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- **Strategic Momentum**: Imminent Phase III trial initiation for Oz-V in OPSCC with $800M peak sales potential.
- **Clinical Success**: BA3182 shows tumor control across 8 adenocarcinoma types; Mec-V OS doubles current standards.
- **Financial Resilience**: $2M milestone payment offsets $15.8M net loss; R&D/G&A expenses down 69%/29%.
- **Upcoming Milestones**: Oz-V interim analysis H2 2025; BA3182 data readout H1 2026.

**【CEO Summary Section】**
- BioAtla nearing completion of a strategic transaction with a potential partner by year-end.
- FDA alignment on Phase III Oz-V trial design for second-line OPSCC with dual primary endpoints: overall response rate and overall survival.
- BA3182 Dual-CAB EpCAM TCE shows manageable safety profile and tumor control in multiple adenocarcinoma types.
- Mec-V demonstrates 21.5-month median OS in soft tissue sarcoma, superior to current standards.
- $2M milestone payment received from Context Therapeutics for Dual-CAB Nectin-4 TCE program.

**【CFO Financial Commentary】**
- Cash and cash equivalents: $8.3 million as of September 30, 2025.
- Net loss of $15.8 million (Q3 2025) vs. $10.6 million (Q3 2024), driven by reduced collaboration revenue and cost reductions.
- R&D expenses down 69% to $9.5 million (Q3 2025) due to program prioritization and workforce reduction.
- G&A expenses down 29% to $4.2 million (Q3 2025) from lower personnel costs.

**【Q&A Highlights】**
- Oz-V Phase III trial requires ~300 patients for full approval, with interim analysis for accelerated approval.
- Control arm stratified by p16 status and regional disease distribution.
- BA3182 expected to report additional dose/schedule data in H1 2026.
- Mec-V safety profile consistent with AXL target restriction to tumor microenvironment.

BioAtla, Inc. (BCAB) Q3 2025 Earnings Call Transcript

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