Research analysts who have asked questions during Innate Pharma earnings calls.
SR
Swayampakula Ramakanth
H.C. Wainwright & Co.
5 questions for IPHA
Also covers: ABSI, BSEM, CGEN +24 more
Daina Graybosch
Leerink Partners
4 questions for IPHA
Also covers: AFMD, BNTX, CGEN +6 more
Justin Zelin
BTIG, LLC
3 questions for IPHA
Also covers: BCAB, CASI, GLMD +9 more
Bill Ling
Leerink Partners
2 questions for IPHA
RS
Rajan Sharma
Goldman Sachs Group, Inc.
2 questions for IPHA
Also covers: ARGX, AUTL, AZN +6 more
AM
Ashiq Mubarack
Citigroup Inc.
1 question for IPHA
Also covers: MGNX, MRSN, RAIN +1 more
AD
Asseema Deng
ODDO BHF
1 question for IPHA
CK
Carly Kenselaar
Citi
1 question for IPHA
Jingming Chen
Evercore ISI
1 question for IPHA
Also covers: EDIT
Liisa Bayko
Evercore ISI
1 question for IPHA
Also covers: ALT, BCRX, INSM +7 more
YN
Yigal Nochomovitz
Citigroup Inc.
1 question for IPHA
Also covers: ALDX, APLS, ARCT +22 more
Recent press releases and 8-K filings for IPHA.
InduPro Therapeutics Announces Strategic Investment and Research Collaboration
IPHA
New Projects/Investments
- InduPro Therapeutics announced a strategic equity investment and research collaboration with Sanofi.
- The collaboration aims to advance InduPro's bispecific PD-1 agonist program, which is currently in preclinical development for autoimmune and inflammatory disorders.
- Sanofi will provide funding for preclinical and IND-enabling research activities and make an undisclosed equity investment in InduPro.
- Sanofi has also secured a right of first negotiation for InduPro’s bispecific PD-1 agonist program.
Dec 10, 2025, 1:00 PM
Innate Pharma Updates on Strategic Focus and Clinical Pipeline
IPHA
Layoffs
New Projects/Investments
Product Launch
- Innate Pharma implemented a strategic refresh focusing on three key clinical assets: IPH4502, lacutamab, and monalizumab, and downsized its organization by 30%.
- Lacutamab has a de-risked path to accelerated approval for S\u0e2zary syndrome following FDA Breakthrough Therapy Designation and greenlight for a confirmatory Phase III study. The U.S. market opportunity for S\u0e2zary syndrome is estimated at up to $150 million, with mycosis fungoides offering up to $500 million in the U.S. and Europe.
- The monalizumab PACIFIC-9 Phase III study, in collaboration with AstraZeneca, is fully enrolled, with primary completion expected in June 2026 and primary endpoint data in early second half of 2026. This study could trigger $825 million in milestone payments, a 50% profit share for Europe, and double-digit royalties outside Europe.
- IPH4502, a differentiated Nectin-4 targeted ADC, is in a Phase I study, has reached a pharmacologically active dose, and is showing signs of clinical activity, with data expected in early H1 2026.
Nov 17, 2025, 2:30 PM
Innate Pharma Details Strategic Focus and Clinical Pipeline Progress
IPHA
New Projects/Investments
Layoffs
Guidance Update
- Innate Pharma implemented a strategic refresh in mid-2025, focusing on three key clinical assets: IPH4502, lacutamab, and monalizumab, and reduced its organization size by 30%.
- Lacutamab has received FDA Breakthrough Therapy Designation for S\u00e9zary syndrome, with an accelerated approval path and a confirmatory Phase III study expected to initiate in H1 2026. The US market opportunity for S\u00e9zary syndrome is projected up to $150 million, and for mycosis fungoides, up to $500 million in the US and Europe.
- The monalizumab Phase III PACIFIC-9 study, in partnership with AstraZeneca, is fully enrolled for non-small cell lung cancer, with primary completion in June 2026 and primary endpoint data anticipated in early H2 2026. This program could yield $825 million in milestones, a 50% profit share for Europe, and double-digit royalties outside Europe.
- IPH4502, a differentiated Nectin-4 targeted ADC, is in a Phase I study, demonstrating signs of clinical activity at a pharmacologically active dose, with data expected in early H1 2026.
Nov 17, 2025, 2:30 PM
Innate Pharma Provides Update on Key Clinical Assets and Strategic Focus
IPHA
New Projects/Investments
Guidance Update
Layoffs
- Innate Pharma has implemented a strategic refresh, including a 30% organizational downsizing, to focus on three core clinical assets: Lacutamab, Monalizumab, and IPH4502.
- Lacutamab has received FDA Breakthrough Therapy Designation for S\u00e9zary syndrome, with an accelerated approval path and a greenlit confirmatory Phase III study, targeting a US market opportunity of up to $150 million for S\u00e9zary syndrome and up to $500 million for mycosis fungoides in the US and Europe.
- The Phase III PACIFIC-9 study for Monalizumab (partnered with AstraZeneca) is fully enrolled, with primary completion in June 2026 and data expected in the early second half of 2026, potentially leading to $825 million in milestones and significant profit sharing/royalties.
- IPH4502, a differentiated Nectin-4 targeted ADC, is in a Phase I study showing early signs of clinical activity, with data anticipated in early H1 next year, alongside the initiation of the Lacutamab Phase III study.
