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Xencor (XNCR) investor relations material
Xencor Cantor Global Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Strategic evolution and platform overview
Focus on advancing differentiated molecules for severe diseases using XmAb Protein Engineering Platform, expanding from oncology into autoimmune indications.
Emphasis on creating molecules with unique structural features for both cancer and autoimmune diseases, including bispecific T cell engagers and optimized monoclonal antibodies.
Strategy centers on targeting unmet needs and achieving key clinical inflection points.
Message of unique drug positioning and differentiation is resonating well in the market.
XmAb819 bispecific T cell engager program
XmAb819 targets ENPP3, highly expressed in renal cell carcinoma and other solid tumors.
Molecule designed for high avidity binding to tumor cells, minimizing off-target effects on healthy tissue.
First ENPP3 T cell engager in the clinic, with dose escalation data to be presented at AACR NCI EORTC meeting in October.
Preliminary data will focus on safety, anti-tumor activity, and initial response rates in advanced clear cell renal cell carcinoma.
Uniformly high ENPP3 expression observed in late-line, heavily pretreated patients.
TL1A antibody and bispecific pipeline
TL1A identified as a promising target for best-in-class antibody development, with current focus on ulcerative colitis and potential for broader indications.
XmAb942, a long-acting TL1A antibody, entering phase 2b study (Zenith UC) in ulcerative colitis this quarter.
Bispecific antibody combining TL1A and IL-23 targets planned for first-in-human studies in 2026, aiming for synergistic efficacy and safety.
Modeling and design focus on achieving high drug exposure and 99% TL1A inhibition in the gut, supporting every-three-month dosing.
Ongoing evaluation of additional indications, including skin and rheumatology diseases, as new data emerges.
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