Avi Novak's questions to Vir Biotechnology Inc (VIR) leadership • Q1 2025
Question
Avi Novak, on behalf of Mike Ulz, asked for VIR's perspective on the competitive positioning of its PSMA-targeting T-cell engager, VIR-5500, following updated data from a competitor. He also questioned whether a median PFS of around 7.5 months is considered an achievable benchmark.
Answer
Marianne De Backer (Executive) expressed encouragement about the progress of masked T-cell engagers in general. She differentiated VIR's PRO-XTEN platform by highlighting its dual-mask technology, favorable safety profile with low CRS rates without prophylactic steroids, and a longer half-life enabling a more convenient Q3-week dosing schedule, which she noted is critical for tolerability and use in earlier lines of therapy.