Gyre Therapeutics, Inc. · NASDAQ:GYRE
Gyre Therapeutics — Investor Presentation (September 2026)
26 slides from Gyre Therapeutics's investor presentation, September 2026
Slide 1: A Global Innovator Expanding And Reinventing Protein Degrader Therapeutics
A Global Innovator Expanding And Reinventing Protein Degrader Therapeutics September 2026 1
Slide 2: Forward-looking Statements
Forward-looking Statements This presentation contains “forward-looking statements” within the meaning of the federal securities laws, including Section 27A of the United States Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding the curre
Slide 3: Gyre Is A Global Development Engine Fueled by its China Platform
Gyre Is A Global Development Engine Fueled by its China Discovery and Commercialization Platform Value Drivers Details Key Features Growth • Diversified R&D programs spanning across multiple indications Degrader platform for the Opportunities • Both early- and late-stage pipeline assets provide near
Slide 4: Gyre's Flexible, Capital-Efficient Global Development Strategy
Gyre’s Flexible, Capital-Efficient Global Development Strategy • Cash-flow Generation: Established commercial operations in China to help offset cash burn. • Reinvestment to R&D Engine: China-generated cash funds preclinical China Revenue Builds & development quickly, at scale, and cost-efficiently,
Slide 5: Global Development Programs and Upcoming Catalysts
Global Development Programs and Upcoming Catalysts Program and Description Indication Pre-IND Studies Phase 1 Phase 2 Phase 3 NDA Submitted Catalyst DAC Platform / Oncology / Lead DAC selection / IND- Next-Gen Degrader Inflammatory Disease Discovery & lead selection in China enabling advancement Tec
Slide 6: Targeted Protein Degraders (TPDs)
Targeted Protein Degraders (TPDs)
Slide 7: A Modular Degrader Platform: From Discovery to Clinic
A Modular Degrader Platform: From Discovery to Clinic Ubiquitin Proteasome System (UPS) – Our Engine for Targeted Protein Degradation Disease- Ub causing Ubiquitin Chain Ub protein Ub Ub Ub RING E2 Degrader Lys Lys Disease Disease Proteasome E3 ligase causing E3 ligase causing protein protein Degrad
Slide 8: CDK2-Cyclin E Dual Degrader: Novel Strategy for Multiple Solid Cancer Types
CDK2 / Cyclin E TYK2 / JAK1 TRK GSPT1 DAC Fibrosis CDK2-Cyclin E Dual Degrader: Novel Strategy for Multiple Solid Cancer Types Cyclin E Is Functionally Amplified or Diverse CDK4/6i or Endocrine Therapy Resistance Market Opportunity & Unmet Medical Need Overexpressed Across Multiple Cancer Types Conv
Slide 9: CG923308 Demonstrates Anti-Cancer Efficacy in Resistant Preclinical Models
CDK2 / Cyclin E TYK2 / JAK1 TRK GSPT1 DAC Fibrosis CG923308 Demonstrates Anti-Cancer Efficacy in Resistant Preclinical Models A.OVCAR3 Ovarian Ovarian Cancer CDX C.MKN1 Gastric Gastric CDX Cancer CDX E.CDK4/6i-resistant CDK4/6i-resistantMCF7 CDX breast cancer CDX 1500 Vehicle, n=8 400 Vehicle, n=8 8
Slide 10: TYK2-JAK1 Dual Degrader: Next-Generation Therapy for Autoimmune Diseases
CDK2 / Cyclin E TYK2 / JAK1 TRK GSPT1 DAC Fibrosis TYK2-JAK1 Dual Degrader: Next-Generation Therapy for Autoimmune Diseases Sweet Spot of TYK2/JAK1 Dual Targeting High Cytokine signaling mediated by TYK2 and JAK1 Broad / key disease-driving cytokines TYK2 & JAK1 IL-12 IL-23 Type I IFNs Drives Th1 Dr
Slide 11: CG620953 Demonstrates Efficacy in Lupus and RA Preclinical Models
CDK2 / Cyclin E TYK2 / JAK1 TRK GSPT1 DAC Fibrosis CG620953 Demonstrates Efficacy in Lupus and RA Preclinical Models Survival rate Doral skin lesion score Kidney injury histopathology histopathological Score Nose lesion score Control-vehicle Percent of survival CG620953 (60 mpk, qd, po) Kidney CG620
Slide 12: Pan-TRK Degrader: Potential First-in-Class Non-Opioid Therapeutic for Cancer-Induced Bone Pain
CDK2 / Cyclin E TYK2 / JAK1 TRK GSPT1 DAC Fibrosis Pan-TRK Degrader: Potential First-in-Class, Non-Opioid Therapeutic Degrader for Cancer-Induced Bone Pain Cancer-Induced Bone Pain U.S. Market Opportunity Our Differentiated Approach CG001419 Oral Pan-TRK Degrader 280K – 330K Significant Unmet Need 1
Slide 13: CG001419 Phase 1 Results: PD Target Engagement and Safety
