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Duality Biotherapeutics (9606) investor relations material
Duality Biotherapeutics Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic priorities and innovation
Focused on advancing late-stage and proof-of-concept clinical readouts for core ADC assets, with a strong emphasis on global pivotal milestones.
Leading the development of ADC plus next-generation immuno-oncology (IO) combinations, particularly with anti-PD-L1 x VEGF-A agents, aiming for global data readouts.
Sustaining innovation through agile global clinical execution and continuous generation of differentiated assets via proprietary platforms (DITAC, DIBAC, DIMAC, DUPAC).
Targeting 1-2 INDs and 2-3 preclinical candidate compounds in 2026, with a focus on overcoming resistance and addressing hard-to-treat diseases.
Clinical pipeline and development highlights
Ten clinical-stage assets and over 3,200 patients enrolled globally, with approximately 50% outside China.
Key assets include DB-1311 (B7-H3 ADC), DB-1310 (HER3 ADC), DB-1303 (HER2 ADC), and DB-1305 (TROP2 ADC), each with global clinical programs and multiple regulatory designations (FTD, BTD, ODD).
DB-1311 demonstrated durable efficacy and favorable safety in heavily pretreated mCRPC, with a global Phase 3 trial planned.
DB-1310 showed promising antitumor activity in EGFRm NSCLC, with ongoing global Phase 1/2 studies.
Trastuzumab pamirtecan (DB-1303) met primary endpoints in China Ph3 for HER2+ breast cancer and is advancing toward regulatory submissions.
Platform technologies and next-generation innovation
Four proprietary ADC platforms: DITAC (TOP1i ADC), DIBAC (bispecific ADC), DIMAC (immune-modulating ADC), and DUPAC (novel MoA payload ADC).
DUPAC platform features novel payloads (DUP5, DUP9) designed to overcome resistance to existing ADCs, with preclinical data showing superior efficacy in resistant models.
DIBAC and DIMAC platforms enable bispecific and immune-modulating ADCs, expanding therapeutic potential into autoimmune diseases and hard-to-treat cancers.
- 2024 revenue rose to RMB 1.94B, net loss RMB 1.05B, with strong ADC pipeline and global deals.9606
H2 20248 Jun 2026 - Revenue up 22.9% to RMB1,228.9M; net loss widened on one-time fair value loss; IPO completed.9606
H1 20258 Jun 2026 - Net loss widened to RMB2,594.8 million on lower revenue and significant fair value loss.9606
H2 20258 Jun 2026
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