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8/13/2026
Good morning. My name is Anas, and I'll be your conference operator today. At this time, I would like to welcome everyone to CarioFarm's Therapeutics Second Quarter 2026 Financial Results Conference Call. There will be a question and answer session to follow. Please be advised that this call is being recorded at the company's request. I would now like to turn the conference over to Brendan Strong, Senior Vice President, Investor Relations.
Good morning, and thank you all for joining us on today's conference call to discuss CarioFarm's Second Quarter 2026 Financial Results, and recent company progress. We issued a press release this morning detailing our financial results for the second quarter of 2026. This release, along with the slide presentation that we will reference during our call today, are available on our website. For today's call, as shown on slide two, I'm joined by Richard, Reshma, Sohania and Lori, who will review our second quarter financial results, provide an update on the significant progress we've made advancing our myelofibrosis program Discuss the clinical and regulatory momentum supporting our planned S&DA submission, and review our financial position and capital allocation priorities. Before we begin our formal comments, I'll remind you that various remarks we will make today constitute forward-looking statements for purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995, as outlined on slide 3. Actual results may differ materially from those indicated by these forward-looking statements, Thank you for joining us. You should not rely on these forward-looking statements as representing our views as of any later date. I'll now turn the call over to Richard. Please turn to slide five.
Thank you, Brendan, and good morning, everyone, and thank you for joining us today. The second quarter marked the beginning of an important new chapter for TherioPharm. As we advanced Selinexor from a compelling and differentiating Phase III data set toward our planned supplemental new drug application, Under the FDA's accelerated approval pathway for patients with myelofibrosis. Over the past several months, we've remained focused, moved with urgency, and executed against an ambitious plan. From generating and presenting the sensory data, to publishing the results in the Journal of Clinical Oncology, to working collaboratively with the FDA to establish a regulatory pathway as we prepare our planned submissions. The century study demonstrated statistically significant, rapid, deep, and sustained spleen responses, together with preliminary overall survival findings and evidence of potential disease modification. These findings have now been presented at leading international scientific meetings, published in a peer-reviewed journal, and continue to generate strong interest globally among the hematology community. Taken together, We believe these data reinforce the potential for Cell and XOR to fundamentally change the treatment of patients with myelofibrosis. That same focus, urgency, and commitment to execution continues to guide every step as we advance into the next phase of our myelofibrosis program. Turning to slide six, as we announced in July, Thank you for joining us. Selinexor in combination with Ruxolitinib would be the first approved combination therapy for patients with myelofibrosis, introducing a novel therapeutic mechanism for the treatment of this disease. Turning to slide 7, while our focus today is on the important progress we've made in myelofibrosis, I'd also like to briefly address the top-line results from our Phase 3 Export ECO42 study and the actions we've taken following those results. While we were disappointed that the study did not achieve statistical significance for its primary endpoint in the MITG population, I want to thank the patients, investigators, and study teams whose commitment made this important trial possible. Although we observed a numerical improvement in medium progression-free survival favoring Selenexor, the study did not meet the statistical threshold required to support our development plans in endometrial cancer. Following these results, we made the deliberate decision to sharpen our focus on hematology with our opportunities in myofibrosis and multi-myeloma, where we believe Selinexor has the greatest potential to improve patients' lives and create long-term shareholder value. While we continue to follow patients in the near term, we are meaningfully reducing planned investment in endometrial cancer.
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