Molecular Partners (MOLN) FY 2025 Conference May 20, 2025 03:30 PM ET Speaker0 Good afternoon, and thanks for tuning into the HCW, BioConnect conference. I'm Robert Burns, the managing director and senior biotech analyst at HC Wainwright. And I'm joined by Seth Lewis, head of IR for MyPlay Partners. Seth, thank you for joining us today. Speaker1 Really appreciate the invite. Glad to be here. Awesome. So for Speaker0 those who might be unfamiliar with the company, its pipeline, as well as the Platts thing? S ...

Core Insights - Molecular Partners AG is a clinical-stage biotech company focused on developing DARPin therapeutics, which are custom-built protein drugs designed to address medical challenges that other drug modalities cannot effectively tackle [4] Group 1: Upcoming Events - The management team of Molecular Partners will participate in two investor conferences: the H.C. Wainwright 3rd Annual BioConnect Investor Conference on May 20, 2025, and the TD Cowen's 6th Annual Oncology Innovation Summit on May 28, 2025 [2][3] - Both events will be webcast and accessible on the Molecular Partners website under the investors tab [3] Group 2: Company Overview - Molecular Partners was founded in 2004 and has its offices in Zurich, Switzerland, and Concord, Massachusetts, USA [4] - The company is primarily focused on oncology and has various programs in different stages of pre-clinical and clinical development [4] - Molecular Partners collaborates with leading pharmaceutical companies to leverage the advantages of DARPins for unique patient solutions [4]

Clinical programs on track, with two major milestones later this year, and cash position, CHF 131 million as of March 31, 2025, expected to provide funding well into 2027IND filing and initial clinical data on first targeted Radio-DARPin therapy program, MP0712, expected in 2025; strategic partnership with Orano Med expanded from four to ten programsData from dosing cohort 8 in Phase 1/2a trial of MP0533 demonstrate increased rates and depth of responses; study protocol amendment now approved, and dosing co ...

Positive IND-enabling data on MP0712 targeting DLL3, the most advanced Radio-DARPin program in co-development with Orano Med, entering clinical development in 2025 First preclinical data of novel targeted Radio-DARPin against mesothelin (MSLN), in co-development with Orano Med Additional preclinical proof-of-concept data on logic-gated CD3 Switch-DARPin T cell engager with CD2 co-stimulation ZURICH-SCHLIEREN, Switzerland and CONCORD, Mass., April 25, 2025 (GLOBE NEWSWIRE) -- Ad hoc announcement pursuant to ...

Core Points - Molecular Partners AG, a clinical-stage biotech company, announced that all motions proposed by the Board of Directors at the Annual General Meeting were approved by shareholders with a wide majority [1] - Shareholders confirmed the approval of the annual review, IFRS consolidated financial statements, and the annual statements for the financial year 2024, including the decision to carry forward a net loss of CHF 50,643,414 [2] - The Board of Directors and Management Board members were granted discharge for the financial year 2024, and all members of the Board were re-elected for a one-year term [3] - KPMG AG Zurich was re-elected as statutory auditors for the financial year 2025, and Anwaltskanzlei Keller AG was elected as the independent proxy until the 2026 Annual General Meeting [4] Company Overview - Molecular Partners AG specializes in developing DARPin therapeutics, focusing on medical challenges that other drug modalities cannot address, with oncology as its main area of focus [5] - The company was founded in 2004 and operates offices in Zurich, Switzerland, and Concord, Massachusetts, USA [5]

Shares of Molecular Partners AG Sponsored ADR (MOLN) have been struggling lately and have lost 11.3% over the past week. However, a hammer chart pattern was formed in its last trading session, which could mean that the stock found support with bulls being able to counteract the bears. So, it could witness a trend reversal down the road.The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that mak ...

Core Insights - Molecular Partners AG is advancing its clinical-stage biotech initiatives, focusing on DARPin therapeutics for oncology, with significant developments in targeted radiotherapy and T cell engagement strategies [1][3]. Group 1: Product Development - The company is preparing to enter first-in-human (FIH) studies in 2025 for MP0712, a Radio-DARPin targeting DLL3 for small cell lung cancer (SCLC) [1]. - A second 212Pb-based Radio-DARPin is in preclinical development, targeting mesothelin (MSLN) in solid tumors [1]. - Additional preclinical data on a CD3 Switch-DARPin T cell engager with CD2 co-stimulation has shown promise in addressing limitations in solid tumor treatments [1][3]. Group 2: Upcoming Presentations - Molecular Partners will present three posters at the American Association for Cancer Research (AACR) Annual Meeting 2025, scheduled for April 25-30 in Chicago, IL [1][2]. - The presentations will cover the development of 212Pb-based Radio-DARPin therapy for MSLN-positive solid tumors and next-generation CD3 Switch-DARPins [2][3]. Group 3: Company Overview - Molecular Partners AG, founded in 2004, is headquartered in Zurich, Switzerland, and Concord, Massachusetts, focusing on innovative DARPin therapeutics to address unmet medical needs [3]. - The company collaborates with leading pharmaceutical firms to enhance its proprietary programs and expand its oncology portfolio [3].

