Entry Into a Material Definitive Agreement

On June 6, 2025, Integra LifeSciences Holdings Corporation (the "Company") reported to have entered into an amendment (the "Amendment") to the Seventh Amended and Restated Credit Agreement, dated as of March 24, 2023, among the Company, a syndicate of lending banks, Bank of America, N.A., as Administrative Agent, Swing Line Lender and L/C Issuer, Citibank N.A., JPMorgan Chase Bank, N.A., Morgan Stanley MUFG Loan Partners, LLC, PNC Bank, N.A., Truist Bank and Wells Fargo Bank, N.A., as Co-Syndication Agents, and The Bank of Nova Scotia, BMO Harris Bank N.A., BNP Paribas, Capital One, National Association, Citizens Bank, N.A., DNB Bank ASA, New York Branch, Santander Bank, N.A. and TD Bank, N.A., as Co-Documentation Agents (as amended, restated, modified and supplemented from time to time prior to the date hereof, the "Credit Agreement") (Filing, 8-K, Integra LifeSciences, JUN 6, 2025, View Source [SID1234653775]). The Credit Agreement was filed as Exhibit 10.1 to the Company’s Current Report on Form 8-K, filed with the SEC on March 24, 2023.

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The Amendment amends the financial covenant requiring the Company to maintain a particular consolidated total leverage ratio. In particular, the Amendment increases the maximum permitted consolidated total leverage ratio from the currently applicable 5.00 to 1.00 (which reflects an increase from 4.25 to 1.00 taken by the Company in connection with the closing of a permitted acquisition and which is applicable through the fiscal quarter ending September 30, 2025) to (a) 5.00 to 1.00 for the fiscal quarters ending March 31, 2025 through June 30, 2026, (b) 4.75 to 1.00 for the fiscal quarter ending September 30, 2026, (c) 4.50 to 1.00 for the fiscal quarter ending December 31, 2026, and (d) 4.00 to 1.00 for the fiscal quarter ending March 31, 2027 and the last day of each fiscal quarter thereafter. During the period commencing on the effective date of the Amendment and ending on the date of delivery of the financial statements and related compliance certificate for the fiscal year ending December 31, 2026 (the "Covenant Relief Period"), the Company will not be permitted to temporarily increase the applicable maximum consolidated total leverage ratio in connection with a permitted acquisition.

In addition to the foregoing, the Amendment, among other things, also: (i) temporarily establishes, during the Covenant Relief Period, a revised applicable rate schedule; (ii) temporarily limits, during the Covenant Relief Period, the Company’s ability to make certain investments; (iii) temporarily restricts, during the Covenant Relief Period, the Company’s ability to incur incremental indebtedness under the Credit Agreement, create certain liens, make certain restricted payments and incur or guarantee indebtedness of excluded subsidiaries; and (iv) temporarily prohibits, during the Covenant Relief Period, the Company from selling, transferring or exclusively licensing material intellectual property to a subsidiary of the Company that is not a loan party under the Credit Agreement or designating any subsidiary that owns or exclusively licenses any material intellectual property as an excluded subsidiary under the Credit Agreement.

The Amendment does not increase the Company’s total indebtedness.

A copy of the Amendment is attached as Exhibit 4.1 to this Current Report on Form 8-K and is incorporated by reference into this Item 1.01. The foregoing summary does not purport to be complete and is qualified in its entirety by reference to the full text of the Amendment and the Credit Agreement.

Quanterix to Present at Goldman Sachs Global Healthcare Conference

On June 6, 2025 Quanterix Corporation (NASDAQ: QTRX), a company fueling scientific discovery through ultrasensitive biomarker detection, reported that President and Chief Executive Officer Masoud Toloue will present at the Goldman Sachs 46th Annual Global Healthcare Conference in Miami, Florida on Monday, June 9th, at 1:20 p.m. ET (Press release, Quanterix, JUN 6, 2025, View Source [SID1234653769]). Quanterix will also host one-on-one meetings with institutional investors during the conference.

