Hbm Holdings Ltd. · HKEX:2142
Hbm — Investor Day (December 2022)
52 slides from Hbm's investor day presentation, Dec 12, 2022
Slide 1: HBM Holdings 2022 Investor Day
HBM Holdings 2022 Investor Day
Slide 2: Contents
CONTENTS 01 Opening Remarks 02 Harbour Therapeutic: Innovation Empowered Growth 03 Nona Biosciences: Platform-based Enabler from Idea to IND 04 Closing Remarks
Slide 3: HBM's Global Innovation with Robust Discovery Engines
HBM’s Global Innovation with Robust Discovery Engines Dr. Jingsong Wang Founder, Chairman of the Board and Chief Executive Officer Harbour BioMed
Slide 4: Continuously Advancing Innovative Portfolio and Platform Technology
Continuously Advancing Innovative Portfolio and Platform Technology Global Pipeline Technology Platforms • Global Programs: 16 • H2L2, HCAb, HBICE®, SBC, HCAb Plus®, HBIKE 2022 o 3 clinical-stage assets (4003, 7008, 9378) • Modality: mAb, BsAb, ADC, CAR-T, CAR-NK, o 2 new assets entering IND in 2022
Slide 5: Highly Innovative and Differentiated Global Pipeline
Highly Innovative and Differentiated Global Pipeline Commercial Status Project Target Indication Rights Discovery Pre-Clinical IND Phase I Phase II Phase III BLA Solid Tumors a Monotherapy Ph 1b/2 Porustobart CTLA-4 1 Solid Tumors b Global Combo with PD-1 Ph 1b/2 (HBM4003) Solid Tumors c Combo with
Slide 6: Global Collaborations to Maximize the Value of Technologies and Assets
Global Collaborations to Maximize the Value of Technologies and Assets + 50 Partners + 200 Projects + 10 Clinical Stage Technology Licensing Program-based collaborations HBMAT 6
Slide 7: Nona / Harbour BioMed
NONA BIOSCIENCES HARBOUR BIOMED
Slide 8: Harbour BioMed: Leading Next-Gen Biotherapeutic Innovation
Harbour BioMed: Leading Next-Gen Biotherapeutic Innovation Lead Next-Gen IO Empower Global Therapeutics Biotherapeutics Innovation Harbour Nona ❑ Global Innovation Therapeutics Biosciences ❑ Building the Builders ❑ Worldwide Collaboration ❑ Idea to IND 8
Slide 9: Contents
CONTENTS 01 Opening Remarks 02 Harbour Therapeutic: Innovation Empowered Growth 03 Nona Biosciences: Platform-based Enabler from Idea to IND 04 Closing Remarks
Slide 10: Porustobart: Next-Gen Anti-CTLA4 Antibody with Potential to Become the Cornerstone Therapy
Porustobart: Next-Gen Anti-CTLA4 Antibody with Potential to Become the Cornerstone Therapy Dr. Humphrey Gardner Chief Medical Officer Harbour BioMed
Slide 11: Porustobart Leading Development of Next Gen Anti-CTLA-4 Therapeutics
Porustobart (HBM4003) Leading Development of Next Gen Anti-CTLA-4 Therapeutics with Novel MoA Novel Format/Platform FPT155/Five Prime First-Generation SHR-8068/Hengrui Dose related toxicity is a key concern ADG116/ADAGENE Enhanced ADCC HBM4003/HBM Treg depletion CS1002/CStone AGEN1884/AGEN HL-06/Hua
Slide 12: Porustobart Next-Gen Anti-CTLA-4 Antibody Potential to be Mainstream of IO
Porustobart (HBM4003) Next-Gen Anti-CTLA-4 Antibody with Potential to be the Mainstream of IO Therapeutics MOA1 MOA2 Competitive Advantages Checkpoint Inhibit Treg Depletion 1 Deplete intra-tumoral Treg cells via enhanced ADCC strategy 2 Great safety profile resulted from the reduced drug exposure i
Slide 13: Porustobart MoA Reflected via Clinical Benefit in Chinese Melanoma Patients
Porustobart (HBM4003) MoA Reflected via Clinical Benefit in Chinese Melanoma Patients Robust efficacy observed for HBM4003 + Toripalimab HBM4003 + Toripalimab elicited the highest response rate in Chinese in PD-1 naïve melanoma cohort melanoma patients Best Overall Response by RECIST 1.1, N (%) ORR
Slide 14: Porustobart Near Term Registration and Further Opportunities
