Alexandra Ramsey's questions to NEKTAR THERAPEUTICS (NKTR) leadership • Q2 2025
Question
Alexandra Ramsey of William Blair asked what specific data points from the upcoming maintenance data could suggest a remittive effect for Respag, and whether a certain efficacy threshold, like EASI 90, is necessary to achieve it.
Answer
Chief Research & Development Officer Jonathan Zalevsky clarified that the next data readout will still be on-treatment data but will provide insights into durability with low-frequency dosing (Q12 week). Key metrics will be the deepening of responses (e.g., EASI 50 improving to EASI 75) and the maintenance of response. Regarding a remission threshold, he referenced Phase 1 data where a strong IGA response correlated with durability off-drug, but noted more data is required to confirm if a deeper response like EASI 90 leads to better remission.