Core Points - Molecular Partners AG is a clinical-stage biotech company focused on developing DARPin therapeutics to address medical challenges that other drug modalities cannot effectively tackle [3] - The company has various programs in different stages of pre-clinical and clinical development, with a primary focus on oncology [3] - The Annual General Meeting for 2025 is scheduled for April 16, 2025, at 9:00 CET in Schlieren, Switzerland [1][2] Financial Calendar - The financial calendar includes key dates such as the Annual General Meeting on April 16, 2025, the Interim Management Statement for Q1 2025 on May 15, 2025, the Half-year results on August 25, 2025, and the Interim Management Statement for Q3 2025 on October 30, 2025 [2] Company Overview - Molecular Partners AG was founded in 2004 and operates offices in Zurich, Switzerland, and Concord, Massachusetts, USA [3] - The company aims to leverage the unique advantages of DARPins to provide innovative solutions for patients through proprietary programs and partnerships with leading pharmaceutical companies [3]

Financial Data and Key Metrics Changes - Revenue for 2024 was exclusively from the Novartis collaboration, with the last part of the upfront payment recognized in 2024, indicating no further revenue from this collaboration in the future [25][30] - Operating expenses were CHF 66 million, within the guidance of CHF 65 million to CHF 70 million, with 74% of these costs being R&D-related [26][30] - The strategic cash balance at the end of the year was CHF 149 million, down from CHF 187 million, indicating a cash burn of around CHF 54 million for the year [28][30] Business Line Data and Key Metrics Changes - The radio DARPin franchise, particularly the DLL3 targeting 712, is ready to enter clinical trials after passing all IND-enabling studies [10][12] - The T cell engager program 533 faced challenges but is being re-evaluated to address target-mediated drug disposition issues [12][60] - The company has secured 10 slots for products using Lead-212 isotope through collaboration with Orano Med, enhancing its product pipeline [11][41] Market Data and Key Metrics Changes - The company is focusing on the DLL3 program for small cell lung cancer, which has a high unmet medical need and low 5-year overall survival rates [43][44] - The mesothelin program is being developed as a second DARPin program, with expectations of significant clinical data in the future [50][52] Company Strategy and Development Direction - The company aims to advance its pipeline towards clinical readouts, with a focus on radio DARPin and T cell engager programs [9][22] - There is a strategic shift away from certain collaborations, such as with Novartis, to focus on more promising targets and partnerships [20][106] - The company plans to explore partnerships for both individual molecules and platform-wide collaborations, depending on the specific needs of potential partners [125][126] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's financial position, allowing continued investment in the pipeline despite broader industry challenges [80] - The first clinical data from the DLL3 program is anticipated in early 2026, with imaging studies expected to provide valuable insights into drug distribution [74][90] - The management highlighted the importance of collaboration with partners like Orano Med and Novartis for future growth and development [83][122] Other Important Information - The company completed a financing round that raised CHF 20 million, enhancing its capital position [15] - The management emphasized the importance of patient involvement in trials and the need for ongoing collaboration with investigators and experts [84][121] Q&A Session Summary Question: Can you provide more color on where you are in the IND submission process and preparations for study initiation? - The company plans to submit IND applications in Q2 2025, with the first part of the program, the imaging part, expected to start in Q3 2025 [90] Question: What are the learnings taken from the Novartis programs before they were discontinued? - The collaboration provided valuable insights into what makes a good radio therapeutic, particularly the importance of tumor-to-kidney ratios and the need for multiple candidate testing [101][102] Question: Are there any on-target off-tumor DLL-3 expressing organs to be concerned about? - The pituitary gland is the only organ with some level of DLL3 expression, but there have been no adverse events reported related to this [118][120] Question: How do you think about partnering in terms of the scope and scale? - The company is exploring both candidate-specific partnerships and broader platform collaborations, depending on the needs of potential partners [125][126]

ANNUAL REPORT partners (UD At a Glance Company Profile Molecular Partners AG (SIX: MOLN, NASDAQ: MOLN) is a clinical-stage biotech company pioneering the design and development of DARPin therapeutics for medical challenges other drug modalities cannot readily address. The Company has programs in various stages of pre-clinical and clinical development, with oncology as its main focus. Molecular Partners leverages the advantages of DARPins to provide unique solutions to patients through its proprietary progra ...