Скачать или смотреть BLRX Q1 2025: AEXA Shift, Pancreatic Cancer & Pipeline

BioLineRx (BLRX) discussed its first quarter 2025 financial results and strategic direction during its recent earnings call. The company highlighted the transformative impact of its exclusive out-licensing deal for AEXA (Metixiportide) with Armida Pharma, completed in late 2024. This shift has dramatically reduced operating costs, leading to a more than 70% decrease in ongoing cash burn and extending the cash runway into the second half of 2026. While direct revenue declined significantly year-over-year due to moving from direct sales and upfront payments to primarily royalty income from Armida, the company reported net income this quarter, largely influenced by non-operational gains.

The call also provided updates on key pipeline programs. The pancreatic cancer trial (Chemotherapy and Metixiportide in Pancreatic Cancer or Chemo-From-Met-Panc), sponsored by Columbia University and supported by Regeneron, is enrolling patients. New pilot data presented at ASCO demonstrated impressive responses, including partial responses in 64% of patients and rare complete pathological responses in metastatic cases after surgery, highlighting the potential of Metixiportide (a CXCR4 inhibitor) combined with chemo and immunotherapy in this difficult-to-treat cancer. A key catalyst for this program is the pre-planned interim analysis expected in 2026. Additionally, AEXA is being explored in investigator-initiated trials at Washington University and St. Jude Children's Research Hospital for stem cell mobilization in sickle cell disease gene therapy patients, potentially addressing a significant bottleneck.

With a strengthened balance sheet and reduced operational burden, BioLineRx is now intensely focused on rebuilding its pipeline through in-licensing. Management is actively scouting for early clinical and late preclinical assets in oncology and rare diseases, prioritizing programs with efficient development paths to achieve value inflection points relatively quickly. Potential milestones totaling up to $87 million from the Armida AEXA deal and revenue from the older Gloria Bio deal could help offset future development costs. The company expressed optimism about potentially announcing a new in-licensing deal later this year as it pivots back to being a highly innovative drug development firm focused on complex programs.

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