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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.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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