Quince Therapeutics (QNCX) 12th Annual Cantor Fitzgerald Global Healthcare Conference summary

Recent developments and strategic positioning

• Transitioned from a small private company to merging with Quince Therapeutics and secured $150 million PIPE in May, focusing on LAM-001, an inhaled rapamycin formulation for pulmonary diseases.

• Achieved proof-of-concept data in pulmonary hypertension, with next key readout in bronchiolitis obliterans syndrome (BOS) expected in Q1 2027.

• LAM-001 targets the mTOR pathway, delivering drug directly to pulmonary tissue at 1/20th the oral dose, resulting in low systemic exposure and favorable safety.

• Strong interest from key opinion leaders (KOLs) and top transplant centers, aiding in study design and execution.

• Positioned to address multiple pulmonary indications where mTOR is implicated, with ongoing and planned studies in BOS, PH-ILD, and SAPH.

Clinical data and study design insights

• Phase II BOS study is a single-center, placebo-controlled trial at UCSF, enrolling 19 patients within the first year of BOS diagnosis, focusing on FEV1 change over 48 weeks.

• Success in BOS is defined as a 5-10% or greater separation in FEV1 decline between arms, with >10% considered a strong outcome.

• PH-ILD phase IIb trial includes 100 and 200 microgram doses, with primary endpoint of PVR change over 24 weeks; data expected Q1 2028.

• All patients in BOS study are on standard CCC regimen, with rescue allowed for significant FEV1 decline.

• Particle size of 2.7-3.1 microns ensures deep lung delivery, validated by impactor studies and consistent PK/PD data in humans and animals.

Market opportunity and future outlook

• PH-ILD represents the largest patient population, but BOS offers easier patient identification due to concentration at transplant centers.

• SAPH is an emerging opportunity, with mTOR pathway implicated in both pulmonary hypertension and granulomatous disease.

• LAM-001 is designed for use alongside existing therapies, supporting a polypharmacy approach in evolving treatment markets.

• Each positive data set in a new indication further de-risks the program and supports broader application of the mTOR-targeting strategy.

• Next six months will see BOS data and PH-ILD enrollment progress, with pivotal studies planned pending regulatory feedback.