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Earnings call: BioLineRx announces Q3 results and strategic shifts

Published 26/11/2024, 02:06 am
BLRX
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BioLineRx Ltd . (NASDAQ:BLRX), a biopharmaceutical company, reported significant developments in its Q3 2024 earnings call, including a major licensing deal with Airmid Limited for the drug Motixafortide, and a strategic refocus on clinical development. The company recorded a net loss of $5.8 million, a substantial improvement from the $16 million loss in the same quarter of the previous year. Revenue for Q3 stood at $4.9 million, a notable increase from zero revenue in Q3 2023. BioLineRx also reported a reduction in expenses and a strong cash position, with future plans to expand its clinical asset portfolio in oncology and rare diseases.

Key Takeaways

  • BioLineRx secured a licensing agreement with Airmid Limited for Motixafortide, with significant financial terms.
  • Q3 2024 revenue was $4.9 million, while net loss decreased to $5.8 million.
  • The company's cash position remains robust at $29.2 million.
  • A strategic shift involves closing U.S. commercial operations to focus on clinical development in Israel.
  • Debt repayment and restructuring have been completed with BlackRock (NYSE:BLK).
  • The pancreatic cancer program is advancing, with interim data expected in 2026.

Company Outlook

  • Anticipating a major reduction in expenses by over 70% for 2025.
  • Planning to introduce 1-2 new clinical assets in the next two years.
  • Aiming to leverage development capabilities in Israel for future growth.

Bearish Highlights

  • The company reported a net loss, although reduced from the previous year's figures.
  • Shutting down U.S. commercial operations could indicate a strategic retreat from certain markets.

Bullish Highlights

  • Revenue generation began in Q3 2024, showing potential for future growth.
  • The licensing agreement with Airmid Limited provides an upfront payment and potential for significant future earnings.
  • The pancreatic cancer program's expansion and the increase in market share for Motixafortide are positive indicators.

Misses

  • Despite the revenue, the company still operates at a loss.
  • Closing U.S. commercial operations may affect short-term revenue potential.

Q&A Highlights

  • CEO Phil Serlin expressed confidence in the company's development team and strategy to bring value to shareholders.
  • The focus on early-stage clinical assets is part of the strategy to create novel therapies for cancer and rare diseases.
  • Revenues from the China partnership are expected to start contributing in 2025.

BioLineRx's Q3 2024 earnings call revealed a strategic pivot focused on clinical development and a significant licensing deal for its promising drug candidate, Motixafortide. With a strengthened financial position and a clear plan for future clinical asset expansion, the company is poised to advance its pipeline and potentially improve its market standing in the coming years.

Full transcript - BioLineRx Ltd (BLRX) Q3 2024:

Conference Operator: Ladies and gentlemen, thank you for standing by. Welcome to the BioLineRx Third Quarter 2024 Financial Results Conference Call. All participants are presently in a listen only mode. Following management's formal presentation, instructions will be given for the question and answer session. I would now like to turn over the call to John Lacey, Head of Investor Relations and Corporate Communications.

John, please go ahead.

John Lacey, Head of Investor Relations and Corporate Communications, BioLineRx: Thank you, operator. Welcome, everyone. Thank you for joining us on our Q3 2024 results conference call. Earlier today, we issued a press release, a copy of which is available in the Investor Relations section of our website. It was also filed as a 6 ks.

I'd like to remind you that certain statements we make during the call will be forward looking. Because such statements deal with future risks and are subject to many risks and uncertainties, actual results may differ materially from those in the forward looking statements. For a full discussion of these risks and uncertainties, please review our annual report on Form 20 F and our quarterly reports on Form 6 ks that are filed with the U. S. Securities and Exchange Commission.

At this time, it is now my pleasure to turn the call over to Mr. Phil Serlin, Chief Executive Officer of BylineRx.

