Denali Therapeutics Inc. (DNLI) Jefferies Global Healthcare Conference 2026 June 4, 2026 8:45 AM EDT
Company Participants
Ryan Watts – Co-Founder, President, CEO & Director
Conference Call Participants
Lin Tsai – Jefferies LLC, Research Division
Presentation
Lin Tsai
Jefferies LLC, Research Division
We’re going to get started on our next session. I’m Andrew Tsai, senior biotech analyst at Jefferies. Thanks for joining me. And it’s my pleasure to have Ryan Watts, CEO of Denali, joining me today.
Welcome, Ryan.
Ryan Watts
Co-Founder, President, CEO & Director
Yes. Great to be here, Andrew.
Question-and-Answer Session
Lin Tsai
Jefferies LLC, Research Division
Of course. So for those in the audience less familiar with the story or revisiting the story, can you maybe help us level set where Denali is, what programs you might be — there’s a lot, but what programs you’re working on and the milestones over the next 12 to 18 months could be very helpful.
Ryan Watts
Co-Founder, President, CEO & Director
Yes. Thanks, Andrew. It’s great to be here and definitely a lot has happened at Denali in the last year, in particular, especially with our recent approval of AVLAYAH a little more than 2 months ago. And so just as a little bit of a background, we set out to solve, I think, one of the bigger challenges in drug development, which is the blood-brain barrier, inventing medicines that readily cross the blood-brain barrier, especially biologic medicines. It’s an area where 11 years ago in the founding of Denali, not many companies were working. And in fact, I think it was in the late 1980s when the first idea of engineering a molecule to cross the blood-brain barrier using some type of natural transporter was proposed, but it’s taken from that point till now to actually get the first FDA-approved medicine.
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