Slide 1: 3Q25 Investors' Conference
PharmEngine, Inc. 4162.TWO 3Q25 Investors’ Conference 2025/11/03 ChiHsing Chang, Vice President/Spokesperson
Slide 2: Disclaimer
Disclaimer 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 discussion of, among other
Slide 3: Agenda
AGENDA 1. 3Q 2025 Operational Highlights 2. 3Q 2025 Operational Overview 3. R&D Pipeline ◆ PEP07 (CHK1 Inhibitor) ◆ PEP08 (2nd Generation PRMT5 Inhibitor) 4. Vision for 2026 5. Q&A
Slide 4: 3Q 2025 Operational Highlights: Sustainable Growth and Enhanced Pipeline
3Q 2025 Operational Highlights: Sustainable Growth and Enhanced Pipeline COMMERCIAL PIPELINE OPERATION ONIVYDE® New project R&D progress Operation with Indication expansion accelerated sustainable growth 1. Result of the application to 1. PEP07 Phase I clinical trials 1. 3Q25 cash and cash include O
Slide 5: 3Q 2025 Operational Overview
3Q 2025 OPERATIONAL OVERVIEW
Slide 6: Sales and Royalties Drive Long-term Growth
Sales and Royalties Drive Long-term Growth NT$(000) 3Q 2025/3Q 2024 Item Year 2019 2020 2021 2022 2023 2024 YOY (%) Taiwan Sales 180,389 214,828 235,469 277,594 278,547 279,990 197,200 (-7%) Royalties from 133,651 271,584 419,366 376,789 426,652 543,286 422,609 (+14%) Europe and Asia Milestone/Sub-
Slide 7: 3Q 2025 Financial Results
3Q 2025 Financial Results NT$(000) 1Q-3Q 2025 1Q-3Q 2024 Amount Change % Change Operating revenue 626,330 644,597 (18,267) (3%) Operating costs 35,829 35,271 558 2% Gross profit 590,501 609,326 (18,825) (3%) Sales expenses 22,359 28,251 (5,892) (21%) G&A expenses 71,310 73,673 (2,363) (3%) R&D expen
Slide 8: R&D Pipeline
PharmaEngine RR ERM B R&D PIPELINE
Slide 9: Pipeline Portfolio Focuses on Precision Oncology
Pipeline Portfolio Focuses on Precision Oncology Commercial Program Indications Lead Preclinical Phase I Phase II Phase III Approval Partner Rights Milestone Royalty ONIVYDE® (EU/Asia) 1L/2L PDAC Approval (liposomal irinotecan) Taiwan Sales AML/MCL PEP07 Global (CHK1i) Solid tumors DDR & PEP08 MTAP-
Slide 10: PEP07: CHK1 is Key to Cell Survival
PEP07: CHK1 is Key to Cell Survival Cell death Damaged cell M M Damaged cell CHK1 CHK1 Damaged cell G2 G1 G2 G1 PEP07 Damaged cell S S Damaged cell CHK1 is a key in cell cycle regulation and DNA damage repair. PEP07 inhibits CHK1 function, therefore, if cell repair When cell DNA is damaged, CHK1 wil
Slide 11: PEP07: A Potential Best in Class CHK1 Inhibitor
PEP07: A Potential Best in Class CHK1 Inhibitor PEP07為最具潛力的口服CHK1抑制劑 ACR-368 Criterion PEP07 (Prexasertib) SRA-737 BBI-355 Development Phase Phase I Phase II Phase I/II Phase I/II Potency* CHK1 vs CHK2 Selectivity Oral Bioavailability BBB-Penetrating Unknown Endometrial cancer AML/MCL Indications Ov
Slide 12: PEP07 Phase 1 Clinical Trial Plan
PEP07 Phase 1 Clinical Trial Plan dose escalation in Phase I hematologic cancers Phase I dose expansion in Phase I Target: Mono (first patient dosed in Mono AML and MCL Combo AML and MCL 2023/08) dose escalation in Phase I advanced or metastatic Phase I dose expansion in Phase I Target: Mono solid t
