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UPB_JPM2026_Presentation_FINAL.pdf

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1、NoImageNoImage2026 J.P.Morgan Healthcare ConferenceRand Sutherland,MD,Chief Executive OfficerJanuary 2026 2026 Upstream Bio,Inc.NoImageNoImageNoImageNoImageThis presentation contains forward-looking statements of Upstream Bio,Inc.(“Upstream,”“the Company,”“we,”“us,”or“our”)that involve substantial r

2、isks and uncertainties.All statements other than statements of historical facts contained in this presentation,including statements regarding our future financial condition,results of operations,business strategy and plans,and objectives of management for future operations,as well as statements rega

3、rding industry trends,are forward-looking statements.In some cases,you can identify forward-looking statements by terminology such as“anticipate,”“believe,”“continue,”“could,”“estimate,”“expect,”“intend,”“may,”“plan,”“potentially”“predict,”“should,”“will”or the negative of these terms or other simil

4、ar expressions.We have based these forward-looking statements largely on our current expectations and projections about future events and trends that we believe may affect our financial condition,results of operations,business strategy and financial needs.These forward-looking statements are subject

5、 to a number of risks,uncertainties and assumptions,including,among other things:the initiation,timing,progress,and results of our planned and future clinical trials for verekitug,including our clinical trials in severe asthma,chronic rhinosinusitis with nasal polyps,and chronic obstructive pulmonar

6、y disease;our ability to replicate positive results from earlier preclinical studies or clinical trials conducted by us or third parties in current or future clinical trials;our ability to demonstrate that verekitug and any potential future product candidates are safe and effective for their propose

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1. 公司与产品:Upstream Bio是临床阶段免疫学公司,专注于严重呼吸疾病,核心产品Verekitug是唯一临床阶段TSLP受体拮抗剂,为全人源IgG1抗体。 2. 临床进展: - CRSwNP(VIBRANT试验):2025年9月完成II期,100mg Q12W给药显著降低鼻息肉评分(NPS变化-1.8,p<0.0001),76%减少手术/激素需求。 - 严重哮喘(VALIANT试验):II期预计2026年Q1公布数据,长期扩展研究(VALOUR)已启动。 - COPD(VENTURE试验):II期正在入组,评估400mg Q24W和100mg Q12W。 3. 药效优势:Verekitug受体 occupancy可持续24周,抑制TSLP信号效力较tezepelumab高300倍,FE NO降幅达54%。 4. 市场潜力:哮喘和COPD生物药市场预计2033年达350亿美元,现有患者基数大(美国约130万重症哮喘患者)。 5. 资金状况:现有资金预计可支持运营至2027年。
新药效果如何? 市场潜力多大? 临床进展怎样?
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