Slide 1: PharmaEngine, Inc. 1Q 2026 Investors' Conference
PharmaEngine, Inc. 1Q 2026 Investors’ Conference 2026/05/07 Jackie Chang, Investor Relations Senior Manager
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. 1Q26 Operational Highlights 2. 1Q26 Operational Overview 3. R&D Update and Operation Strategy 4. Q&A
Slide 4: 1Q26 Operational Highlights: Sustainable Growth and Pipeline Advancement
1Q26 Operational Highlights: Sustainable Growth and Pipeline Advancement COMMERCIAL PIPELINE OPERATION ONIVYDE® New Project R&D Operation with Indication Expansion Progress Accelerated Sustainable Growth 1. Sales of 1L combination 1. PEP07 Phase I clinical trials 1. Cash dividend payout for the ther
Slide 5: 1Q26 Operational Overview
1Q26 Operational Overview
Slide 6: Sales and Royalties Drive Long-Term Growth
Sales and Royalties Drive Long-Term Growth NT$(000) 1Q26 Item Year 2019 2020 2021 2022 2023 2024 2025 YoY (%) Taiwan Sales 180,389 214,828 235,469 277,594 278,547 279,990 277,133 58,076 (-14%) Royalties from 133,651 271,584 419,366 376,789 426,652 543,286 627,762 134,379 (+12%) Europe and Asia Miles
Slide 7: 1Q26 Financial Results
1Q26 Financial Results NT$(000) 1Q26 1Q25 Amount Change % Change Operating revenue 239,795 187,382 52,413 28% Operating costs 15,235 12,384 2,851 23% Gross profit 224,560 174,998 49,562 28% Sales expenses 6,625 7,329 (704) (10%) G&A expenses 23,586 23,406 180 1% R&D expenses 64,452 55,474 8,978 16%
Slide 8: R&D Update & Operation Strategy
R&D Update & Operation Strategy
Slide 9: Combination Therapy: The Future of Cancer Treatment
Combination Therapy: The Future of Cancer Treatment # of Patients Indication Standard of Care (2022) GBM: Brain Cancer 1. Maximal surgical resection 177,139 2. Radiotherapy with concomitant and maintenance temozolomide AML: 1. Induction chemo: “7+3” (cytarabine + anthracycline) Leukemia 227,206 2. T
Slide 10: PEP07 Phase I Clinical Trial Plan
PEP07 Phase I Clinical Trial Plan Mono Dose Escalation Combo Study Standard of Care cohort PEP07 cohort cohort New Chemical cohort Entity cohort Following MTD confirmation, advancing to expansion and combination trial phases.
Slide 11: PEP08 Phase I Clinical Trial Plan
PEP08 Phase I Clinical Trial Plan Mono Dose Escalation Combo Study cohort cohort Standard cohort of Care cohort PEP08 cohort New Chemical Entity Backfill cohorts are planned in selected doses Following MTD confirmation, advancing to expansion and combination trial phases.
Slide 12: Deal Values of DDR/Synthetic Lethality Drugs in 2020-2025
Deal Values of DDR/Synthetic Lethality Drugs in 2020-2025 Total Deal Target Name Licensor Licensee Date Phase at Deal Upfront Territory Value Eight DDR N/A Artios Merck Dec. 2020 IND Candidates US$30M US$890M Worldwide Targets Three DDR N/A Artios Novartis Apr. 2021 Discovery US$20M US$1.3B Worldwid
Slide 13: Deal Values of PRMT5/MAT2A Drugs in 2020-2026
Deal Values of PRMT5/MAT2A Drugs in 2020-2026 Phase at Total Deal Target Name Licensor Licensee Date Upfront Territory Deal Value MAT2A, Pol US$100M 50% US profit Theta and IDE397 Ideaya GSK Jun. 2020 Preclinical US$20M stock share and ex- Werner US$50M exercise fee for MAT2A US royalties Helicase 1
Slide 14: PEP08: Potential Indications, Number of Patients, and Market Size
PEP08: Potential Indications, Number of Patients, and Market Size Global PRMT5 Inhibitor Market Size Forecast Eligible MTAP-Deletion Patients of Selected Indications (2022) 2.5 2024-2033 1,000,000 2.08 911,950 CAGR = 23.7% 77,468 900,000 79,545 2 800,000 51,072 274,040 700,000 US$ Billion 1.5 600,00
Slide 15: Company Outlook for 2026-2030
Company Outlook for 2026-2030 New Dosage Transformation New Chemical Pipeline Build-up Precision Oncology Form Entity (DDR & Synthetic Lethality) PEP07 (Preclinical → Phase I) PEP07 (Expansion → Phase II/III) PEP09 (Drug Discovery → Late Drug PEP09 (Preclinical → IND-enabled study → Phase I ) Discov
Slide 16: Growth Drivers: Stronger R&D, Expanded Licensing Partnerships
Growth Drivers: Stronger R&D, Expanded Licensing Partnerships Global Licensing: Worldwide rights exclude Taiwan 2026-2030 Regional Licensing: China and Japan Collaboration: Treatment combo, e.g. SoC, new regimen
Slide 17: PharmaEngine: Turning Potential into Value
PharmaEngine: Turning Potential into Value 1 Disciplined cash flow and robust R&D resourcing to advance a diversified pipeline in parallel 4 Project flexibility for mono and combo therapies with SoC and NCE aligns with global treatment trend 2 Comprehensive in-house R&D capabilities from drug develo
Slide 18: Thank You
THANK YOU PharmaEngine, Inc.