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Webcast Information

The live webcast presentation can be accessed from the Investors section of the company’s website at www.quanterix.com. A replay of the webcast will be available for a limited period following the conference.

To learn more about Quanterix, visit www.quanterix.com/company. To learn more about Quanterix’s Simoa technology, visit www.quanterix.com/simoa-technology.

OS Therapies Submits Request for Regenerative Medicine Advanced Therapy (RMAT) Designation to U.S. FDA for OST-HER2 in the Prevention of Metastases in Recurrent, Fully-Resected, Lung Metastatic Pediatric Osteosarcoma

On June 6, 2025 OS Therapies Inc. (NYSE-A: OSTX) ("OS Therapies" or "the Company"), a clinical-stage cancer immunotherapy and antibody drug conjugate biotechnology company, reported it has submitted a request for Regenerative Medicine Advanced Therapy (RMAT) Designation to U.S. FDA for OST-HER2 in the prevention of metastases in recurrent, fully-resected, lung metastatic pediatric osteosarcoma (Press release, OS Therapies, JUN 6, 2025, View Source [SID1234653768]). RMAT designations are granted to sponsors with regenerative medicine therapies for serious or life-threatening conditions and provide sponsors with various benefits, including eligibility for an accelerated Biologics License Application (BLA) review.

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OST-HER2 has already received Rare Pediatric Disease Designation (RPDD), Orphan Drug Designation (ODD) and Fast Track Designation (FTD) for osteosarcoma from the U.S. FDA. If OST-HER2 receives a conditional BLA via Accelerated Review prior to September 30, 2026, the Company will become eligible to receive a Priority Review Voucher (PRV) that it intends to immediately sell. The most recent publicly disclosed PRV sale, valued at $155 million, occurred in May 2025.

The Company is awaiting feedback by mid-June 2025 from a Type D meeting with FDA regarding the statistical analysis plan to be used in an End of Phase 2 meeting for OST-HER2 in the prevention of metastases in recurrent, fully-resected, lung metastatic pediatric osteosarcoma. Upon receipt of the Type D Meeting feedback, the Company intends to promptly request the End of Phase 2 meeting with FDA in which it will be seek agreement to allow it to begin a rolling BLA submission in the third quarter of 2025. The grant of the RMAT designation in the third quarter of 2025 complements the company’s parallel efforts in other major markets, including Europe and the United Kingdom, where the company plans to seek EMA PRIME Designation and Conditional Market Access (CMA) applications.

In parallel to regulatory engagement and market access planning for OST-HER2, the Company is preparing for the late stage clinical development of other pipeline candidates. As such, the Company is well positioned for sustained growth across multiple therapeutic modalities.

The British Medical Journal Publishes Study Results on Sacituzumab Tirumotecan for Previously Treated EGFR-Mutant Advanced NSCLC

On June 6, 2025 Sichuan Kelun-Biotech Biopharmaceutical Co., Ltd. ("Kelun-Biotech", 6990.HK) reported that results from its registrational study (OptiTROP-Lung03) evaluating sacituzumab tirumotecan (sac-TMT) versus docetaxel in patients with previously treated advanced EGFR-mutant non-small cell lung cancer (NSCLC) have been published in The British Medical Journal (impact factor: 93.6) (Press release, Kelun, JUN 6, 2025, View Source [SID1234653767]). These data were also presented as an oral presentation in the Lung Cancer—Non–Small Cell Metastatic session (Abstract #8507) at the 2025 American Society of Clinical Oncology (ASCO) (Free ASCO Whitepaper) Annual Meeting. Based on the encouraging data from this study, sac-TMT was approved for marketing by the National Medical Products Administration (NMPA) for the treatment of adult patients with epidermal growth factor receptor (EGFR) mutant-positive locally advanced or metastatic non-squamous NSCLC following progression on EGFR-tyrosine kinase inhibitor (TKI) therapy and platinum-based chemotherapy in March 2025. This marks the first global approval of a TROP2 ADC for a lung cancer indication.

