Janux Therapeutics (JANX) Corporate presentation summary

Platform strategy

• TRACTr uses tumor-activated masking for T-cell engagement, designed to maximize therapeutic index and reduce systemic toxicity.

• TRACIr adds masked CD28 co-stimulation at the tumor site, designed to amplify T-cell responses and improve response depth and durability.

• ARM binds TCR beta variable domain TRBV6 rather than CD3; the targeted subset represents ~3–5% of T cells.

Prostate cancer franchise

• Franchise targets patients across HSPC and CRPC; estimated annual sales exceed $11B in HSPC and $9B in CRPC.

• JANX007 Phase 1a dose escalation enrolled 109 patients; reported durable responses, 8.9-month rPFS with Q2W dosing, and Grade 1–2 CRS with no Grade 3 at the go-forward regimen.

• JANX014 began Phase 1a dose escalation in April 2026, evaluating safety, efficacy, and convenience in end-stage mCRPC; designed to explore earlier-line use.

• JANX013 is a double-masked PSMA × CD28 co-stimulatory candidate, initially developed with JANX007; first patient in was September 2026.

ARM platform

• NHP studies reported single-dose, subcutaneous B-cell depletion, prolonged immune reset, no CRS with a >100× safety window, and favorable tolerability.

• CD19-ARM drove deep B-cell depletion without CRS in NHPs; safety was maintained at a 100 mg/kg dose, with significantly reduced IL-6 release.

• NHP studies showed depletion in bone marrow, spleen, and lymph nodes, plus prolonged memory B-cell depletion after one SC dose of CD19- or CD20-ARM.

• JANX011 is in an ongoing healthy-volunteer Phase 1 dose-escalation study; initial clinical data were expected in 2H 2026.

• Manufacturing has demonstrated 500 L clinical scale; formulation supports IV and SC administration, with potential for at-home use via prefilled devices.