We kicked off the 2023 #Cantor Global Healthcare Conference this morning with panels from key opinion leaders and companies in the healthcare sector.

• ALX Oncology (#ALXO) | Moderated by Li Watsek – Jason Lettmann (CEO), Jaume Pons (CSO), and Pete Garcia (CFO) walked through the company’s data in gastric cancers and discussed the opportunity for CD47 targeting in these cancers, ahead of a major data readout coming this year.

• Verastem Oncology (#VSTM) | Moderated by Pete Stavropoulos, Ph.D. – Dan Paterson (CEO) discussed the company’s program of the avutometinib/defactinib combination in low-grade serous ovarian cancer, including the path for an accelerated approval.

• Aclaris Therapeutics, Inc. (#ACRS) | Moderated by Louise Chen – Doug Manion (CEO), Kevin Balthaser, CPA, MBA (CFO), and Joseph Monahan (CSO) discussed the Phase 2b topline data for zunsemetinib (oral MK2 Inhibitor) to treat moderate-to-severe rheumatoid arthritis (RA), which ACRS expects 4Q23. We think the data could come ~mid-November. Management reviewed additional pipeline assets including the recent positive data readout for ATI-2138.

• Arcus Biosciences (#RCUS) | Moderated by Li Watsek – Jennifer Jarrett (COO) and Eric Matthews (CCO) discussed the state of the anti-TIGIT space, different players and their unique angles, and why they are still confident in the target.

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