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Avalo Therapeutics (AVTX) investor relations material
Avalo Therapeutics Guggenheim Securities 2nd Annual Healthcare Innovation Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company and asset overview
Recapitalized in 2024, raising $185 million and acquiring AVTX-009, a high-affinity anti-IL-1 beta monoclonal antibody originally developed by Lilly for type 2 diabetes.
AVTX-009 targets hidradenitis suppurativa (HS), with a fully enrolled phase 2b Lotus trial expected to report data mid-next year.
The asset is positioned as more potent and with a longer half-life than competitors, aiming for superior efficacy.
The company has a strong biotech investor base and a core team in place.
Current cash position is $115 million, sufficient to fund operations through 2028 and phase 3 preparations.
Mechanism of action and differentiation
IL-1 beta is identified as the master regulator of inflammation in HS lesions, with high local abundance and central role in disease pathology.
IL-1 alpha plays a minor role in HS, with clinical data showing negligible effect from its blockade.
AVTX-009 has 15-fold higher affinity for IL-1 beta than AbbVie’s lutikizumab and a longer half-life, potentially leading to higher drug concentration and efficacy in lesions.
The drug’s mechanism is differentiated by its selective targeting and pharmacokinetic advantages.
Competitive landscape and clinical data
AbbVie’s lutikizumab, a bispecific anti-IL-1 beta/alpha, demonstrated strong efficacy in both TNF-exposed and biologic-naive HS patients, setting a high benchmark.
AVTX-009 is expected to match or exceed this efficacy due to higher affinity and better lesion penetration.
The Lotus trial is designed with a robust placebo control and over-enrollment to ensure statistical power.
Patient demographics and trial design are similar to other leading studies, with a higher proportion of biologic-experienced patients.
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