ProKidney (PROK): ASN 2026 - Key Takeaways From Our Investor Group Breakfast

ProKidney had several posters and one oral presentation at ASN 2026 spanning rilparencel MOA, translational and product data, as well as pooled Phase 2 diabetic CKD post-hoc data in patients meeting Phase 3 PROACT 1 eligibility criteria. We came away from ASN incrementally more positive on the rilparencel program in diabetic CKD. Related to PROK shares, we remain focused on the pivotal PROACT 1 interim data in 2Q27, which we sense needs to read out positive before sentiment on PROK shares shifts. Both KOLs noted strong unmet need in Stage 3b/4 T2D CKD. In the pooled post-hoc Phase 2 analysis, the change from baseline in eGFR at 12 months was -0.29 mL/min (n=51);