Takeaways From Our Meetings With Mgmt, Ahead Of CTIM-76 Update In June

研报英文原文证据摘录

Takeaways From Our Meetings With Mgmt, Ahead Of CTIM-76 Update In June

C O M PA N Y N O T E

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• Moving Towards CTIM-76 Q3W Dosing Strategy: During dose-escalation (completed) and -

optimization (ongoing in 1H26), CTIM-76 was dosed QW; Q3W evaluation is planned for 2H26

in PROC. Mgmt. noted that PK data show CTIM-76 concentrations remain above the EC50 for

at least two weeks at the 280µg dose, and that PD effects on T-cells are expected to extend

activity further, supporting Q3W dosing. Mgmt. views Q3W as the target registrational dosing

regimen, aligning with PD-1 dosing strategies and reducing the risk of T-cell exhaustion by

allowing T-cells to recover between doses. Data are guided to be disclosed in 1H27. Mgmt.

noted that no T-cell exhaustion has been observed with QW to date, and that stretching the

dose interval should further mitigate this risk.

• Expectations for CT-95's September Readout: Recall, CT-95 is a MSLNxCD3 TCE

currently in Ph1 dose-escalation in PDAC, mesothelioma, and PROC. The Sept. update

is expected to also be a company-hosted webinar. To date, 14 pts have been enrolled

across the first four dose cohorts, with the majority being PDAC patients, although more

recent enrollment has included mesothelioma patients. Cohort 3 is believed to be an active

dose level. On differentiation, prior MSLN-directed therapies that bind to the shed MSLN

(sMSLN) epitope required escalating doses to overcome the sMSLN sink, which in turn drove

pulmonary toxicity given low-level MSLN expression in the lung. CT-95's membrane-proximal

epitope strategy eliminates the sink without the pulmonary tox that limited prior therapies.

• First Patient Dosing with CT-202 Expected in 3Q26 in Urothelial Cancer: First patient