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RAPT Therapeutics (RAPT) investor relations material

RAPT Therapeutics TD Cowen Immunology and Inflammation Summit summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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TD Cowen Immunology and Inflammation Summit summary13 Nov, 2025

Product innovation and differentiation

  • Ozureprubart (ozu) is a half-life extended anti-IgE drug, designed for less frequent dosing and improved potency compared to Xolair.

  • Ozu uses the same epitope as omalizumab, with a YTE mutation extending half-life from 24 to 60 days.

  • Dosing could be reduced to 4–6 injections per year, compared to 13–26 for Xolair.

  • Ozu aims to treat patients excluded from Xolair due to high weight or IgE, and reduce the need for updosing.

  • Patent exclusivity is expected through at least 2041.

Clinical trial results and plans

  • Phase II Chinese CSU study showed Q8 and Q12 week dosing of ozu matched or outperformed Xolair, with strong durability and safety.

  • Phase III plans include two pivotal studies, each with 300–350 patients, using UAS7 at week 12 as the primary endpoint.

  • FDA familiarity with the IgE mechanism and shared epitope with omalizumab may streamline approval.

  • Global development includes large phase III studies in China for asthma and CSU, contributing to the safety database.

  • Q12 week dosing is considered optimal for both clinical practice and commercial adoption.

Market landscape and unmet needs

  • Xolair is widely used in food allergy, especially among children, but requires frequent dosing and excludes high IgE/weight patients.

  • Ozu's less frequent dosing is highly preferred by patients and prescribers, especially for pediatric use.

  • Ozu could address 25–30% of patients currently ineligible for Xolair, aiming for a label independent of IgE and weight.

  • Market research indicates strong demand for Q12 week dosing.

Why is Q12 week dosing Ozu's 'sweet spot' in CSU?
How will Ozu expand food allergy patient access?
How do China studies aid Ozu's US regulatory path?
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Frequently asked questions

RAPT Therapeutics Inc. is a clinical-stage biopharmaceutical company specializing in immunology-based treatments. The company's primary focus is on discovering, developing, and commercializing oral small molecule therapies for significant unmet needs in inflammatory diseases and cancer. Utilizing a proprietary drug discovery and development engine, RAPT Therapeutics designs highly selective small molecules aimed at modulating critical immune responses. The company's pipeline includes drug candidates targeting CCR4 and other key immune pathways, with ongoing development for conditions such as atopic dermatitis and various cancers. RAPT Therapeutics is headquartered in South San Francisco, California, and its shares are listed on the NASDAQ.

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