Pmv Pharmaceuticals, Inc. · NASDAQ:PMVP
Pmv Pharmaceuticals — Investor Presentation (September 2025)
43 slides from Pmv Pharmaceuticals's investor presentation, Sep 10, 2025
Slide 1: PYNNACLE Phase 2 Clinical Data Update Investor Webinar
PYNNACLE Phase 2 Clinical Data Update Investor Webinar September 10, 2025
Slide 2: Disclaimer
Disclaimer Forward-Looking Statements This presentation contains forward looking statements. Such statements include, but are not limited to, statements regarding our research, preclinical and clinical development activities, plans and projected timelines for rezatapopt, including the timing of disc
Slide 3: Today's Objectives Panel
Today’s Objectives Panel 01 David Mack, PhD Rezatapopt background President and Chief Executive Officer 02 Ovarian cancer treatment landscape Ramez N. Eskander, MD Professor, Department of PYNNACLE Phase 2 interim data update 03 Obstetrics, Gynecology, and Reproductive Sciences UC San Diego Initial
Slide 4: Today's Objectives
Today’s Objectives 01 Rezatapopt background 02 Ovarian cancer treatment landscape David Mack, PhD President and Chief Executive Officer PYNNACLE Phase 2 interim data update 03 Initial NDA strategy informed by FDA feedback 04 Q&A 4
Slide 5: PMV Pharma is Harnessing the Power of p53 to Treat Cancer
PMV Pharma is Harnessing the Power of p53 to Treat Cancer PMV’s lead candidate is rezatapopt, a first-in-class, investigational p53 Y220C reactivator The p53 Y220C mutation, a previously undruggable target, is found in 2.9% of ovarian cancer and 1% of all solid tumors Phase 1 PYNNACLE study has achi
Slide 6: Rezatapopt Targets TP53 Y220C Hotspot Mutation Detected Across Solid Tumors
Rezatapopt Targets TP53 Y220C Hotspot Mutation Detected Across Solid Tumors Frequency of TP53 Y220C Across Common Solid Tumors • TP53 mutations are the most common genomic Foundation Medicine Tissue and Heme assay test results collected between 1/1/2012 and 5/31/2024 alterations across all human can
Slide 7: Rezatapopt is a p53 Y220C-Selective First-in-Class p53 Reactivator
Rezatapopt is a p53 Y220C-Selective First-in-Class p53 Reactivator • Orally available small molecule designed to selectively bind to the pocket contained in the p53 Y220C mutant protein 1 • Stabilizes the p53 Y220C mutant protein in the wild-type p53 conformation, thereby restoring transcription and
Slide 8: Seamless Phase 1/2 PYNNACLE Clinical Trial: Rapid Rezatapopt Monotherapy Development Towards NDA Submission
Seamless Phase 1/2 PYNNACLE Clinical Trial: Rapid Rezatapopt Monotherapy Development Towards NDA Submission Phase 2 interim clinical data support initial NDA submission Phase 1 established RP2D as rezatapopt 2000mg once strategy for PROC indication daily with food Early efficacy signals and well-tol
Slide 9: Compelling Rezatapopt Monotherapy Phase 2 Interim Data
Compelling Rezatapopt Monotherapy Phase 2 Interim Data Across All Cohorts: • Encouraging efficacy in heavily pre-treated patients with a TP53 Y220C mutation with poor prognoses 1 • TP53 Y220C mutation leads to • Promising rate of tumor responses observed across multiple tumor types a worse prognosis
Slide 10: Today's Objectives
Today’s Objectives 01 Rezatapopt background 02 Ovarian cancer treatment landscape Ramez N. Eskander, MD Professor, Department of Obstetrics, Gynecology, and Reproductive Sciences PYNNACLE Phase 2 interim data update 03 UC San Diego Initial NDA strategy informed by FDA feedback 04 Q&A 10
Slide 11: Disclosures
Disclosures Consultant/Advisory Board: • AstraZeneca • ImmunoGen, Inc. • PMV Pharmaceuticals • Clovis Oncology • Mersana Therapeutics • Regeneron • Daiichi Sankyo, Inc. • Myriad Genetics, Inc. • Lilly • Eisai Inc. • Novocure GmbH • AbbVie • Elevar Therapeutics • Onconova Therapeutics • Pfizer • GSK
