Alex Tranehan's questions to Vir Biotechnology Inc (VIR) leadership • Q2 2025
Question
Matthew Guggenbiller, on behalf of Alex Tranehan from Bank of America, asked whether data from both ECLIPSE-1 and ECLIPSE-2 are required for U.S. registration and if the next updates for the T-cell engager programs (VIR-5818 and VIR-5500) would represent go/no-go decision points.
Answer
EVP & Chief Medical Officer Dr. Mark Eisner stated that the base case for U.S. filing requires both ECLIPSE-1 and ECLIPSE-2. However, he mentioned a scenario where a strong ECLIPSE-1 result could potentially support an earlier filing with SOLSTICE data, pending regulatory discussions. Regarding the T-cell engagers, he indicated that decisions on next steps for VIR-5818 are pending analysis of all data, and it's too early to be definitive about the nature of the next VIR-5500 update.