Kubota Pharmaceutical Holdings Co. Ltd. · TSE:4596

Kubota Pharmaceutical — Q2 2019 Earnings Presentation

43 slides from Kubota Pharmaceutical's earnings presentation, December 2019

  1. Slide 1: 2019年12月期 第2四半期決算補足説明資料

    ZHRRNILVT 1 VDOARNSH 201942 2+ RETA oN 20194F8A 268 Kubota

  2. Slide 2: 1Jr Cpe\Gj$+H@iU*%(nhk{Pd# Z s“•# ‚b$+~U)% (#,1Jr YoT+R" ”_ iU*# ‹MT+Kk)% (#,#1J…

    9 1Jr Cpe\Gj$+H@iU*%(nhk{Pd# Z s“•# ‚b$+~U)% (#,1Jr YoT+R" ”_ iU*# ‹MT+Kk)% (#,#1JriU( Q5<7xl[S6e\‘ (# )[S6e\IaYoT & !‹MTQ5 OEKk)% (#,Q5 1Jrg„‘ &(;)†w2m q+z#,#1Jre\ 4> Df v*)xlT (# 1Jr ˆW`€C)9De\ #*#*'g„ Xu9b` &!/.-+’€?2Ž@N^yƒ &!3]# B8yƒ+$# * '|?*#,c (Ia3Š 0 Œ)xlT (#F =Ae\ˆW4:;# ‰ )Lt %Q5 1Jr

  3. Slide 3: Ste

    Ste Kubota N_

  4. Slide 4: mFrh tad 0C5 4 3 4

    6 ) 45 9 ( mFrh tad 0C5 4 3 4 46 C 64 7 , 17H u r . D 2- 3 - t sctit c ir H uK t sctit c ir H u sctit n r uL l d uM l d u obFe P u u D t D mFrh tad D P obFe g r 69 page 4

  5. Slide 5: BRIA-DABLONAD Sy

    BRIA-DABLONAD Sy Kubota N_

  6. Slide 6: C O O

    ARR IL—JOBRIA-DA DET CU EO AA OL TO he BSH ITIIRL, JFiGR - RNAI SISAAHROKRSA Hes SHOIA-DA KEP KERRER, TAFE Barak OS Lit jrmcseninase «SPREE jREEOOSRRUBESE PRT KIVAL—VAPFIDAR AMG ARES Bettas / HA Attias Bits /RABF ts Kubota RBI DARA (MEFI— 4596) page 6 ue

  7. Slide 7: sn g

    sn g l t o B m aO B e aO p t -2 C t -3 y o B m Tg y S g B m sn 6 dgP u e ) 0 5 9 0 1 4 40 :: 5 k Be gP hi B ( page 7

  8. Slide 8: A r G

    8 ) ( 3 A 1 2556 3 G N4 e a 8 C r r C G S 4 e 3 o C a2Me 3 4 2 4 e C S C En C 01 o P 0 5 B O4 9 page 8

  9. Slide 9: AFD) Naa

    AFD) Naa TSIAZZ9 Maeie Kubota N_

  10. Slide 10: A M E

    ) 9 • • ( 2 1 1 0.1 A • 1 1 1 M AM 0.2 • 1 E 8 9 E D1 A M A F C • F 1 1 B FM 4M A A1 0.5 • 1 ) .0 7 5 0.8 )56 4 ( page 10

  11. Slide 11: page 11

    AD—FIb RDA URDAFY OBIE @ A2E AB UMIZFY ~~ HOARE 38 LZ (RPE) SEHR pracy “i Kubota HEBRIROK—IUF 4 DO AAA (HEBI-K4596) —page 11 ue

  12. Slide 12: P P 9E

    RROD (BEE) #IR 3% LR (RPE) HR HRA ® a Pobre: I-A VFF—W 11-DR LFF T (QUNIB) On so: RPE65 B% oT —=—4 T REL — ATTY A-NW-hSYAtL FI (RPE) “EDS A’ (@) I A2E BBRUMIZFY “i Kubota RRR IT 4 > AMS (MFI-K4596) — page 12 ue

