Obi Pharma, Inc. · TPEX:4174
Obi Pharma — Shareholder Meeting (June 2026)
16 slides from Obi Pharma's shareholder meeting presentation, Jun 26, 2026
Slide 1: Translating ADC Innovation into Next-Gen Value Creation
Translating ADC Innovation into Next-Gen Value Creation Annual Shareholders’ Meeting June 26, 2026 © 2026 OBI Pharma Inc. All Rights Reserved.
Slide 2: Safe Harbor Statement
Safe Harbor Statement 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 discussio
Slide 3: Agenda
Agenda OBI’s Positioning and Goals Core technology and innovative pipeline Ya-Chi Chen, PharmD Acting CEO and CSO OBI’s value and future roadmap 3 Jun 2026
Slide 4: OBI Pharma
OBI Pharma Advancing from ADC Platform Innovation to Global Licensing Focuses on Next-Generation Antibody-Drug Conjugates (ADCs) in Precision Oncology Proprietary Differentiated Licensing Platform Assets Value OBRION® Engine First / Best-in-Class Global business Next-gen conjugation development upsi
Slide 5: Integrated Leadership to Drive Value Creation
Integrated Leadership to Drive Value Creation Executive Team Board of Directors Ya-Chi Chen, Dong Xu, PhD PharmD Chief Medical Officer Acting CEO & CSO Kung-Yee Liang, PhD Chairman Colin Kao, CPA Jukka Muhonen Chief Operating Executive Director, Officer BD (USA) Yeong-Fang Chiang, PhD Vice Chairman
Slide 6: Next-Gen ADC Innovation Surges as Global Pharma Deepens Strategic Commitment
Next-Gen ADC Innovation Surges as Global Pharma Deepens Strategic Commitment Compound Annual Growth Rate (CAGR) Reaches 87.5% Now & Future Datroway Next-gen ADC Polivy continues to grow Zynlonta Emrelis Blenrep Elahere Enhertu Besponsa Bispecific ADC (237) Tivdak Trodelvy 2025 Adcetris Padcev AOC (6
Slide 7: Obrion®: Core Technologies and Competitive Advantages
Obrion®: Core Technologies and Competitive Advantages Four Core Technologies Enabling Next-Generation ADC Innovation Addressing Conventional ADC Challenges in Homogeneity, Stability, and Payload Design Antibody Payload Site-specific glycan conjugation platform Maintain antibody integrity and manufac
Slide 8: Integrated Enzyme Facility
Integrated Enzyme Facility Ensures consistency, scalability, and rapid support for ADC development 8 Jun 2026
Slide 9: Diversified Pipeline Driven by Platform Innovation
Diversified Pipeline Driven by Strategize Portfolio Growth Platform Innovation → In-license OBI-3424 → Research Collaboration ◼ Prodrug, engage potential partners OBI-992 / OBI-902 ◼ Advance clinical study OBI-904 ◼ Drive IND submission OBI-221 (DpBs ADC) · OBI-201 (Bs ADC)· New Target ADC ◼ Advance
Slide 10: OBI-902: Ongoing Phase 1 Study
OBI-902: Ongoing Phase 1 Study Cancer Types Enrolled • Digital Papillary United States • Leiomyosarcoma • Colorectal • Ovarian • Gastric • Cholangiocarcinoma • Pancreatic • Scripps Green Hospital • MD Anderson Cancer Center • NEXT Oncology N=3 Taiwan 6 N=3+3 mg/kg 4.5 N=3 mg/kg N=1 3 13 patients enr
Slide 11: OBI-201: Overcome GATE with dual TROP2 x HER2 design
OBI-201: Overcome “GATE” with dual TROP2 x HER2 design Boost targeted delivery Enhance cancer specificity Novel approach for the HER2 low/resistant cancer Enhertu® successor HER2 Ultra-low 50% ~$5B USD in 2025 HER2-positive (IHC 3+) 8.7% TROP2 HER2-low 41.3% CAGR 17.6% HER2 11 Jun 2026
Slide 12: OBI-221 Enabled by Dual-Target Strategy
OBI-221 Enabled by First-in-Class bispecific (cMet x HER3) dual-payload ADC with high potential in GI and NSCLC Biology-Driven Maximize Tumor Kill Dual-Target Strategy Through Dual-Phase Attack to Overcome Resistance MMAE: USD 6.7 B USD 14.25 B Microtubule Anti-HER3 Robust damage Anti-cMET suppressi
Slide 13: OBI Pharma's Value Creation Pathway
OBI Pharma's Value Creation Pathway ADC Asset Platform Proprietary Strategic Enzyme Collaboration • Commercial licensing • Leverage manufacturing • Co-development to • Conjugation technology capacity to generate advance products and licensing for linker, payload, • Milestone payment or revenue and s
Slide 14: OBI identified as a key player in ADC industry
OBI identified as a key player in ADC industry The only dual payload platform developer May 2026 About Phenomiqs: A strategic consultancy dedicated to providing the most impactful insights and strategic guidance. 14 Jun 2026
Slide 15: Sustainable Development Goals and Roadmap
Sustainable Development Goals and Roadmap Long-term Mid-term ◼ Evolve into a globally competitive, innovation- ◼ Continuously upgrade driven biopharmaceutical proprietary platform Short-term technologies company with the ◼ Accelerate global commercial out- capability to develop ◼ Continue advancing
Slide 16: Thank you
Thank you New drug development requires long process, vast investments and with no guarantee in success which may pose 16 Jun 2026 investment risks. The investors are advised to exercise caution and conduct thorough evaluation.