Nykode Therapeutics (NYKD) HCW Annual Global Investment Conference presentation summary

Strategic focus and technology platform

• Concentrates on oncology and autoimmune diseases using proprietary antigen-presenting cell (APC) targeting technology for precise immune modulation.

• Modular immunotherapy platform enables delivery via DNA, mRNA, viral vectors, or recombinant proteins, adaptable for various diseases.

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

Oncology pipeline: Abi-suva (VB10.16)

• Demonstrated strong and durable clinical responses in three trials, doubling ORR and mOS compared to historical controls in HPV16+ cancers.

• Ongoing and planned trials in 1L recurrent/metastatic HNSCC, with interim data expected within 24 months.

• Positive safety and efficacy data in cervical cancer and premalignant lesions, with immune responses correlating to clinical outcomes.

• Market opportunity estimated at $1.1bn in HNSCC by 2025, with 9.2% CAGR.

Individualized Neoantigen Therapy (VB10.NEO)

• Positioned as a leading unencumbered INT asset, targeting a broad range of tumor types.

• Robust immune responses observed in two basket trials with heavily pre-treated patients.

• Proprietary NeoSELECT algorithm optimizes antigen selection, validated across indications.

• Supply chain improvements have reduced manufacturing turnaround time to 7 weeks, with further optimization potential.