Iteos Therapeutics (ITOS) 2024 Wells Fargo Healthcare Conference summary

Company overview and pipeline

• Founded in Belgium with a focus on immuno-oncology, leveraging internal discovery for all pipeline assets.

• Lead asset belrestotug (EOS-448), an anti-TIGIT antibody, is partnered with GSK and in phase III for first-line stage IV non-small cell lung cancer.

• Two additional assets in the adenosine pathway are in phase II and phase I, respectively.

• All assets originate from internal research, with ongoing preclinical work advancing toward the clinic.

TIGIT program and clinical strategy

• Early TIGIT trials were based on small, robust signals, leading to broad but sometimes misaligned indication selection.

• Current phase III study in PD-L1 high non-small cell lung cancer is designed with 1,000 patients, incorporating learnings from prior studies like Roche's SKY-01.

• Belrestotug shows differentiated binding, high potency, and strong T-reg depletion, with best-in-class monotherapy data.

• Fc gamma receptor binding is believed to enhance efficacy, with no major safety sacrifices observed so far.

• Indication selection is methodical, focusing on areas with strong biological rationale and avoiding low-immunogenicity tumors.

Clinical trial updates and future readouts

• Phase II Lung-201 readout exceeded efficacy criteria at all doses, with no dose-dependent effect expected.

• Primary endpoint is unconfirmed response rate; confirmed response, safety, and exploratory biomarkers will also be reported.

• Phase III enrollment is on track, but no specific guidance on duration; study is expected to be neither very fast nor excessively long.

• PFS data from phase II expected in 2025.

• Head and neck program is underway, with proof of concept required before advancing to phase III.

• Minimal data from TIG-006 in head and neck will be presented before year-end; focus is shifting to randomized controlled trials.