  13. Slide 13: R E P

    599 R R 5 E 5 R 5 P 65 )( P P 9 9 4 - 5 )( 599 A 4 4 9 E 9 1 69 page 13

  14. Slide 14: Rod photoreceptor response (uV)

    9-11 5) 1 ( >4; . &' - ,8/ 6 :=$0"7 :=(% .2) ?<5 +:= 30 min rod photoreceptor response (uV) 400 vehicle 3#19 ?<5 300 200 9-11 5 100 0.8 mg/kg ?<5 !*9 0 10 20 30 minutes in dark following photobleach 4 1 6 page 14

  15. Slide 15: A2E (pmole/eye)

    9 22 5) E ( 9 A (2A B C E 3 (4 day 90 25 20 A2E (pmole/eye) 15 10 -)/ 5 0 T0 vehicle 0.03 0.1 0.3 1.0 3.0 (mg/kg) (*p ˂ 0.05) Modified from: Bavik C, Henry SH, Zhang Y, Mitts K, McGinn T, Budzynski E, et al. (2015) Visual Cycle Modulation as an Approach toward Preservation of Retinal Integrity. PLoS

  16. Slide 16: Percent suppression (%)

    ( 4 ) 9 ) 5 . 8 g 9 2 . . %% .% . . 100 . 90 80 mean 70 Percent suppression (%) . g . 60 median • . 50 40 • 8 b 30 m 20 10 0 • b ) 5 m -10 . 8 g -20 2.5 mg 5 mg 10 mg 9 0% ( 1 (4 5 6 ( page 16

  17. Slide 17: )a e i

    (9 )a e i , 14 6 , 61 36 14 6 1 16 s s r g s V 20 g t ei 8 • g P 8 • m • n F F )4 56 page 17

  18. Slide 18: ES + IR RREA—D UY Othe

    ES + IR RREA—D UY Othe H\BOCTTNFTAVUA—-YAyY Kubota N_

  19. Slide 19: C E C C

    () 9 • C E C FA 5 • C C ( ) 0 Ø 5 Ø Ø VM A Ø A AC T1A • AC , 5G 0 Ø Ø A AC 1 O1 A D T1 A 6 C 45 page 19

  20. Slide 20: lC p h

    ) 5 4 i um B T d • lC P • p dOe P a d S • l a Pe e C g o h B n a d S t y C C C s 6 ( 9 page 20

  21. Slide 21: E D page 21

    DERE BIZ Ha ISS SAS XH AAI ESER ATTA) OHS SS Ha PREKER ERUZORR ea ea cea L 1245 J l 127A J Nv Nv E FP F P TOZ 80 @ (> ETDRS #2 ya) EDFSKT RARER plaints TRO EROS TRO ROS MFR MFR ts Kubota RBLRK—IF 4 > AwRaH (HEI-K4596) —_page 21 ue

  22. Slide 22: P P S

    HB) BWOCTT NA AY Ua—Ta» : PBOS 1VA—-RY FERAL, TES CORB FAEMEIA MEN BRELYULOFNTAZELT AR FRE OET ZARA, EIT LRU CRAM CARVE ECORRAI Se BM Kubota ema BARN 1 VO ARMA (HEI—K4596) page 22

  23. Slide 23: ILM Single A-scan Early Signal

    (5 ) ) 5 4 ILM Single A-scan Early Signal RPE 95 6 page 23

  24. Slide 24: Early Partially Processed Human Data

    (5 ) ) 5 4 Early Partially Processed Human Data Oversampled / Algorithmically Processed Wave Form RPE 700 A-scans Color Scale Amplitude ILM 95 6 page 24

  25. Slide 25: page 25

    RANEVT VU RIT —FIICHBCSASRAHAIE Kubota HEDRIROK—IUT 4 DO Awa (HEBI—K4596) age 25 pags

