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

Pipeline overview and program updates

• Pipeline realigned to focus on oncology and immunology, prioritizing SCD153 for alopecia areata/vitiligo and SVO154/SBO-154 for solid tumors, with over 10 assets in development.

• SCD153 is a topical prodrug with Phase 1a completed and Phase 1b ongoing; foam formulation finalized and animal studies in vitiligo underway.

• SVO154/SBO-154 is an anti-MUC1 ADC for solid tumors, with Phase 1a dose escalation enrolling across 11 sites in the US, Australia, and India.

• Tiller Therapeutics partnership advances SCO-155/TILR-097, granting Tiller exclusive global rights and securing external funding.

• 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 showed safety and dermal penetration; Phase 1b in alopecia areata is ongoing, with interim readout expected in Q4 2026 and global Phase 2 planned for Q2 2027.

• SVO154/SBO-154 Phase 1a has completed two dose cohorts without unexpected safety signals; MTD expected by Q3 2026, with expansion and early proof of concept by H2 2027.

• Preclinical data for SCD153 shows dose-dependent inhibition of key chemokines in melanocytes and keratinocytes.

• SVO154 demonstrates strong tumor regression in models with high MUC1 expression, supporting patient selection strategy.

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

R&D strategy and innovation priorities

• Emphasis on modular, scalable platforms for targeted delivery of multi-modal cancer therapeutics, including ADCs, SMDCs, T-cell engagers, and siRNA nanoparticles.

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

• Pursuing bispecific ADCs, immune-stimulating payloads, and tri-specific T-cell engagers to address safety and efficacy challenges.

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