What We Learned at Lunch with IKT (ATS 2026)

研报英文原文证据摘录

What We Learned at Lunch with IKT (ATS 2026)

May 18, 2026

statistical significance there. Topline expected mid-2028.

●Part B: begins enrolling essentially immediately after Part A enrollment

completes, uses the same sites and investigators, with adaptive

flexibility informed by Part A.

●One important detail: management estimates Part B could already be

~40% enrolled by the time Part A reads out. That means they’ll have

an opportunity to adjust parameters for ~60% of the participants (or

more if they decide to increase sample size).

Patient enrichment and baseline PVR: IKT is focused on enrolling the right

patients in both Part A and Part B portions of the study. The lower PVR

threshold is currently ~400 dynes/sec/cm⁵, but management is looking to

enroll an average baseline in the mid-700 range given the ex-US countries

that they are enrolling heavily in. The protocol does have some flexibility to

adjust enrichment criteria if needed.

The planned interim safety update is in 1H27: This is going to be a really

important update for the company. It’s still TBD how much information

they’ll provide (and it’ll be a blinded look at the data). But the DSMB will

make a continuation decision based on safety and futility.

●It would also trigger $55M tied to warrants from the October 2024

financing.

Dose titration may be the key unlock

This is probably one of the most important focus points to the IKT

thesis/setup. IKT believes many of the historical tolerability problems with

imatinib were driven not simply by exposure itself, but by rapid dose

escalation, the pace of Cmax attainment, and inability to acclimate patients

gradually. Their strategy is specifically designed around solving that issue.

The phase 3 titration schema: It’s designed to up-titrate gradually. And it