Heidelberg Pharma Ag · XETR:HPHA
Heidelberg Pharma — Hamburger Investorentage 2026
25 slides from Heidelberg Pharma's conference presentation, Feb 5, 2026
Slide 1: Innovative ADCs with a New Payload: Amanitin
INNOVATIVE ADCS WITH A NEW PAYLOAD: AMANITIN Walter Miller, CFO - Hamburger Investorentage, 05/02/2026
Slide 2: Safe Harbor: Forward Looking Statements
SAFE HARBOR FORWARD LOOKING STATEMENTS This communication contains certain forward-looking statements, competition from other biopharmaceutical, chemical and relating to the Company’s business, which can be identified by the pharmaceutical companies, environmental, health and safety matters, use of
Slide 3: Management Team with R&D and Pharma Experience
MANAGEMENT TEAM WITH R&D AND PHARMA EXPERIENCE András Strassz, MD Chief Medical Officer Dongzhou Jeffery Liu, PhD Chief Executive Officer More than 15 years experience in clinical drug development including roles at Sandoz, Amgen and biotech companies 25 years of industry experience of clinical and
Slide 4: Corporate Highlights
CORPORATE HIGHLIGHTS PROPRIETARY PAYLOADS, WHOLLY-OWNED ASSETS & PARTNERED ADCs Our Company Complete GMP Manufacturing Supply Chain • Clinical stage biotech • Heidelberg Pharma Group: 126 employees (staff reduction to ~ 30-35 until mid-2026) Technology and Asset Partnerships Maximize • Listed on Fra
Slide 5: Resistance Is One of the Biggest Challenges in Oncology
RESISTANCE IS ONE OF THE BIGGEST CHALLENGES IN ONCOLOGY 1 in 2 > 90% people will be diagnosed with of cancer deaths are caused by cancer in their lifetime drug resistance © Heidelberg Pharma AG 5
Slide 6: The Journey of Many Cancer Patients
THE JOURNEY OF MANY CANCER PATIENTS BEFORE TREATMENT TREATMENT RESISTANCE & RELAPSE Wagle, N. et al, J Clin Oncol. 2011; 29(22): 3085–3096 © 2011 by American Society of Clinical Oncology We need new drugs with new mode of action (MOA) to overcome resistance © Heidelberg Pharma AG 6
Slide 7: ATACs Address the Limitations of Current Cancer Therapies
ATACs ADDRESS THE LIMITATIONS OF CURRENT CANCER THERAPIES Cancer Diagnosis Treatment Long Term Response Outcome Tumor Relapse Standard Minimal Survival Therapy Cancer Stem Cells Increase (CSCs) survive CSCs survive Tumor bulk diminished Tumor Regrows Tumor ATAC Eradication Cure? Cancer Cell CSCs kil
Slide 8: The ATAC Platform Works Like a Guided Missile
THE ATAC PLATFORM WORKS LIKE A GUIDED MISSILE Enemy = Cancer Cells Missile's Warhead = Payload: α-Amanitin Targeting System = Antibody © Heidelberg Pharma AG 8
Slide 9: Strong IP Portfolio – HDP-101 Patent Estate
STRONG IP PORTFOLIO – HDP-101 PATENT ESTATE 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 building blocks synthesis Payload humanized anti-BCMA mAbs, in-licensed ATAC Platform bioma
Slide 10: Lead Program: Pamlectabart Tismanitin in Multiple Myeloma
LEAD PROGRAM: PAMLECTABART TISMANITIN IN MULTIPLE MYELOMA MULTIPLE MYELOMA (MM) IS A TYPE OF BLOOD CANCER PHASE I/IIa CLINICAL TRIAL • … that develops from plasma cells in the bone marrow and can affect more than one part of the body. Phase I part: dose escalation (ongoing) • Cohorts of 2-6 patients
Slide 11: HDP-101 Phase I/IIa Trial Design in Relapsed/Refractory Multiple Myeloma
HDP-101 PHASE I/IIA TRIAL DESIGN IN RELAPSED/REFRACTORY MULTIPLE MYELOMA 218 µg/kg Split 1st dose & Arm C Ongoing C10 premed*, then Q3W (+ premed) Phase I: Dose Escalation 175 µg/kg Split 1st dose & Arm C Q3W intravenous dosing, BLRM Design C9 premed*, then Q3W (+ premed) Objectives Q1W split C8 dos
Slide 12: HDP-101 – Phase I Efficacy Data Cohort 5-8
HDP-101 – PHASE I EFFICACY DATA COHORT 5-8 10101_P40 C (112.5 µg/kg) (140 µg/kg) 10101_P37 C * Cohort 8 10101_P42 B 13 10101_P41 C Progressive disease (PD) 10101_P39 C Stable disease (SD) 10101_P38 B Minimal response (MR) 10101_P36 B Partial response (PR) 10101_P35 C Very good partial response (VGPR
Slide 13: Dose-Dependent Efficacy of HDP-101 Treatment
