Obi Pharma, Inc. · TPEX:4174
Obi Pharma — Investor Presentation (December 2024)
33 slides from Obi Pharma's investor presentation, Dec 2, 2024
Slide 1: OBI Pharma: Innovation and Optimism, Investor's Meeting
OBI Pharma Innovation and Optimism Investor’s Meeting December 2, 2024 © 2024 OBI Pharma Inc. All Rights Reserved.
Slide 2: Safe Harbor Statement
Safe Harbor Statement This presentation contains certain forward-looking statements. These forward-looking statements may be identified by words such as “believes,” “expects,” “anticipates, ” “ projects,” “ intends,” “should,” “seeks,” “estimates,” “ future ,” “or similar expressions or by discussio
Slide 3: Agenda
Agenda • Introduction • R&D Innovation • Clinical Updates • ADC Enabling Technology Highlights • Out-licensing models • Finance • Closing Remarks 3 December 2024
Slide 4: Introduction
01 Introduction Chief Executive Officer Heidi Wang, PhD 4 December 2024
Slide 5: Company Overview
Company Overview Established in 2002 Listed in 2013 (4174.TWO) Headquartered in Taipei, Taiwan with 100% owned subsidiaries in the U.S. and Australia www.obipharma.com 170+ Employees Vision Core Values Working from Asia, US, and around the world Innovative research and • Collaboration development fo
Slide 6: OBI Management Philosophy: A Winning 5-Year Strategy
OBI Management Philosophy: A Winning 5-Year Strategy Innovative Rich Talented Potential ADC Enabling Pipeline People Collaborations Technologies 6 December 2024
Slide 7: Experienced leaders in oncology drug development
Experienced leaders in oncology drug development Executive Team Heidi Wang, PhD Ming-Tain Lai, PhD Kevin Poulos Chief Executive Officer Chief Scientific Officer Chief Business Officer Wayne Saville, MD Colin Kao, CPA Chief Medical Officer Chief Operating Officer Scientific Advisory Board Chi-Huey Wo
Slide 8: Quality: Quality Management System (QMS)
Quality: Quality Management System (QMS) Driving operational excellence, safeguarding the company's future, and enhancing investor confidence. GLP Good Laboratory Practice GMP GCP Good Good Manufacturing Clinical Practice Practice 8 December 2024
Slide 9: Sense of Urgency: Excellence in Execution
Sense of Urgency: Excellence in Execution Focus and act using best practices and state-of-the-art tools Real-Time Decision Making • A visual analytics platform • Improved productivity and quality Innovate to Maximize Values • Innovate and optimize clinical trial design • Already accepted by global r
Slide 10: R&D Innovation
02 R&D Innovation Chief Scientific Officer Ming-Tain Lai, PhD 10 December 2024
Slide 11: Pipeline: Develop First-in-Class and Best-in-Class Drugs
Pipeline: Develop First-in-Class and Best-in-Class Drugs Liver Cancer Solid Tumors Clinical Trial AdaSim OBI-3424 OBI-992 Ph III Ph II & I Ph I Immunotherapy Prodrug Antibody-Drug Conjugate (ADC) Target IND Submissions 1+ IND/year TROP2 TROP2 Nectin-4 HER2 OBI-902 OBI-904 ADC ADC BsADC 11 December 2
Slide 12: Enabling Technologies: Flexibility Leads to Rich Diversity
Enabling Technologies: Flexibility Leads to Rich Diversity Develop new modalities: antibodies, linkers, and small molecules Antibody: Linker: ADC Payload: Smart use of Artificial Intelligence to enhance drug discovery efficiency 12 December 2024
Slide 13: Clinical Updates
03 Clinical Updates Director, Development Team Elena Chen, MD 13 December 2024
Slide 14: Adagloxad Simolenin/OBI-821
Adagloxad Simolenin/OBI-821 Global Phase 3 Clinical Study Study Design Primary endpoint Population • Randomized, open-label Invasive disease-free • High-risk, early-stage • Ada Sim + SOC* as study treatment survival (IDFS) • Globo H-positive • SOC as control • Triple negative breast cancer *SOC: sta
Slide 15: OBI-992: A promising TROP2-targeted ADC
OBI-992: A promising TROP2-targeted ADC Shortlisted as the top 8 "most promising clinical candidate" at 2024 World ADC Award • Strong interest and fast enrollment – completed Cohorts 1 and 2 safety and PK Phase I/II evaluation within 14 weeks - Cohort 3 ongoing Study • Innovative trial design – incr
Slide 16: OBI-3424: First-in-class prodrug
OBI-3424：First-in-class prodrug Driving external collaborations US Research Industry Partners Institutions AST-3424-001: HCC SWOG S1905: ALL 16 December 2024
Slide 17: ADC Enabling Technologies Highlights
04 ADC Enabling Technologies Highlights Director, Medicinal Chemistry David Teng-Yi Huang, PhD 17 December 2024