Slide 13: PEP07: Potential Indications and Number of Patients
PEP07: Potential Indications and Number of Patients Potential Indication Cancer Type 2022 Incidence* Acute Myeloid Leukemia (AML) 165,500 MCL 33,323 Gastric Cancer 968,350 High Potential Soft Tissue Sarcoma 42,500 GBM 321,476 SCLC 372,100 Ovarian Cancer 324,398 * Globocan 2022 Total 2,194,324 PEP07’
Slide 14: PEP07: Potential Markets for AML and MCL
PEP07: Potential Markets for AML and MCL Projected Global Market Size for AML Projected Global Market Size for MCL 6 6 5.1 5 2024-2032 5 2024-2030 CAGR = 10.7% CAGR = 7.8% 3.97 4 4 US$ Billion US$ Billion 2.53 3 2.1 3 2 2 1 1 0 0 2023 2024 2032 2030 Source: Global Insight Markets, Verified Market Re
Slide 15: PEP08 Mechanism of Action: Synthetic Lethality
PEP08 Mechanism of Action: Synthetic Lethality ✓ Unlike 1st generation PRMT5 inhibitors bind PRMT5 unselectively in both cancer cells and normal tissues, 2nd generation, MTA co-operative PRMT5 inhibitors only target to MTAP-deletion cancer cells due to the higher concentration of MTA in cancer cells
Slide 16: PEP08: A Potential Best in Class MTA-cooperative PRMT5 Inhibitor
PEP08: A Potential Best in Class MTA-cooperative PRMT5 Inhibitor AMG-193 BMS-986504 AZ3470 Criterion PEP08 TNG462 (Tango) (AMGEN) (MRTX1719) (Astra Zeneca) Development Phase Phase I Phase II Phase I/II Phase I/II Phase I/II Potency* MTAP selectivity BBB-penetrating MTAP-deleted cancers Indication NS
Slide 17: PEP08 Monotherapy Inhibits the Growth of MTAP-Deleted Tumor Models
PEP08 Monotherapy Inhibits the Growth of MTAP-Deleted Tumor Models Pancreatic Cancer CDX NSCLC CDX GBM CDX Pancreatic cancer CDX 2500 LN-18 Orthotopic model 3000 2250 3000 Vehicle Control 2000 2000 1200 MRTX1719 50 mpk QD 2000 Tumor Volume (mm3) PEP08 3 mpk QD 1750 1000 BLI (photons/s*10^6) 1000 Veh
Slide 18: PEP07 + PEP08 Combination Delivers Synergistic Effects
PEP07 + PEP08 Combination Delivers Synergistic Effects Pancreatic Cancer CDX GBM CDX LN18 Orthotopic 600 Vehicle Control Vehicle Control BLI (photons/s*10^6) PEP07 30 mpk q2d PEP07 30 mpk q2d 400 PEP08 6.25 mpk PEP08 12.5 mpk PEP07 30 mpk q2d + 200 PEP07 30 mpk q2d + PEP08 12.5 mpk PEP08 12.5 mpk 0
Slide 19: PEP08: Market Size, Potential Indications and Number of Patients
PEP08: Market Size, Potential Indications and Number of Patients PRMT5 Inhibitor Market Size Forecast Eligible MTAP-Deletion Patients of Selected Indications (2022) 2.5 2024-2033 1,000,000 2.08 911,950 CAGR = 23.7% 77,468 900,000 79,545 2 800,000 51,072 274,040 700,000 US$ Billion 1.5 600,000 500,00
Slide 20: Vision for 2026
PharmaEngine RR ERM B VISION FOR 2026
Slide 21: Vision for 2026
1 Start combination clinical studies for PEP07 2 Continue Phase I clinical study enrollment for PEP08 Vision for 2026 3 Preclinical candidate nomination 4 Cooperate with AI/CADD partners to expand drug portfolio in DDR and synthetic lethality Increase green energy percentage to 30% of our self-use 5
Slide 22: Thank You!
PharmaEngine HeteR ® THANK YOU!