DOSE-DEPENDENT EFFICACY OF HDP-101 TREATMENT M-protein Relative Change from Baseline M-protein % Change from Baseline 10101_P19 A 10101_P30 B 10101_P38 B 10101_P37 C 10101_P40 C 10101_P32 B 10101_P29 C 10101_P21 C 10101_P27 A 10101_P26 B 10101_P28 A 10101_P22 A 10101_P25 B 10101_P24 C 10101_P15 1010
Slide 14: HDP-101 – Phase I Preliminary Efficacy Data (Cohort 8)
HDP-101 – PHASE I PRELIMINARY EFFICACY DATA (COHORT 8) Cohort 8 Progressive disease (PD) (140 µg/kg) Stable disease (SD) Minimal response (MR) Partial response (PR) Very good partial response (VGPR) Stringent complete response (CR) 10101_P40 C Not evaluable 10101_P37 C Ongoing treatment * 10101_P42
Slide 15: Objective Response Rates (ORR)
OBJECTIVE RESPONSE RATES (ORR) 70% PRELIMINARY EFFICACY 60% 57% • Multiple responses were seen (from 90 µg/kg) across 50% different dosing arms, confirming that changes in the dose distribution maintained the anti-tumor effect while 40% 38% 29% improving drug tolerability • We observed 38% ORR in Co
Slide 16: HDP-101 Phase I/IIa: Preliminary Summary & Outlook
HDP-101 PHASE I/IIa: PRELIMINARY SUMMARY & OUTLOOK Multiple efficacy endpoints show dose-dependent and promising anti-cancer activity (Cohort 5-8): • 38% (11/29) of patients responded to treatment • 3 patients with sCR • At 140 µg/kg dose, we observed 57% ORR (4/7) • Responses are deeper and occur e
Slide 17: Planned Studies Tap into Large, Growing Patient Populations
PLANNED STUDIES TAP INTO LARGE, GROWING PATIENT POPULATIONS, WITH HIGH UNMET NEED TO PROLONG SURVIVAL Treatment Total Addressab. Range of Annual Peak 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 Duration Population Size Analog Shares Addressab. (U.S.) (%, WW) US Market1 Accelerated approval Ful
Slide 18: Listing Summary
LISTING SUMMARY PRIME STANDARD AT FRANKFURT STOCK EXCHANGE Current Market Cap EUR 130m – EUR 150m 52 Weeks - High/Low EUR 5.50 / 2.25 per share Number of Shares Outstanding EUR 46.8m Major Shareholders dievini & affiliated parties 44%, Huadong Medicine 35% Average #Shares Traded/Day ~ 10,000 – 13,00
Slide 19: Profit and Loss Q3 2025 and FY 2024
PROFIT AND LOSS Q3 2025 AND FY 2024 Guidance In EUR m Q3 2025 FY 2024 Operating Expenses Q3 2025 10/2025 7% 1% Sales revenue and other income 7.5 – 9.0 6.4 12.0 18% Operating expenses (36.0) – (40.0) (28.2) (32.6) Cost of sales (0.2) (1.8) R&D costs (21.0) (21.8) Administrative costs (5.0) (6.7) 67%
Slide 20: ADC Program Pipeline: Strategic Focus on HDP-101
ADC PROGRAM PIPELINE: STRATEGIC FOCUS ON HDP-101 DEVELOPMENT ACTIVITIES Product Target Indication Research Preclinic Phase I Phase II Phase III Approval Partner HDP-101 BCMA Multiple Myeloma ------------------------------------------------------------------------------------------ Huadong (China+) P
Slide 21: Good Reasons to Invest in Heidelberg Pharma
GOOD REASONS TO INVEST IN HEIDELBERG PHARMA HDP-101 positive preliminary Highly dynamic ADC efficacy data and good tolerability environment with an in RRMM are a validation of our attractive global market that is Amanitin-based technology for expected to grow future indications to USD 34 billion in
Slide 22: Thank You for Your Attention!
THANK YOU FOR YOUR Heidelberg Pharma AG Ladenburg, Germany Tel.: +49 6203 10090 ATTENTION! investors@hdpharma.com investors@hdpharma.com www.heidelberg-pharma.com www.heidelberg-pharma.com
Slide 23: Supplement
®@, Heidelberg GaARMA SUPPLEMENT
Slide 24: Partial Monetization of Royalty Stream for TLX250-CDx
PARTIAL MONETIZATION OF ROYALTY STREAM FOR TLX250-CDx Partial monetization of royalty stream for TLX250-CDx in the field of diagnostic use Key terms of the agreement between Heidelberg Pharma and HealthCare Royalty: • $25 m upfront payment at closing (March 2024), no repayment obligation in case of
Slide 25: Strategic and Operational Focusing
STRATEGIC AND OPERATIONAL FOCUSING • Strategic Focus: Heidelberg Pharma will concentrate all development activities on HDP-101, its lead Amanitin- based ADC candidate, currently in a Phase I/IIa trial for Multiple Myeloma. • Pipeline Adjustments: • HDP-102 clinical program in Non-Hodgkin Lymphoma wi