Slide 18: Innovative ADC technologies
Innovative ADC technologies Bringing better treatment options to patients ADC Hydra-PAB Novel Linker Glycan-based Plug-&-Play DAC* Next Technology platform Gen ADCs ADC + Cys-based Enabling Antibodies platform Technologies Glycan-based + BsADC Enzyme Linker-payloads Suite Technology 18 December 2024
Slide 19: Next Generation Site-Specific Glycan Conjugation Technology Platform
Next Generation Site-Specific Glycan Conjugation Technology Platform Company S Company A Company D ADC Homogeneity Yes Yes Low Yes Enzyme Single Multiple enzymes Single Single Modular natural Unnatural mono- Glycan Unnatural mono- sugar Mono-sialo-glycan biantennary glycan sugar Drug-to-Antibody 2,
Slide 20: OBI-902: First TROP2 ADC powered by glycan conjugation
extended release and durable OBI-902: First TROP2 ADC powered by *Illustration Superior & durable in vivo TROP2 targeted Higher and prolonged release antitumor activity in hard-to- DAR 4 ADC of payload in tumors* treat cancer models* Drug concentration in Tumor (ng/g) Tumor Volume (mm3) Days after t
Slide 21: OBI-904: First-in-Class Glycan-based Nectin-4 ADC
“Plug-and-Play” OBI-904: First-in-Class Glycan-based Nectin-4 ADC Nectin-4 targeted • Better tumor inhibition than benchmark in animal models • Consistent anti-tumor activity across low and high Nectin-4 expression CDX models DAR 8 ADC Tumor Growth Inhibition (%) Nectin-4 Tumor Type Expression OBI-9
Slide 22: Out-licensing models
05 Out-licensing models Associate Director, Business Development Celeste Chuang, DPhil 22 December 2024
Slide 23: ADC Cancer market continues to grow
ADC Cancer market continues to grow Substantial revenue and deals growth over the past 10 years USD (Bn) Historical and projected sales revenues for ADCs Number of ADC deals by deal type Global, 2010–2029 2019–H1 2024 Deals ADC market took off OBI started ADC development Source: GlobalData, March 20
Slide 24: Enabling technology accounts for almost half of the ADC deals
Enabling technology accounts for almost half of the ADC deals ADC Partnering Deals 2020-2024 Deal Target Technology Deal Type by Development Stages 8% Preclinical 88% Drugs and Technology Drugs 39% 53% Clinical 12% Source: Beacon ADC Database, data extracted on 12 Nov 2024. 24 December 2024
Slide 25: Out-licensing models (Products & Platform)
Out-licensing models (Products & Platform) Short- & mid-term outlook - enabling sustainable growth Global and Regional Partnerships to maximize product potential Products *AdaSim (OBI-822), OBI-833, OBI-3424, OBI-992, OBI-902, OBI-904, etc. Unlimited possibilities ADC Technologies Antibodies New Pay
Slide 26: Revenue generated by different out-license models
Revenue generated by different out-license models Innovative Products and Enabling Technologies OBI Products Pipeline Out-License License Revenue Upfront; development and approval milestones; sales royalties. Agreement Timeline Years till the end of product life cycle. Enabling Technologies Out-Lice
Slide 27: Global Branding & Recognition
Global Branding & Recognition 27 December 2024
Slide 28: Maximize Values and Establish Long-Term Sustainability
06 Maximize Values and Establish Long-Term Sustainability Chief Operating Officer Colin Kao, CPA 28 December 2024
Slide 29: Usage of Funds
Usage of Funds Product and Enabling Technologies development Commercial AdaSim/OBI-821 Phase 3 OBI-992 BsADC & pipeline OBI-904 OBI-902 Phase 1 / 2 Development development IND IND Preclinical Technologies Enabling Operating Expense 29 December 2024
Slide 30: Closing Remarks
07 Closing Remarks Chief Executive Officer Heidi Wang, PhD 30 December 2024
Slide 31: OBI Management Outlook
OBI Management Outlook • OBI Out-licensing models: a 5-year plan - Pipeline: AdaSim/OBI-821, OBI-992, and others - Enabling Technologies: , , etc. • Agile strategy: Licensing and partnership • Talent: innovation and optimism Driving towards a common goal 31 December 2024
Slide 32: Innovation & Optimism
Innovation & Optimism 32 December 2024
Slide 33: Appendix
Appendix • Pipeline chart can be found on the company’s website: Pipeline Overview. • Information on past fundraising activities (including usage of funds, type, and amount), please refer to Market Observation Post System (MOPS): Prospectus Document. • For additional information, please refer to com