Slide 12: Ovarian Cancer is a Leading Cause of Cancer Death Among Women
Ovarian Cancer is a Leading Cause of Cancer Death Among Women Estimated new US cases in 2025: 20,890 1,2 Estimated deaths in 2025: 12,730 1,2 5-year relative survival: 51.6% 1,2 5-year relative survival: >70% present with advanced disease 2 ~30% for distant metastasis 2 Unknown Localized 6% 20% 91.7
Slide 13: TP53 Mutations are Present in >75% of Ovarian Cancer Cases and are Associated with Poor Prognosis
TP53 Mutations are Present in >75% of Ovarian Cancer Cases and are Associated with Poor Prognosis Most common subtype, often c HGSOC accounts for 70–75% of epithelial ovarian cancer cases11–14 diagnosed at advanced stages11–14 TP53 mutations TP53 mutations and prognosis • In >75% of ovarian cancers1
Slide 14: The Benefit of Treatment Decreases with Multiple Lines of Therapy
The Benefit of Treatment Decreases with Multiple Lines of Therapy9, 31-52 1ST LINE 2ND LINE 3RD LINE 4TH LINE 5TH LINE DISEASE RELAPSE First-line chemotherapy Second-line platinum Third-line ± bevacizumab maintenance chemotherapy ± platinum Non-platinum chemotherapy Tumour volume expressed ± PARPi m
Slide 15: Patients will Eventually Develop PROC Reflecting a High Unmet Medical Need
Patients will Eventually Develop PROC Reflecting a High Unmet Medical Need53-54 Platinum-sensitive Initial (relapse >6 months) Recurrence therapy Carboplatin doublet • +/- Concurrent bevacizumab • +/- PARP inhibitor maintenance Surgery • Staging • Debulking Platinum-resistant Systemic therapy (relap
Slide 16: Adding Bevacizumab to Chemotherapy has Provided Benefit in PROC
Adding Bevacizumab to Chemotherapy has Provided Benefit in PROC AURELIA Phase 369 (N=358) CT + BEV vs CT ORR: 27.3% vs 11.8% 40% mPFS: 6.7 vs 3.4 mo 30% 27.3% mOS: 16.6 vs 13.3 mo ORR (%) P=0.001 FDA approved 20% for PROC 11.8% Nov 2014 10% CT BEV + CT n=182 n=179 0% ORR (RECIST) BEV, bevacizumab; C
Slide 17: Mirvetuximab Soravtansine (ADC) is Approved for FRα-Positive PROC
Mirvetuximab Soravtansine (ADC) is Approved for FR⍺-Positive PROC c 30–40% of patients with PROC are FR⍺-positive (≥75% cells with ≥2+ intensity staining) 56-59 MIRASOL Phase 3 (N=453)56 FDA approved for Mirvetuximab soravtansine vs chemotherapy FR⍺-positive PROC Nov 2022 50% 42.3% ∆26.4% 40% 95% CI
Slide 18: ADCs and Chemotherapy have some Overlapping and Distinct Toxicities
ADCs and Chemotherapy have some Overlapping and Distinct Toxicities ADCs: Designed to be more targeted, leading to fewer and less severe side ADCs60–62 effects; however, they can still cause significant toxicity • Interstitial lung disease Chemotherapy and ADCs60–66 • Ocular (vision impairment, kera
Slide 19: Ovarian Cancer Treatment Landscape has Evolved to be More Molecularly Focused Over the Years
Ovarian Cancer Treatment Landscape has Evolved to be More Molecularly Focused Over the Years FDA approved agents67,68 Anti-VEGF Ab PARPie Niraparib Anti-PD-L1 Ab 1L HRD+e ADC M M Maintenance setting only Olaparib + Olaparib Rucaparib bevacizumab 1L BRCA+ e 1L BRCA+ e 1L HRD+ M M M Pembrolizumab Pemb
Slide 20: The Unmet Medical Need is High for PROC
The Unmet Medical Need is High for PROC Despite advances in therapeutic options there is still an unmet need in advanced ovarian cancer, particularly in PROC Patients with PROC often experience rapid progression of disease and have a median overall survival of <12 months There is a lack of effective
Slide 21: Today's Objectives
Today’s Objectives 01 Rezatapopt background 02 Ovarian cancer treatment landscape Deepika Jalota, PharmD Chief Development Officer PYNNACLE Phase 2 interim data update 03 Initial NDA strategy informed by FDA feedback 04 Q&A 21
