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LeonaBio (LONA) investor relations material

LeonaBio 12th Annual Cantor Fitzgerald Global Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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12th Annual Cantor Fitzgerald Global Healthcare Conference summary11 Sep, 2026

Company overview and strategic focus

  • Recently established, focused on developing lasofoxifene, a unique SERM for metastatic breast cancer.

  • Raised $246 million and is led by experienced management and investors.

  • Emphasizes collaboration and aims to become the partner of choice in second-line metastatic breast cancer.

Lasofoxifene development and differentiation

  • Lasofoxifene is a potent SERM, showing superior activity against ESR1-mutated breast cancer compared to SERDs.

  • Demonstrates high affinity for mutated estrogen receptors, inactivating them without degrading healthy receptors.

  • Offers quality-of-life benefits by avoiding antagonism of estrogen receptors in non-breast tissues.

Clinical trial landscape and ELAINE program

  • ELAINE-1 and ELAINE-2 trials showed promising efficacy and safety, with no significant thrombotic events.

  • ELAINE-3 is a 600-patient, fully enriched ESR1 mutation trial comparing lasofoxifene-abemaciclib to fulvestrant-abemaciclib.

  • The trial is powered to detect a clinically meaningful PFS difference, aiming for double-digit months.

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