Iteos Therapeutics (ITOS) Piper Sandler 36th Annual Healthcare Conference summary

Company overview and value proposition

• Focuses on tumor biology to identify targets and develop differentiated data sets, with a lead TIGIT antibody program partnered with GSK in multiple phase II and III trials.

• Additional programs target the adenosine pathway, including A2A receptor antagonist and ENT1 transporter, with upcoming data presentations.

TIGIT antibody (belrestotug) program updates

• Phase II in high PD-L1 non-small cell lung cancer showed doubling of response rate over PD-1 monotherapy at all tested doses.

• Safety management improvements aim to reduce discontinuation rates from 16-19% to near 10%.

• Ongoing and future data sets will include 240 additional patients and survival data updates in 2025.

• Phase III (Lung-301) directly compares belrestotug/dostarlimab combo to pembrolizumab, with robust design and global reach.

• Confidence in success is based on robust phase II data, best-in-class antibody profile, and improved statistical design.

Head and neck cancer program

• Randomized phase II (GALAXIES HNSCC-202) and single-arm TIG-006 study will provide a combined data set of 160 patients in 2025.

• Progression-free survival (PFS) is the key endpoint for go/no-go decisions in this indication.

• Data-driven strategy will determine advancement to registration trials.