Arrivent Biopharma, Inc. · NASDAQ:AVBP
Arrivent Biopharma — Investor Presentation (June 2025)
25 slides from Arrivent Biopharma's investor presentation, Jun 23, 2025
Slide 1: A Late-Stage Company With a Global Oncology Pipeline: PACC Update
A Late-Stage Company With a Global Oncology Pipeline PACC Update June 23, 2025
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws. These statements include, but are not limited to, implied and express statements about our strategy, business
Slide 3: Agenda
Agenda Dr. Bing Yao ArriVent Overview Co-Founder, Chairman and CEO, ArriVent Dr. Stuart Lutzker Background on NSCLC EGFR PACC Mutations Co-Founder, President of R&D ArriVent Dr. Stuart Lutzker Firmonertinib Global Phase 1b PACC Data Update and Co-Founder, President of R&D Plans for Pivotal Study Arr
Slide 4: ArriVent BioPharma: A Late-Stage Company With a Global Oncology Pipeline
Accelerating a differentiated oncology pipeline built through strategic partnerships with innovative companies globally ArriVent BioPharma: A Late-Stage Company With a Global Lead program firmonertinib with Breakthrough Therapy Designation in 1L EGFR Exon 20 insertion mutant NSCLC Oncology Pipeline
Slide 5: Robust Pipeline to Maximize Impact Across Indications and Geographies
Robust Pipeline to Maximize Impact Across Indications and Geographies Program Target Indication Discovery Preclinical Phase 1 Phase 2 Phase 3 ArriVent Rights Partner 1L NSCLC EGFR Exon 20 Global-Ex Monotherapy Insertion Mutations* BTD China 1L+ NSCLC EGFR PACC Global-Ex Firmonertinib Monotherapy Mut
Slide 6: Background on NSCLC EGFR PACC Mutations
Background on NSCLC EGFR PACC Mutations Dr. Stuart Lutzker
Slide 7: Firmonertinib: A Broadly Active Phase 3 EGFR Inhibitor Advancing Globally
Firmonertinib: A Broadly Active Phase 3 EGFR Inhibitor Advancing Globally Active across both classical and uncommon EGFR mutations at drug levels obtainable in patients Attractive Properties with Highly brain penetrant, unlike many currently available therapies Therapeutic Potential Orally bioavaila
Slide 8: EGFR Mutations Are the Most Prevalent Actionable Oncogenic Driver in NSCLC
EGFR Mutations Are the Most Prevalent Actionable Oncogenic Driver in NSCLC Prevalence of Oncogenic Drivers in Non-Squamous NSCLC EGFR Classical and Uncommon 20% KRAS G12C 13% EGFR PACC Uncommon 3% EGFR Exon20 Ins. Uncommon 2% METex14 2% PI3Ka 2% ALK 2% HER2 2% BRAF v600E 2% ROS1 1% RET 1% PACC = P-l
Slide 9: Firmonertinib is Broadly Active Across EGFR Mutations
Firmonertinib is Broadly Active Across EGFR Mutations Classical / Classical-like Exon 20 Insertions P-loop and C-helix Compressing (e.g., L861Q) (PACC) Drug binding pocket Indirect and substantial impact on Direct and indirect impact on drug not impacted drug binding pocket binding pocket Firmonert
Slide 10: Firmonertinib is Active Against Both Single and Compound PACC Mutations
Firmonertinib is Active Against Both Single and Compound PACC Mutations PACC mutations can be single or co-exist with Patient drug levels exceed IC50 values across other EGFR mutations (compound mutations) representative PACC mutations PACC + Firmonertinib AST5902 Other EGFR 1500 9% 1000 600 Absolut
Slide 11: PACC Mutant NSCLC Patients Have Relatively Poor Treatment Outcomes
PACC Mutant NSCLC Patients Have Relatively Poor Treatment Outcomes Treatment patterns for 1L PACC Prospective Clinical Trial Benchmarks for EGFR-TKI Mutant Patients in the US # of mPFS Agent Study Mutations1 Patients (months) Osimertinib, includes 20% 9.42 42% Osimertinib UNICORN 40 (8/40) single (2
Slide 12: Firmonertinib Global Phase 1b PACC Data Update and Plans for Pivotal Study
Firmonertinib Global Phase 1b PACC Data Update and Plans for Pivotal Study Dr. Stuart Lutzker
Slide 13: FURTHER: A Global Phase 1b Study Evaluating Firmonertinib Monotherapy in NSCLC EGFR PACC Mutations
FURTHER: A Global Phase 1b Study Evaluating Firmonertinib Monotherapy in NSCLC EGFR PACC Mutations (NCT05364073) Stage 2 Cohort 4 Dose Expansion Key Eligibility Criteria: Endpoints • Locally advanced or metastatic NSCLC with EGFR PACC mutations Primary endpoints: Firmonertinib • No prior EGFR TKI tr
Slide 14: FURTHER Study PACC Cohort was Typical of EGFR Mutant NSCLC and Primarily 1L Patients
