What changed
The investor deck highlights VMT-α-NET, VMT01, and PSV359 as potential first-in-class 212Pb-based therapies targeting SSTR2, MC1R, and FAP-α, respectively, with a combined addressable market exceeding $45 billion. VMT-α-NET showed durable disease control across all doses in 68 treated patients, with responses deepening over time and a best-in-class safety profile. VMT01 demonstrated preliminary anti-tumor activity at the 3.0 mCi dose, including a confirmed partial response after two cycles in metastatic melanoma. All three programs are in ongoing Phase 1/2a trials, with ASCO 2026 data analysis planned for VMT-α-NET.
Why it matters
The investor deck highlights VMT-α-NET, VMT01, and PSV359 as potential first-in-class 212Pb-based therapies targeting SSTR2, MC1R, and FAP-α, respectively, with a combined addressable market exceeding