The 2023 #Cantor Global Healthcare conference day one morning sessions continued, featuring conversations with:
• Arrowhead Pharmaceuticals (#ARWR) | Moderated by Prakhar Agrawal – Vincent Anzalone (Head of Investor Relations) walked through the key updates for Arrowhead’s pulmonary assets strategy and key priorities for the company into next year.
• Kura Oncology, Inc. (#KURA) | Moderated by Li Watsek – Troy Wilson (CEO) provided thoughts on the latest developments in the menin inhibitor space, and discussed the opportunity of this drug class in various subgroups of Acute Myeloid Leukemia.
• 89bio (#ETNB) | Moderated by Kristen Kluska – Rohan Palekar (CEO) and Ryan Martins (CFO) discussed 89bio’s Phase 2b data from the NASH program and the next steps ahead of a potential Phase 3 program.
• Vaxcyte (#PCVX) | Moderated by Louise Chen – Andrew Guggenhime (President & CFO) and Grant Pickering (CEO) focused on the pneumococcal conjugate vaccine (PCV) market, PCVX’s differentiated platform and where it would fit in. Management reviewed VAX-24’s data-to-date, discussed the read-through to other programs including the infant study, and the expectation for the Phase 3 adult data that is coming in 2025. They also talked about other vaccines in development, including VAX-31, the next-generation 31-valent PCV.
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