Quince Therapeutics (QNCX) Investor presentation summary
Event summary combining transcript, slides, and related documents.
Investor presentation summary
18 May, 2026Mechanistic rationale and preclinical validation
mTOR regulates smooth muscle proliferation, fibrosis, and inflammation, contributing to pulmonary hypertension pathobiology.
Rapamycin inhibits mTOR, reversing vascular remodeling and improving hemodynamics in multiple preclinical PH models.
Targeting mTOR addresses smooth muscle proliferation, endothelial dysfunction, and inflammatory cell infiltration in PH.
Clinical evidence and study design
Early clinical studies with oral and IV sirolimus showed improvements in pulmonary vascular resistance (PVR) and 6-minute walk distance (6MWD) in PAH patients.
Systemic oral rapamycin is limited by toxicity and poor lung exposure, prompting development of inhaled formulations.
Phase 2a open-label trial (NCT05798923) evaluated inhaled LAM-001 in PAH and PH-ILD patients over 24 weeks, focusing on VO2 max, safety, and hemodynamics.
Patient characteristics and background therapy
Ten patients enrolled, aged 47–80, with diagnoses including PAH, systemic sclerosis, idiopathic fibrotic NSIP, IPF, and pulmonary sarcoidosis.
All patients were on stable background PH and/or ILD medications for at least 30 days prior to enrollment.
Latest events from Quince Therapeutics
- Acquisition and up to $187M financing advance LAM-001 for rare lung diseases through 2028.QNCX
Investor update19 May 2026 - Lead asset failed in Phase 3, triggering a $67.8M impairment and urgent need for new funding.QNCX
Q1 202611 May 2026 - Key votes include director election, reverse stock split, and auditor ratification for 2026.QNCX
Proxy filing27 Apr 2026 - Key votes include a reverse stock split, director election, and auditor ratification to support compliance.QNCX
Proxy filing27 Apr 2026 - Shareholders will vote on a reverse stock split, auditor ratification, and executive compensation.QNCX
Proxy filing17 Apr 2026 - Lead asset failed in Phase 3, triggering strategic review and raising going concern risks.QNCX
Q4 202510 Apr 2026 - Pivotal Phase III EryDex trial in A-T targets $1B+ market, topline results due Q4 2025.QNCX
The ThinkEquity Conference 20243 Feb 2026 - Phase III data for a chronic steroid therapy in rare disease expected Q4, with strong safety and market potential.QNCX
The Citizens JMP Life Sciences Conference 20253 Feb 2026 - EryDex's phase III trial targets a $1B+ rare disease market with broad expansion potential.QNCX
LD Micro Main Event XVII18 Jan 2026