Workflow
Cyclacel(CYCC) - 2022 Q2 - Earnings Call Transcript
CYCCCyclacel(CYCC)2022-08-11 00:16

Financial Data and Key Metrics Changes - As of June 30, 2022, cash and cash equivalents totaled 29.1million,downfrom29.1 million, down from 36.6 million as of December 31, 2021, with available cash resources expected to fund planned programs into the second half of 2023 [31] - Research and development (R&D) expenses were 4.2millionforQ22022,slightlyupfrom4.2 million for Q2 2022, slightly up from 4.1 million in Q2 2021 [31] - Net loss for Q2 2022 was 4.6million,comparedto4.6 million, compared to 5.1 million for the same period in 2021 [34] Business Line Data and Key Metrics Changes - R&D expenses related to the lead product candidate, oral fadraciclib (fadra), were 2.6millionforQ22022,downfrom2.6 million for Q2 2022, down from 2.8 million in Q2 2021, attributed to increased clinical trial costs [32] - R&D expenses for CYC140 were 1.5millionforQ22022,comparedto1.5 million for Q2 2022, compared to 1.1 million in Q2 2021, due to the initiation of the CYC140 Phase 1/2 study [33] Market Data and Key Metrics Changes - The 065-101 study of oral fadra is enrolling well at four sites in the US, South Korea, and Spain, with 17 patients enrolled in the dosage escalation part of the study [9][10] - The company is also testing oral fadra for leukemia and myelodysplastic syndromes in study 065-102, which is currently enrolling patients [23] Company Strategy and Development Direction - The company aims to establish oral fadra as a best-in-class CDK inhibitor, focusing on its dual targeting of CDK2 and CDK9, good tolerability, and preliminary anti-cancer activity [11][12] - The company plans to hold an R&D day in the fall to provide updates on clinical programs and preclinical work [29] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the safety and anti-cancer activity of oral fadra, noting the encouraging results in heavily pretreated patients [7][8] - The company anticipates building momentum as the fadra solid tumor trial progresses, along with other clinical stage programs [48] Other Important Information - The company has made progress in advancing its novel PLK1 inhibitor, CYC140, into a Phase 1/2 study for solid tumors and lymphomas, with no dose-limiting toxicities observed so far [27][28] Q&A Session Summary Question: Plans for R&D Day and safety data from fadra program - Management confirmed that updates, including safety data, will be presented during the R&D Day event in Q3 [35][36] Question: Synergistic toxicity of inhibiting CDK2 and CDK9 - Management indicated that no toxicity has been observed in the study so far [37] Question: Indications for CYC140 and enrollment rates - Management discussed ongoing dose escalation and indicated that solid tumors and lymphomas are currently the focus, with plans to activate the leukemia part of the study later [41][42] Question: Upcoming conferences and data presentations - Management mentioned that an abstract has been submitted for an upcoming oncology conference, with expectations for data updates in the second half of the year [43][45]