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    Rei Tan • BTIG

    Rei Tan's questions to BIOR leadership

    Rei Tan's questions to BIOR leadership • Q1 2024

    Question

    Asked about expectations for the upcoming BT-600 data, the decision factors for the adalimumab biosimilar program, and the company's interest in specific payloads for the obesity market.

    Answer

    The company stated that success for the BT-600 data would be a confirmation of the single-dose results, showing colonic uptake with low systemic exposure over multiple days. A go/no-go decision on the adalimumab program is premature and will be informed by progress with BT-600. Regarding obesity, the current focus is on securing a partnership for the BioJet platform with a partner's molecule, rather than advancing their own semaglutide program independently at this time.

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    Rei Tan's questions to BIOR leadership • Q4 2023

    Question

    Inquired about the company's willingness to develop other payloads for IBD with the NaviCap platform if the current BT-600 trial is successful. Also asked for elaboration on BT-600's potential positioning in the UC treatment landscape, particularly regarding combination therapies and the target population for future trials.

    Answer

    The company confirmed they are open to exploring other payloads, such as their own version of adalimumab, and have the internal capability to do so. Regarding BT-600's positioning, its lower systemic toxicity profile opens the door for combination therapies and earlier-line use than conventional tofacitinib. The next trial is planned to enroll patients with moderate to severe ulcerative colitis.

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    Rei Tan's questions to Matinas BioPharma Holdings Inc (MTNB) leadership

    Rei Tan's questions to Matinas BioPharma Holdings Inc (MTNB) leadership • Q1 2024

    Question

    Rei Tan from BTIG, asking on behalf of Julian Harrison, questioned the timeline for an Investigational New Drug (IND) application for the LNC platform programs and asked which indications are being prioritized for a potential filing.

    Answer

    CEO Jerome Jabbour explained that the company is currently triangulating data for its oncology and inflammation programs and is likely 12 to 18 months away from an IND filing, with a goal for sometime in 2025. He noted that for inflammation, a GI target like colitis seems promising, and for oncology, the focus is on demonstrating targeted delivery and improved efficacy for chemotherapeutics like docetaxel in various cancers.

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