Q2 2024 Enanta Pharmaceuticals Inc Earnings Call

In This Article:

Participants

Jennifer Viera; IR; Enanta Pharmaceuticals, Inc.

Jay Luly; President, Chief Executive Officer, Director; Enanta Pharmaceuticals Inc

Paul Mellett; Chief Financial and Administrative Officer; Enanta Pharmaceuticals Inc

Tara Kieffer; Chief Product Strategy Officer; Enanta Pharmaceuticals Inc

Scott Rottinghaus; Chief Medical Officer; Enanta Pharmaceuticals Inc

Eric Joseph; Analyst; JPMorgan Chase & Co.

Roy Buchanan; Analyst; Citizens JMP Group, LLC

Nick Asic; Analyst; Leerink Partners

Jay Olson; Analyst; Oppenheimer & Co.

Presentation

Operator

Good afternoon and welcome to Enanta Pharmaceuticals Fiscal Second Quarter Financial Results Conference Call. At this time, all participants are on a listen only mode. There will be a question and answer session. At the end of the prepared remarks, please be advised that this call is being recorded. I would now like to turn the call over to Jennifer Viera, Investor Relations.
Please go ahead.

Jennifer Viera

Thank you, operator, and thanks to everyone for joining us this afternoon. The news release with our fiscal second quarter financial results. It was issued this afternoon and is available on our website.
Making remarks on today's call are Dr. Jay Luly, President and Chief Executive Officer; and Paul Mellett, our Chief Financial Officer; Dr. Scott Rottinghaus, our Chief Medical Officer; and Dr. Tara Kieffer, our Chief Product Strategy Officer, will be available during the Q&A portion of the call.
Before we begin with our formal remarks, we want to remind you that we will be making forward-looking statements. These statements may include our plans and expectations with respect to our research and development pipeline and financial projections. All these statements involve certain assumptions and risks beyond our control that could cause our actual developments and results to differ materially from these statements. A description of these risks is in our most recent Form 10 K and other periodic reports filed with the SEC. Enanta does not undertake any obligation to update any forward-looking statements made during this call.
I'd now like to turn the call over to Dr. Jay Luly, President and CYOJ.

