Vir Biotechnology (VIR) Goldman Sachs 45th Annual Global Healthcare Conference summary

Company Overview and Technology Platforms

• Focuses on immunology, leveraging antibody engineering and viral vector platforms, with AI and machine learning integration.

• Two marketed antibodies: one for Ebola and one for COVID, demonstrating platform productivity.

• Viral vector platform (CMV-based) aims to stimulate specific T cell responses for disease protection.

Key Presentations and Clinical Data

• Presented at the Goldman Sachs 45th Annual Global Healthcare Conference on June 12, 2024.

• Highlighted sustained virologic suppression and ALT normalization in HDV patients using tobevibart and elebsiran, both as monotherapies and in combination.

• Combination therapy led to 100% of patients achieving HDV RNA below quantification, with 91% below detection and 64% ALT normalization at 24 weeks.

• Tobevibart monotherapy achieved 73% virologic response at week 12 and 54% ALT normalization, with improvements over time.

• Data from the SOLSTICE trial demonstrated durable anti-HDV activity up to 64 weeks, with all participants maintaining virologic suppression.

Hepatitis Delta (HDV) Clinical Data and Implications

• Recent EASL data showed durable virological responses and ALT normalization with Tobevibart and Elebsiran, both as combination and monotherapy.

• No efficacy or safety differences observed between cirrhotic and non-cirrhotic patients in initial data.

• Full 24-week data for all 65 enrolled patients expected in Q4, with regulatory engagement planned for potential accelerated pathways.