim phase II data for 50 patients, mainly ovarian, expected July–August; NDA filing options open.PMVP
TD Cowen's 6th Annual Oncology Innovation Summit24 Nov 2025 - Phase II basket study for Rezatapopt targets TP53 Y220C, with NDA submission planned for late 2026.PMVP
Jefferies Global Healthcare Conference 202514 Nov 2025