Immix Biopharma (IMMX) Morgan Stanley 24th Annual Global Healthcare Conference summary

Company background and lead asset

• Founded to address unmet needs in diseases with poor standards of care, focusing on applying CAR T technology outside of cancer.

• Licensed a novel CAR T therapy from Hadassah Medical Center, now advancing NXC-201 for relapsed/refractory AL amyloidosis.

• NXC-201 features a unique construct for improved safety and tolerability, including a proprietary binder and modified domains.

Clinical differentiation and disease context

• NXC-201 shows a benign tolerability profile with a median CRS duration of one day, addressing challenges in AL amyloidosis patients with heart and kidney failure.

• AL amyloidosis is a rare, fatal disease with about 5,000 new US cases annually; current standard therapies leave a significant unmet need.

• Existing treatments achieve about 50% complete response, but most patients require further therapy, and no approved options exist after failure.

Clinical data and regulatory progress

• Complete response rates improved from 70% at ASCO to 75% at ASH, with rapid and deep responses predicting organ improvement and survival.

• CRS events are consistently low grade and manageable; neutropenia and thrombocytopenia are expected and manageable.

• Full registrational data for 45 patients will be reported soon, with BLA submission planned after one-year follow-up in all patients by March next year.

• Therapy has received RMAT, Breakthrough Therapy, and Orphan Drug designations, supporting accelerated review.