Oryzon Genomics (ORY) Corporate Presentation summary
Event summary combining transcript, slides, and related documents.
Corporate Presentation summary
9 Jul, 2025Strategic focus and platform
Focuses on personalized medicine in epigenetics, targeting CNS and oncology indications with a growing pipeline and advanced clinical programs.
Develops highly potent and selective LSD1 inhibitors, with two main programs: vafidemstat (CNS) and iadademstat (oncology).
Raised €121M in equity since 2015, with €33.5M since 2022, and is listed in Madrid.
CNS pipeline: vafidemstat
Vafidemstat is a Phase III-ready LSD1 inhibitor for CNS diseases, showing robust safety in over 430 subjects and no significant side effects.
PORTICO Phase IIb in borderline personality disorder (BPD) showed all efficacy endpoints favoring vafidemstat over placebo, with a significant global treatment effect.
FDA supports a Phase III trial in BPD, with agitation/aggression as a primary endpoint and a planned sample size of 350 patients.
Vafidemstat is also in a Phase II trial for schizophrenia, targeting negative and cognitive symptoms, with strong preclinical and market rationale.
Oncology pipeline: iadademstat
Iadademstat is a Phase II LSD1 inhibitor for oncology, with a focus on AML and SCLC, and multiple ongoing trials in collaboration with leading institutions.
ALICE trial in AML showed rapid, deep, and durable responses, with 81% ORR and 91% MRD negativity in CR/CRi patients; results published in Lancet Haematology.
FRIDA trial in FLT3mut+ R/R AML showed 69% ORR and fast time to response; recruitment ongoing to optimize dosing.
SCLC program leverages strong preclinical synergy with ICIs; new pivotal trial in combination with ICI to start in 2025.
Latest events from Oryzon Genomics
- Clinical pipeline advances and new financing commitments drive growth and future outlook.ORY
Q2 2026 - Iadademstat delivers 100% AML response rates, targeting $1B+ US peak sales and broad expansion.ORY
Jefferies Global Healthcare Conference 2026 - Positive AML trial results and robust cash position drive continued clinical expansion.ORY
Q1 2026 - Late-stage LSD1 inhibitors show strong efficacy and regulatory momentum in major disease areas.ORY
Corporate presentation - Strong cash position and robust clinical progress in oncology and CNS, despite higher net loss.ORY
Q4 2025 - Improved net result, strong cash position, and positive clinical progress in CNS and oncology.ORY
Q3 2025 - Vafidemstat shows promise for rapid, effective treatment of agitation and aggression in BPD.ORY
KOL Event - Advanced clinical pipeline and secured $61M funding, strengthening financial position.ORY
Q2 2025 - €30M capital raise and EU grant boost R&D as CNS and oncology trials advance.ORY
Q1 2025