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    Yue-Wen Zhu • LifeSci Capital

    Yue-Wen Zhu's questions to Zymeworks Inc (ZYME) leadership

    Yue-Wen Zhu's questions to Zymeworks Inc (ZYME) leadership • Q1 2025

    Question

    Yue-Wen Zhu inquired about Zymeworks' capital allocation strategy, asking how potential milestone and royalty revenues from partnered assets like zanidatamab are factored into pipeline prioritization. He also asked for details on the cytokine induction profile of the DLL3 T-cell engager, ZW209, and its implications for safety.

    Answer

    CEO Kenneth Galbraith affirmed a commitment to disciplined capital allocation, stating that future capital from milestones, such as those from zanidatamab or the J&J partnership, will be deployed based on clinical data and shareholder value, potentially including returns to shareholders. Chief Scientific Officer Dr. Paul Moore explained that ZW209's design limits cytokine release by making CD28 co-stimulation conditional on CD3 engagement, which is expected to improve its therapeutic index and has shown a favorable safety profile in preclinical models.

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    Yue-Wen Zhu's questions to Kura Oncology Inc (KURA) leadership

    Yue-Wen Zhu's questions to Kura Oncology Inc (KURA) leadership • Q1 2025

    Question

    Yue-Wen Zhu of LifeSci Capital inquired about the long-term development strategy for the farnesyl transferase inhibitor KO-2806 in renal cell carcinoma (RCC), given the evolving treatment landscape that includes next-gen TKIs and checkpoint inhibitors.

    Answer

    Executive Mollie Leoni explained that Kura sees a significant opportunity for KO-2806 to be used with standard-of-care agents like cabozantinib. The goal is to leverage a therapy physicians are already comfortable with and potentially deliver deeper, more durable responses, thereby augmenting the current treatment paradigm.

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    Yue-Wen Zhu's questions to Kura Oncology Inc (KURA) leadership • Q3 2024

    Question

    Yue-Wen (Charles) Zhu of LifeSci Capital asked about the proportion of 'adverse risk' AML patients, enrollment speed in broader cohorts, the apparent inverse dose response, and the assay used for detecting menin resistance mutations.

    Answer

    EVP of Clinical Development, Dr. Mollie Leoni, estimated adverse risk patients at ~30% and noted brisk enrollment in Phase Ib. She attributed the apparent inverse dose response to small numbers and varying patient characteristics, confirming the 600mg dose is supported by the totality of data. She also affirmed their resistance mutation assay is reliable and findings are consistent with previous reports.

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