Oncternal Therapeutics Inc (ONCT)

[TechandBio]

Took a starter here.

$ONCT

ZILOVERTAMAB: MONOCLONAL ANTIBODY TARGETING ROR1
ROR1 TARGETED CELL THERAPY PROGRAM
ONCT-534: DUAL-ACTION ANDROGEN RECEPTOR INHIBITOR (DAARI)

85% ORR and median survival of 35.9 months.
ONCT ROR1 expressed on multiple & liquid tumors.

MCL 95%
CLL 95%
Uterus 96%
Lymphoma 90%
Prostate 90%
Skin 89%
Pancreatic 83%
Adrenal 83%
Lung 77%
Breast 75%
Testicular 73%


2 companies in the last 2 years that targets ROR1 have been Merck bought VelosBio for 2.8 Billion & Boehringer inks $1.5B NBE buyout, joining Merck in new cancer ROR1 race. ONCT Market cap is under 60 Million.

Merck inks $2.8B VelosBio buyout to snag anti-ROR1 ADC.
https://www.fiercebiotech.com/biotech/merck-inks-2-8b-velosbio-buyout-to-snag-anti-ror1-adc


Boehringer inks $1.5B NBE buyout, joining Merck in new cancer race.
https://www.fiercebiotech.com/biotech/boehringer-inks-1-5b-nbe-buyout-joining-merck-ror1-adc-race

Clinical Stage Biotech Focused on Hematological Malignancies and
Prostate Cancer with Multiple Modalities and Deep ROR1 Expertise
Hematological Malignancies Prostate Cancer
Zilovertamab – ROR1 monoclonal antibody
• Demonstrated clinical benefit of
combination with ibrutinib compared to
historical ibrutinib monotherapy, including
in difficult-to-treat p53 mutations
• Expect MCL registrational study initiation
in 3Q 2022
ONCT-808 – ROR1 CAR-T Cell Therapy
• Expect IND submission in August 2022
ONCT-534 – Dual Action AR Inhibitor (DAARI)
• First-in-class MOA interacting with both N-
terminal Domain and Ligand-Binding
Domain of the androgen receptor inducing
AR protein degradation
• Active preclinically in AR amplification, splice
variant and LBD mutation models
Zilovertamab – ROR1 monoclonal antibody
• Ph1b study open for advanced prostate cancer
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Corporate Highlights
ZILOVERTAMAB: POTENTIALLY FIRST-IN-CLASS MONOCLONAL ANTIBODY TARGETING ROR1
• Safety and efficacy results for zilovertamab + ibrutinib (ABBIE) (PCYC) in patients with MCL/CLL compare favorably to historical single-
agent ibrutinib
• Encouraging efficacy results in patients with p53 mutated CLL, with PFS of 100% at 24 and 30 months
• Agreement with U.S. FDA on Phase 3 global registrational study design for the treatment of patients with R/R MCL
ONCT-808: AUTOLOGOUS CAR-T CELL THERAPY TARGETING ROR1
• Clinical manufacturing agreement with the Dana-Farber Cancer Institute for first-in-human studies
• Research collaborations for next-gen allogeneic CAR-T and CAR-NK cell therapies with Karolinska Institutet & Celularity
ONCT-534: DUAL-ACTION ANDROGEN RECEPTOR INHIBITOR (DAARI)
• Activity in preclinical prostate cancer models of androgen receptor inhibitor resistance, including AR mutations, AR
overexpression and AR splice variants, such as AR-V7
MULTIPLE CATALYSTS
• Planned initiation of zilovertamab + ibrutinib global registrational Phase 3 Study ZILO-301 in 3Q 2022
• Clinical data updates in MCL and CLL
• ONCT-808 ROR1 CAR-T cell therapy IND submission planned in mid-2022
---------------------------------------------------------
Anticipated Pipeline Milestones
Zilovertamab
• MCL global registrational Phase 3 Study ZILO-301 initiation September 2022
• MCL & CLL clinical data update for ongoing Phase 2 4Q 2022
ONCT-808 ROR1 CAR-T cell therapy
• B-Cell malignancies U.S. IND submission August 2022
ONCT-534
• Prostate cancer FDA pre-IND interaction 4Q 2022

Cash & Cash Investments
Cash Runway well into 1H 2024
$78.9M
Debt $0M

ONCT Team Includes Veterans from Fate therapeutics, Merck, Pfizer, Gilead, Amgen, Johnson & Johnson, Roche, Lilly, & Takeda.


August 2022 ONCT Biz presentation.
https://investor.oncternal.com/static-files/f7628e1c-42c5-4c8a-8247-e910ad5555c4

ONCT Pipeline.
https://www.oncternal.com/pipeline

Will add more on closing after the 50 day moving average which is right there 1.165
& add again after we break the 200 day moving average. $1.81

About 50 million shares outstanding.
% Held by Institutions 31%
% Held by Insiders 11%
Insiders have been buying.

$ONCT