PresentationPlease note this event is being recorded. I would now like to turn the conference over to Ms. Courtney Solberg, Associate Director of Investor Relations. Please go ahead, ma'am.Courtney SolbergSenior Manager of Investor Relations Good afternoon, and thank you for joining our call to discuss our Phase I data of cemsidomide in multiple myeloma. These data were presented at the IMS Annual Meeting earlier today. We will be making forward-looking statements today, and Slide 2 contains our legal discl ...

PresentationPlease note this event is being recorded. I would now like to turn the conference over to Ms. Courtney Solberg, Associate Director of Investor Relations. Please go ahead, ma'am.Courtney SolbergSenior Manager of Investor Relations Good afternoon, and thank you for joining our call to discuss our Phase I data of cemsidomide in multiple myeloma. These data were presented at the IMS Annual Meeting earlier today. We will be making forward-looking statements today, and Slide 2 contains our legal discl ...

Cemsidomide in Combination With Dexamethasone Achieved a 50% Overall Response Rate (ORR) at the Highest Dose Level (100 µg) and a 40% ORR at the 75 µg Dose Level in a Heavily Pre-Treated Relapsed/Refractory Multiple Myeloma Patient Population Responses Across Dose Levels With Median Duration of Response of 9.3 Months as of the Data Cut-off Date; Median Duration of Response Not Yet Reached at Two Highest Doses No Discontinuations Related to Cemsidomide and Few Dose Reductions Support a Safety Profile That Ma ...

核心观点 - C4 Therapeutics在2025年第二季度取得多项关键进展 包括Cemsidomide在多发骨髓瘤和非霍奇金淋巴瘤的临床数据更新 与FDA就注册开发计划达成共识 以及资金管理优化使现金流延长至2027年中[1][2][3] 临床进展 - Cemsidomide在多发骨髓瘤1期试验中显示40%客观缓解率(75μg剂量组)和50%客观缓解率(100μg剂量组) 数据截至2025年7月23日[1] - 完成多发骨髓瘤和非霍奇金淋巴瘤1期试验患者入组和剂量递增 最高剂量为100μg每日一次 药物耐受性良好[7] - 与FDA进行Type C会议后 计划2026年初启动注册开发 将评估Cemsidomide与地塞米松联合疗法及BCMA BiTE联合疗法[7] - 完整多发骨髓瘤数据将于2025年9月17-20日在国际骨髓瘤协会年会进行口头报告[1][7] 研发管线 - CFT8919(针对EGFR L858R突变的口服降解剂)在中国大陆由合作伙伴贝达药业推进1期剂量递增试验[5] - 与默克集团合作的两个KRAS家族项目达成临床前里程碑 获得100万美元付款[13] - 在肿瘤学领域外发现针对两个新靶点的降解剂 并进入下一阶段研究[13] 财务表现 - 2025年第二季度总收入650万美元 较2024年同期的1200万美元下降 主要因2024年同期获得渤健800万美元里程碑付款[9] - 研发支出2620万美元 较2024年同期的2380万美元增加 主要因Cemsidomide临床试验费用增加[10] - 净亏损2600万美元 每股亏损0.37美元 较2024年同期亏损1770万美元(每股0.26美元)扩大[11] - 截至2025年6月30日 现金及等价物为2.23亿美元 较2025年3月31日的2.347亿美元和2024年12月31日的2.673亿美元减少[12] - 公司预计现有资金可支持运营至2027年中[12] 近期里程碑 - 2025年第四季度公布非霍奇金淋巴瘤1期剂量递增数据[13] - 2025年10月20日在ACoP会议公布Cemsidomide群体药代动力学和暴露-反应关系分析[13]