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Apogee Therapeutics, Inc. (APGE) Discusses 52-Week Phase 2 APEX Data for Zumilokibart in Moderate to Severe Atopic Dermatitis Transcript

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Apogee Therapeutics presented 52-week Phase 2 APEX trial results for zumilokibart, a novel IL-13 inhibitor, in moderate-to-severe atopic dermatitis patients during a March 2026 investor call. Data showed sustained efficacy and safety over one year, with patients maintaining significant skin clearance and itch reduction after switching from dupilumab, suggesting potential as a first-line or alternative biologic therapy. Chief Medical Officer Carl Dambkowski highlighted the drug’s differentiated mechanism targeting IL-13 without IL-4 inhibition, which may reduce side effects like conjunctivitis seen in competing treatments. CEO Michael Henderson emphasized the commercial opportunity in the $10B+ atopic dermatitis market, noting plans to advance to Phase 3 trials in 2026 pending regulatory feedback. Analysts questioned long-term durability, competitive positioning, and regulatory pathways, with the company affirming confidence in zumilokibart’s profile and upcoming pivotal study designs.
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SA Transcripts159.09K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Apogee Therapeutics, Inc. (APGE) Discusses 52-Week Phase 2 APEX Data for Zumilokibart in Moderate to Severe Atopic Dermatitis March 23, 2026 8:00 AM EDT Company Participants Noel Kurdi - Vice President of Investor RelationsMichael Henderson - CEO & DirectorCarl Dambkowski - Chief Medical OfficerKristine Nograles - Senior Vice President of Clinical DevelopmentJeff Hartness - Chief Commercial Officer Conference Call Participants Ruth Ann VleugelsSeamus Fernandez - Guggenheim Securities, LLC, Research DivisionTyler Van Buren - TD Cowen, Research DivisionAlexander Thompson - Stifel, Nicolaus & Company, Incorporated, Research DivisionPhoebe Tan - Jefferies LLC, Research DivisionMichael Yee - UBS Investment Bank, Research DivisionJulian Harrison - BTIG, LLC, Research DivisionNishant Gandhi - Citigroup Inc., Research DivisionDavid Nierengarten - Wedbush Securities Inc., Research DivisionDavid Hoang - Deutsche Bank AG, Research DivisionTazeen Ahmad - BofA Securities, Research DivisionElizabeth Webster - Goldman Sachs Group, Inc., Research Division Presentation Operator Good morning, and welcome to the Apogee Therapeutics conference call. [Operator Instructions] Please be advised that this call is being recorded at the company's request. I will now turn the call over to Noel Kurdi, Vice President of Investor Relations at Apogee. Noel, you may begin. Noel KurdiVice President of Investor Relations Thank you, operator, and thank you all for joining us today. During this call, we will be making forward-looking statements related to our current expectations and plans for the company as well as our clinical and preclinical programs. These statements represent our views as of this date and should not be relied upon as representing our views as of any subsequent date in the future. Looking at our agenda today, CEO, Michael Henderson, will begin the call with an introduction to today's results and the opportunity in atopic dermatitis. Then, Chief Medical Officer, Carl Dambkowski, will walk us through the APEX Part A 52-week maintenance results of zumilokibart in patients with

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