Kuaishou Technology B (KUASF) Q2 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Kuaishou Technology Class B.

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.057 Welcome to MENDES Q2 Report 2025 presentation. 00:00:04.057 -- 00:00:09.085 During the questions and answers session, participants are able to ask questions by dialing 00:00:09.085 -- 00:00:14.433 pound key 5 on their telephone keypad. Now I will hand the conference over to the speakers, 00:00:14.433 -- 00:00:19.918 CEO Eric Manting and CFO Lotta Firm. Please go ahead. 00:00:20.743 -- 00:00:26.528 Thank you and welcome everybody to the Q2 webcast and business update of MENDES. 00:00:26.845 -- 00:00:32.673 As a summary of the key events in Q2, we have presented data at multiple conferences 00:00:32.673 -- 00:00:37.799 of the ongoing Advanced 2 Phase 2 trial in acute myeloid leukemia, showing that our 00:00:37.799 -- 00:00:43.587 immunotherapy VD-Den cell improves T-cell repertoire and also that it acts across 00:00:43.587 -- 00:00:48.333 broader mutation ranges of AML. We had shown this in the past already in our earlier 00:00:48.333 -- 00:00:52.277 studies, but now also in the ADVANCE-II trial, we specifically focused on a common mutation 00:00:52.277 -- 00:00:57.463 called NPM-1. The relevance of this is that we are showing and continue 00:00:57.463 -- 00:01:02.569 to show that we stimulate broad immunity against residual disease and also that our 00:01:02.569 -- 00:01:05.252 product acts across different subtypes of AML. 00:01:05.252 -- 00:01:09.817 And that makes it very different from targeted therapies that by definition are always 00:01:09.817 -- 00:01:14.962 dependent on specific mutations being present in the disease, and also with quite a high 00:01:14.962 -- 00:01:18.746 risk of what's called clonal escape. So if you put a lot of pressure on one specific 00:01:18.746 -- 00:01:24.051 mutation, patients will develop new clo...