TScan Therapeutics(TCRX)2025-05-13 23:40Summary of T SCAN Therapeutics Conference Call Company Overview - The conference featured T SCAN Therapeutics, represented by CEO Gavin Macbeth, at BofA's 2025 health care conference [1] Core Insights and Arguments - T SCAN is developing a program called Orca 21, which aims to combine IL-23 and IL-17 therapies for psoriasis treatment. The strategy involves using IL-17 for rapid skin clearance followed by IL-23 for maintenance [3][4] - The company is currently in Phase 1 clinical trials for the Orca 1 program, with results expected in the second half of the year. A Phase 2 study will also commence in the same timeframe, with psoriasis data anticipated next year [5][6] - T SCAN has raised over $475 million last year, providing sufficient funding for ongoing clinical trials and a runway for an additional year without needing further capital [6] Key Upcoming Events - Key milestones include: - Phase 1 readout for Orca 1 in the second half of this year - Phase 2 study initiation for psoriasis in the second half of this year - Pharmacokinetic (PK) data expected in the first half of next year [5][6] Important Metrics - The company aims for a 50-day half-life for the molecule to enable six-month dosing and a 75-day half-life for annual dosing, which would be a significant advancement in treatment options [9][10] Additional Considerations - The combination therapy approach has garnered excitement from physicians, indicating potential market interest and acceptance [4] - The reproducibility of psoriasis data across trials is highlighted as a critical factor for the company's future success [5]