CDK2 / Cyclin E TYK2 / JAK1 TRK GSPT1 DAC Fibrosis CG001419 Phase 1 Results: PD Target Engagement and Safety Multiple Ascending Dose (MAD) PK – Day 7 Pharmacodynamics: Potential Target Engagement Surrogate PD Assay Demonstrated Degradation Potency in the Low-nM Range. 100 Reporter Cell Line GFP TRKA
Slide 14: CG009301: Targeting GSPT1 for AML and Solid Tumor Cancers
CDK2 / Cyclin E TYK2 / JAK1 TRK GSPT1 DAC Fibrosis CG009301: Targeting GSPT1 for AML and Solid Tumor Cancers • GSPT1 controls protein translation termination and plays important function for leukemia stem cells and tumor cells with MYC overproduction GTP GDP GDP • GSPT1 lacks an active site and is o
Slide 15: CG009301: Ongoing Phase 1 in China for High-Risk Heme Malignancies
CDK2 / Cyclin E TYK2 / JAK1 TRK GSPT1 DAC Fibrosis CG009301: Ongoing Phase 1 in China for patients with high-risk heme malignancies Dose Escalation Dose Expansion Dose level 10 - mg QD,n=xx Dose level 9 - mg QD,n=xx 28 days as one Dose level 8 - mg QD,n=xx cycle Dose level 7 - mg BOIN QD,n=6~12 Desi
Slide 16: Degrader-Antibody Conjugates (DACs)
Degrader-Antibody Conjugates (DACs)
Slide 17: Leveraging Expertise in TPDs and China ADC Platform to Develop DACs
CDK2 / Cyclin E TYK2 / JAK1 TRK GSPT1 DAC Fibrosis Leveraging Expertise in TPDs and China ADC Platform to Develop Degrader-Antibody Conjugates (DACs) Gyre’s DAC Mechanism of Action & Benefits Gyre’s DAC Platform for Multiple Cancer Types HIGH POTENCY IMPROVED PK mAbs – monoclonal antibodies ENHANCED
Slide 18: Gyre's DACs Demonstrate Broad Efficacy Across Diverse Tumor Types
CDK2 / Cyclin E TYK2 / JAK1 TRK GSPT1 DAC Fibrosis Gyre’s DACs Demonstrate Broad Efficacy Across Diverse Tumor Types A.MV4;11 AML CDX model AML CDX model C. Breast Cancer model MDA-MB-453 Breast Cancer Model E. Prostate Cancer CDX model VCaP Prostate Cancer CDX model 1500 Vehicle 2000 Vehicle 2500 V
Slide 19: DAC for Prostate Cancer and Solid Tumors With An Epigenetic-Targeting Payload
CDK2 / Cyclin E TYK2 / JAK1 TRK GSPT1 DAC Fibrosis DAC for Prostate Cancer and Solid Tumors With An Epigenetic-Targeting Payload Protein degradation & cytotoxicity Prostate cancer CDX model Prostate cancer causes 35,000 – 36,500 deaths each year and is the second- VCaP Prostate Cancer CDX model lead
Slide 20: Commercial Foundation and Growth Opportunities with F351 (Hydronidone)
Commercial Foundation and Growth Opportunities with F351 (Hydronidone)
Slide 21: ETUARY: The Commercial Anchor of Our Fibrosis Franchise Since 2011
CDK2 / Cyclin E TYK2 / JAK1 TRK GSPT1 DAC Fibrosis ETUARYTM: The Commercial Anchor of Our Fibrosis Franchise Since 2011 A Durable Revenue Base that Funds Innovation and Supports Our Next-generation Degrader / DAC Platform Established Leadership Durable Market Position Funds the Innovation Pipe
Slide 22: F351 Phase 3 Results in CHB-associated Liver Fibrosis Supports Regulatory Filing
CDK2 / Cyclin E TYK2 / JAK1 TRK GSPT1 DAC Fibrosis F351 Phase 3 Results in CHB-associated Liver Fibrosis Supports Regulatory Filing F351 poised to be the next-generation of fibrosis therapy Breakthrough Therapy Designation Priority Review of NDA NDA accepted by NMPA in May 2026 (China NMPA, 2021, 20
Slide 23: MASH Fibrosis Market Provides Significant Upside Opportunity For F351
CDK2 / Cyclin E TYK2 / JAK1 TRK GSPT1 DAC Fibrosis MASH Fibrosis Market Provides Significant Upside Opportunity For F351 China-First Strategy Provides Accelerated POC Forecasted Market Size of MASH Fibrosis Therapies in the USA ($MM USD) 42% CAGR $5,462 (2025 – 2032) $4,247 $3,310 $2,481 $1,740 $1,1
Slide 24: Key Value Drivers
Key Value Drivers Lead TPD Assets 1 • Opportunities in cancer and autoimmune diseases with dual degraders • TPD portfolio highly validated for large unmet need indications TPD / DAC R&D Engine 2 • Multiple shots on goal • DACs paint a promising picture as the next-gen to ADCs / TPDs alone Global Exp
Slide 25: U.S. Management Team with Cross-Culture Operational Experience
U.S. Management Team with Cross-Culture Operational Experience Ying Luo, Ph.D. Thomas Eastling Weiguo Ye Yue Xiong, Ph.D. Ruoyu Chen Chief Executive Officer Chief Financial Officer Chief Operating Officer Chief Scientific Officer Chief Information Officer Jialiang Wang, Ph.D. Joshua Bergmann, J.D. S
Slide 26: Thank You!
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