Eikon Therapeutics (EIKN) 12th Annual Cantor Fitzgerald Global Healthcare Conference summary

Company overview and platform

• Four main drug candidates in the clinic, including a TLR agonist for melanoma and lung cancer, two selective PARP1 inhibitors, and a Werner helicase inhibitor.

• Proprietary super-resolution microscopy enables visualization and targeting of proteins in living cells, generating massive imaging datasets.

• Platform allows rapid identification and optimization of drug candidates, with screening of 1 million compounds in about 6 weeks.

• Expansion into neuroscience and inflammatory diseases, leveraging ability to visualize misfolded proteins and cellular processes.

• Recent hire of a new Head of Discovery Research signals potential expansion into cardiovascular and other therapeutic areas.

Clinical pipeline and program updates

• Two highly selective PARP1 inhibitors: EIK1003 (non-brain penetrant) and EIK1004 (brain penetrant), both showing reduced hematologic toxicity compared to non-selective PARP inhibitors.

• EIK1003 demonstrated ability to combine with paclitaxel at full dose, a first for PARP inhibitors, and is advancing in combination studies with abiraterone in prostate cancer.

• EIK1004 targets patients at risk for brain metastases, especially in breast cancer, with ongoing studies enrolling such populations.

• Twelve studies are being prioritized for registration-enabling trials, with decisions on next steps pending regulatory discussions.

• Updates on both PARP1 inhibitors and TLR agonist programs will be presented at ESMO, including mature data and new combination results.

TLR7/8 agonist and other clinical programs

• EIK1001, a TLR7/8 agonist, is in integrated phase II/III studies for first-line melanoma and non-small cell lung cancer.

• Melanoma study has moved from three to two arms after interim analysis; next interim analysis expected in the first half of next year.

• Non-small cell lung cancer study is enrolling rapidly, with mature phase II data to be updated at ESMO.

• Both studies are event-driven, with results for both expected in a similar timeframe.