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STIFEL 2026: Trace Neuroscience believes that a breakthrough in ALS will be due to restoring expression of a protein called UNC13A, which most ALS patients don't have sufficient due to genetic factors
11/12/2026 | 8 mins.Co-Founder and CEO Eric Green explains the role of UNC13A, and how UNC13A mRNA is improperly spliced for most ALS patients. Trace is currently running a UK/EU phase 1 study of its antisense oligonucleotide that aims to restore expression, and also concurrently an investigator led study in China.STIFEL 2026: Oruka's IL-23p19 is showing strong efficacy in phase 2 studies compared to existing products and could be dosed as little as once or twice a year - a key update will read next month
11/12/2026 | 11 mins.CEO Lawrence Klein describes the data that has been seen so far (clearance in the 60% range at 16 weeks) and previews with upcoming 52 week data that will be coming in December. Plus, how the company is thinking about phase 3 design, and other assets in the pipeline.Stifel's Tim Opler on the state of biotech
11/11/2026 | 9 mins.Ahead of a 100+ slide "State of Biotech" report he is publishing tomorrow, he discusses the impact of Washington on biotech, how the sector has been trading lately, China, M&A and a lot moreSTIFEL 2026: ProMIS Neurosciences has an early, yet important Alzheimer's trial scheduled to read out over the coming months
11/11/2026 | 18 mins.CEO Neil Warma describes ProMIS's approach of targeting amyloid beta oligomers as opposed to the plaques. He explains how so far they have avoided the ARIA (brain swelling) seen with other Alzheimer's treatments and discusses what the company hopes to see from this phase 1b study. Plus, comments on the recent failure of another company in this space.STIFEL 2026: With expertise in the next generation of GPCR development, Septerna will have initial in human data on its oral PTH19 agonist for hypoparathyroidism in Q1
11/11/2026 | 9 mins.Co-Founder & CEO Jeff Finer walks us through the company's GPCR discovery platform, and discusses, this lead program, a new target (TSHR) they just named in Grave's disease and thyroid eye disease, and the company's work in obeisty with partner Novo Nordisk.
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