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Sun Pharma Advanced Research Company (SPARC) investor relations material
Sun Pharma Advanced Research Company R&D Day 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Pipeline overview and program updates
Pipeline realigned to focus on oncology and immunology, prioritizing SCD153 for alopecia areata/vitiligo and SVO154/SBO-154 for solid tumors, with over 10 assets in development.
SCD153 is a topical prodrug with Phase 1a completed and Phase 1b ongoing; foam formulation finalized and animal studies in vitiligo underway.
SVO154/SBO-154 is an anti-MUC1 ADC for solid tumors, with Phase 1a dose escalation enrolling across 11 sites in the US, Australia, and India.
Tiller Therapeutics partnership advances SCO-155/TILR-097, granting Tiller exclusive global rights and securing external funding.
Vodobatinib faces resource allocation challenges in a competitive CML market, with ongoing partner engagement and alternate structure exploration.
Clinical trial data and development milestones
SCD153 Phase 1a showed safety and dermal penetration; Phase 1b in alopecia areata is ongoing, with interim readout expected in Q4 2026 and global Phase 2 planned for Q2 2027.
SVO154/SBO-154 Phase 1a has completed two dose cohorts without unexpected safety signals; MTD expected by Q3 2026, with expansion and early proof of concept by H2 2027.
Preclinical data for SCD153 shows dose-dependent inhibition of key chemokines in melanocytes and keratinocytes.
SVO154 demonstrates strong tumor regression in models with high MUC1 expression, supporting patient selection strategy.
Major upcoming milestones include PRV appeal outcome, Tiller license agreement, and multiple IND-enabling studies in 2026.
R&D strategy and innovation priorities
Emphasis on modular, scalable platforms for targeted delivery of multi-modal cancer therapeutics, including ADCs, SMDCs, T-cell engagers, and siRNA nanoparticles.
Focus on non-JAK pathways and rational combinations for autoimmune diseases, with SCD153 positioned as standalone, combination, or maintenance therapy.
Pursuing bispecific ADCs, immune-stimulating payloads, and tri-specific T-cell engagers to address safety and efficacy challenges.
Portfolio optimization and business model flexibility through early-stage licensing, NewCo formation, and equity transactions.
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