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    Charles Zhu • LifeSci Capital

    Charles Zhu's questions to Zymeworks Inc (ZYME) leadership

    Charles Zhu's questions to Zymeworks Inc (ZYME) leadership • Q2 2025

    Question

    Charles Zhu from LifeSci Capital asked about the clinical development strategy for Zymeworks' pipeline, questioning the competitive bar for ZW191 against other ADCs and the plan for evaluating ZW251 in liver cancer patients with more severe hepatic impairment.

    Answer

    CEO Kenneth Galbraith positioned ZW191 as a differentiated asset with a novel mechanism and tolerability profile, similar to zanidatumab's development path. Chief Scientific Officer Paul Moore added that ZW251's high preclinical tolerability provides flexibility to systematically study it in HCC and potentially expand into more challenging patient populations later.

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    Charles Zhu's questions to Kura Oncology Inc (KURA) leadership

    Charles Zhu's questions to Kura Oncology Inc (KURA) leadership • Q4 2024

    Question

    Charles Zhu of LifeSci Capital asked what data Kura needs to deliver for its farnesyl transferase inhibitor, KO-2806, in the second half of 2025 to build conviction among investors, particularly in competitive areas like RCC and RAS-driven tumors.

    Answer

    CEO Troy Wilson stated that the key goals are to first demonstrate acceptable safety and tolerability in combination with other targeted agents, a common failure point for combos. Second, they aim to show unexpected clinical activity, such as restoring responses in patients who have failed standard therapies, which would be a strong signal of the drug's potential.

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