Quince Therapeutics, Inc. (QNCX) Shareholder/Analyst Call Prepared Remarks Transcript
Quince Therapeutics, Inc. (QNCX) M&A Call Prepared Remarks Transcript
Quince Therapeutics is rated Buy ahead of its pivotal Phase 3 NEAT trial readout in Ataxia-Telangiectasia (A-T) expected mid-Q1 2026. eDSP, QNCX's lead asset, offers chronic corticosteroid delivery with reduced toxicity, targeting a $1B+ orphan market with no approved therapies. The NEAT trial addresses prior design flaws, is 90% powered for statistical significance in 6-9 year-olds, and enjoys strong regulatory alignment.
Quince Therapeutics, Inc. (NASDAQ:QNCX ) Analyst/Investor Day October 2, 2025 10:00 AM EDT Company Participants Dirk Thye - CEO, Chief Medical Officer & Director Giovanni Mambrini - Chief Technology Officer Caralee Schaefer Pamela Williamson - Head of Regulatory Affairs Charles Ryan - President Brendan Hannah - Chief Business Officer, COO, Chief Compliance Officer and Principal Financial & Accounting Officer Conference Call Participants Jonathan Wolleben - Citizens JMP Securities, LLC, Research Division Elemer Piros - Lucid Capital Markets, LLC, Research Division Jason Dorr - Oppenheimer & Co. Inc., Research Division Presentation Dirk Thye CEO, Chief Medical Officer & Director Greetings, everyone, and welcome to our first ever Investor Day for Quince Therapeutics. My name is Dirk Thye, and I'll be walking you through the beginning elements of our presentation.
Quince Therapeutics is advancing eDSP for Ataxia-Telangiectasia, leveraging strong prior data in the 6-9 age group and an innovative AIDE platform. Recent insider buying, new analyst coverage with high price targets, and robust patent protection highlight growing confidence and upside potential. Data readout for the NEAT Phase 3 trial is scheduled for early 2026, with all patients joining the open-label extension, and cash runway aligns with expected topline results.
Quince's transformation is complete with the acquisition of EryDel in October 2023. The ongoing Phase 3 trial for the orphan disease Ataxia-Telangiectasia builds on the recently published teachings of EryDel's earlier trial. Chances for success are high, with approval and multi-billion dollar potential around the corner after topline data next year.