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Acumen Pharmaceuticals(ABOS) - 2024 Q1 - Earnings Call Transcript
2024-05-15 00:46
财务数据和关键指标变化 - 公司截至2024年3月31日的现金及可流动证券约为2.97亿美元,预计可维持至2027年上半年 [11] - 第一季度研发费用为1,240万美元,较上年同期有所增加,主要是由于支持ALTITUDE-AD试验的开支增加 [12] - 第一季度一般及行政费用为530万美元,较上年同期有所增加,主要是由于员工人数增加 [12] - 第一季度经营亏损为1,780万美元 [12] 各条业务线数据和关键指标变化 - 公司目前主要专注于阿尔茨海默病治疗药物sabirnetug的临床开发,没有提及其他业务线 [6][7][8][9] 各个市场数据和关键指标变化 - 未提及具体市场数据和关键指标变化 公司战略和发展方向及行业竞争 - 公司2024年的重点是高效、审慎地推进sabirnetug的临床开发,以造福患者、照顾者和股东 [9] - 公司最近与Lonza合作,利用其在抗体制造和全球制造网络方面的专业知识,为sabirnetug的临床开发和商业化做准备 [9] - 公司计划在2024年中期启动一项针对sabirnetug皮下给药剂型的I期临床试验,以提供更多灵活性和便利性 [9] - 公司认为,获得ALTITUDE-AD II期试验数据将为sabirnetug项目带来重大价值 [9] - 公司对donanemab获批准及其对整个抗β淀粉样蛋白治疗领域的影响持积极态度 [23] 管理层对经营环境和未来前景的评论 - 公司对ALTITUDE-AD试验的启动感到高度鼓舞,认为这得益于I期INTERCEPT试验结果的正面反馈,以及ALTITUDE-AD试验设计的受欢迎程度 [7][8] - 公司相信sabirnetug有望成为治疗早期阿尔茨海默病的最佳选择 [6][7] 问答环节重要的提问和回答 问题1 **Tom Shrader提问** 研发费用是否稳定,未来2年的预期变化 [15][16] **Matt Zuga回答** 研发费用将在未来几个季度呈上升趋势,然后趋于平稳,最后下降。本季度研发费用创历史新高,未来几个季度会保持在较高水平 [16] 问题2 **未知分析师提问** 皮下给药剂型是否能达到足够的斑块清除剂量,还是主要关注寡聚体靶向 [21][22] **Eric Siemers回答** 皮下给药剂型的目标与IV给药剂型一致,既要有一定的斑块清除作用,又要有良好的寡聚体靶向作用,不会有本质区别 [22] 问题3 **Samantha Schaeffer提问** I期试验中未观察到ARIA-E,APOE4纯合子和仅在女性观察到ARIA的潜在机制 [25][26][27][28] **Eric Siemers回答** 1) APOE4纯合子未观察到ARIA可能是因为不同类型斑块的差异 2) ARIA仅在女性观察到的原因尚不清楚,可能是偶然,也可能反映了性别差异,需要在II期试验中进一步观察 [27][28]
Acumen Pharmaceuticals(ABOS) - 2024 Q1 - Quarterly Results
2024-05-14 19:35
Exhibit 99.1 Acumen Pharmaceuticals Reports First Quarter 2024 Financial Results and Business Highlights • Announced initiation of ALTITUDE-AD, a Phase 2 study to investigate sabirnetug (ACU193) for the treatment of early Alzheimer’s disease, in May 2024 • Initiation of a Phase 1 study to support a subcutaneous dosing option of sabirnetug expected in mid- 2024 • Cash, cash equivalents and marketable securities of $296.6 million as of Mar. 31, 2024, expected to support current clinical and operational activi ...
Acumen Pharmaceuticals Reports First Quarter 2024 Financial Results and Business Highlights
Newsfilter· 2024-05-14 19:00
Announced initiation of ALTITUDE-AD, a Phase 2 study to investigate sabirnetug (ACU193) for the treatment of early Alzheimer's disease, in May 2024 Initiation of a Phase 1 study to support a subcutaneous dosing option of sabirnetug expected in mid-2024 Cash, cash equivalents and marketable securities of $296.6 million as of Mar. 31, 2024, expected to support current clinical and operational activities into the first half of 2027 Company to host conference call and webcast today at 8:00 a.m. ET CHARLOTTESVIL ...
Acumen Pharmaceuticals to Participate in the 2024 Bank of America Healthcare Conference
Newsfilter· 2024-05-09 05:47
CHARLOTTESVILLE, Va., May 08, 2024 (GLOBE NEWSWIRE) -- Acumen Pharmaceuticals, Inc. (NASDAQ:ABOS), a clinical-stage biopharmaceutical company developing a novel therapeutic that targets toxic soluble amyloid beta oligomers for the treatment of Alzheimer's disease, announced today that management will participate in a fireside chat at the 2024 Bank of America Healthcare Conference on Wednesday, May 15, 2024, at 8:55 a.m. PT (11:55 a.m. ET). The live webcast may be accessed under the Investors tab on www.acum ...
