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Celcuity Inc. (CELC) Presents at TD Cowen 46th Annual Health Care Conference Transcript

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Celcuity, a clinical-stage biotech firm, is advancing therapies targeting the PI3K/AKT/mTOR (PAM) pathway, a critical oncology driver, with three active trials announced at TD Cowen’s 2026 Healthcare Conference. Its Phase III trial evaluates GEDA combined with palbociclib and fulvestrant in women with metastatic breast cancer who progressed on prior CDK therapy, with new data expected within months. A second study tests the same regimen in treatment-naïve patients with endocrine-resistant metastatic breast cancer, expanding first-line treatment options for this high-need population. A third early-phase trial explores GEDA paired with an androgen receptor inhibitor for men with castration-resistant prostate cancer, broadening its pipeline into male-dominated oncology indications. CEO Brian Sullivan highlighted rapid progress, emphasizing the PAM pathway’s broad relevance and Celcuity’s strategic focus on addressing unmet needs in both breast and prostate cancers.
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SA Transcripts158.89K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Celcuity Inc. (CELC) TD Cowen 46th Annual Health Care Conference March 4, 2026 10:30 AM EST Company Participants Brian Sullivan - Co-Founder, Chairman & CEO Conference Call Participants Tara Bancroft - TD Cowen, Research Division Presentation Tara BancroftTD Cowen, Research Division We're going to get started. Hi, everyone. I'm Tara Bancroft. I'm one of the senior biotech analysts here at TD Cowen, and thank you for coming to TD Cowen's 46th Annual Healthcare Conference. For our next session, we have a fireside chat with Celcuity. And from Celcuity, we have the CEO and Co-Founder, Brian Sullivan. Thank you so much for being here, Brian. It's such a privilege to have you. Brian SullivanCo-Founder, Chairman & CEO That's my pleasure. Question-and-Answer Session Tara BancroftTD Cowen, Research Division [Operator Instructions] So Brian, I guess, to start off, can you just give us some high-level thoughts and a general overview before we get into details? Brian SullivanCo-Founder, Chairman & CEO So Celcuity is a clinical stage company focusing on development of drugs that address the PAM pathway, PI3K/AKT/mTOR pathway. It's one of the most important pathways in oncology. We have 3 trials underway currently, Phase III trial evaluating GEDA in combination with palbociclib and fulvestrant in women who've progressed on their prior CDK. We have data that we'll be reporting out -- a second set of data reporting out in the next few months. We have a first-line study in process with the same drug combination in women who are treatment naive, who have endocrine-resistant metastatic breast cancer. And then we have a third study at an earlier phase investigating data in combination with an androgen receptor inhibitor in men with castration-resistant prostate cancer. And a lot of other stuff going on as well. So we'll talk about that.

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