MiNK Therapeutics, Inc. Q3 FY2025 earnings call

• Presented updated clinical data from AGENT-797 trial at SITC, showing median overall survival of ~23 months in combination with PD-1 in relapsed/refractory solid tumors, complete remission in metastatic testicular cancer, durable responses in gastric cancer, and disease stabilization in various cancers without major toxicities.
• AGENT-797 operates through dual TCR-dependent and independent pathways, reprograms tumor microenvironment, shifting cold tumors to hot and restoring immune function.
• Strategic partnership with UW Carbone Cancer Center for immune reconstitution post-stem cell transplant, supported by DOD and NIH STTR awards and philanthropic grant; upcoming global Phase 2 trial in acute pulmonary dysfunction with critical care centers.
• Welcomed Dr. John Holcomb to Board, Dr. Terese Hammond now leading pulmonary and critical care efforts.
• Proactively acquired reagents for U.S.-based manufacturing of allogeneic iNKT cells.

No traditional product segment breakdown with revenue contribution provided; focus is on the INKT cell therapy platform

• Advance grant-funded GVHD study, progress late-stage program in severe pulmonary disease, broaden INKT platform to inflammatory conditions.
• Expect multiple clinical programs enrolling patients, early readouts from GVHD and pulmonary cohorts by next year, with clear line of sight towards pivotal pathways in inflammatory and critical illness portfolio.

Q: First question was about expanding the combo cohort and timing of the severe pulmonary disease trial.

A: Planning to expand the combo cohort, with an expanded cohort to move into phase two soon; pulmonary trial launch imminently, with funding from grants and collaborators.

Q: Details on GVHD trial endpoints and pulmonary trial eligibility.

A: GVHD trial focuses on GVHD presence/absence, with regulatory endpoints; pulmonary trial targets hypoxemic pneumonia with endpoints like ventilator-free days and 28-day mortality, with eligibility details to be posted on clinicaltrials.gov soon