Phil Serlin, Chief Executive Officer, BioLineRx: Thank you, John, and good morning, everyone, and thank you for joining us on today's call. I'll begin this morning with a recap of the significant licensing agreement that we announced last week with Airmid Limited, followed by a review of our Q3 performance and then Mali Zevi, our Chief Financial Officer, will briefly recap our financials. Afterwards, we will take your questions. Elo Serrani, our Chief Development Officer, is also available for Q and A. Last week, we announced that we executed an exclusive license agreement with EIRMED Limited, the parent company of Gamida Cell (OTC:GMDAQ) Limited for motexa Fortite, which is sold in the U.

S. Under the brand name AFFXTA. Recall that AFFXTA is our FDA approved and commercially available stem cell mobilization agent indicated in combination with G CSF for the collection and subsequent autologous transplantation in patients with multiple myeloma. The agreement covers all indications with the notable exception of solid tumors like pancreatic ductal carcinoma or PDAC and all territories with the exception of Asia where we previously entered into a license agreement with Gloria Biosciences for matixafortide in that region. This transaction is very beneficial for BioLineRx with a $10,000,000 upfront payment, dollars 87,000,000 in potential commercial milestones and very healthy royalties of between 18% 23%.

In addition, we received another $9,000,000 in the form of an equity investment from Highbridge Capital. This aggregate cash influx has enabled the company to finalize an agreement with BlackRock to repay a significant portion of its outstanding debt and restructure the remaining debt on favorable terms. With the transfer of our commercial program to Aramid Gamida Cell, we have also reduced our cash burn in a very substantial manner with our cash runway now extending into 2026. And I will provide more financial details about this shortly. Lastly, the agreement allows us to return to our drug development roots with a streamlined organization that has a proven track record in clinical development and regulatory affairs.

To that end, we will continue to support development of metixoportide in metastatic pancreatic cancer through our existing collaborations, which have the potential to create near term value for shareholders. Over the next year, we also plan to evaluate early stage clinical assets in the areas of oncology and rare disease, where we think we can leverage our expertise in complex drug development and create long term shareholder value. We believe the choice of Gamida Cell as our commercial partner is a fortuitous one. Gamida Cell adds a highly differentiated mobilization agent in Effexa to a commercial portfolio that already includes OmniSurg, the 1st and only FDA approved NAM modified cell therapy for patients with hematologic malignancies in need of an allogeneic hematopoietic cell transplant. We envision Gamida Cell meaningfully growing AFFXTA sales by leveraging its portfolio for improved access to its transplant center customers.

As part of this transaction, Gamida Cell is seeking to transition a significant number of former members of the BioLineRx commercial team who have been so instrumental in the early commercial success of Effexa, driving penetration to over 40% of our target centers and capturing 10% of the market at the end of Q3. In addition, recall that Effexa is also being evaluated in patients with sickle cell disease undergoing gene therapy with 2 Phase 1 investigator initiated trials ongoing, 1 at Washington University in St. Louis and the other at St. Jude Children's Research Hospital. We view this as another opportunity for long term value creation.

Quickly reviewing the terms of the agreement in exchange for the license, we received a 10 a $10,000,000 upfront payment. We also are eligible to receive up to an additional $87,000,000 of potential commercial milestones, plus royalties on net sales of FXA ranging from 18% to 23%. We will also supply matixoportide on a cost plus basis, both for commercial and development supply. In addition, certain funds managed by Hybridge Capital Management have made a $9,000,000 equity investment in BioLineRx. This equity investment and the combined future potential commercial milestones from licensing agreements with Aramid and Loria Biosciences as well as royalties on net sales are expected to provide a strong foundation for our company.

Looking now at the new BioLineRx, concurrent with the partnering transaction, we are shutting down our U. S. Commercial operations. I would like to thank Holly May, who headed our U. S.

