Paul Matisse's questions to Acumen Pharmaceuticals Inc (ABOS) leadership • Q2 2025
Question
An analyst on behalf of Paul Matisse asked about the potential differentiation of Acumen's TCR technology versus Roche's, particularly on safety, and inquired about future development plans and thoughts on preclinical Alzheimer's studies.
Answer
CEO Daniel O'Connell and President & CDO Jim Doherty highlighted two potential differentiators: JCR's carrier technology may offer a better safety profile with less anemia, and the oligomer-targeted antibody cargo could further reduce ARIA risk. Doherty noted this could allow for lower doses. Chief Medical Officer Dr. Eric Siemers added that sivernotug is a strong candidate for preclinical trials due to its low ARIA rates and discussed potential study designs using blood biomarkers for screening before larger registration trials.