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The published results are based on OptiTROP-Lung03, an open-label, randomized, multicenter registrational study evaluating the efficacy and safety profile of sac-TMT monotherapy versus docetaxel for the treatment of patients with locally advanced or metastatic EGFR-mutant NSCLC who have failed after treatment with an EGFR-TKI and platinum-based chemotherapy. A total of 137 patients with advanced EGFR-mutant NSCLC who had progressed after EGFR-TKI and platinum-based chemotherapy were randomized (2:1) to receive sac-TMT (5 mg/kg once every 2 weeks) or docetaxel (75 mg/m2 once every 3 weeks) until disease progression, intolerable toxicity or other reason for discontinuation, with a median follow-up time of 12.2 months (Data cutoff date: December 31, 2024).

Sac-TMT achieved statistically significant and clinically meaningful outcomes compared to docetaxel:

Confirmed objective response rate (ORR) (As assessed by blinded independent review committee (BIRC): 45% (95% CI, 35-56) vs 16% (95% CI, 7-30).
Median progression-free survival (PFS) (As assessed by BIRC: 6.9 months [sac-TMT; 95% CI, 5.4-8.2] vs 2.8 months [docetaxel; 95% CI, 1.6-4.1], hazard ratio (HR)= 0.30 [range, 0.20 -0.46], one-sided p<0.0001; as assessed by investigator (INV): 7.9 months [sac-TMT; 95% CI, 6.2-9.5] vs 2.8 months [docetaxel; 95% CI, 1.5-3.8], HR=0.23 [95% CI, 0.15-0.36], one-sided p<0.0001).

With 36.4% of patients in docetaxel group crossing over to receive sac-TMT, median overall survival (OS) was not reached (NR) for both groups (HR=0.49; 95% CI, 0.27-0.88; one-sided p=0.007). The median OS analysed by pre-specified rank-preserving structural failure time (RPSFT) model adjusted for crossover was 9.3 months for docetaxel and NR for sac-TMT (HR=0.36; 95% CI, 0.20-0.66).

Efficacy benefit favored patients with sac-TMT over docetaxel across all pre-specified subgroups, including prior EGFR-TKI therapy, brain metastases, EGFR mutation type, etc.
Grade ≥ 3 treatment-related adverse events (TRAEs) occurred in 56.0% of patients in sac-TMT group vs 71.7% in docetaxel group.
The results demonstrated that sac-TMT monotherapy achieved statistically significant and clinically meaningful improvements in objective response rate (ORR), progression-free survival (PFS), and overall survival (OS) compared to docetaxel, with a manageable safety profile.

Sac-TMT is being extensively studied in the NSCLC field. Covering treatment settings from later-line therapy to early-stage postoperative adjuvant therapy, including both monotherapy and combination regimens. Currently, five company-led registrational clinical studies for sac-TMT in NSCLC are underway in China. Meanwhile, Merck Sharp & Dohme(the tradename of Merck & Co., Inc., Rahway, NJ, USA)is also conducting five global Phase III clinical trials of sac-TMT for NSCLC in regions where it has exclusive rights.

Professor Li Zhang, National Lead Principal Investigator, Medical Oncologist and Deputy Director of the Lung Cancer Research Centre at Sun Yat-Sen University, stated: "EGFR mutation is the most common driver alteration in NSCLC. The prevalence of EGFR mutations reaches 28.2% among NSCLC patients in China. Although third-generation EGFR-TKIs have become the standard of care for advanced EGFR-mutant NSCLC and may significantly improve PFS, acquired resistance remains inevitable. Combining EGFR-TKIs with chemotherapy can offer additional survival benefits to some patients, but this approach is limited by safety concerns and may compromise future treatment options, posing significant clinical challenges. The publication of the OptiTROP-Lung03 study in the British Medical Journal marks a major milestone—not only highlighting international recognition of this study outcomes in lung cancer, but also demonstrating the global competitiveness of sac-TMT as a novel TROP2 ADC."