Commercial operations for her tireless commitment to building a world class team and ensuring a successful launch. It is largely due to her efforts that we are experiencing strong momentum for AFFXTA, particularly among top tier transplant centers that are leaders with

Partial speaker/audio interruption: respect to installing new

Phil Serlin, Chief Executive Officer, BioLineRx: therapies on formulary and into effective January 1, 2025 and refocus our efforts on clinical development in Israel. With the proceeds from this transaction, we entered into an agreement with BlackRock to repay $16,500,000 of the approximately 29 $1,000,000 in outstanding debt with the remaining balance restructured at terms very favorable to our company including at the pre existing annual interest rate of 9.5%. With potential revenue from 2 licensing agreements together with a significantly streamlined organization with a greatly reduced cost structure and restructured debt, we are very well positioned to advance our near and long term value creation strategy for investors. At this point, I'd like to review our PDAC program, which we continue to advance through our existing collaborations that require de minimis investment. Recall that motixoportide is an inhibitor of CXCR4, which plays a critical role in establishing and maintaining tumors.

It is highly expressed in over 20 different tumor types and it is estimated that greater than 70% of PDAC patients show an overexpression of CXCR4. PD-one and PD L1 inhibitors have demonstrated significant efficacy significant efficacy in multiple solid tumor types, but no survival benefit in a large randomized PDAC trial comparing combination immunotherapy and standard of care chemotherapy versus standard of care chemotherapy alone. In contrast, a Phase 2 trial in second line patients with metixoportide plus PD-one inhibitor plus standard of care chemotherapy demonstrated improvements across all study endpoints. So while PDAC is an inherently challenging cancer to treat, there is very strong scientific and clinical rationale for continued development. Boticisoportide is being evaluated in an active Phase 2b study led by Columbia University known as chemoformetpanc, which is supported equally by BioLineRx and Regeneron (NASDAQ:REGN).

Recall that this trial had an initial pilot phase and based on the results of this pilot phase, an assessment would be made on advancing to an expansion phase of the study. 7 of 11 patients in the pilot phase or 64 percent experienced a partial response of which 5 were confirmed PRs as of the July 2023 cut off date with 1 patient experiencing complete resolution of the metastatic lesion in the liver. Along with the 3 patients or 27% experiencing stable disease, this resulted in a disease control rate of 91%. These findings compared favorably to historic partial response and disease control rates of 23% 48%, respectively, reported with the current standard of care. Based on these compelling data, we, along with Columbia and Regeneron, agreed to amend the original expansion phase of the study from a single arm expansion study with a target enrollment of 30 patients to a much larger randomized Phase 2b study of 108 patients with 2 arms.

Metixitfortide, Regeneron's PD-one inhibitor cemiplimab and standard of care chemotherapy versus standard of care chemotherapy alone. The trial's primary endpoint is progression free survival. Secondary objectives include safety, response rate, disease control rate, duration of clinical benefit and overall survival. To further accelerate enrollment, Columbia plans to activate an additional three trial sites over the next two quarters. In addition to the 2 that are currently enrolling, we anticipate that the trial should be fully enrolled by 2027.

Matixifortide is also planned to be evaluated in a planned Phase 2b PDAC study in China led by Gloria Biosciences pursuant to the license agreement that we signed with Gloria in October of last year. That study will evaluate matixifortide in combination with Gloria's commercially approved PD-one inhibitor, zembrolumab and standard of care combination chemotherapy in first line pancreatic cancer. The opportunity for us to help patients in dire need of effective new treatment options, while addressing a multibillion dollar market opportunity is significant. PDAC is a very difficult cancer to treat given that it is often asymptomatic until Stage IV. It has the highest mortality rate among solid tumor malignancies.

Globally, nearly 500,000 people were diagnosed with PDAC in 2020 alone. We look forward to keeping you up to date on our progress in this important program. Now I'd like to briefly review some key performance indicators for Efexda during the Q3, as I believe they reflect the many benefits to transplant centers and patients that key decision makers are increasingly realizing, particularly as they pertain to center efficiency and economics. We've noticed previously, transplant centers, the end users of Phexxa are well defined group in the U. S.

Approximately 80 of the 212 centers in the U. S. Perform roughly 85% of all transplant procedures. Among those 80 centers, by the end of the Q3, we secured formulary placement at institutions managing over 40% of transplant procedures. We also continue to see steady growth in the number of centers reordering product.

