$DTIL provides a business update & 1Q26 financial results.
Takeaways at a quick glance:
> 16 patients now enrolled in the ELIMINATE-B trial across 5 cohorts with 38 doses administered. Late breaking poster to be presented @ EASL in May by MF Yuen. Curious to see if $DTIL provides an update in addition to this poster, especially given that cohort 3 dosing likely concluded in 1Q26.
> $DTIL on the cusp of dosing first patient in their first in class in-vivo gene editing trial targeting DMD.
> iECURE data on tap @ ASGCT in mid-May for the first 7 patients enrolled in this trial using ARCUS to treat babies with severe neonatal onset OTC deficiency.
> $7.5MM milestone payment from $TGTX helps control cash burn for 1Q26.
investor.precisionbiosciences.com/news-releases/…
iECURE chose its new registrational endpoint, HAE rate per protocol update April 10, as the headline framing for its ASGCT oral abstract three weeks later, signaling they have multi-patient data clean enough to anchor a podium talk on the exact metric FDA already aligned to $DTIL
FRIDAY AFTERNOON ALERT $DTIL
#ASGCT FULL Abstracts go live Monday 27-Apr 1630 ET
This is the last congress of 1H (Besides EASL, but titles have already dropped), where ELIMINATE-B should be reporting updated data per investor relations.
Also 21-May is annual stockholder mtg!
@dheurofkshe Im a believer that if you reduce or eliminate cccdna and then apply either pegylated interferon or something in trials like Bepirovirsen then functional cures could be made.
Added to $dtil surprised how little is said about iEcure data. A complete response in an infant with OTC at the LOWEST dose level. We are not talking about a niche disease but proof ARCUS can perform gene insertion. A platform for a $ 200m mc and progress on hepatitis and DMD.
$dtil congrats fam we are trading back above the NAV, again😌During Q&A, lots of satisfying details re: justification of the dose; great details on eligibility and age-relevant clinical/translational endpoints; hearing from #DMD patient advocacy was heartwarming and #bullish.
<-> Phase 1/2/3 design has FDA alignment for synthetic control arm, primary and secondary endpoints
<-> OTC-HOPE Study Update in Q2 2026!
$DTIL #OTC#iecure
Sorry about the paywall! Here are some quotes! $DTIL "...our full capsid ratio is typically in the 85 to higher percent range ... we have a lot of confidence that our product is as good as it gets in terms of AAV ... will lend itself well to the overall tolerability of the drug.
Transcript from the Guggenheim Emerging Biotech Summit $DTIL. plenty of bullish news in here including CMC and clinical strategy updates. research.alpha-sense.com/?docid=T-CP_33…
@milo1234u Indeed! Not to be missed, $TGTX ALSO updated their #Azercel protocol listing last week to include three new I&I indications, including Myasthenia Gravis, Polyneuropathy, Neuromyelitis. $DTIL
$DTIL $IMU MAJOR Azer-cel trial update
NCT03666000 quietly adds CLL/SLL and a CAR-T–naïve Phase 1b expansion cohort alongside the CAR-relapsed group. This shifts the study from pure salvage biology to 2L+ BNHL much bigger markets!! #bullish#version-content-panel" target="_blank" rel="nofollow noopener">clinicaltrials.gov/study/NCT03666…
$DTIL lack of news from iECURE and @PrecisionBioSci indicates radio silence to provide mystery for deal making meetings, and a post #JPM26 partnership announcement.
Based on 8 week dosing intervals and how far along cohort 3 patients were as of 10/31 — I think they mean they’ve just continued dosing as planned (I.e., dose 2 in patient 8 & 9 + dose 3 in patient 7). I estimate that those doses occurred in early December. Meaning that dose 3 would likely occur in late January for patient 8 & 9.
All that said, I had a chance to catch up with Precision in late November — they indicated that a 4th dose in Cohort 3 is on the table, depending on what the data looks like.
2026, a year full of potential catalysts for $DTIL. No new data in the PR. However, a 5th HBV cohort has been established — testing 0.65 MG/KG @ 4 week dosing intervals. $DTIL expects to be able to move to the expansion phase based on data generated from cohort 3, 4, and 5.
DMD first dose expected late 1Q / early 2Q. $137MM in cash @ year end.
Eagerly awaiting additional HBV data.
investor.precisionbiosciences.com/news-releases/…