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    Avraham Novick • Morgan Stanley

    Avraham Novick's questions to Vir Biotechnology Inc (VIR) leadership

    Avraham Novick's questions to Vir Biotechnology Inc (VIR) leadership • Q2 2025

    Question

    Avraham Novick of Morgan Stanley inquired about the enrollment progress for the ECLIPSE hepatitis delta virus (HDV) programs, particularly ECLIPSE-1, and asked about Vir's strategy for identifying the prevalent patient population.

    Answer

    EVP & Chief Medical Officer Dr. Mark Eisner reported that all three ECLIPSE studies are actively enrolling, with ECLIPSE-1 enrollment proceeding well and on track for completion by year-end. He noted it was premature to provide specifics on ECLIPSE-2 and -3. Regarding the patient population, Dr. Eisner explained that the current U.S. estimate of 61,000 viremic patients is likely an underestimate due to the lack of routine reflex testing for HDV, which is expected to increase once an effective therapy is launched.

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    Avraham Novick's questions to Vir Biotechnology Inc (VIR) leadership • Q4 2024

    Question

    Avi Novick, on behalf of Morgan Stanley, questioned if the strong safety profile of existing T-cell engagers provides a read-through to VIR-5525, potentially allowing for more aggressive dose escalation. He also asked about the company's strategy for disclosing data for VIR-5525.

    Answer

    CEO Dr. Marianne De Backer confirmed that learnings from the HER2 and PSMA programs, which allowed for higher starting doses and swifter escalation, will benefit the VIR-5525 program. Dr. Mark Eisner, CMO, added that while EGFR is broadly expressed, making it a rigorous test, learnings from prior programs will inform an efficient study design. Dr. Mika Derynck, EVP of Oncology, expressed confidence based on the wide therapeutic index seen in the HER2 program compared to prior unmasked agents.

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