Adalta Ltd. · ASX:1AD
Adalta — BIOSeedin Autumn Innovation Partnering Summit 2026
35 slides from Adalta's conference presentation, Sep 10, 2026
Slide 1: ASX Announcement: BIOSeedin Autumn Innovation Partnering Summit 2026 presentation
ASX Announcement | 10 September 2026 AdAlta Limited (ASX:1AD) BIOSeedin Autumn Innovation Partnering Summit 2026 presentation Bilingual overview of ‘East to West’ model for bringing groundbreaking cellular immunotherapies for cancer to patients worldwide For personal use only Melbourne, Australia, 1
Slide 2: About EW-001 and About AdAlta
About EW-001 (formerly BZDS1901) EW-001 is a novel, first in class, CAR-T cell therapy designed to treat mesothelioma (a rare but rapidly fatal cancer usually linked to asbestos exposure) and with possible application in more than ten other cancers. CAR-T cell therapies are living drugs manufactured
Slide 3: For more information
efficacy in multiple animal models of disease and two successful Phase I clinical studies, AD-214 is available for partnering. To learn more, please visit: www.adalta.com.au For more information Join our InvestorHub Follow us on LinkedIn Follow us on X (formerly Twitter) For personal use only 3
Slide 4: Commercialising Life Saving Cellular Immunotherapies 'East to West'
COMMERCIALISING For personal use only LIFE SAVING CELLULAR IMMUNOTHERAPIES “EAST TO WEST” 拯救生命的细胞免疫疗法 的商业化:“东学西渐” ADALTA LIMITED (ASX:1AD) | BIOSEEDIN AUTUMN INNOVATION PARTNERING SUMMIT | SEPTEMBER 2026 ADALTA LIMITED (ASX:1AD) | BIOSEEDIN秋季创新合作峰会 | 2026年9月 AdAlta Limited (ASX:1AD) | BIOSeedIn Autu
Slide 5: Important Notice & Disclaimer
IMPORTANT NOTICE & DISCLAIMER 重要通知和免责声明 Investment in AdAlta is subject to investment risk, including possible loss of income and capital invested. AdAlta does not guarantee any particular rate of return or performance, nor do they guarantee the repayment of capital. 投资AdAlta存在投资风险，投资者可能损失投资收益及投入本金。
Slide 6: AdAlta: Next Generation Cell & Protein Therapeutics
ADALTA: NEXT GENERATION CELL & PROTEIN THERAPEUTICS ADALTA：下一代细胞和蛋白治疗药物 “东学西渐”细胞免疫疗法增长战略 For personal use only AdAlta is - a clinical stage biotech: 释放细胞免疫疗法在实体瘤患者中的治疗潜力：占癌症90%的实体瘤，依托血液肿 瘤领域已验证的成功经验与亚洲创新力量，挖掘未开发的巨大机遇。 AdAlta是一家处于临床阶段的生物 技术公司： 首个核心资产：有望成为针对40亿美元间皮瘤细分市场的突破性疗法；BZDS1901为 • Growth powere
Slide 7: 'East to West' Cellular Immunotherapies
“EAST TO WEST” CELLULAR IMMUNOTHERAPIES “东学西渐”细胞免疫疗法 AdCella operates at the intersection of Asia’s biotech innovation engine room and global markets, providing a pathway and funding to prepare innovative Asian cell therapies for solid cancers for Western biopharma buyers using Australia’s translati
Slide 8: The Opportunity: Eastern Innovation Surplus That Can't Reach Western Patients
THE OPPORTUNITY: “EASTERN”INNOVATION SURPLUS THAT CAN'T REACH WESTERN PATIENTS 机遇：“东方”创新过剩，无法惠及西方患者 中国拥有大量处于临床阶段的细胞疗法项目，但其中仅有少数项目具备可信、合规的路径，能够获得西方的药品批准与医保报销资格。 For personal use only The innovation surplus (“East”) The access deficit (barriers to the “West”) 创新过剩（“东方”） 准入不足（通往“西方”的障碍） 970+ 350+ 临床数据有
Slide 9: 1st Asset EW-001: A Stand-Out Armoured MSLN CAR-T for Solid Cancers
