Prelude Therapeutics (PRLD) investor relations material

Core competencies and portfolio strategy

• Mission-driven approach focuses on addressing unmet needs in cancer treatment, leading to broad and focused capabilities across multiple target classes.

• Portfolio construction evaluates opportunities based on patient need, strength of evidence, and differentiation potential.

• Emphasis on designing differentiated molecules and building a fully integrated biopharmaceutical company.

• Strategic collaborations are considered to accelerate patient access and broaden reach.

• Capital allocation is influenced by market realities, with a goal to bring discoveries to market.

KAT6 program in breast cancer

• KAT6A is a validated oncology target, especially in ER-positive breast cancer, with amplification in 12–15% of cases and overexpression in more.

• Selective KAT6A degradation aims to improve efficacy and reduce bone marrow toxicity compared to dual KAT6A/B inhibitors.

• Preclinical data show strong efficacy and minimal neutrophil impact at effective doses.

• Benchmarking against Pfizer’s dual inhibitor demonstrates superior tumor regression and safety profile.

• Clinical proof-of-concept is targeted for the second half of 2027, with safety data expected early in trials.

Clinical development and combination strategies

• Initial clinical studies will focus on monotherapy safety and efficacy, followed by combinations with fulvestrant and CDK4/6 inhibitors.

• Dose selection is informed by preclinical and clinical benchmarks, aiming for pharmacologically active starting doses.

• Combination regimens could unlock significant commercial opportunities, especially if safety differentiation allows use in frontline and adjuvant settings.

• The evolving breast cancer landscape is monitored, with attention to new mechanisms and less selective compounds.