Pharmaessentia Corp. · TWSE:6446
Pharmaessentia — E.SUN Securities' Investor Conference 2026
30 slides from Pharmaessentia's conference presentation, Aug 12, 2026
Slide 1: PharmaEssentia
PharmaEssentia TWSE 6446 PharmaEssentia
Slide 2: Forward-looking Statements
Forward-looking Statements This presentation contains forward-looking statements, including statements regarding the plans and expectations for commercializing BESREMi® in the United States and globally, and the potential benefits or competitive position of BESREMi® . For those statements, we claim
Slide 3: A fully integrated innovative biopharmaceutical company
A fully integrated innovative biopharmaceutical company Bringing Together Hematology and Cell Therapy to Build a High-Potential Commercial and R&D Pipeline R&D Pipeline Core Growth Drivers PharmaEssentia 6446.TW ROPEG (Ropeginterferon alfa-2b) SINCE 2003 COMMERCIAL OPERATIONS • Approved for adults w
Slide 4: 2026 Q2 revenue reached NT$6.86 billion
2026 Q2 revenue reached NT$6.86 billion Monthly revenue surpassed NT$2 billion for three consecutive months, up 90% YoY Unit : NTD 100 million 70 68.6 YoY+90% 60 51.2 50 48.8 40 38.9 36.0 32.6 30.6 30 27.1 20 10 0 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 4
Slide 5: Leadership team with extensive Biotech/Global pharma experience
Leadership team with extensive Biotech/ Global pharma experience, combining innovative R&D and strong commercial execution Ching-Leou Teng Ko-Chung Lin Jack Hwang Albert Qin Lih-Ling Lin PhD PhD PhD MD / PhD PhD Chairperson Founder & CEO Taiwan General Chief Medical Chief Scientific Manager Officer
Slide 6: Key milestones (2003–Present): from bench to innovative drug launch
Key milestones (2003–Present): from bench to innovative drug launch 2003 2012 2016 2019.2 2021.10 2023.3 PharmaEssentia began Groundbreaking listed on Taipei ROPEG ROPEG ROPEG operation at Taichung Exchange on EMA Approval in PV Korea MFDS1 Japan MHLW manufacturing site July 19th approval on Oct 13t
Slide 7: ROPEG first FDA-approved novel long-acting interferon for PV in 4 decades
ROPEG, with excellent safety and efficacy, became the first FDA-approved novel long-acting interferon for PV in 4 decades Interferon approved in Two pegylated forms ROPEG is a single isomer the 1980s by the FDA approved by the FDA with novel structure The usage is limited due to short half- Although
Slide 8: ROPEG redefining the future of MPN care
A new hope in Myeloproliferative Neoplasms (MPN) Treatment: ROPEG redefining the future of MPN care Classes of Myeloproliferative 3 Mutation in Neoplasms (MPNs) stem cells1 Polycythemia Vera (PV) 1 Trilineage disease with the sine qua non being an excess production of red blood cells 2 Essential Thr
Slide 9: The global MPN treatment market exceeds USD billion
The global MPN treatment market exceeds USD 20 billion, with ROPEG poised to lead the next wave of innovation Myeloproliferative Neoplasm (MPN) Global MPN Market size ( 2025 ) CAGR Global MPN Market size ( 2035 ) $15.33Bn (2025-2035) 3.32% $21.25Bn Unit : USD Billion 10.00 10.00 Global PV Market Glo
Slide 10: A significant opportunity just from US Patients with PV
A significant opportunity just from US Patients with PV Geographically Expanding ROPEG's Reach to Benefit More Patients with PV Worldwide Great Start !! Fast Growth !! 170K 163K ET Essential Thrombocythemia (ET) • SURPASS – data readout Jan 6, 2025 • NCCN Guideline listed (Version 1.2026) Polycythem
Slide 11: ROPEG approved in 50 Countries for PV
ROPEG approved in 50 Countries for PV, with global patient access steadily expanding EU Canada : July 2nd Korea China Middle East U.S. Japan Mexico Taiwan Vietnam H.K. Brazil Macau Colombia Singapore Malaysia Argentina Approved Submitted
Slide 12: ROPEG recommended by NCCN Guidelines as the only first-line therapy
ROPEG recommended by NCCN Guidelines as the only first-line therapy for both low-risk and high-risk PV Key updates on PV treatment in the NCCN Guidelines Treatment For Low-Risk PV NCCN 2025 Version 2 age 60 years or younger with no history of thrombosis Guideline Symptomatic with Preferred regimens:
Slide 13: PV market continues to grow, with Ropeg leading through clinical advantages
PV market continues to grow, with Ropeg leading through clinical advantages Ropeg Control Takeda and Protagonist 2026.01.05 P < 0.001 P = 0.006 Announce Submission of New 100 No disease Drug Application (NDA) for 81.3 81.3 progression Rusfertide for Treatment of 80 with Ropeg Polycythemia Vera (PV)
Slide 14: Ropeg: Early Interferon Therapy Paradigm Shift in PV
Ropeg : Early Interferon Therapy Paradigm Shift in PV, Driving Disease-Modifying Treatment (Silver & Hasselbalch, 2026) ✓ Early Advantage: Supports early interferon for long-term efficacy & disease control ✓ Clinical Evidence: Durable hematologic control ✓ Disease-Modifying: Reduces mutant allele bu
Slide 15: Ropeg Pen approved in June, available to U.S. patients in July
Ropeg Pen approved in June, available to U.S. patients in July, and already in use • For single use only • Ease of self-administration • Better adherence Source: https://besremihcp.com/