1ST ASSET EW-001: A STAND-OUT ARMOURED MSLN CAR-T FOR SOLID CANCERS 首个资产EW-001：一种用于实体癌的杰出装甲间皮素（MSLN）CAR-T 靶向MSLN、抗PD1纳米抗体装甲的自体CAR-T。由上海细胞治疗集团开发为BZDS1901并获得其许可；在大中华区以外拥有独家权利（7个专利家族）。 For personal use only Optimised target • 间皮素（MSLN）在多种预后不良的癌症中高 Lead indication: relapsed/ 优化靶点 度表达 refractory mesothel
Slide 10: Complete Responses: The Highest-Value Early Signal in Solid Tumour CAR-T
COMPLETE RESPONSES: THE HIGHEST-VALUE EARLY SIGNAL IN SOLID TUMOUR CAR-T 完全缓解：实体瘤CAR-T领域极具价值的早期临床信号 EW-001在晚期间皮瘤中产生了完全缓解（CR），即肿瘤完全清除。CR在晚期间皮瘤中很罕见，是持久、可能治愈结局的 最强预测指标，这正是能够改变与患者、监管机构以及收购方对话格局的关键。 For personal use only Mesothelioma remains a rapidly lethal disease: EW-001 offers hope of a CR rate diffe
Slide 11: EW-001 CAR-T Results to Date Point to a Better Outcome
EW-001 CAR-T RESULTS TO DATE POINT TO A BETTER OUTCOME EW-001 CAR-T迄今为止的结果表明结局更佳 EW-001的CR率可支持加速/附条件获批路径，同时将项目价值锚定在可比交易区间内。 Best tumor shrinkage For personal use only 最佳 肿瘤缩 小程度 (per RECIST v1 .1) （根 据实体 瘤疗效 评价标 准[RECIST] v1 .1） Not good 不佳 Target Lesion 1 靶病灶1 Patient #03 患者#03 Best change i n tum
Slide 12: Exit Precedents: Phase 1 CAR-T Licensing Transactions
EXIT PRECEDENTS: PHASE 1 CAR-T LICENSING TRANSACTIONS 退出先例：I期CAR-T许可交易 投资自体细胞疗法（许可、并购[M&A]、企业风险 5年 2年 73 2024年底的体内CAR-T资产 将为优化的递送系统寻找 投资[CVC]）的全球前25家肿瘤制药公司 72% 44% 5 2025年进入临床的体内CAR-T资产 经过验证的有效载荷 For personal use only Total Upfront Date Drug(s) Licensor Licensee Deal stage Lead indications value (US
Slide 13: Execution Platform: AdCella's Cell Therapy Advantage
EXECUTION PLATFORM: ADCELLA'S CELL THERAPY ADVANTAGE 执行平台：ADCELLA的细胞疗法优势 AdCella使用成熟、获FDA认可的澳大利亚临床和生产基础设施，其成本远低于美国。 Australia’s national • Globally recognised early-stage clinical research competence For personal use only Clinical delivery in 全球公认的早期临床研究 澳大利亚的国家能力 Australia • 55家机构使用细胞和各种基因疗法治疗患者 澳大
Slide 14: Growing Pipeline, 'Two Lane' Platform Coming Soon
GROWING PIPELINE, “TWO LANE” PLATFORM COMING SOON 不断增长的管线，“双通道”平台即将推出 Asset 2 (option) DILIGENCE Asset 3 (option) DILIGENCE Asset 4 (option) DILIGENCE For personal use only • 已获批产品先例 • 同类首创潜力，新靶点，TCR-T • 同类首创潜力，新抗原靶点， 细胞疗法 逻辑门控CAR-T细胞疗法 • 同类最佳产品：生产、有效性和 安全性优势；适用于IRO • 实体瘤适应症 • 实体瘤适应症 • 已掌握I期数据 • 中国I
Slide 15: Experienced Team with Domain Expertise, Global Reach
EXPERIENCED TEAM WITH DOMAIN EXPERTISE, GLOBAL REACH 资深团队、深耕行业、布局全球 >10 cancer drugs taken from first-in-human to approval. >US$200m (plus >US$5.5bn contingent) across 35+ licensing, CDMO and M&A deals. For personal use only Board Clinical Advisory Board (from leading Australian CAR-T centres) Tim O
Slide 16: Recent Achievements
RECENT ACHIEVEMENTS 近期成就 For personal use only 2026年1月 2026年3月 2026年4月 2026年7月 2026年8月 根据与上海细胞治疗集团（ 与SHcell召开首次联合开发委 与OriBiotech和Cell Therapies 第二次SHcell里程碑付款；确 EW-001完全缓解者达到1年和 SHcell）的开发合作协议，许 员会会议，以加速EW-001技 Pty Ltd（CTPL）签订谅解备 保获得额外的临床数据和关键 2年生存里程碑；总生存期和 可引进BZDS1901（现为EW- 术转移 忘录（MoU)，以使用 材料 剂量反应支
Slide 17: Next Steps for AdAlta
NEXT STEPS FOR ADALTA ADALTA的后续步骤 里程碑/活动 时间 意义 EW-001 For personal use only ➢ 美国FDA监管建议（IND前会议） 2026年下半年 确认并降低I期前所需的剩余生产和临床前活动的风险 ➢ 生产技术转移和优化——首次在澳 2026年下半年 确认BZDS1901各患者特异性剂量具备可靠且经济高效的 大利亚运行 “即时制备” 工艺，提升对大型制药合作伙伴的吸引力 ➢ 中国IIT研究的持续临床结果 ~每季度 确定BZDS1901控制肿瘤的时长和由此产生的生存获益； 评估合作方合作潜力的关键指标 其他 ➢ 额外“东学西渐”资产的
Slide 18: AdCella Subsidiary: 'East to West' Strategy Summary
