Iteos Therapeutics (ITOS) 43rd Annual J.P. Morgan Healthcare Conference 2025 summary

Strategic vision and 2025 outlook

• 2025 is positioned as a pivotal year with the largest clinical data output in company history, focusing on TIGIT and emerging immuno-oncology programs, with over 400 patient data generated in first-line lung and head and neck cancer trials.

• Two new programs, EOS-984 (ENT1 inhibitor) and EOS-215 (TREM2 antibody), are advancing with early clinical and preclinical milestones expected.

• Collaboration with GSK is central to the TIGIT program’s global expansion and trial execution, leveraging the TIGIT/CD226 axis.

• Cash runway extends through 2027, supporting multiple inflection points and continued pipeline growth, with ~$684M in cash.

• The company’s approach is data-driven, with rigorous trial design and focus on first/best-in-class therapies.

Clinical program updates and milestones

• GALAXIES Lung-301, a global phase III trial in high PD-L1 NSCLC, is enrolling as planned, with top-line data from Lung-201 phase II expected in Q2 2025 and detailed results in H2 2025.

• Head and neck studies (GALAXIES H&N-202 and TIG-006) will provide initial data on over 200 patients in 2025.

• EOS-984 phase I monotherapy and PD-1 combo data are anticipated in H2 2025; EOS-215 IND submission is expected this quarter, with preclinical data in early Q2 2025.

• Belrestotug/dostarlimab doublet has shown superior response rates, with up to 76.7% ORR and deep, consistent tumor reductions across all dose cohorts in NSCLC.

• Safety profile of belrestotug + dostarlimab is consistent with known checkpoint inhibitor combinations, with updated protocols to reduce discontinuation rates.

Scientific rationale and differentiation

• Belrestotug is distinguished by strong target engagement, unique affinity/potency, and proven Treg depletion at all doses, translating to enhanced anti-tumor responses.

• EOS-984 targets intracellular adenosine via ENT1 inhibition, restoring T cell proliferation and enhancing anti-PD-1 activity.

• EOS-215 targets TREM2 to reprogram macrophages and overcome PD-1 resistance, representing a best-in-class antagonist in oncology.

• Enhanced ctDNA reduction and molecular response rates observed with higher doses of belrestotug + dostarlimab compared to monotherapy.

• Discontinuation of inupadenant was based on limited efficacy and lack of patient enrichment markers, with no negative read-through to EOS-984 due to different mechanisms.