Furthermore, we saw an approximate 40% increase in the number of institutions ordering effects during the Q3 as compared to the Q2. As the Q3 was only the 3rd full since launch, we are very pleased with the traction that we've seen, especially with the availability of Plirixa-four or generic mozavil, which entered the market shortly before our launch. In fact, during the 3rd quarter, we achieved a 10% market share milestone of total CXCR4 inhibitor usage in the U. S, which compares Apexta to branded mozavil and generic palerixapore across all indications. We believe that this strong growth trajectory will continue through Gamida Cell's commercial program, building on the strong foundation in place.

As we have discussed on prior conference calls, there are a number of factors that are driving the need for more effective mobilization regimens. 1st, multiple myeloma patients are getting older and these patients are more challenged to achieve their required stem cell yields for transplantation. In addition, the growing use of quad induction

Partial speaker/audio interruption: therapies, while beneficial to patients,

Phil Serlin, Chief Executive Officer, BioLineRx: can negatively impact stem cell cell yields.

Partial speaker/audio interruption: Last quarter, we cited the PERSEUS trial in which

Phil Serlin, Chief Executive Officer, BioLineRx: a recent FDA approved quad therapy was shown to reduce risk of disease progression or death in multiple myeloma patients by 60 60%, pointing to the trend toward quad therapies as a new standard of care induction therapy. It is against this backdrop of a rapidly changing stem cell mobilization treatment landscape that we believe AVEXTA can address significant unmet needs in the market. We are pleased to have entrusted its future success to an ideal partner like Gamida Cell with the expertise and infrastructure to maximize AVEXTA's commercial potential. Now let me turn the call over to Mollie to provide a financial update. Mollie, please go ahead.

Mollie Zevi, Chief Financial Officer, BioLineRx: Thank you, Phil. As is our practice, I will go over the most significant items in our financial statements, revenues, cost of revenues, research and development expenses, sales and marketing expenses, net loss and cash. I invite you to review the 6 ks filing we made this morning that contains our financials and press release. Total (EPA:TTEF) revenue for the 3 months ended September 30, 2024 was $4,900,000 The company did not record any revenue during the Q3 of 2023. Revenue for the quarter reflects a portion of the upfront payment from the Gloria Biosciences license, which amounted to $3,200,000 as well as $1,700,000 for the net revenue from product sales of

Partial speaker/audio interruption: FXTA in the U. S. Cost of

Mollie Zevi, Chief Financial Officer, BioLineRx: revenue for the 3 months ended September 30, 2024 was $800,000 The company did not record any cost of revenue during the Q3 of 2023. Cost of revenue for the quarter primarily reflects the amortization of intangible assets, royalties on net product sales of FXA in the U. S. And cost of goods sold on product sales. Research and development expenses for the 3 months ended September 30, 2024 were $2,600,000 compared to $2,700,000 for the same period in 2023.

The decrease resulted primarily from lower expenses related to the termination of the development of AGI-one hundred and thirty four and a decrease in payroll and share based compensation. Sales and marketing expenses for the 3 months ended September 30, 2024 were $5,500,000 compared to $8,100,000 for the same period in 2023. The decrease resulted primarily from lower expenses of commercialization activities related to Motixa Forti. The higher expenses in the corresponding period of 2023 reflect the ramp up of pre commercialization activities related to Motixa Forti. General and administrative expenses for the 3 months ended September 30, 2024 were $1,400,000 compared to $1,500,000 for the same period in 2023.

The decrease resulted primarily from small decreases in a number of G and A items. Net loss for the 3 months ended September 30, 2024 was $5,800,000 compared to net loss of $16,000,000 for the same period in 2023. The net loss for the 2024 period included $800,000 in non operating income compared to non operating expenses of $3,100,000 for the same period in 2023, both primarily related to non cash reevaluation of warrants. As of September 30, 2024, the company had cash, cash equivalents and short term bank deposits of $29,200,000 Following the out license to Airmid, the equity investment from Highbridge and the debt repayment to BlackRock, the company's cash, cash equivalents and short term bank deposits are expected to be approximately $20,000,000 which we believe will be sufficient to fund operations into 2026 as currently planned. And with that, I'll turn the call over to Phil.