ADCELLA SUBSIDIARY: “EAST TO WEST” STRATEGY SUMMARY ADCELLA子公司：“东学西渐”战略总结 专注于实体癌T细胞疗法，目标为竞争较小的市场，同时利用经过验证的 For personal use only Using patient’s own immune cells to 细胞免疫疗法 fight cancer 利用患者自身的免疫细胞抗击癌症 结合亚洲针对实体癌的创新T细胞疗法和澳大利亚的生产优势，利用独特 的区域优势 ✓ 首个资产已获许可 从2027年起 通过将“东方”的细胞免疫疗法创新引入“西方”的受监管市场，具有巨大的 价值拐点潜力
Slide 19: For More Information Please Contact
For personal use only FOR MORE INFORMATION PLEASE CONTACT: 如需更多信息，请联系： TIM OLDHAM CEO & MANAGING DIRECTOR 首席执行官兼董事总经理 +61 403 446 665 T.OLDHAM@ADALTA.COM.AU IR@ADALTA.COM.AU WWW.ADALTA.COM.AU AdAlta Limited (ASX:1AD) | BIOSeedIn Autumn Summit | September 2026 | 16
Slide 20: Commercialising Life Saving Cellular Immunotherapies 'East to West'
For personal use only COMMERCIALISING LIFE SAVING CELLULAR IMMUNOTHERAPIES “EAST TO WEST” ADALTA LIMITED (ASX:1AD) | BIOSEEDIN AUTUMN INNOVATION PARTNERING SUMMIT | SEPTEMBER 2026 AdAlta Limited (ASX:1AD) | BIOSeedIn Autumn Summit | September 2026 | 1
Slide 21: Important Notice & Disclaimer
IMPORTANT NOTICE & DISCLAIMER Investment in AdAlta is subject to investment risk, including possible loss of income and capital invested. AdAlta does not g uarantee any particular rate of return or performance, nor do they guarantee the repayment of capital. For personal use only This presentation i
Slide 22: AdAlta: Next Generation Cell & Protein Therapeutics
ADALTA: NEXT GENERATION CELL & PROTEIN THERAPEUTICS “East to West” cellular immunotherapy strategy for growth For personal use only Bringing the potential of cellular immunotherapies to solid cancer AdAlta is - a clinical patients: 90% of cancers, untapped opportunity leveraging existing success in
Slide 23: 'East to West' Cellular Immunotherapies
“EAST TO WEST” CELLULAR IMMUNOTHERAPIES AdCella operates at the intersection of Asia’s biotech innovation engine room and global markets, providing a pathway and funding to prepare innovative Asian cell therapies for solid cancers for Western biopharma buyers using Australia’s translational and earl
Slide 24: The Opportunity: Eastern Innovation Surplus That Can't Reach Western Patients
THE OPPORTUNITY: “EASTERN”INNOVATION SURPLUS THAT CAN'T REACH WESTERN PATIENTS China has a deep pool of clinical-stage cell therapies, but few have a credible, compliant path to access Western approval and reimbursement For personal use only The innovation surplus (“East”) The access deficit (barrie
Slide 25: 1st Asset EW-001: A Stand-Out Armoured MSLN CAR-T for Solid Cancers
1ST ASSET EW-001: A STAND-OUT ARMOURED MSLN CAR-T FOR SOLID CANCERS MSLN-targeted, anti-PD1 nanobody-armoured autologous CAR-T. Developed as BZDS1901 by, and licensed from, Shanghai Cell Therapy Group; exclusive rights outside greater China (7 patent families). For personal use only Optimised • Meso
Slide 26: Complete Responses: The Highest-Value Early Signal in Solid Tumour CAR-T
COMPLETE RESPONSES: THE HIGHEST-VALUE EARLY SIGNAL IN SOLID TUMOUR CAR-T EW-001 has produced complete responses – CR, complete tumour clearance - in advanced mesothelioma. CR is rare in advanced mesothelioma, is the strongest predictor of durable, potentially curative outcomes, and it is what change