Jay Luly

Thank you, Jennifer, and good afternoon, everyone. Throughout 2024, Enanta has remained squarely focused on advancing our virology and immunology pipeline to bring important oral therapeutics to market. Our commitment to developing treatments for areas of high unmet need is driven by our mission to transform patients' lives with curative therapies. And we are determined to achieve our milestones to drive near and long-term shareholder value to fulfill this mission. Our focus is critical as we approach meaningful inflection points with the potential to develop the first antiviral treatment for RSV.
With that Today, I'll begin with an overview of our programs beginning with our respiratory syncytial virus or RSV programs and then discuss our immunology program for chronic spontaneous urticaria or CSU. As a reminder, RSV is a severe respiratory infection associated with significant morbidity and mortality that can cause serious disease in infants, children and other high-risk populations. Including the elderly and individuals with congestive heart failure, chronic obstructive pulmonary disease, asthma or other high-risk conditions. Despite the availability of prophylactic options such as vaccines and monoclonal antibodies. There's a clear need for a safe and effective oral RSV antiviral treatments.
Adoption of vaccines has been suboptimal and breakthrough infections still occur. Additionally, pediatric monoclonal antibodies only provide passive immunity for a few months and not long term protection against the infection. With this clear need, we have developed a broad clinical program that has the potential to enable multiple opportunities to treat our RCC, but for SV. pipeline and most advanced clinicals replication inhibitors selling capability or formerly known as EDP. nine, three, eight and protein inhibitor as well as EDP. three, two three and L. protein inhibitor filling capability is currently being studied in high-risk patient populations in two Phase two studies, RSVP. and RSVHR. RCPs as a first in pediatrics, Phase two randomized double-blind placebo-controlled study in hospitalized, a non hospitalized RSV patients aged 28 days to 36 months.
The study, which will enroll. Approximately 90 patients is being conducted in two parts as this is a first pediatric study. The objective of the first part is to evaluate the safety and pharmacokinetics of selling cap of beer and multiple ascending doses to select the optimal dose for each age group.
The second part of this study will evaluate the antiviral activity of selling half of the year at the selected dose and virology on symptom scores will be assessed throughout the treatment duration. This study was designed as a small proof of concept in pediatric patients to show a trend toward improved virology metrics, facility capability compared to placebo and to give confidence to move forward efficiently into larger registrational studies. A key objective of this study is to show improvement and virology endpoints in patients on silicon heavier compared to placebo sufficient to allow us to advance into Phase three. Currently, we are fully enrolled the last age cohort, 20 patients in Part two of the study. As this cohort can only enroll patients 28 days to six months of age. The eligible population is narrower, and we will need to continue to recruit in the Southern Hemisphere as we monitor the RSV season in the Southern Hemisphere, we anticipate reporting data from this study in the second half of 2024. Our SVHR. is a Phase two randomized double-blind placebo-controlled study of approximately 180 adults with RSV infection who are at high risk of complications, including the elderly those with congestive heart failure, chronic obstructive pulmonary disease or asthma.
The primary endpoint for our CHR is time to resolution of RSV, lower respiratory tract disease symptoms as assessed by the respiratory infection intensity and Impact Questionnaire symptom scale. Secondary endpoints include additional clinical efficacy measures and antiviral activity compared to placebo, pharmacokinetics and safety of Zilli catheter. The primary objective of this study is to show an improvement in time to symptom resolution. Given the study was designed to be a small Phase two proof of concept study, it is powered based on a 50% reduction in symptom resolution. However, as there are no data showing a statistically significant effect on symptoms and community acquired RS., the adult population with which to benchmark this reduction likely represents a high bar. Therefore, directional efficacy data that is clinically meaningful would provide us with conviction to move directly into Phase three.
Enrollment is progressing, and we will provide additional guidance on the RSVHR. study is the southern hemisphere RSV season evolves. Also ongoing in our RSV. portfolio is the Phase IIa challenge study of EDP-323, which is in development as a once daily oral treatment for RSV. And this randomized, double-blind placebo-controlled study up to 114 healthy adult subjects will be infected with RSV and then randomized one to one to one to receive once daily dosing of either 600 milligrams of EDP-323, 200 milligrams of EDP-323 with a loading dose of 600 milligrams on the first day or placebo for five days.
Primary and Secondary outcome measures include safety changes in viral load measurements and changes in symptoms from baseline to development of EDP-323 is supported by positive Phase one results in which the drug demonstrated favorable safety, tolerability and pharmacokinetics in healthy volunteers. We anticipate reporting data from this challenge study in the third quarter of 2024. We believe either Z cap of your or EDP. three, two three would be effective as a monotherapy because they do not have cross resistance.
We could also potentially use them in combination to broaden the treatment window or expand the eligible patient population to harder to treat patients. Also in respiratory virology data from SPRINT, our Phase two study of EDP-235, a three CL. protease inhibitor was presented in April at the ESK mid conference, formerly known as estimates. We are pleased to present this comprehensive data package and at scientific forum for the first time as a reminder, we will conduct any future COVID-19 work in the context of the collaboration.
I'll now turn to our work in immunology, where we are concentrating on indications with high unmet medical need and a clear clinical development path, including well-defined populations and biomarkers available for early signs of efficacy.
Our first immunology indication is CSBU, a severely debilitating chronic inflammatory skin disease, which can continue for years for remission. Clinical manifestations include urticaria, commonly called hives, as well as angioedema, which is characterized by pronounced deep tissue swelling. The disease can be severely disabling significantly impair quality of life in effect, performance at work or school as patients with CSU can experience symptoms beyond the skin manifestations, including sleep disturbances, fatigue, irritability, anxiety and depression CSU is estimated to affect 0.5% to 1% of the global population at any given time.
Standard of care for CFC2 as any system means. But in approximately half patients' symptoms are not alleviated and a minority of patients are treated with one indicated biologic. Consequently, there is a substantial unmet need for a new efficacious drug that can be conveniently dosed as an oral agent. Mast cells are the primary driver for disease and CSU as well as being involved in multiple other allergic disease. And our first immunology program, we are seeking to develop a best in disease oral KIT inhibitor treatment that reduces the number of mast cells available to drive pathology in patients suffering from CSU. We are also encouraged by the potential to study KIT inhibition and additional indications currently are a prototype KIT inhibitors in preclinical development demonstrate potent inhibition and are highly selective for kids.
We continue to optimize these leads around potency, selectivity and DMPK properties. And we are on track to select a development candidate in the fourth quarter of 2024 and plan to move into the clinic shortly thereafter. We are excited about our pipeline growth into immunology and are confident in the team's ability to translate the learnings from our previous success with small molecule drugs to enable our development of a best-in-disease therapeutic for CSU.
We are also pursuing additional immunology targets and look forward to introducing a second program this year beyond our pipeline, I would also like to take a moment to welcome Matthew Koraleski as our Chief Legal Officer, who joined last week. Matt is a strong addition to our team as he brings more than 20 years of experience in the life sciences industry handling, corporate governance, public company reporting, intellectual property, financing, business development and M&A activities. It announced that he will lead all legal and compliance activities for the Company and provide strategic guidance and corporate governance oversight.
With that, I'd like to conclude by highlighting our upcoming milestones. We anticipate reporting data from the Phase IIa challenge study of EDP-323 in the third quarter and reporting data from the Phase two pediatric study of Zeltiq half of the year in the second half of this year. Further, we plan to identify a clinical candidate for our CSU program in the fourth quarter. And finally, we also plan to announce a second immunology program this year. Now I'll turn the call over to Paul to discuss our financials. Paul?