Boundless Bio (BOLD) Goldman Sachs 45th Annual Global Healthcare Conference summary

Leadership and vision

• Executive team brings deep experience in oncology, drug development, and finance, with a track record of successful company exits and drug approvals.

• Leadership is motivated by solving large, unmet medical needs in cancer, particularly those driven by oncogene amplification.

• The company is supported by sophisticated investors and a strong board, providing strategic guidance and financial stability.

Scientific innovation and platform

• Focuses on targeting extrachromosomal DNA (ecDNA), a key driver of oncogene amplification and resistance in cancer, representing a large unmet need.

• Developed the proprietary Spyglass platform to identify cancer-specific vulnerabilities in ecDNA-positive tumors.

• Pipeline includes programs targeting CHEK1, ribonucleotide reductase (RNR), and a novel kinesin, each disrupting different aspects of ecDNA biology.

Clinical development and trial design

• Lead asset BBI-355 (CHEK1 inhibitor) is in a Phase I/II trial with a three-part design: dose escalation, combination cohorts, and dose expansion.

• Combination arms include EGFR, FGFR, and CDK4/6 amplifications, with strategic supply agreements for combo agents.

• Proprietary ECHO diagnostic software identifies ecDNA in standard sequencing data, enabling patient selection and trial enrichment.

• Maximum tolerated dose for BBI-355 established at 60 mg every other day, with preliminary proof-of-concept data expected by year-end.

• Dose expansion cohorts will enroll up to 40 patients per arm using a Simon two-stage design.