Dogwood Therapeutics (DWTX) KOL event summary

Introduction and agenda

• Event focused on Halneuron, a NaV1.7 inhibitor, as a novel treatment for chemotherapy-induced neuropathic pain (CINP), with presentations from key opinion leaders and a Q&A session.

• Agenda included clinical development updates, market opportunity, mechanism of action, manufacturing advances, strategic outlook, and covered CINP patient journey, pain signaling mechanisms, and synthetic manufacturing advancements.

KOL background and credentials

• Presenters included a CEO, a venture partner with expertise in ion channels, a CMO, a clinical investigator with 200+ studies, and a CMC consultant.

• Dr. Iain Dukes: 20+ years in pharma R&D, expertise in ion channel therapeutics, former Merck SVP, and current SAB Chairman.

• Dr. Mike Gendreau: CMO with extensive pain/CNS drug development experience, led Halneuron phase II-B study.

• Dr. Mark Joyce: Psychiatrist and clinical trial investigator with 200+ studies, site investigator for Halneuron phase II-B.

• Dr. Jerry Evarts: Chemistry/manufacturing specialist, led synthetic TTX development for Halneuron.

Market insights and analysis

• CINP affects over 3 million in the US, projected to reach 4 million by 2030–31; global incidence is ~10x US numbers and rising.

• No FDA-approved treatments exist; current CINP drug market exceeds $1B in major markets, all generic, with significant growth expected for new branded entrants.

• Existing therapies (duloxetine, pregabalin, gabapentin, opioids) are largely ineffective for moderate to severe CINP.

• Oncologists represent a growth opportunity for injectable treatments.

• No advanced competitors targeting CINP; Halneuron could be first-in-class.