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BioInvent International (BINV) investor relations material

BioInvent International Jefferies London Healthcare Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Jefferies London Healthcare Conference 2025 summary18 Nov, 2025

Company overview, platform, and technology

  • Integrated operations and the F.I.R.S.T. platform enable rapid discovery and development of novel immuno-oncology therapies, with in-house GMP manufacturing and licensing opportunities.

  • Strategic partnerships with major pharma companies, including Merck and AstraZeneca, support clinical development, validation, and deal-making.

  • Strong international shareholder base, with a financial runway into Q1 2027 and a cash position of SEK 690M (~$73M) as of September 30, 2025.

  • Fast Track and Orphan Drug Designations granted for both lead clinical programs, supporting regulatory pathways.

Clinical development, pipeline, and data highlights

  • BI-1808 (anti-TNFR2) and BI-1206 (anti-FcγRIIB) are the main clinical-stage assets, both in multiple Phase 2 studies for lymphoma and solid tumors, with data readouts expected in H2 2025 and H1 2026.

  • BI-1808 shows exceptional safety and efficacy in CTCL and solid tumors, with over 40% response rate in CTCL and 100% DCR in initial Phase 2a CTCL data.

  • BI-1206 demonstrates strong efficacy and safety in NHL, with 59% ORR and 41% CRR in relapsed/refractory FL patients, and 100% DCR in triple combination with rituximab and acalabrutinib.

  • Both assets are being tested as single agents and in combination with pembrolizumab or other partner drugs, with combination data expected by year-end and further data in H2 2025 and H2 2026.

  • Subcutaneous formulation of BI-1206 offers convenience and safety, with no cytokine release syndrome or neurotoxicity observed.

Commercial strategy, market positioning, and future plans

  • Initial focus on quick-to-market opportunities in second-line settings (CTCL for BI-1808, follicular lymphoma for BI-1206), with expansion to first-line and larger solid tumor indications.

  • Market opportunities include $500 million for second-line follicular lymphoma and significant potential in ovarian and lung cancers.

  • Ongoing and upcoming data releases at major conferences (ASH, EHA) and key readouts expected by end of 2024, mid-2025, and H2 2026.

  • Plans to initiate pivotal Phase 2 and confirmatory Phase 3 studies for both assets in 2026–2027, with potential BLA submission and approval timelines from 2026 onward.

  • Broad mechanism of action allows for potential expansion into additional cancer indications beyond current focus.

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Frequently asked questions

BioInvent International AB (Nasdaq Stockholm: BINV) is a clinical-stage biotech company that discovers and develops novel and first-in-class immuno-modulatory antibodies for cancer therapy, with currently four drug candidates in five ongoing clinical programs in Phase 1/2 trials for the treatment of hematological cancer and solid tumors, respectively. The Company's validated, proprietary F.I.R.S.T™ technology platform identifies both targets and the antibodies that bind to them, generating many promising new drug candidates to fuel the Company's own clinical development pipeline and providing licensing and partnering opportunities.

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