Nov 17, 2025, 2:30 PM
Innate Pharma Provides Q3 2025 Business Update and Pipeline Progress
IPHA
Earnings
Guidance Update
New Projects/Investments
- Innate Pharma ended Q3 2025 with a cash position of EUR 56.4 million, providing a financial runway through the end of Q3 2026.
- The company received FDA clearance for the TELLOMAK III phase three trial of Lacutamab, which is expected to initiate in H1 2026 and could lead to potential accelerated approval in S\u00e9zary syndrome by H2 2027. The initial U.S. market opportunity for Lacutamab in S\u00e9zary syndrome is estimated at up to $150 million, with potential expansion to $500 million across the U.S. and Europe with full approval in mycosis fungoides.
- Enrollment for the PACIFIC-9 phase 3 trial of Monalizumab, partnered with AstraZeneca, is complete, with top-line data anticipated in H2 2026. This collaboration has up to $825 million in total milestones, with $450 million already received.
- The first-in-human trial for IPH4502 is progressing, with dose escalation completion expected by Q1 2026 and phase one data in H1 2026.
Nov 13, 2025, 1:00 PM
Innate Pharma Reports Q3 2025 Business Update and Financial Results
IPHA
Earnings
Guidance Update
Layoffs
- Innate Pharma reported a cash position of €56.4 million as of September 30, 2025, with an anticipated cash runway until end Q3-2026. Revenues for the first nine months of 2025 amounted to €2.3 million.
- The FDA cleared the confirmatory Phase 3 trial TELLOMAK-3 for lacutamab, with initiation planned for H1 2026 and potential accelerated approval in S\u00e9zary syndrome.
- Dose-escalation data for IPH4502 Nectin-4 ADC is expected in H1 2026, and monalizumab PACIFIC-9 data is anticipated in H2 2026.
- The company plans to streamline its organization with layoffs expected to be completed during H1 2026.
Nov 13, 2025, 11:02 AM
Innate Pharma Reports Q3 2025 Results and Clinical Progress
IPHA
Earnings
Guidance Update
Layoffs
- Innate Pharma reported a cash position of \u20ac56.4 million as of September 30, 2025, with an anticipated cash runway until end Q3-2026.
- Revenue for the first nine months of 2025 amounted to \u20ac2.3 million, compared to \u20ac10.2 million for the same period in 2024.
- The FDA cleared the confirmatory Phase 3 trial (TELLOMAK-3) for lacutamab, which is progressing toward initiation in H1 2026 for S\u00e9zary syndrome, with potential for accelerated approval.
- Enrollment for the Phase 1 trial of IPH4502 continues to progress well, having reached a pharmacologically active dose.
- The company plans to streamline its organization through layoffs, expected to be completed during the first half of 2026.
Nov 13, 2025, 6:00 AM
Innate Pharma receives FDA clearance for confirmatory Phase 3 trial of lacutamab
IPHA
New Projects/Investments
- Innate Pharma S.A. announced on November 10, 2025, that the U.S. Food and Drug Administration (FDA) has cleared its confirmatory Phase 3 TELLOMAK 3 trial for lacutamab in cutaneous T-cell lymphomas (CTCL) to proceed, following a review with no further comments.
- The planned TELLOMAK 3 trial is an open-label, randomized study designed to demonstrate the efficacy of lacutamab in patients with S\u00e9zary syndrome (SS) and Mycosis fungoides (MF) who have failed at least one prior line of systemic therapy.
- The company is progressing towards initiating the confirmatory Phase 3 trial in H1 2026.
- The FDA has provided encouraging initial feedback regarding a proposed regulatory pathway that could potentially include Accelerated Approval for S\u00e9zary syndrome once the Phase 3 trial is underway.
Nov 10, 2025, 11:16 AM
Innate Pharma Receives FDA Authorization for Phase 3 Lacutamab Trial
IPHA
New Projects/Investments
Product Launch
- Innate Pharma has received FDA authorization to advance the TELLOMAK 3 Phase 3 confirmatory trial for lacutamab in cutaneous T-cell lymphomas (CTCL).
- The company plans to launch the TELLOMAK 3 study in the first half of 2026.
- Innate Pharma has received encouraging preliminary feedback from the FDA regarding a potential accelerated approval for lacutamab in Sézary syndrome once the Phase 3 trial is underway.
- Lacutamab, a first-in-class antibody, previously demonstrated durable activity and a favorable safety profile in Phase 2 trials and holds Breakthrough Therapy status from the FDA for Sézary syndrome.
Nov 10, 2025, 6:00 AM
Innate Pharma Receives FDA Clearance for Confirmatory Phase 3 Trial of Lacutamab
IPHA
New Projects/Investments
- Innate Pharma has announced that the FDA cleared the confirmatory Phase 3 TELLOMAK 3 trial for lacutamab in cutaneous T-cell lymphomas (CTCL) to proceed, following a review with no further comments.
- The planned trial is an open-label, randomized study designed to demonstrate the efficacy of lacutamab in patients with S\u00e9zary syndrome (SS) and Mycosis fungoides (MF) who have failed at least one prior line of systemic therapy.
- Innate Pharma is progressing towards the initiation of the TELLOMAK 3 trial in H1 2026.
- The FDA has provided encouraging initial feedback on a proposed regulatory pathway that could potentially include Accelerated Approval for S\u00e9zary syndrome once the Phase 3 trial is underway.
Nov 10, 2025, 6:00 AM
Quarterly earnings call transcripts for Innate Pharma.
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