Nykode Therapeutics (NYKD) H.C. Wainwright 28th Annual Global Investment Conference presentation summary

Investment highlights

• Abi-suva, an off-the-shelf cancer vaccine, shows strong efficacy in HPV16+ head & neck cancer with a 38.5% ORR versus 19% for standard of care and a favorable safety profile.

• Ongoing randomized Phase 2 Abili-T trial in 1L r/m HPV16+ head & neck cancer, with interim analysis expected in 2027.

• Individualized neoantigen therapy (VB10.NEO) validated with positive peer Phase 3 data, strong immune responses in 100% of patients, and correlation with survival.

• Proprietary neoantigen selection algorithm and simpler pDNA manufacturing support competitive costs and turnaround times.

• Well-capitalized with $44.8M cash at Q2 2026 and $30.7M raised in August 2026, plus potential $35M upside from a pending tax case.

Pipeline and clinical progress

• Abi-suva demonstrates consistent ORR improvement across head & neck and cervical cancer trials, with 39% ORR in 1L head & neck cancer.

• VB10.NEO shows strong immunogenicity across 13 tumor types and 67 patients, with immune responses correlating with survival.

• Tolerance platform for autoimmune diseases is in preclinical stage, with development planned for 1H 2027.

• Abili-T Phase 2 trial protocol approved in 8 European countries, first patient dosed in May 2026, and enrollment expanding.

Clinical data and immune response

• Abi-suva combined with checkpoint inhibitors doubles ORR compared to monotherapy in head & neck and cervical cancer.

• HPV16-specific T-cell responses are strongly associated with lesion size reduction and clinical outcomes.

• VB10.NEO induces long-lasting T-cell memory and de novo immune responses, with antigen-specific immunogenicity correlating with overall survival.

• Manufacturing process for VB10.NEO is optimized for turnaround time under 6 weeks, competitive with peers.