Pharmaengine, Inc. · TPEX:4162
Pharmaengine — 1H 2025 Investors' Conference (hosted by Yuanta Securities)
23 slides from Pharmaengine's conference presentation, Jul 31, 2025
Slide 1: 1H 2025 Investors' Conference
PharmaEngine, Inc. 4162.TWO 1H 2025 Investors’ Conference 2025/07/31 Jackie Chang, Investor Relations
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. 1H 2025 Operational Highlights 2. 1H 2025 Operational Overview 3. Research and Development ◆ PEP07 (CHK1 Inhibitor) ◆ PEP08 (2nd Generation PRMT5 Inhibitor) 4. Vision for 2025 5. Q&A
Slide 4: 1H 2025 Operational Highlights: Sustainable Growth and Enhanced Pipeline
1H 2025 Operational Highlights: Sustainable Growth and Enhanced Pipeline COMMERCIAL PIPELINE OPERATION ONIVYDE® New project R&D progress Operation with sustainable Indication expansion accelerated growth The process for price 1. Phase I clinical trials of 1. 1H25 cash and cash negotiation for Taiwan
Slide 5: 1H 2025 Operational Overview
1H 2025 OPERATIONAL OVERIVEW
Slide 6: Sales and Royalties Drive Long-term Growth
Sales and Royalties Drive Long-term Growth NT$(000) 1H 2025 Item Year 2018 2019 2020 2021 2022 2023 2024 YoY (%) Taiwan Sales 87,384 180,389 214,828 235,469 277,594 278,547 279,990 127,326 (-6%) Royalties from 109,825 133,651 271,584 419,366 376,789 426,652 543,286 250,322 (+9%) Europe and Asia Mile
Slide 7: 1H 2025 Financial Results
1H 2025 Financial Results NT$(000) 1H 2025 1H 2024 Amount Change % Change Operating revenue 384,169 426,373 (42,204) (10%) Operating costs 23,207 22,603 604 2.7% Gross profit 360,962 403,770 (42,808) (11%) Sales expenses 15,091 15,789 (698) (4%) G&A expenses 45,781 46,864 (1,083) (2%) R&D expenses 1
Slide 8: R&D Pipeline
[Rap PIPELINE
Slide 9: Pipeline Portfolio Focuses on Precision Oncology
Pipeline Portfolio Focuses on Precision Oncology Commercial Program Indications Lead Preclinical Phase I Phase II Phase III Approval Partner Rights Milestone Royalty ONIVYDE® (EU/Asia) 1L/2L PDAC Approval (liposomal irinotecan) Taiwan Sales AML/MCL PEP07 Global (CHK1i) Solid tumors DDR & PEP08 MTAP-
Slide 10: PEP07 (CHK1 Inhibitor)
L PEPo7 (CHK1 Inhibitor)
Slide 11: CHK1 is key to cell survival
CHK1 is key to cell survival Cell death Damaged cell M M Damaged cell CHK1 CHK1 Damaged cell G2 G1 G2 G1 PEP07 Damaged cell S S Damaged cell CHK1 is a key in cell cycle regulation and DNA damage repair. PEP07 inhibits CHK1 function, therefore, if cell repair When cell DNA is damaged, CHK1 will be ac
Slide 12: PEP07: A Potential Best in Class CHK1 Inhibitor
PEP07: A Potential Best in Class CHK1 Inhibitor ACR-368 Criterion PEP07 (Prexasertib) SRA-737 BBI-355 Development Phase Phase I Phase II Phase I/II Phase I/II Potency* CHK1 vs CHK2 Selectivity Oral Bioavailability BBB-Penetrating Unknown Endometrial cancer AML/MCL Indications Ovarian cancer Solid tu
Slide 13: PEP07: Potential Indications and Number of Patients
PEP07: Potential Indications and Number of Patients Potential Indication Cancer Type 2022 Incidence* Acute Myeloid Leukemia (AML) 165,500 MCL 33,323 Gastric Cancer 968,350 High Potential Soft Tissue Sarcoma 42,500 GBM 321,476 SCLC 372,100 Ovarian Cancer 324,398 * Globocan 2022 Total 2,194,324 In ter
Slide 14: PEP07: Potential Market for AML and Target Therapy Drug
PEP07: Potential Market for AML and Target Therapy Drug Projected Global Market Size for AML Market Size Projection of Current Target Therapy Drugs for AML Target Current Projected Therapy CAGR Market Size Market Size 6 Drugs 5.1 17.5% Venetoclax US$300M (2024) US$1.2B (2033) 5 2024-2032 (2026-2033)
Slide 15: PEP07: Potential Market for MCL and Target Therapy Drugs
PEP07: Potential Market for MCL and Target Therapy Drugs Projected Global Market Size for MCL Market Size Projection of Current Target Therapy Drugs for MCL Target Therapy Current Drugs Projected Market Size CAGR Market Size (BTK Inhibitors) 6 9.1% Acalabrutinib US$1.2B (2024) US$2.5B (2033) (2026-2
Slide 16: PEP08 (2nd Generation PRMT5 Inhibitor)
PEP08 (2nd Generation PRMT5 Inhibitor)
Slide 17: PEP08 Mechanism of Action: Synthetic Lethality
PEP08 Mechanism of Action: Synthetic Lethality ✓ Unlike 1st generation PRMT5 inhibitors bind PRMT5 unselectively in both cancer cells and normal tissues, 2nd generation, MTA co-operative PRMT5 inhibitors only target to MTAP-deletion cancer cells due to the higher concentration of MTA in cancer cells
Slide 18: PEP08: A Potential Best in Class MTA-cooperative PRMT5 Inhibitor
PEP08: A Potential Best in Class MTA-cooperative PRMT5 Inhibitor AMG-193 BMS-986504 AZ3470 Criterion PEP08 TNG462 (Tango) (AMGEN) (MRTX1719) (Astra Zeneca) Development Phase Phase 1 Phase 1/2 Phase 1/2 Phase 1/2 Phase 1/2 Potency* MTAP selectivity BBB-penetrating MTAP-deleted cancers Indication NSCL
Slide 19: PEP08: Potential Indications and Number of Patients
PEP08: Potential Indications and Number of Patients Eligible MTAP-Deletion Patients of Selected Indications (2022) 1,000,000 77,468 911,950 900,000 79,545 % of MTAP Eligible 800,000 51,072 Cancer Type Incidence* Deletion^ No. of Patients 274,040 700,000 GBM 321,476 42% 135,020 Bladder 613,791 25% 15
Slide 20: PEP07 and PEP08: Potential Market for GBM
PEP07 and PEP08: Potential Market for GBM Projected Global Market Size for GBM Market Size Projection of Current Target Therapy Drugs for GBM Target Current Projected 8.3 Therapy CAGR 9 Market Size Market Size Drugs 2025-2034 8 CAGR = 8.9% Temozolomide US$924M (2023) US$1.179B (2032) 3.1% 7 (TMZ) 6
Slide 21: Vision for 2025
L vision FOR 2025
Slide 22: Vision for 2025
Vision for 2025 1 Complete dose finding for PEP07 Phase 1 hematologic cancers and solid tumors 4 Continue to expand and advance early pipeline 2 PEP07 to enter dose expansion for selected indications 5 Obtain Taiwan’s NHI reimbursement for ONIVYDE® as 1L treatment of metastatic pancreatic cancer 3 6
Slide 23: Thank You
THANK YOU PharmaEngine, Inc.
PharmaEngine — 1H 2025 Investors' Conference (hosted by Yuanta Securities) on 6ix