Slide 27: EW-001 CAR-T Results to Date Point to a Better Outcome
EW-001 CAR-T RESULTS TO DATE POINT TO A BETTER OUTCOME EW-001’s CR rate could support accelerated / conditional approval pathways and anchors value in comparable-deal range For personal use only Not good Target Lesion Best change in tumor size Patient #03 1 PD 5cm tumours cleared for more than 2 yea
Slide 28: Exit Precedents: Phase 1 CAR-T Licensing Transactions
EXIT PRECEDENTS: PHASE 1 CAR-T LICENSING TRANSACTIONS Global top 25 oncology pharma companies investing 5y 2y 73 In vivo CAR-T assets at end of 2024 Will be seeking proven in autologous cell therapy (licensing, M&A, CVC) payloads for optimized 72% 44% 5 In vivo CAR-T assets in clinic in 2025 deliver
Slide 29: Execution Platform: AdCella's Cell Therapy Advantage
EXECUTION PLATFORM: ADCELLA'S CELL THERAPY ADVANTAGE AdCella uses mature, FDA-recognised Australian clinical and manufacturing infrastructure that is materially cheaper than the US. For personal use only • Globally recognised early-stage clinical research Australia’s national • 55 institutions treat
Slide 30: Growing Pipeline, 'Two Lane' Platform Coming Soon
GROWING PIPELINE, “TWO LANE” PLATFORM COMING SOON Asset 2 (option) DILIGENCE Asset 3 (option) DILIGENCE Asset 4 (option) DILIGENCE For personal use only • Approved product precedent • First-in-class potential, novel • First-in-class potential, • Best-in-class product: target, TCR-T cell therapy neoa
Slide 31: Experienced Team with Domain Expertise, Global Reach
EXPERIENCED TEAM WITH DOMAIN EXPERTISE, GLOBAL REACH >10 cancer drugs taken from first-in-human to approval. >US$200m (plus >US$5.5bn contingent) across 35+ licensing, CDMO and M&A deals. For personal use only Board Clinical Advisory Board (from leading Australian CAR-T centres) Tim Oldham, PhD Chin
Slide 32: Recent Achievements
RECENT ACHIEVEMENTS For personal use only Jan. 2026 Mar. 2026 Apr. 2026 Jul. 2026 Aug. 2026 Licensed BZDS1901 (now First Joint Development Entered MoU with Second SHcell milestone EW-001 complete EW-001) armored MSLN- Committee meeting with OriBiotech and Cell payment; secures access responders achi
Slide 33: Next Steps for AdAlta
NEXT STEPS FOR ADALTA Milestone/activity When Significance EW-001 For personal use only ➢ US FDA regulatory advice (pre-IND H2 2026 Confirms and de-risks remaining manufacturing and preclinical meeting) activities required prior to Phase 1 ➢ Manufacturing technology transfer and H2 2026 Confirms rel
Slide 34: AdCella Subsidiary: 'East to West' Strategy Summary
ADCELLA SUBSIDIARY: “EAST TO WEST” STRATEGY SUMMARY Exclusive focus on T cell therapies for solid cancers targets less For personal use only competitive markets while utilising proven cellular immunotherapies Using patient’s own immune cells to fight cancer Combining Asia's innovative T cell therapi
Slide 35: For More Information Please Contact
For personal use only FOR MORE INFORMATION PLEASE CONTACT: TIM OLDHAM CEO & MANAGING DIRECTOR +61 403 446 665 T.OLDHAM@ADALTA.COM.AU IR@ADALTA.COM.AU WWW.ADALTA.COM.AU AdAlta Limited (ASX:1AD) | BIOSeedIn Autumn Summit | September 2026 | 16
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