Phil Serlin, Chief Executive Officer, BioLineRx: Thank you, Molly. In closing, I would like to take a moment to summarize our revised milestones. Over the next two quarters, we anticipate adding 3 new clinical trial sites to the ongoing chemo for medpeng Phase 2b randomized clinical trial in first line PDAC sponsored by Columbia University and anticipate interim data in 2026. Working with Gloria Bio, we look forward to continued progress with planned stem cell mobilization bridging study and the Phase 2b combination study evaluating matixifortide in first line pancreatic cancer. Finally, in 2025, we will evaluate additional early stage clinical assets for in licensing the development, seeking to add 1 new asset in 2025 and an additional one in 2026.

With that, we have now concluded the formal part of our presentation. Operator, we will now open the call to questions.

Conference Operator: Thank you. Ladies and gentlemen, at this time, we will begin the question and answer session. The first question is from Joe Pantginis of H. C. Wainwright.

Please go ahead.

Joe Pantginis, Analyst, H.C. Wainwright: Hey, everybody. Got a few questions, if you don't mind. So first, Phil, I just wanted to make sure I heard you correctly with regard to pipeline growth. Did you say potential in lysing of 1 asset in 2025 and 1 in 2026?

Phil Serlin, Chief Executive Officer, BioLineRx: Yes, I think that's what our plan is. We have a number of assets that we're already looking at. It's hard to say BD things don't always go exactly according to plan, but I think overall that's our plan.

Joe Pantginis, Analyst, H.C. Wainwright: Of course, okay. So then going to your current announcements and thank you for all the details today that

John Lacey, Head of Investor Relations and Corporate Communications, BioLineRx: were very

Joe Pantginis, Analyst, H.C. Wainwright: helpful. With regard to say the pancreatic program, I guess how do we mix that with the potential for matixifortide in additional solid tumor indications plus the ability to potentially have a business development discussions around that and can you discuss the level of maturity of these discussions?

Phil Serlin, Chief Executive Officer, BioLineRx: Yes. So as far as the PDAC, I think that we look at PDAC as sort of as a prototype, so to speak, for other solid tumors. We are probably not going to put a lot more money at this point into PDAC. As you know, we have the 2 collaborations that are ongoing that are really running in the background with at a very low cost to the company, basically drug the supply of drug product. And so we think the best use for our current capital is to bring some new assets into the pipeline while these programs are still ongoing.

And we hope that there will be some initial data sometime next year in I'm sorry, next in 2026, some interim data from the Columbia study, which then would serve as probably the launching off point for some potential business development discussions, etcetera.

Joe Pantginis, Analyst, H.C. Wainwright: That's very helpful. And then with regards to the Amyrid, affects the sale, couple of things here. So just from a logistical standpoint, do they have any potential option on the solid tumor program? They do not. They do not.

Okay, that's simple enough. And I guess two things here. So with regard to the company restructuring, it sounds like that it's mostly or largely the field force that they'll be assimilating?

Phil Serlin, Chief Executive Officer, BioLineRx: Not necessarily. I mean, I don't think we're going to liberty to tell you to speak for them, but they have they are taking a piece of our organization or a number of our personnel and I don't think it's only limited to field to customer facing

Joe Pantginis, Analyst, H.C. Wainwright: employees. Okay. And then my last question is, I guess from a financial standpoint and the important details you shared with regard to the drug launch to date, how should we sort of view to the level of detail you can sort of the integration time within their program of AFFXTA and how that might impact any potential lags or dips in sales, especially as we go into the Q1 and insurance resets, etcetera?