Porustobart (HBM4003) Near Term Registration and Further Opportunities in Hitherto Intractable Indications Labeled Indications of 1st gen CTLA-4 Melanoma (mono or combo) • A strong China opportunity in certain subtypes Additional opportunities of HCC next gen CTLA-4 • Demonstrated best in demonstrat
Slide 15: Porustobart Great Opportunities in NEC and HCC
Porustobart (HBM4003) Great Opportunities in NEC and HCC Clinical Progress and Upcoming Milestone Neuroendocrine Carcinoma Hepatocellular Carcinoma Pivotal trial under Phase Ib/II Data readout in Q12023 Phase Ib in China planning ✓ Patients enrollment completed in Q3 2022 ✓ Patients enrollment compl
Slide 16: Porustobart Cornerstone for new therapeutic avenues
Porustobart Cornerstone for new therapeutic avenues ✓ Treg depletion verified in clinic B7 family members ✓ CD8+ T cell increased Further established Porustobart Expand the IO-IO strategy ❑ B7H7 in TME as next generation I/O treatment through combination with ❑ B7H4 in combination with anti-PD-1 int
Slide 17: Robust Portfolio Generated from Discovery Engines
Robust Portfolio Generated from Discovery Engines Dr. Yiping Rong Chief Scientific Officer Harbour BioMed
Slide 18: Research Strategy Leveraging HBM's Technology Platforms
Research Strategy Leveraging HBM’s Technology Platforms 1. Stimulate Immune Cells 2. Treg/Tumor Direct Killing (Immune Cell Engager, ICE) (TDK) by Immune Cell Engager Bispecific , e.g. Deplete Treg cells or Tumor cells by HBICE technology eADCC and next-gen ADC technology HBM Biologics Approaches fo
Slide 19: Harbour Therapeutics Portfolio Strategy in Periodic Table
Harbour Therapeutics Portfolio Strategy in Periodic Table -We Innovate Cancer Therapy in Three Oncology MoA Strongholds Overcome Direct Immune Killing Suppression CTLA4-eADCC CD73 HBM4003 Stimulate Immune Cells (Immune Cell Engager) HBM1007 CCR8-eADCC B7H7 T Cell Engager BiKE BiME/BiDE T and NK HBM1
Slide 20: HBM9014 (LIFR)
Immune Evasion HBM9014 (LIFR) Pathway The First Antibody Targeting LIFR, a Novel Growth Factor Receptor in Multiple Tumors Collaboration with Innuoke Highlights ❑ One of the most important growth factor pathway in PDAC, CRC and prostate cancers. LIF is also a key paracrine factor from stromal cells
Slide 21: HBM7008 (B7H4x4-1BB)
Immune Cell Engager HBM7008 (B7H4x4-1BB) First-in-Class Bispecific Antibody from HBICE® Platform Competitive Advantages and Highlights Global Multi-Center Clinical Trials ❑ Fully human bispecific antibody from the HBICE® platform Australia: Ongoing Phase I Trial ❑ Novel immune escape pathway - First
Slide 22: HBM7004 (B7H4xCD3)
Immune Cell Engager HBM7004 (B7H4xCD3) Unique “2+1” Asymmetric HBICE® Using Novel TAA and Safer Anti-CD3 Arm Highlights 2021 ❑ HBICE® technology grants asymmetric structure but less light chain mispairings ❑ TAA is mainly expressed in low PD-L1 tumors, particularly in gynecological cancers and squam
Slide 23: HBM7004 Combined with HBM7008 Critical for T Cell Engager Efficacy
Immune Cell HBM7004 (Signal 1) Combined with HBM7008(Signal 2) are Critical for T Engager Cell Engager Efficacy in Cold Solid Tumors Tumor Cell TAA MHC- Primary TCR signal peptide Clustering complex (Signal 1) Sustained T cell ❷4-1BB HBICE® ❶CD3 HBICE® activation/prolife Costimulatory signal ration/
Slide 24: HBM9027 (PD-L1xCD40)
Immune Cell Engager HBM9027 (PD-L1xCD40) Innovative Bispecific Antibody Activating APC/T Cells Highlights ❑ Synergistically activating both myeloid/DC cells and T cells is critical for some solid tumor therapy considering the most abundant myeloid cell population in TME ❑ Well maintained αPD-L1 arm
Slide 25: HBM1020 (B7H7)
Immune Evasion HBM1020 (B7H7) Pathway Novel B7 Family Plays an Alternative Immune Escape Mechanism Beyond PD-L1 Highlights 1) B7H7 is a first-in-class target potentially serving as an alternative immune escape pathway 2) Potent receptor blocking, T cell activation activity and excellent in vivo effi
