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MacroGenics (MGNX) investor relations material
MacroGenics Stifel 2025 Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic imperatives and leadership transition
New CEO, with 16 years at the company, outlined six strategic imperatives including advancing ADC programs, early-stage discovery, corporate partnerships, and financial strengthening.
Tangible progress reported on at least three imperatives since the last earnings release.
Heightened urgency and focus across the organization to drive shareholder value.
Lorigerlimab program updates
LOWERKEY prostate cancer trial discontinued due to lack of efficacy at interim analysis; focus shifted to LINNET trial in gynecological malignancies.
LINNET trial uses a Simon two-stage design, with a clinical update expected mid-next year.
Lorigerlimab shows promising safety and single-agent activity, especially in immunologically inert tumors.
LINNET trial includes platinum-resistant ovarian and clear cell gynecologic cancers, with global enrollment.
ADC pipeline and development strategy
B7-H3 ADC program leverages a highly internalizing antibody, site-specific conjugation, and exatecan payload for improved efficacy and safety.
Dose selected for expansion in two solid tumor cohorts; further dose optimization possible.
ADAM9 ADC program in phase 1 dose escalation, using a topo-based payload to address resistance in GI and thoracic tumors.
MGC030, a new ADC candidate, is progressing through IND-enabling studies with IND submission expected next year.
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