Phil Serlin, Chief Executive Officer, BioLineRx: Yes. So I'm hoping that there won't be too much of a lag in anything. They're taking, like I said, a significant number of employees with them. We're also, according to the agreement, we're providing them with transition services for the next number of months. And so we think we're going to ASH.

We're probably going to Tandem as well. So I think that we believe that the transition period should be quite seamless. And I don't believe there'll be a significant lag in sales or in the uptick of sales.

Joe Pantginis, Analyst, H.C. Wainwright: Thank you very much.

Phil Serlin, Chief Executive Officer, BioLineRx: All right, Joe. Have a great day.

Conference Operator: The next question is from Justin Walsh of Jones Trading. Please go ahead.

John Lacey, Head of Investor Relations and Corporate Communications, BioLineRx: Hi, thanks for taking the question. I wonder if you can provide some color on where you view the company's core competencies as we wait to hear more about the addition of potential assets to your pipeline?

Phil Serlin, Chief Executive Officer, BioLineRx: Thanks, Justin. Good morning. So I mean, as we mentioned, we'll be returning to our roots as an Israeli based development company. But with many I think we have many positive attributes that other companies may not have. We have a highly experienced development team with fully validated capabilities from early stage projects all the way to approval and of course commercialization, but I'll just talk about it until approval.

So those are some of our capabilities. We have a full our Israeli team has full capabilities in regulatory affairs in CMC, in quality assurance, in clinical operations, in preclinical development, etcetera. So I mean, we've got in medical affairs and etcetera. So we've got a full complement of the disciplines necessary to move forward in development. I think just to even to go further with that, I think that we also have cash flows from 2 partnering arrangements that will provide commercial milestones and royalty revenues on an ongoing basis that other development companies might have.

And we also have, as I mentioned, we have the significant trials in PDAC that are ongoing under these meaningful collaborations that are really moving forward at a de minimis cost to the company. So I think all in all, I think that we feel that we're very well placed moving forward. And again, as I mentioned, we're looking to bring in 2 new assets in the 2025, 2025, 2026 period. We have a list of potential and licensed candidates. All of them sort of meet our criteria of a low upfront payment in oncology and rare disease with relatively modest and affordable clinical development programs.

So I mean that's sort of how we see ourselves moving forward. I hope that gave you a comprehensive answer to your question.

John Lacey, Head of Investor Relations and Corporate Communications, BioLineRx: Yes, definitely. Thanks for taking the question.

Phil Serlin, Chief Executive Officer, BioLineRx: Great.

Conference Operator: The next question is from John von der Mostyn of Zacks. Please go ahead.

John von der Mostyn, Analyst, Zacks: Thank you and hello Phil and Molly. Looking at the 2025 expenses, I think you indicated there'd be a 70% reduction in spend next year. And I guess, if we look at kind of the estimates out there, it seems like we just take out sales and marketing expense and leave R and D and G and A kind of as they have been. Is that a fair way to look at it? And also, obviously, take out the cost of goods sold as well?

I think it's going to be

Phil Serlin, Chief Executive Officer, BioLineRx: a little bit more than that. I think we're going to as a company that also had operations in the U. S, besides the actual U. S. Commercial operations, I think that some of our spend from Israel having a U.

S. Subsidiary that was active created some additional spend. So I think it's a little bit more than that. I think you can expect a decrease in G and A expenses as well and etcetera. So we're looking to be lean and mean going forward.

And as I said, we believe that we will be on the right track with moving forward with development only in Israel. Again, I think I also want to mention that Israel itself is sort of a low cost place to have development. And so I think that we are looking at that over 70% reduction overall in spend.

John von der Mostyn, Analyst, Zacks: Okay. And then on the R and D side, should we think of that kind of continuing on at the same level? And what are those obligations going to be? I mean, I think there's PDAC in there. Is there anything else in there that's ongoing?

