Slide 1: Fate can be altered
Fate can be altered October 16, 2024
Slide 2: Team
Team Marcin Szumowski Zbigniew Zasłona Chairman of the Board & CEO Chief Scientific Officer Piotr Iwanowski Sławomir Broniarek Chief Medical Officer Chief Financial Officer 10/16/2024 2
Slide 3: YKL40 | exclusive licensing agreement for early stage program
YKL40 | exclusive licensing agreement for early stage program U.S.-based global biotechnology company (NASDAQ ticker: OCEA), whose business model is based on licensing promising research projects at early stages and further developing them through preclinical and clinical stages. Discoveries in lung
Slide 4: YKL40 | Pioneering research on CHIT3L1 (YKL-40)
YKL40 | Pioneering research on CHIT3L1 (YKL-40) For more than 30 years, cared for DR. JACK A. ELIAS patients with a wide variety of lung ailments including those in intensive care and patients with immune and One of the company’s co-founders and Chairman of its Scientific Advisory allergic disorders
Slide 5: YKL-40 regulates positively pathways driving fibrosis and cancer
YKL40 | YKL-40 regulates positively pathways driving fibrosis and cancer Receptors regulated by YKL40 in cancer and fibrosis (interaction facilitated by glycans binding): Functional effect of YKL40 binding: mitogenic for fibroblasts inhibits collagen degradation induces collagen production e
Slide 6: Tools developed and used in the project to study binding potency of compounds
YKL40 | Tools developed and used in the project to study binding potency of compounds High throughout Alpha Screen Assay was designed and developed for the purpose of this project. This assay employs biotinylated small molecule probe that binds to the chitin binding pocket of YKL-40 and is displaced
Slide 7: YKL40 fits Ocean's approach to treat fibrotic diseases
YKL40 |fits Ocean's approach to treat fibrotic diseases Pulmonary fibrosis by Ashcroft score 5 ✱ Ashcroft score (mean) 4 3 2 1 0 Saline Bleo + Bleo + Vehicle OAT-3912 100 mg/kg PO, BID 10/16/2024 7
Slide 8: In vivo efficacy data - anti-inflammatory and anti-cancer potential of OAT-3912
In vivo efficacy data - anti-inflammatory and anti-cancer potential of OAT-3912 TNF-α IL-10 IL-1β 25 ✱ 8000 10000 ✱ concentration [pg/mL] concentration [pg/mL] concentration [pg/mL] 20 6000 8000 15 6000 4000 10 4000 LOQ 2000 5 2000 0 0 0 25 50 ve 0 h 25 50 ve 0 h 25 50 ve 0 h 10 ve 10 ve 10 ve ai ai
Slide 9: Pipeline: Focus on the value
Pipeline: Focus on the value 10/16/2024 9
Slide 10: Molecure | Focus on the value
Molecure | Focus on the value Clinical Candidate Current status 2025 / 2026 Selection estimate Molecular Target Lead In Vivo Preclinical Regulatory Target Indications Validation Optimization POC Development Process Phase I Phase II Hit-to-lead PROTEIN TARGETS OATD-01 CHIT1 Sarcoidosis, MASH, IPF, ot
Slide 11: Molecure | Focused pipeline
Molecure | Focused pipeline Clinical Candidate Current status 2025 / 2026 Selection estimate Molecular Target Lead In Vivo Preclinical Regulatory Target Indications Validation Optimization POC Development Process Phase I Phase II Hit-to-lead PROTEIN TARGETS OATD-01 CHIT1 Sarcoidosis, MASH, IPF, othe
Slide 12: OATD-01: Disease modifying potential in MASH
OATD-01: Disease modifying potential in metabolic dysfunction-associated steatohepatitis (MASH) 10/16/2024 12
Slide 13: OATD-01 | A window of opportunity
OATD-01 | A window of opportunity Sarcoidosis is the entry point to proving the clinical utility of targeting CHIT1 in other diseases with unmet medical needs Positive results in the phase 2 proof-of-concept could pave the way to multiple other indications where chronic inflammation drives tissue re
Slide 14: OATD-01 | MASH one of the fastest growing markets
OATD-01 | MASH one of the fastest growing markets Key Players: MASH - A Growing Health Challenge - Approved Global Prevalence: More than 25% of the world’s population is at risk of MASH. Madrigal Pharmaceuticals – first mover’s market success with resmetirom. Expected Growth of the MASH Drug Market
Slide 15: OATD-01 | Resmetirom paves the way for novel MASH therapies
OATD-01 | Resmetirom paves the way for novel MASH therapies Resmetirom reduces inflammation and steatosis of the liver with no direct anti-fibrotic effect, therefore addressing F2/F3 patient population OATD-01 with its strong anti-inflammatory and anti-fibrotic effects, could expand the treatable po
Slide 16: Potential in MASH | Summary
Potential in MASH | Summary CHIT1 is a therapeutic target upregulated in MASH that correlates with diseases severity o OATD-01 has been proven to have therapeutic effect in MASH models, including reversal of fibrosis (in-house, CRO, Galapagos and independent academic research data) o Patients with a
Slide 17: Financial results
Financial results PLN m Q1-Q3 2024 Q1-Q3 2023 Changes in assets & liabilities (PLN m) Revenue 0.70 3.26 Grants 0.21 3.24 Other 0.49 0.02 Cost incl: 22.27 25.11 General & Adm 7.29 8.83 Early stage programs 14.98 16.28 EBIT (21.57) (21.85) Net Financial income 0.64 3.37 Net loss/profit (20.93) (18.48)
Slide 18: R&D expenses, CAPEX and employment
R&D expenses, CAPEX and employment PLN m Q1-Q3 2024 Q1-Q3 2023 R&D expenses incl.: 28,36 37,52 Clinical stage programs 13,38 21,25 Cash position (end of Discovery and preclinical development 14,98 16,28 September 2024) programs General and administrative expenses, 7,29 8,83 >PLN 28m including busine
Slide 19: Molecure | Today's Highlights
Molecure | Today's Highlights approx. $32 million bio-dollar value of the Streamlined pipeline agreement 13 m PLN savings in early discovery Continued OATD-01 clinical development to capitalize on large market potential (MASH $25bn, sarcoidosis $2bn) 10/16/2024 19
Slide 20: Q&A
Q&A 10/16/2024 20
Slide 21: Molecure SA disclaimer
Molecure SA (”MOC") and its Board and employees make no warranties or assurances regarding the accuracy or completeness of any representations or other materials contained herein. The information and data contained herein reflect the current conditions and assessments of the market situation as at t