Dr. Michael Ge, CEO of Kelun-Biotech, commented: "We are thrilled to see the OptiTROP-Lung03 study published in a top-tier journal. Currently, EGFR-TKIs and chemotherapy remain the standard of care for patients with EGFR-mutant advanced NSCLC, but the challenge of increasing efficacy with manageable tolerability. The results from OptiTROP-Lung03 highlight significant survival benefits with manageable safety profile and suggest that sac-TMT could emerge as a new standard of care for this population. We remain committed to working with our partners to establish sac-TMT as a new standard of care for this patient population and improve outcomes for lung cancer patients worldwide."

Registrational Study Led by Kelun-Biotech

OptiTROP-Lung03: Sac-TMT monotherapy versus docetaxel for locally advanced or metastatic EGFR-mutant NSCLC after treatment failure with EGFR-TKI and platinum-containing chemotherapy;
OptiTROP-Lung04: Sac-TMT monotherapy versus pemetrexed in combination with platinum for locally advanced or metastatic non-squamous NSCLC with EGFR mutations that have failed EGFR-TKI therapy;
OptiTROP-Lung05: Sac-TMT combined with pembrolizumab versus chemotherapy combined with pembrolizumab for first-line treatment of PD-L1-positive locally advanced or metastatic NSCLC;
OptiTROP-Lung06: Sac-TMT combined with pembrolizumab versus chemotherapy combined with pembrolizumab for the first-line treatment of PD-L1-negative locally advanced or metastatic non-squamous NSCLC;
OptiTROP-Lung07: First-line treatment of locally advanced or metastatic NSCLC with EGFR mutations by sac-TMT in combination with ositinib.
Registrational Study Led by MSD

NSCLC not achieving a pCR after neoadjuvant therapy followed by surgery.
NSCLC expressing PD-L1 >50%
pre-treated NSCLC with EGFR mutations or other genomic alterations
EGFR-mutated, advanced non-squ NSCLC progressed on prior EGFR-TK
metastatic sg NSCLC
About sac-TMT

Sac-TMT, a core product of the Company, is a novel human TROP2 ADC in which the Company has proprietary intellectual property rights, targeting advanced solid tumors such as NSCLC, BC, gastric cancer (GC), gynecological tumors, among others. Sac-TMT is developed with a novel linker to conjugate the payload, a belotecan-derivative topoisomerase I inhibitor with a drug-to-antibody-ratio (DAR) of 7.4. Sac-TMT specifically recognizes TROP2 on the surface of tumor cells by recombinant anti-TROP2 humanized monoclonal antibodies, which is then endocytosed by tumor cells and releases KL610023 intracellularly. KL610023, as a topoisomerase I inhibitor, induces DNA damage to tumor cells, which in turn leads to cell-cycle arrest and apoptosis. In addition, it also releases KL610023 in the tumor microenvironment. Given that KL610023 is membrane permeable, it can enable a bystander effect, or in other words kill adjacent tumor cells.

In May 2022, the Company licensed the exclusive rights to MSD (the tradename of Merck & Co., Inc., Rahway, NJ, USA) to develop, use, manufacture and commercialize sac-TMT in all territories outside of Greater China (includes Mainland China, Hong Kong, Macao, and Taiwan).

To date, two indications for sac-TMT have been approved and marketed in China for the treatment of adult patients with unresectable locally advanced or metastatic TNBC who have received at least two prior systemic therapies (at least one of them for advanced or metastatic setting) based on the OptiTROP-Breast01 study and EGFR mutation-positive locally advanced or metastatic non-squamous NSCLC following progression on EGFR-TKI therapy and platinum-based chemotherapy based on the OptiTROP-Lung03 study. Sac-TMT became the first domestic ADC with global intellectual property rights to be fully approved for marketing. It is also the world’s first TROP2 ADC to be approved for marketing in a lung cancer indication. In addition, two new indication applications for sac-TMT for the treatment of adult patients with EGFR-mutant locally advanced or metastatic NSCLC who progressed after treatment with EGFR-TKI therapy and with unresectable locally advanced, metastatic hormone receptor-positive (HR+) and human epidermal growth factor receptor 2-negative (HER2-) BC who have received prior endocrine therapy and other systemic treatments in the advanced or metastatic setting were accepted by the National Medical Products Administration (NMPA), and were reviewed via the priority review and approval process. As of today, the Company has initiated 8 registrational clinical studies in China. MSD has initiated 14 ongoing Phase 3 global clinical studies of sac-TMT as a monotherapy or with pembrolizumab or other agents for several types of cancer. These studies are sponsored and led by MSD.

