Release Date: March 10, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: What steps is Lineage Cell Therapeutics taking to maintain market leadership in RPE cell replacements amidst increasing competition? A: Brian Culley, CEO, emphasized the importance of having the right attributes for success, highlighting the "triumvirate" of Lineage's manufacturing, Genentech's product development capabilities, and Roche's commercialization expertise. He expressed confidence that these partnerships position Lineage ahead of competitors in the RPE cell replacement field.
Q: When can we expect the updated three-year data for OpRegen? A: Brian Culley stated that inquiries about the three-year data should be directed to Genentech, as they decide on the timing and venue for announcements. However, he noted that the effects of OpRegen continue to persist, and any announcements will be communicated to stakeholders.
Q: How does Lineage view the broader implications of positive early results from RPE cell replacement therapies? A: Brian Culley sees the positive results from multiple companies as validation of the cell therapy modality. He believes the growth opportunity lies in non-oncology areas, where cell transplantation can address conditions not fully solved by small molecules or antibodies, such as spinal cord injuries and Parkinson's disease.
Q: What are the logistics and improvements in the OPC1 program for spinal cord injuries? A: Brian Culley explained that the OPC1 program will involve a mix of new and experienced clinical sites. Improvements include a new immediate-use formulation that simplifies cell preparation, reducing the burden on patients and providers. The program aims to enhance delivery and manufacturing processes.
Q: What is the status of the DOSED study and the introduction of the new OPC1 formulation? A: Brian Culley stated that the DOSED study will initially focus on thoracic injuries with a safety run-in phase. The new OPC1 formulation, which has undergone comparability testing, will be introduced in a staged manner to ensure safety and efficacy. The company plans to use forthcoming sites for the new formulation.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
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