
Denali Therapeutics (DNLI) Unveils Strategic Pipeline & Platform Progress at Jefferies London Healthcare Conference 2025
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At the Jefferies Group London Healthcare Conference 2025, Denali Therapeutics Inc. (NASDAQ: DNLI) provided an in‑depth update on its platform strategy, development pipeline and upcoming milestones. The company emphasised momentum across its TransportVehicle™ (TV) platform—intended to facilitate delivery of therapies across the blood‑brain barrier (BBB)—and reiterated its ambition to expand into both rare lysosomal storage diseases and central nervous system (CNS) disorders.
Denali highlighted several key items: first, its lead program tividenofusp alfa (for Hunter syndrome, MPS II) remains under review by the Food and Drug Administration (FDA) with a revised PDUFA target of April 5, 2026, following a major amendment. Second, the company has completed enrollment in the Phase 1/2 study of DNL126 (for Sanfilippo syndrome Type A, MPS IIIA), demonstrating robust reductions in cerebrospinal fluid heparan sulphate—thereby supporting an accelerated approval path. Third, Denali submitted new regulatory applications in October for two additional TV‑enabled programs: DNL628 (OTV:MAPT) targeting Alzheimer’s disease, and DNL952 (ETV:GAA) for Pompe disease. On the business front, the company projected a commercial launch preparation for tividenofusp alfa, noted a growing research and development expense base attributed to scaling manufacturing (including a new facility in Salt Lake City), and reported a cash and marketable securities position of approximately US$872.9 million as of 30 September 2025. While the net loss widened for Q3 2025, Denali stressed that the incremental investment underpins its strategic shift from early‑stage to late‑stage execution across multiple therapeutics and a differentiated platform.
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