Slide 16: ET regulatory submission completed; approval all expected in 2026
Estimated Approval Date • TW – Approved on 2026.05.12 Canada • JP – Approved on 2026.08.24 Korea • US – PDUFA Date 2026.08.30 • CN – 2026.11 U.S. • KR – 2026.12 China Japan Taiwan ET regulatory submission completed; approval all expected in 2026 A key breakthrough for treatment of ET in 30 Years App
Slide 17: Officially approved to treat all ET patients in Japan
Officially approved to treat all ET patients in Japan, further expanding Ropeg’s market reach Officially Approved in Japan to Treat All ET Patients August 24, 2026 Package Insert Published by PMDA Dosing Regimen (once every 2 weeks) Approval Date Starting dose 4. 効能又は効果 250μg Day 0 Japan Ministry of
Slide 18: Ropeg ET Integrated Analysis: EXCEED-ET and SURPASS-ET
Ropeg ET Integrated Analysis: First-line EXCEED-ET and second- line SURPASS-ET, supporting treatment for all ET patients The results of SURPASS-ET serve as the pivotal evidence for safety and A Phase 3, 52-week, Open-Label, efficacy while EXCEED-ET serve as A Phase 2b, 56-week, A Single-arm, Randomi
Slide 19: Ropeg demonstrates superior clinical efficacy in the SURPASS-ET trial
Ropeg demonstrates superior clinical efficacy in the SURPASS-ET trial Primary endpoint Durable Modified ELN Response at Month 9 and 12 60% 50% 42.9% Response Rate (%) 40% P = 0.0001 30% 20% 10% 6.0% 0% Treatment Group P1101 (N=91) Anagrelide (N=83) 19
Slide 20: Ropeg shows better efficacy than Anagrelide across all individual parameters
Ropeg shows better efficacy than Anagrelide across all individual parameters Absence ofAbsence hemorrhagic and of Hemorrhagic 84.6% thrombotic event or Thrombotic Events 51.8% Individual Assessment Parameters MPN-SAF-TSS TSS Score 71.4% Score 33.7% Improvement or non- progression in disease-relate S
Slide 21: EXCEED-ET shows comparable efficacy to SURPASS-ET
EXCEED-ET shows comparable efficacy to SURPASS-ET (without TSS), with superior results in treatment-naïve patients 70 70 p<0.0001 70 68.0 60.2 60 60 60 52.7 Response Rate (%) Durable Modified ELN Response Rate 50 50 Response Rate (%) 50 at Months 9 and 12 (%) 40 40 40 33.4 30 30 30 20 20 20 10 10 10
Slide 22: EXCEED-ET also demonstrates significant reduction of mutation allele burden
EXCEED-ET also demonstrates significant reduction of mutation allele burden with ROPEG JAK2V617F Allele Frequency CALR Allele Frequency MPL Allele Frequency 10 10 10 Baseline at Month 13 (%) Baseline at Month 13 (%) Baseline at Month 13 (%) 5 Absolute Change from Absolute Change from Absolute Change
Slide 23: ROPEG powers near-term revenue; HOPE-PMF drives mid- to long-term growth
ROPEG powers near-term revenue; HOPE-PMF drives mid- to long-term growth, with additional new indication anticipated by 2028 Ropeginterferon alfa-2b (P1101) in Pre-fibrotic/ Early PMF Randomized, Double-Blind, Placebo-Controlled Multicenter Phase 3 Clinical Study to Assess Efficacy and Safety of Rop
Slide 24: ROPEG PMF IIT two-year results gain international recognition
ROPEG PMF IIT two-year results gain consecutive international recognition at ASH, EHA, and ASCO In Early Myelofibrosis, PMF, and Secondary MF, ROPEG has shown significant efficacy, maintaining hemoglobin (Hb) levels and reducing blood cell counts, alongside achieving other key clinical, hematologica
Slide 25: Zhubei facility will be ready to supply patients worldwide
Zhubei facility will be ready to supply for > 100,000 patients worldwide
Slide 26: ROPEG phase III and IIT trials accelerating, with new indications
ROPEG phase III and IIT trials accelerating, with new indications, driving future growth Oncology and Immunology IND DEVELOPMENT CANDIDATE INDICATION DISCOVERY PHASE 1* PHASE 2* PHASE 3 ENABLING UPDATE Polycythemia Vera (PV) Commercialization Essential ROPEG Under Approval Review Thrombocythemia (ET
Slide 27: Cutaneous T-Cell Lymphoma (CTCL)
Cutaneous T-Cell Lymphoma（CTCL） Rare type of non-Hodgkin lymphoma involving the skin Major subtypes: Mycosis Fungoides (MF) accounts for 60–70% of cases, and Sézary Syndrome (SS) is a more aggressive subtype Primarily affects the skin; advanced disease may spread to the blood, lymph nodes, and inter
Slide 28: 4 products entering phase 1 in 2026-2027
4 products entering phase 1 in 2026-2027, strong early-stage oncology and immunology pipeline propelling future growth Oncology and Immunology DEVELOPMENT CANDIDATE INDICATION DISCOVERY IND ENABLING PHASE 1* UPDATE PEG-IL-2 (P11838) Immunology Planned IND in 2026 PEG cytokine PEG-Cytokines Solid Tum
Slide 29: Billion-Dollar Revenue, Tens of Billions in Ambition
Billion-Dollar Revenue, Tens of Billions in Ambition: Four Strategic Forces Accelerating Rapid, Risk-controlled Growth Develop novel best-in-class (BiC) and first-in-class (FiC) immune checkpoint inhibitors Top-tier • Advance TCR-T cell therapy targeting both surface and intracellular antigens Innov
Slide 30: Thank You
science, Better Lives. PharmaEssentia
PharmaEssentia — E.SUN Securities' Investor Conference 2026 on 6ix