MiNK Therapeutics, Inc. Q4 FY2024 earnings call

• Added Dr. Robert Kadlec to the Board of Directors, leveraging his expertise in biodefense and pandemic preparedness.
• Announced partnership with Autonomous Therapeutics to combine encrypted RNA technology with iNKT cell therapy for metastatic cancer.
• Advanced clinical programs: Phase 2 study in refractory gastroesophageal cancer showed synergy with checkpoint inhibitors and chemotherapy; Phase 1 study in severe acute respiratory distress had 80% survival in VV ECMO patients.
• Secured probable funding from NIAID for Phase 1 trial in acute Graft versus Host Disease (GvHD).

No specific product segment financial performance with absolute terms and revenue contribution % provided in the transcript.

• Expect to deliver additional clinical data from gastric cancer trial in 2025.
• Advance GvHD study into patient dosing.
• Expand pipeline through strategic innovation and forge alliances.
• Plan to file IND for FAP-CAR-iNKT in 2025.

• Uncertainty around government funding timelines for GvHD trial.
• Risks associated with forward-looking statements, including clinical development and regulatory timelines.

Q: Provide more on the status of the Phase 2 study, enrollment, timelines for data, and focus for 2025.

A: Focus on advancing 797 in gastric cancer and GvHD. Majority of patients enrolled in Phase 2 trial, with data expected in the second half of 2025. Plan to advance next-generation pipeline including FAP-CAR-iNKT with IND filing planned in 2025.

Q: KOL feedback on Phase 2 study, differentiation of PRAME-TCR iNKT.

A: Lead investigator Dr. Yelena Janjigian is bullish on the Phase 2 study. PRAME-TCR iNKTs differentiate by tolerability, no HLA matching, durability, and ability to recruit conventional T cells and NK cells unlike alternative cell therapy approaches.

Q: Timing of GvHD study funding, cash runway.

A: Timing of GvHD study funding is fluid; stay tuned for announcements. Cash runway is through the end of 2025 based on financial projections and internal efficiencies.