Skye Bioscience Inc (FRA:09R)

Q4 2025 Skye Bioscience Inc Earnings Call Transcript

Mar 10, 2026 / 08:30 PM GMT

Release Date Price: €0.615 (-15.75%)

Transcript 8-K10-K

Key Points

Positve

Skye Bioscience Inc (SKYE) has established a potential path for namasimab alongside existing incretin therapies, showing additive weight loss and favorable tolerability.
The company has delivered a series of firsts in the CB1 field, including the first human obesity program to evaluate a CB1 monoclonal antibody.
Namasimab demonstrated a favorable safety profile with placebo-like tolerability and no neuropsychiatric events observed.
The combination of namasimab and semaglutide achieved significant weight loss, with a 22.3% mean weight loss over 52 weeks.
Skye Bioscience Inc (SKYE) is advancing its R&D infrastructure, including a collaboration with Halozyme to develop a co-formulation for high-volume subcutaneous injections.

Negative

The 200 mg weekly dose of namasimab was found to be underexposed for peripheral tissues, necessitating higher doses for efficacy.
Despite similar serum target engagement, clinical outcomes diverged, with namasimab showing less weight loss compared to other treatments.
The company is still in the process of confirming safety and PK at higher doses, which could delay further clinical trials.
There is a need for a practical subcutaneous delivery path, which is still under development.
The expansion study is primarily a PK and safety study, with no immediate efficacy readout expected, which may delay efficacy validation.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SKYE.OQ - Skye Bioscience Inc
Q4 2025 Skye Bioscience Inc Earnings Call
Mar 10, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon and thank you for standing by. My name is Abby, and I will be your conference operator today. At this time, I would like to welcome everyone to the Sky Bioscience 2025 4th quarter financial results and business update call. All lines have been placed on mute to prevent any background noise.

After the speaker's remarks, there will be a question-and-answer session. If you would like to ask a question during this time, simply press followed by the number 1 on your telephone keypad. If you would like to withdraw your question, press 1 a second time.

Before we begin, please note that today's discussion includes forward-looking statements subject to risks and uncertainties described in Sky's SEC filings.

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