  26. Slide 26: The Kubota System

    5 The Kubota SystemTM Home Based Retinal Health Monitoring (PBOS) 9 ) ( 4 6 page 26

  27. Slide 27: page 27

    ' § ( ) 4 § 6 ü ("% ü #)& ü $ ü ! ' (" 9 5 page 27 page 27

  28. Slide 28: page 28

    ( ) § 4 § ü § 4 ü § ü 6 4 9 5 page 28 page 28

  29. Slide 29: page 29

    5 2 ) ( § ü ü § 6 4 9 5 6 9 § 9 page 29 page 29

  30. Slide 30: B K ( K

    ) ( B 91 46 • 1 • 0 K ( • 0 • 0 K • 5 K ( • 5 ) 0 ( K • ( 50 24 page 30

  31. Slide 31: page 31

    6 ) 4 5( page 31

  32. Slide 32: ()A P A

    ()A 4 • P N S A 02 • 2 P • 02 B O • 5 6 9 page 32

  33. Slide 33: HR B32 EE

    HR B32 EE ininTiak Kubota N_

  34. Slide 34: page 34

    ,1 9 5 6 5 4 • 0 54 5 • • • • 5 54 ( ) page 34

  35. Slide 35: • #:PX%]b+NRC85=2V_ ! 0 IV_ '7NC85"KQO, G*

    )4 ( • #:PX%]b+NRC85=2V_ ! 0 IV_ '7NC85"KQO, G* • D6&,0 [a^Y>F H9 J. X%IU?( • G* QO,:P @0/S415 )`Z!0 • 3;/L J. ]bTWE5\ #:PB$ IU-MA< 5 6 9 page 35

  36. Slide 36: “„ˆfMŒ‰<$@p'&8.*/$QF“):x‹{‡‘62937,:$zAm? • )72-(41%*.jsyzAf cwU~C$Zt • “„ˆfMŒo‡‘k "o†$q ’‰# …

    95 “„ˆfMŒ‰<$@p'&8.*/$QF“):x‹{‡‘62937,:$zAm? 5 69 )( u$P]#‡‘ ko†lq u‚dPMY[\ H‡‘937,: zAm? #v rg€Wbo† _> • )72-(41%*.jsyzAf cwU~C$Zt • “„ˆfMŒo‡‘k "o†$q ’‰# ƒ“‡‘>|K; D=#[RG )72-(41%*.js>|#“‡‘ ‹{‡‘o‡‘ !XS$PI#$/+02 • ):x‹{‡‘937,:o‡‘ TudPM/:5*r$=O#oB$_> • 937,:$F #Ž|)72-(41%*.js "u@#h$V} # • K;

  37. Slide 37: (c 0 m (p

    )4 -( • (c 0 m ) .5 • 0 (p < 51 0 0 ** ** 0 c ** c 0 source: Cehajic-Kapetanovic et al. 2015, Current Biology 25, 2111-2122 5 6 9 page 37

  38. Slide 38: D ) N I

    WIRERAEE : in iam AOS) - BA94NAKRIF—-OURME : WELOALY PWIA E ADE PRE 2020 omteBis 2021 + JFRRAREERO hte Pe 2022 : KERGAOMRMMP Ee QOQ2D - MBAR CIND) HTB T ts Kubota MMB 4 > DARRSM (MBI-K4596) — page 38 ue

  39. Slide 39: 2019年12月期 第2四半期決算

    20194F12A98 S20+HRaMS Kubota N_

  40. Slide 40: S R I

    S 6 , 6 9 I 0 R 6 5 ( ) 1 1 1 (( • 7 9 0 S1 ) ( ( B 6 0, + 1 4 4O • P 4 ) • 3 2 4 243 (( 243 ( ( 1 8 F 1 ) page 40

  41. Slide 41: R S F

    7 0 1 R ( 7 S )) ( F F 2 F R + + + + ( 697 S ( 5 F R ( 5 697 S ) (( ) S F 5 5 S C6 01 )7 • • I 8 ) 364 • - 4 F F 2 + + ++ ) • I F 4 F R 3 )) I 2 9 F 2 ( page 41

  42. Slide 42: l S S

    5 34 0 1 2 2 2 ) 0 1 2 ( 2 2 3 l Ø S S S l 0 Ø S P Ø P S 9 1 2 B8 8 O 9 P 8 9 S S P 6 79 8 page 42

  43. Slide 43: HOMES CEWEK

    HOMES CEWEK Kubota N_

Kubota Pharmaceutical Holdings — Q2 2019 Earnings Presentation on 6ix