Phil Serlin, Chief Executive Officer, BioLineRx: Yes. So we are we have some obligations regarding some 5 year commitment post marketing commitment with the FDA, but that's not very significant. And as well, our PDAC commitments

Partial speaker/audio interruption: are

Phil Serlin, Chief Executive Officer, BioLineRx: more our drug supply plus some small grant, nothing significant. So, I mean, we're going to be having PDECs, 2 Phase 2b studies hopefully ongoing at almost no cost to the company. The post marketing commitment will be quite low. And then the rest of our spend will be on new projects as we bring them in.

John von der Mostyn, Analyst, Zacks: Okay. And as we look at potentially a pivotal or registrational trial in PDAC, I guess you seem to indicate that that would be taken over by partners and that you would probably have limited contribution there? Yes. I mean, listen, I contribution there?

Phil Serlin, Chief Executive Officer, BioLineRx: Yes. I mean, listen, everything is possible, but I think we believe that something of this size in solid tumors in general, it would make sense to partner, especially if we have very robust data from the Phase 2b or from the Phase 2bs. So I think our probably our main pathway forward would be to look to partner it out. And this being such a blockbuster indication, we don't really think that it would be difficult depending, of course, on the data. Okay.

John von der Mostyn, Analyst, Zacks: So that seems to orient your attention more towards earlier stage products. So I guess, how would you think about adding a new product? I mean, what stage of development would it be in? I think oncology probably is an area where you have some experience. How would you time to commercialization, stage develop and indication, what are those kind of factors that you're thinking about when you're looking at something to layer on?

Yes. So I mean, I said,

Phil Serlin, Chief Executive Officer, BioLineRx: I think we're looking at oncology rare disease. We're looking at early stage clinical assets. I can't say that that's the only thing that we'd look at, maybe something very, very late stage preclinical, but I think our focus is primarily on early stage clinical assets with best in class potential and with small molecules, peptides, things that we have a lot of experience with previously and to sort of leverage our capabilities going forward.

John von der Mostyn, Analyst, Zacks: Okay. And then on China, it seemed like you had mentioned that there's clearance there, I guess, in some areas that don't require the bridging study. When would you expect the first revenues to show up from that region?

Phil Serlin, Chief Executive Officer, BioLineRx: That's hard to say. I mean, it could it's hard for us to say right now. I mean, we haven't given any guidance on that. We're hoping that 2025 will be a year where there is revenues, although we don't have a lot of control over what's going up what Glory is doing, we're obviously meeting with them on a regular basis. I would imagine that that first sale should occur sometime in 2025.

Conference Operator: A follow-up question from John Van der Mosten of Zacks. Please go ahead.

John von der Mostyn, Analyst, Zacks: Great. Thanks for one more. On Gamida Cell, are they is the only other product that they're commercializing the Omnisurge product or do they have something else besides that currently?

Phil Serlin, Chief Executive Officer, BioLineRx: Right now, that's what they have. I think they may have plans to bring in some additional products, but right now they have OmniSurg and of course now they have AVEXTA.

John von der Mostyn, Analyst, Zacks: Great. All right. Thank you.

Conference Operator: There are no further questions at this time. Before I ask Mr. Phil Serlin to go ahead with his closing statement, I would like to remind participants that a replay of this call is scheduled to begin 2 hours after the conference. In the U. S, please call 1888-295-2634.

In Israel, please call 3,9,250,904. Internationally, please call 9723,9,250,9 4. Mr. Serlin, would you like to make your concluding statement?

Phil Serlin, Chief Executive Officer, BioLineRx: Yes. Thank you, operator. In closing, we are very pleased to have entered into this licensing agreement with Aramid Gamida Cell, which allows us to return to our drug development roots while simultaneously benefiting from FX's long term commercial potentials in stem cell mobilization, sickle cell disease and other non solid tumor indications. We believe this path forward best positions us to create value for our shareholders while developing novel new therapies for patients with cancer and serious rare diseases. Thank you all very much for your continued interest in BioLineRx.

We look forward to providing our next comprehensive quarterly update in March. Be safe and have a great day.

Conference Operator: Thank you. This concludes the BioLineRx Third Quarter 2024 Conference Call. Thank you for your participation. You may go ahead and disconnect.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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