Acumen Pharmaceuticals Presents First Comprehensive Clinical and Biomarker Data for Sabirnetug (ACU193) at American Academy of Neurology 2024 Annual Meeting
Newsfilter· 2024-04-16 20:00
Sabirnetug在早期阿尔茨海默病患者中的临床和生物标志物结果 - Acumen Pharmaceuticals, Inc.将在2024年AAN年会上展示关于sabirnetug在早期阿尔茨海默病患者中的全面临床和生物标志物结果[1] - Sabirnetug是第一个临床上证明选择性靶向AβOs的人源化单克隆抗体,旨在作为早期阿尔茨海默病的潜在最佳抗体治疗[3] - INTERCEPT-AD的结果显示,sabirnetug在早期阿尔茨海默病患者中表现出良好的安全性和耐受性,且对靶标的作用明显[4]
Acumen Pharmaceuticals Collaborates with Lonza to Advance Sabirnetug for the Treatment of Alzheimer's Disease
Newsfilter· 2024-04-04 20:00
Lonza to manufacture Acumen's monoclonal antibody, sabirnetug (ACU193), for clinical development and commercialization, if approved Sabirnetug is the first monoclonal antibody candidate to enter the clinic developed to selectively target toxic soluble amyloid beta oligomers, which evidence indicates are a primary underlying cause of Alzheimer's disease (AD) Acumen is on track to initiate a Phase 2 clinical trial evaluating sabirnetug in the first half of 2024 CHARLOTTESVILLE, Va. and BASEL, Switzerland, Apr ...
Why Acumen Pharmaceuticals (ABOS) Stock Might be a Great Pick
Zacks Investment Research· 2024-04-03 21:41
ABOS公司盈利预期 - ABOS公司在医疗 - 生物医学和遗传学领域的盈利预期正在稳步上升[1] - 过去两个月,ABOS当前季度盈利预期从每股亏损26美分缩小至每股亏损24美分,全年盈利预期也有所改善[4] - ABOS目前持有Zacks Rank 3 (Hold),显示公司前景积极[4] ABOS公司行业地位 - ABOS所在的医疗 - 生物医学和遗传学行业目前排名第74,显示其在行业中处于有利位置[2] - ABOS所在行业处于前三分之一的位置,近期盈利预期稳步提升,对于寻找优质投资标的的投资者来说,ABOS是一个非常有吸引力的选择[5]
Acumen Pharmaceuticals(ABOS) - 2023 Q4 - Earnings Call Presentation
2024-03-26 21:21
Corporate Presentation March 2024 1 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. Any statement describing Acumen's goals, expectations, financial or other projections, intentions or beliefs is a forward-looking statement and should be considered an at-risk statement. Words such as "believes," "expects," "anticipates," "could," "would," "seeks," "aims," "plans," "potential," "will" and similar expr ...
Acumen Pharmaceuticals(ABOS) - 2023 Q4 - Annual Report
2024-03-26 21:16
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________ FORM 10-K __________________________ x Annual Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended: December 31, 2023 or o Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 FOR THE TRANSITION PERIOD FROM TO Commission file number: 001-40551 __________________________ Acumen Pharmaceuticals, Inc. (Exact name of registrant ...
Acumen Pharmaceuticals(ABOS) - 2023 Q4 - Annual Results
2024-03-26 19:42
Sabirnetug单克隆抗体 - Sabirnetug (ACU193)是一种单克隆抗体,高度选择性地针对有毒的AβOs,具有潜在的认知疗效和改善安全性[3] - Sabirnetug是第一个证明具有选择性靶向AβOs的mAb[27] - Sabirnetug对AD患者的毒性AβOs具有高选择性[39] Sabirnetug的药效和药代动力学特性 - Sabirnetug在早期阿尔茨海默病患者中显示出对淀粉样斑块的减少效果,且剂量接近最大目标效应,为下一阶段的研究提供了指导[4] - Sabirnetug与AβOs的靶向结合呈剂量比例关系,支持其作用机制,并有助于下一阶段的剂量选择[5] - Sabirnetug在CSF中的暴露量与剂量和剂量方案成比例,表明其药代动力学特性[6],[7],[8],[9],[10],[11],[12] Sabirnetug的安全性 - Sabirnetug具有低发生ARIA-E的引人注目的安全性[24] Sabirnetug的其他特性 - Sabirnetug在人类AD大脑切片中与非Thioflavin S阳性的Aβ结合很少或没有[29] - Sabirnetug能够阻止AβOs对神经元的毒性[30] - Sabirnetug在转基因小鼠脑中以剂量依赖的方式结合靶AβOs[32] Sabirnetug的未来展望 - 预计在2024年上半年启动ALTITUDE-AD临床研究[34] Sabirnetug的知识产权 - Sabirnetug的全球知识产权包括19个国家的已颁发专利[38] CSF生物标志物相关性 - CSF神经粒蛋白和pTau181的变化之间存在显著相关性[42] 其他相关药物信息 - 2022年9月28日,Eisai / Biogen发布了关于leqembiTM的消息[47] - 2023年5月3日,Eli Lilly发布了关于donanemab的消息[47] - 2019年12月5日,Biogen详细介绍了关于AduhelmTM的案例[47] 不同药物的ARIA-E发生率比较 - solanezumab在EXPEDITION 3(第3阶段)中的PC治疗组的ARIA-E为0.2%[48] - aducanumab在EMERGE(第3阶段)中的PC治疗组的ARIA-E为0.1%[48] - aducanumab在ENGAGE(第3阶段)中的PC治疗组的ARIA-E为2.2%[48] - donanemab在TRAILBLAZER-2(第3阶段)中的PC治疗组的ARIA-E为26.1%和34.4%[48] - lecanemab在Clarity-AD(第3阶段)中的PC治疗组的ARIA-E为3.0%和25.6%[48]