Slide 22: Overview of PYNNACLE Phase 2 Interim Data
Overview of PYNNACLE Phase 2 Interim Data Overall results across all cohorts Ovarian cohort results NDA submission strategy Looking ahead 22
Slide 23: PYNNACLE Phase 2 Study Design
PYNNACLE Phase 2 Study Design Ongoing Phase 2 study actively enrolling patients across ~60 sites globally Cohorts Patient Population Cohort 1: Ovarian cancer n = 42 • Aged ≥ 12 years Cohort 2: Lung cancer n ~18 • Locally advanced or metastatic solid Basket Primary endpoint: tumors, excluding primary
Slide 24: Demographics and Baseline Characteristics (All Cohorts)
Demographics and Baseline Characteristics (All Cohorts) Heavily pre-treated patients across broad spectrum of tumor types Cancer type Total Gallbladder H&N Others* N=109 1, 1% 1, 1% 9, 8% Ampullary Age (years) Median 65 carcinoma 2, 2% Sex Female 72%, Male 28% CRC 6, 5% ECOG PS 0: 42%, 1: 54% Endome
Slide 25: Responses Observed Across All Cohorts in Eight Tumor Types
Responses Observed Across All Cohorts in Eight Tumor Types TP53 Y220C / KRAS WT Efficacy Population a (n=97) Across All Cohorts ORR n (%) By Cohort ORR n (%) ORR per Investigator assessment 32 (33%) Ovarian 19/44 (43%) b Confirmed Complete Response (CR) 1 Breast 2/11 (18%) Confirmed Partial Response
Slide 26: Target Lesion Reduction Observed in the Majority of Patients
Target Lesion Reduction Observed in the Majority of Patients 100 Ovary Other Lung Breast Endometrial Gallbladder Ampullary carcinoma Head & Neck 50 Best change in tumor target lesion (%) 20 U ◊ U U U U 0 NE PD SD SD SD SD SD SD PD PD PD SD NE SD SD SD PD PD PD PD PD PD PD SD PD SD SD SD SD SD PD PD
Slide 27: Rapid Time to Response and Long Duration of Treatment
Rapid Time to Response and Long Duration of Treatment Treatment Ongoing First PR Response First CR Response uPR First PR Response • Median time to response 1.4 months • Median duration of response 6.2 months Days Post data cutoff: Data Cutoff 4Au g202 5 Among the 5 uPRs, 2 lung cancer patients and 1
Slide 28: Favorable Safety and Tolerability
Favorable Safety and Tolerability All TRAEs* (≥ 10% of Patients) Overall Grade 1 Grade 2 Grade 3 Grade 4 Preferred Term, n (%) N = 109 • TRAEs were mostly Grade 1/2 Any TRAE 84 (77.1) 20 (18.3) 36 (33.0) 24 (22.0) 4 (3.7) • Most frequent TRAEs were nausea, blood creatinine increased, fatigue, and Na
Slide 29: Demographics and Baseline Characteristics (Ovarian Cancer)
Ovarian Cancer Demographics and Baseline Characteristics (Ovarian Cancer) Heavily pre-treated population with poor prognostic features n=51 Age (years) Median 67 ECOG Performance Status 0: 47%, 1: 51% Heavily pre-treated patients: Median 4 prior lines (range 1-10) • 94% platinum-resistant or Prior l
Slide 30: Deep Tumor Shrinkage Leading to High Response Rate
Ovarian Cancer Deep Tumor Shrinkage Leading to High Response Rate Best change in tumor target lesion (%) Ovarian Cancer ORR n (%) 20 Platinum-resistant 18*/41 (44%) 1 or refractory Platinum-sensitive 1/3 (33%) -30 Overall 19*/44 (43%) * Data Cutoff 04A ug2025 * 1 Unconfirmed partial response – confi
Slide 31: Deep and Sustained Tumor Reduction
Ovarian Cancer Deep and Sustained Tumor Reduction Best Objective Response SD PR Percent change from baseline PD CR Weeks Data Cutoff 04A ug2025 31
Slide 32: Rapid and Durable Responses
Ovarian Cancer Rapid and Durable Responses Treatment Ongoing First PR Response First CR Response uPR First PR Response • Median Time to Response 1.3 months • Median Duration of Response 7.6 months Days Data Cutoff 04A ug2025 Post data cutoff: 32 - 1 uPR was confirmed. - In addition, 1 new uPR (20/44
Slide 33: On Target Activity Supported by Significant Decreases in ctDNA TP53 Y220C Mutation VAF