FURTHER Study PACC Cohort was Typical of EGFR Mutant NSCLC and Primarily 1L Patients All PACC Patients 1L PACC Patients 160 mg QD 240 mg QD 160 mg QD 240 mg QD N=31 N=29 N=25 N=22 Age (years), median (range) 65.0 (48-86) 68.0 (50-83) 67 (48-86) 67.5 (50-83) Male / Female, % 32.3 / 67.7 34.5 / 65.5 4
Slide 15: Firmonertinib Showed Strong Confirmed Overall Responses (BICR) for 1L PACC
Firmonertinib Showed Strong Confirmed Overall Responses (BICR) for 1L PACC Blinded, Independent Central Review (BICR)1 Investigator (INV)1 160 mg QD 240 mg QD 160 mg QD 240 mg QD N = 23 N = 22 N = 25 N = 22 Best ORR, % (95% CI)2 52.2 (30.6 – 73.2) 81.8 (59.7 – 94.8) 56.0 (34.9 – 75.6) 86.4 (65.1 – 9
Slide 16: Majority of Patients Treated at 160 mg and 240 mg Remain on Study After 1 Year
Majority of Patients Treated at 240 mg Remain on Study After 1 Year 160 mg Dose interruptions are brief Dose reductions are infrequent and occur early facilitating patient management 240 mg 15 Data as of Mar 3, 2025 for BICR
Slide 17: Median PFS Exceeds Clinical Trial Benchmarks for 1L EGFR PACC Mutant NSCLC
Median PFS Exceeds Clinical Trial Benchmarks for 1L EGFR PACC Mutant NSCLC PFS HR favors 240 mg as the optimal dose for Phase 3 160 mg QD 11.1 (5.5, NA) 240 mg QD PFS Probability (%) 16.0 months mPFS (240 mg) 16.0 (12.5, NA) (12.5, NA) HR (95% CI) 0.728 (0.305 – 1.736), p = 0.4672 Data as of Mar 3,
Slide 18: Firmonertinib: CNS Activity Including Complete CNS Responses in PACC Cohort
Firmonertinib: CNS Activity Including Complete CNS Responses in PACC Cohort CNS activity may be beneficial in delaying need for brain radiation CNS ORR CNS CR Baseline MRI Week 12 MRI Non-Target CNS Lesion CNS lesion not detected 53% (9/17) 41% (7/17) In CNS evaluable disease patients from PACC coho
Slide 19: Firmonertinib Continues to Show a Manageable Safety Profile in PACC Patients After Longer Follow Up
Firmonertinib Continues to Show a Manageable Safety Profile in PACC Patients After Longer Follow Up All PACC Patients 1L PACC TRAE of Clinical Interest1 for 1L PACC Patients 160 mg 240 mg 160 mg 240 mg Number of Patients (%) (N=31) (N=29) (N=25) (N= 22) TRAEs any grades 28(90.3) 27(93.1) 22(88.0) 20
Slide 20: Global Phase 1b PACC Study Results Support Advancing into Pivotal Study
Global Phase 1b PACC Study Results Support Advancing into Pivotal Study Robust and durable responses in patients with EGFR PACC mutant NSCLC Compelling CNS activity observed, including durable complete responses in brain metastases Manageable safety profile consistent with previous studies Advancing
Slide 21: ALPACCA (FURMO-006): First Randomized Global Phase 3 Study in 1L PACC Mutations
ALPACCA (FURMO-006): First Randomized Global Phase 3 Study in 1L PACC Mutations Key Eligibility Criteria: Endpoints: • PACC mutation* • No prior therapy for metastatic Firmonertinib disease and no prior EGFR-TKI 240 mg QD Primary endpoints: • Allows untreated brain metastases 1:1 ORR (Interim Analys
Slide 22: Next Steps and Upcoming Milestones
Next Steps and Upcoming Milestones Dr. Bing Yao
Slide 23: Firmonertinib is an Attractive Opportunity in Uncommon EGFR Mutations
Firmonertinib is an Attractive Opportunity in Uncommon EGFR Mutations Advancing Treatment for Patients with Uncommon EGFR Mutations Metastatic Adjuvant 1L Stage I-III Unmet Need CNS-effective therapies that are better tolerated with FURVENT Exon 20 Insertions more convenient administration FIRMOST U
Slide 24: Our Next-Generation ADC Pipeline Advancing Toward Clinical Development
Our Next-Generation ADC Pipeline Advancing Toward Clinical Development ARR-217 (MRG007) Improved linker-drug and conjugation technology • ARR-217 targets CDH17 which is broadly over-expressed in GI malignancies (i.e., colorectal, gastric, pancreatic) • Superior preclinical activity over conventional
Slide 25: Upcoming Anticipated Milestones
Upcoming Anticipated Milestones Topline Pivotal Global Phase 3 FURVENT Data 2025 in 1L EGFR Exon 20 Insertion Mutant NSCLC First Patient Enrolled in Global Phase 3 Registration Study 2H 2025 in 1L EGFR PACC Mutant NSCLC Participate in Global Phase 3 Registration Study 2025 in Adjuvant Uncommon Mutan
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