ALX Oncology Holdings Inc. (ALXO) Q3 2025 Earnings Call November 7, 2025 8:30 AM EST

Company Participants

Jason Lettmann - CEO & Director Barbara Klencke

Conference Call Participants

John Mills - ICR Inc. Daniel Bronder Jiale Song - Jefferies LLC, Research Division Samuel Slutsky - LifeSci Capital, LLC, Research Division

Presentation

Jason Lettmann CEO & Director

Thanks, everyone, and welcome to our Q3 2025 results. I appreciate everybody spending some time with us this morning, and I’m looking forward to this update.

On Slide 2 here before we start our presentation of housekeeping here are our forward-looking statements for your review. So on the next slide, Slide 3 here, here is the agenda and our plan for today. We’re going to be providing an update on our key accomplishments in the third quarter of 2025. Most notably, we are very excited to share with you the data set that will be presented at SITC this weekend from a preplanned analysis of our ASPEN-06 trial that showed CD47 expression as a key predictive biomarker for increasing durable clinical response with evorpacept in HER2-positive gastric cancer patients.

So our goals for today are most importantly to share these detailed results with you as we believe this data set now clearly validates the role of CD47 in HER2-positive cancers. We will then give you a sense of how this data now impacts our development strategy for evorpacept going forward. We will also be providing an update on our novel ALX2004 EGFR-targeted ADC, which is now in the clinic.

Today, we are also excited to be joined by Dr. Peter Schmidt from Barts Cancer Institute in the U.K., who is a key opinion leader in breast cancer and investigator in our evorpacept Phase II breast cancer study. He will be presenting his views on evorpacept data and its potential within the

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