Ovarian Cancer On Target Activity Supported by Significant Decreases in ctDNA TP53 Y220C Mutation VAF TP53 Y220C VAF Change from Baseline in ctDNA Ovarian Cancer Patients by Best Overall Response by Investigator • 34 ovarian cancer patients had ctDNA TP53 Y220C Variant Allele Frequency (VAF) at base
Slide 34: Ovarian Cancer as Lead Indication Informed by FDA Feedback
Ovarian Cancer as Lead Indication Informed by FDA Feedback Targeting 1Q2027 NDA submission seeking accelerated approval Ovarian cohort Ovarian cohort Ovarian cohort enrollment completion primary analysis data planned NDA submission Enroll an additional 20-25 PROC patients having received prior SoC 1
Slide 35: Rezatapopt Offers Compelling Commercial Opportunity
Rezatapopt Offers Compelling Commercial Opportunity Commercial Opportunity: Market Research Feedback • De-risked opportunity in PROC as lead indication I would think this is going to be the go-to agent [for with projected 2027 launch ovarian cancer]. With this current data, this beats • Potential to
Slide 36: Rezatapopt Well-Positioned for Success in Ovarian Cancer and Beyond
Rezatapopt Well-Positioned for Success in Ovarian Cancer and Beyond Platinum-Sensitive Patients Limitation of approved options: Platinum-based Chemotherapy • Inconvenient IV administration • AEs requiring invasive monitoring 1st Line 2nd Line 3rd Line • Chemotherapy offers limited efficacy Platinum-
Slide 37: TP53 Y220C Mutation is Broadly Identifiable on Existing NGS Panels
TP53 Y220C Mutation is Broadly Identifiable on Existing NGS Panels • Molecular testing is now recommended by NCCN and ESMO across many cancer types including ovarian cancer, breast cancer, NSCLC, endometrial and others • Reimbursement of NGS testing is widely covered by Medicare and private insuranc
Slide 38: TP53 Y220C 2L+ Ovarian Cancer Offers Meaningful Market Potential
TP53 Y220C 2L+ Ovarian Cancer Offers Meaningful Market Potential Total 2L+ TP53 Y220C Ovarian Cancer ~1,700 ~$350 - 420M ~$520 - 630M Addressable 2L+ U.S. Market Global Market U.S. & EU4/UK Patients1 Potential2 Potential3 • Ovarian cancer patient population will be pursued as initial NDA submission
Slide 39: Future Opportunities to Grow Rezatapopt Beyond Ovarian Cancer
Future Opportunities to Grow Rezatapopt Beyond Ovarian Cancer Monotherapy Combination Solid Tumors Endometrial • Monotherapy data continues to be generated in Phase 2 PYNNACLE • Bevacizumab (PSOC) • 2L+ endometrial cancer has the potential to • KRAS inhibitors (NSCLC, Pancreatic, CRC) add ~350 patie
Slide 40: Compelling Efficacy and Defined Registrational Path for Rezatapopt
Compelling Efficacy and Defined Registrational Path for Rezatapopt In the Phase 2 PYNNACLE trial interim data, rezatapopt demonstrated an ORR of 43% in ovarian cancer with a median DoR of 7.6 months NDA submission planned in 1Q2027 in platinum-resistant/refractory ovarian cancer patients Strong bala
Slide 41: Today's Objectives Panel
Today’s Objectives Panel 01 David Mack, PhD Rezatapopt background President and Chief Executive Officer 02 Ovarian cancer treatment landscape Ramez N. Eskander, MD Professor, Department of PYNNACLE Phase 2 interim data update 03 Obstetrics, Gynecology, and Reproductive Sciences UC San Diego Initial
Slide 42: Thank You
Thank You @ PMVPharma PYNNACLE
Slide 43: References for Section 2: Current State: Ovarian Cancer
References for Section 2: Current State: Ovarian Cancer 1. American Cancer Society. Key statistics for ovarian cancer. https://www.cancer.org/cancer/types/ovarian- 36. Coleman RL, et al. Lancet Oncol. 2017;18:779–791. cancer/about/key-statistics.html. Accessed June 2025. 37. Aghajanian C, et al. J C
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