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- **Strategic Rebirth**: Whitehawk Therapeutics launched with $170M+ cash, focusing on 3 advanced ADCs targeting PTK7, MUC16, and SEZ6.
- **Pipeline Momentum**: IND filings for all 3 assets within 15 months, with first Phase 1 data expected in 2025.
- **Technology Edge**: CPT113 platform delivers 15-30% ORR improvement vs. first-gen ADCs, supported by Phase 1 data from Wuxi Biologics.
- **Financial Security**: 2028 funding runway covers clinical development, with FYARRO sales stabilizing at $26M annualized.
- **Competitive Position**: First ADC targeting PTK7 and SEZ6; only ADC targeting membrane-bound MUC16 in ovarian cancer.


**【CEO Summary Section】**
- **Company Transformation**: Relaunched as Whitehawk Therapeutics, focusing on advanced ADC portfolio after divesting FYARRO to Kaken Pharmaceuticals and in-licensing 3 ADCs from Wuxi Biologics.
- **ADC Portfolio Highlights**: 
  - **HWK-007 (PTK7)**: Targets broadly overexpressed pseudokinase in multiple cancers; Phase 1 planned for NSCLC and ovarian cancer.
  - **HWK-016 (MUC16)**: First ADC targeting membrane-bound MUC16 in ovarian cancer; Phase 1 planned for ovarian, endometrial, and pancreatic cancers.
  - **HWK-206 (SEZ6)**: Targets neuroendocrine tumors like small cell lung cancer; Phase 1 planned for neuroendocrine neoplasms.
- **Technology Differentiation**: Utilizes CPT113 platform with TOPO1 payload, stable linker, and enhanced PK for higher therapeutic index compared to first-generation ADCs.
- **Clinical Timeline**: IND filings for all 3 assets within 15 months, with HWK-007 targeting H2 2025 and HWK-016 by year-end.

**【CFO Financial Commentary】**
- **Cash Position**: $170-180M post-transaction, sufficient to fund operations into 2028.
- **FYARRO Sales**: Q4 2024 sales $7.2M (+14% YoY), full year $26M (+7% YoY).
- **R&D Expenses**: $14.3M Q4 2024 (+12% YoY), driven by in-process R&D for ADC programs.
- **SG&A Expenses**: $11.1M Q4 2024 (+8% YoY), offset by commercial cost reductions.
- **Net Loss**: Q4 2024 $18.3M, annualized $63.7M, down 3% YoY.

**【Q&A Key Takeaways】**
- **MUC16 ADC vs. Bispecific TCE**: ADC avoids cytokine release syndrome risks of TCEs; advanced platform enables higher efficacy and safety.
- **Funding Sufficiency**: Current cash covers Phase 1 trials for all 3 assets, with clinical data expected before next financing round.
- **Target Expression**: PTK7 and MUC16 show high expression in >50% of patients across multiple cancers; SEZ6 overexpressed in small cell lung cancer.


Whitehawk Therapeutics Inc. (WHWK) Q4 2024 Earnings Call Transcript

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