Asieris to Present World’s Innovative Photodynamic Products at 19th IPA Congress

On June 6, 2025 Asieris reported that the 19th International Photodynamic Association (IPA) Congress will convene in Shanghai from June 10-16, 2025 (Press release, Asieris Pharmaceuticals, JUN 6, 2025, View Source [SID1234653766]). Asieris Pharmaceuticals (Stock Code: 688176.SH) will participate under the theme "Illuminating Tomorrow, Healing with Light" showcasing two globally innovative photodynamic therapy (PDT).

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Among them, APL-1702—the world’s first and only non-invasive drug-device combination for cervical precancerous lesions—has demonstrated confirmed efficacy through an international multicenter Phase III clinical study. It is poised to provide a fertility-friendly, non-invasive solution for cervical cancer prevention systems in China and globally.

Concurrently, Asieris will exhibit APL-1706, its drug for bladder cancer diagnosis or surgical procedures. APL-1706 is currently the only approved optical imaging agent for assisting bladder cancer diagnosis or surgical procedures worldwide. The combined use of APL-1706 and blue light cystoscopy (BLC) for managing non-muscle invasive bladder cancer (NMIBC) is included in international and domestic guidelines/expert consensus.

The IPA is the preeminent global academic organization in photodynamic therapy, hosting its prestigious biennial congress—often hailed as the "Olympics of PDT." Centered on the theme "Integrating Photodynamic Basic Research and Clinical Applications for Human Health," IPA 2025 will gather leading scholars, clinical experts, and industry leaders to explore cutting-edge advancements and the vast potential of PDT.

A pioneer in photodynamic therapy for gynecological precancerous lesions, Prof. Peter Hillemanns will deliver an invited lecture on "Efficacy of APL-1702 in Patients with Cervical High-Grade Squamous Intraepithelial Lesions (HSIL): A Subgroup Analysis of the APRICITY1 Study." He serves as Director of the Department of Gynecology and Obstetrics at Hannover Medical School, Director of the Claudia von Schilling Cancer Center (CCC Hannover), and Spokesperson for the Comprehensive Cancer Center Lower Saxony, applying his specialization in gynecology and oncology.

Additionally, in the Gynecology Session (Part 1), the session chair Prof. Fei Chen from Peking Union Medical College Hospital, Chinese Academy of Medical Sciences will present APL-1702 study data.

Additionally, Prof. Lihua Qiu (Renji Hospital, Shanghai Jiao Tong University School of Medicine) and other prominent experts will lead keynote speeches on the latest clinical applications of PDT for cervical intraepithelial lesions.

[HIGHLIGHTED ACADEMIC AGENDA]

June 12, 08:45–09:05
Session: Featured Presentation

Speaker: Prof. Peter Hillemanns

Topic: Efficacy of APL-1702 in patients with cervical HSIL: A subgroup analysis of the APRICITY study

June 12, 10:15–12:15
Session: Oral Presentation

Session Chair: Prof. Peter Hillemanns & Prof. Fei Chen

Topic: Gynecology Session 1

June 14, 13:45–15:45
Session: Oral Presentation

Session Chair: Prof. Lihua Qiu

Topic: Gynecology Session 2

IPA 2025 is not only a premier academic event but also a vital platform for advancing the industrialization of photodynamic therapy. Asieris anticipates that deep dialogues with global experts will accelerate APL-1702’s international expansion, contributing Chinese expertise and solutions to the global strategy of "Accelerating the Elimination of Cervical Cancer."

Join us to witness the highlights of this landmark event!

Venue: Shanghai International Convention Center (2727 Binjiang Avenue, Pudong, Shanghai)

Asieris Booth: A02,3rd Floor