BioInvent International (BINV) Aktiedagarna 2026 summary

Strategic focus and portfolio updates

• Concentrating on developing next-generation immuno-oncology therapies, particularly for recurring ovarian cancer, with a conservative peak sales estimate of SEK 1.5 billion for this indication.

• Portfolio streamlined to focus on two mature programs: BI-1808 (TNF Receptor 2) for ovarian cancer and T-cell lymphoma, and BI-1206 (FcγRIIB) for non-Hodgkin lymphoma and solid tumors.

• Both programs have demonstrated proof of concept in liquid and solid cancers, with strong efficacy and safety profiles.

• BI-1808 shows high synergy with anti-PD-1 therapies and is advancing through clinical phases, with further updates expected in the second half of the year.

• BI-1206 is positioned as a safer alternative in non-Hodgkin lymphoma, offering subcutaneous administration and strong response rates.

Clinical data highlights

• BI-1808 achieved a 24% objective response rate and nearly 60% disease control rate in ovarian cancer, with progression-free survival exceeding 10 months.

• Durable immune responses observed, with significant improvements over current standards of care in second-line ovarian cancer.

• BI-1206 demonstrated an 80% overall response rate and 100% disease control in non-Hodgkin lymphoma, with promising results in uveal melanoma.

• Both compounds maintain favorable safety profiles, crucial for late-stage cancer treatment and combination therapies.

• Preparation for pivotal studies in CTCL, T-cell lymphoma, and non-Hodgkin lymphoma is underway, with patient recruitment largely complete.

Financial position and partnering strategy

• Current cash runway extends into Q1 next year, with active efforts to secure partnerships as a primary financial strategy.

• Previous collaborations have generated significant milestone and royalty income, with ongoing discussions for further deals.

• Financing options include additional partnering, royalty monetization, and ongoing investor engagement.

• BI-1808 in ovarian cancer is prioritized as the main value driver, attracting investor and corporate interest, while BI-1206 is targeted for partnering.