Surrozen
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Surrozen (SRZN) investor relations material

Surrozen Guggenheim Securities Emerging Outlook: Biotech Summit 2026 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Guggenheim Securities Emerging Outlook: Biotech Summit 2026 summary12 Feb, 2026

Scientific and clinical focus

  • Emphasis on Wnt pathway biology and antibody engineering, targeting retinal vascular diseases such as diabetic macular edema (DME) and wet AMD.

  • Wnt pathway activation restores normal vessel architecture and function, offering a disease-modifying approach distinct from VEGF inhibition.

  • Experimental data show Wnt activation increases tight junction proteins, reducing retinal leakage.

  • Clinical outcomes can be measured by standard imaging (OCT, OCTA), with rapid effects seen within weeks.

  • Mouse models indicate potential for revascularization in areas where VEGF therapies are ineffective.

Competitive landscape and pipeline

  • Current market dominated by Vabysmo (Roche) and Eylea, with smaller roles for Lucentis and Avastin.

  • In Wnt biology, main competitors are Merck (Restoret/MK-3000) and Roche, with Surrozen positioned as a key innovator.

  • Surrozen's lead molecule (8141) combines Wnt activation and VEGF inhibition, aiming for superior potency and clinical outcomes.

  • 8143, months behind 8141, adds IL-6 inhibition for broader application in inflammatory-driven macular edemas.

  • Partnership with Boehringer Ingelheim (SZN-413) has yielded $22.5M, with clinical entry pending.

Development timelines and expectations

  • IND for 8141 expected in 2026, with trial design and data expectations to be detailed soon.

  • 8143 is a trifunctional molecule, positioned for UME and inflammatory macular edemas, with timeline updates forthcoming.

  • Merck’s phase III data (Restoret) expected in September and March, with outcomes likely to influence the field and validate the multi-target approach.

  • Clinical endpoints focus on best-corrected visual acuity and retinal drying/fluid reduction.

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Frequently asked questions

Surrozen Inc., established in 2015, is a clinical-stage biotechnology firm at the forefront of developing novel therapeutics designed to selectively modulate the Wnt pathway for tissue repair and regeneration. The company's innovative approach involves the creation of targeted regenerative antibodies intended to repair a wide array of tissues and restore organ function damaged by serious diseases. Surrozen leverages advanced antibody engineering techniques and a deep understanding of Wnt pathway biology across various disease settings to design tissue-specific antibodies. These antibodies have the potential to regenerate tissue in a multitude of organs and tissues, addressing diseases such as liver, intestine, retinal, lacrimal gland, lung, cornea, pancreas, skin, and many others. The company is headquartered in South San Francisco, California, and its shares are listed on the Nasdaq.

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