Sun Pharma Advanced Research Company (SPARC) R&D Day 2026 summary

Pipeline overview and program updates

• Pipeline refocused on oncology and immunology, prioritizing MUC1 ADC/SBO-154 for solid tumors and SCD153 for alopecia areata and vitiligo, with additional preclinical assets in targeted delivery and synthetic lethality.

• Portfolio includes over 10 assets, with modular platform strategy enabling expansion into ADCs, SMDCs, T-cell engagers, and siRNA delivery.

• Collaboration with Tiller Therapeutics advances SMDC program (SCO-155/TILR-097) for prostate cancer, with IND-enabling studies near completion and external funding secured.

• Exited neurodegeneration to focus on targeted tumor delivery, synthetic lethality, and dermatology autoimmune disorders.

• Vodobatinib faces resource allocation challenges in a competitive CML market, with ongoing partner engagement and alternate structure exploration.

Clinical trial data and development milestones

• SCD153 Phase 1a completed in healthy volunteers, Phase 1b ongoing in alopecia areata patients with interim data expected Q4 2026 and global Phase 2 planned for Q2 2027; foam formulation finalized.

• SCD153 also being evaluated in animal models for vitiligo, with clinical studies pending preclinical results.

• MUC1 ADC/SBO-154 Phase 1a dose escalation underway in US, Australia, and India; first two cohorts completed with no safety issues, third cohort enrolling, and MTD expected by Q3 2026.

• Expansion cohorts in breast, lung, and ovarian cancers planned, with early clinical proof of concept targeted for H2 2027.

• Major milestones include PRV appeal outcome, Tiller license agreement, and multiple IND-enabling studies in 2026.

R&D strategy and innovation priorities

• Focus on modular, scalable platforms for targeted delivery of multi-modal cancer therapeutics, including ADCs, SMDCs, T-cell engagers, and DDR pathway inhibitors.

• Emphasis on non-JAK pathways and rational combinations for autoimmune diseases, with SCD153 positioned as a standalone, combination, or maintenance therapy.

• Development of brain-penetrant inhibitors and first-in-class chromatin remodeler targets for oncology.

• Portfolio optimization and business model flexibility through early-stage licensing, NewCo formation, and equity transactions.

• Emphasis on payload diversity, bispecific ADCs, and next-generation T-cell engagers to address solid tumors and improve safety profiles.