IMRX

1. Presented case studies of first-line pancreatic cancer patients treated with atebimetinib in combination with FOLFIRINOX and gemcitabine nab-paclitaxel, showcasing remarkable responses like unconfirmed complete responses and patients becoming surgical candidates. 2. Improved cash position with cash and cash equivalents of $227.6 million as of September 30, 2025, with cash runway extended to 2029. 3. Upcoming milestones include dosing in pivotal trials of atebimetinib in combination with gemcitabine nab-paclitaxel in first-line pancreatic cancer, reporting updated survival data in 2026, and dosing first patients in trials with Regeneron's Libtayo and Eli Lilly's olomiraciv. 4. Collaborations with Regeneron and Eli Lilly for clinical trials in lung cancer and other tumor types.

1. Plan to dose first patient in the pivotal Phase III trial of atebimetinib in combination with modified gemcitabine nab-paclitaxel in first-line pancreatic cancer in mid-2026, pending regulatory feedback. 2. Expect to report updated survival data from first-line pancreatic cancer patients treated with atebimetinib plus modified gemcitabine nab-paclitaxel in 2026, possibly at a major medical meeting. 3. Intend to dose the first patient in the trial of atebimetinib in combination with Libtayo in non-small cell lung cancer in 2026. 4. Aim to share updated circulating tumor DNA data on acquired alterations at a major scientific meeting in 2026.

Factors that could cause actual results to differ from forward-looking statements, including those described in the company's security filings, such as annual reports on Form 10-Ks and quarterly reports on Form 10-Q.

Q: Can you talk about opportunities for PDAC in the adjuvant setting and combining with 5-FU based regimens?

A: Top priority is first-line setting with atebimetinib and modified gemcitabine nab-paclitaxel, but considering adjuvant and other combinations like 5-FU based regimens.

Q: Do you have any plans to share the full data from that FOLFIRINOX combination cohort in the near term and get a compendia listing?

A: Not guiding to timing for FOLFIRINOX data, top priority is first-line pancreatic cancer with gemcitabine nab-paclitaxel where extraordinary overall survival was announced.

Q: Timing of studies with Regeneron and Lilly, and positioning in PDAC?

A: Dosing first patient in Regeneron's atebimetinib and Libtayo study in 2026; Lilly's atebimetinib and olomiraciv study timing not guided yet; first-line survival data in PDAC is extraordinary with 86% overall survival at nine months.

Q: Best suited patients for FOLFIRINOX vs gemcitabine nab-paclitaxel and ctDNA data?

A: Atebimetinib doesn't require genetic testing, mitigates resistance via pulsatile mechanism, and ctDNA analysis shows no acquired alterations in RAS genes, contributing to durability.