Nykode Therapeutics (NYKD) DNB Carnegie Nordic Healthcare Conference presentation summary

Strategic focus and clinical pipeline

• Advancing three core programs: Abi-suva for HPV16+ cancers, VB10.NEO for individualized neoantigen therapy, and an Antigen-Specific Immune Tolerance (ASIT) platform for autoimmune diseases.

• Abi-suva demonstrates strong and durable clinical responses in multiple trials, with a phase 2 RCT in 1L r/m head and neck cancer targeting interim data within 24 months.

• VB10.NEO leverages robust immune responses and a proprietary AI algorithm for neoantigen selection, with rapid 7-week manufacturing turnaround and cost advantages over mRNA approaches.

• ASIT platform aims to transform autoimmune disease treatment by inducing durable, disease-specific immune tolerance, supported by promising preclinical data.

• Disciplined cost management ensures a cash runway into 2028-2029, supporting key program milestones.

Clinical data and market opportunity

• Abi-suva plus atezolizumab shows a 29% ORR and 24.7 months median overall survival in 2L+ cervical cancer, outperforming CPI monotherapy.

• HPV16+ HNSCC market projected to grow from $1.1bn in 2025 to $2.3bn in 2034, with significant unmet need for HPV-positive specific treatments.

• Abili-T trial in 1L HNSCC is enrolling up to 100 patients, with interim efficacy analysis expected in 2027.

• VB10.NEO positioned as a leading unencumbered INT, with peer readouts in the next 15 months expected to validate the approach.

Technology and platform differentiation

• Proprietary APC-targeting technology enables precise modulation of immune responses for oncology and autoimmune indications.

• pDNA-based manufacturing for VB10.NEO offers faster, less complex, and lower-cost production compared to mRNA.

• ASIT platform demonstrates efficacy in preclinical EAE models, reducing effector T cells, increasing regulatory T cells, and lowering auto-antibody levels.

• Technology supports convenient delivery routes, including intravenous and subcutaneous administration.