Slide 26: HBM1047 (CD200R1)
Immune Evasion Pathway HBM1047 (CD200R1) Novel IO Checkpoint Targets Regulating Both T Cells and Myeloid Cells Highlights ❑ 1st fully human antagonistic antibody against CD200R1 for cancer therapy ❑ CD200R1 is highly expressed in ICI non-responders T/Myeloid cells serving as an alternative immune es
Slide 27: HBM1022 (CCR8)
Direct Killing Treg HBM1022 (CCR8) Next-Gen Treg Depletion Therapeutics Targeting CCR8 Highlights 1) Potent tumor resident Treg depletion activity 2) Potent inhibition of CCL1-induced signaling pathway / in vivo anti-tumor efficacy 3) Comparable human/cyno binding affinity 4) Significant potential f
Slide 28: HBM Continuously Drives Innovative Portfolio and Leads Next-Gen Therapeutics
HBM Continuously Drives Innovative Portfolio and Leads the Next-Gen Therapeutics ICE: Immune Cell Engager TDK: Treg/Tumor Direct Killing HBM IEP: Novel Immune Escape Pathway 4003 Ph3 HBM 4003 Ph2 HBM HBM 9378 HBM 7008 4003 HBM HBM HBM 1020 9378 HBM 7008 HBM Ph1 HBM HBM HBM 1022 9033 Licensing 1020 1
Slide 29: Platform Empowering Global Innovation with Strong Growth
Platform Empowering Global Innovation with Strong Growth Mr. Weihao Xu Chief Financial Officer and Chief Business Officer Harbour BioMed
Slide 30: Significant Advancements Achieved for Global Collaborations in 2022
Significant Advancements Achieved for Global Collaborations in 2022 Product Global License-out ❑ HBM7022 out-license to AstraZeneca with total payments US$350 million and royalties ❑ HBM9161 out-license to CSPC with total payments RMB$1,011 million and royalties ❑ Commenced collaborations with LCB,
Slide 31: Develop Innovative BsAb - HBM7022 (CLDN18.2xCD3)
Develop Innovative BsAb - HBM7022 (CLDN18.2xCD3) The First Global Out-licensed Bispecific Antibody Generated by HK-listed Bio-tech ❑ In April 2022, HBM7022, one pre-clinical asset, was out-licensed to AstraZeneca ❑ In May 2022, HBM received US$25 million upfront payment (total transaction value of U
Slide 32: Develop Innovative ADC Therapeutics
Develop Innovative ADC Therapeutics Unique HCAb-based ADC Platform ❑ Promising potency for both cold and hot tumors ❑ Sensitize the tumor to immunotherapy with novel targets and payloads ❑ Combine SM and LM advantages to expand HBM portfolio Harbour Mice® ADC Ecosystem H2L2-ADC to MSLN ❑ Unique full
Slide 33: Further Exploration on Next-Gen NK Cell therapeutics
Further Exploration on Next-Gen NK Cell therapeutics ❑ HBM entered into a strategic collaboration with NK Cell Tech in 2021 with HCAb out-license Innovative NK cell precision therapy • Remodeling immune microenvironment, Dr. Zhigang Tian • Member of Academia for both cold and hot tumors Europaea • M
Slide 34: Contents
CONTENTS 01 Opening Remarks 02 Harbour Therapeutic: Innovation Empowered Growth 03 Nona Biosciences: Platform-based Enabler from Idea to IND 04 Closing Remarks
Slide 35: Nona Biosciences: A Platform-based Enabler from Idea to IND
Nona Biosciences: A Platform-based Enabler from Idea to IND Dr. Yun He Chief Technology Officer, Nona Biosciences Dr. Jiyong Zhang Head of Business Development, Nona Biosciences
Slide 36: Nona Biosciences Empowers Global Therapeutic Innovation
Nona Biosciences Empowers Global Therapeutic Innovation Mission Leveraging industrial leading technology platforms, Nona Biosciences is committed to provide integrated discovery solution for biotech and Nona: Roman pharmaceutical companies from Idea to IND (I to I). Goddess Who Enables Others to Suc
Slide 37: Nona Provides Fully Integrated Antibody Discovery Solutions
Nona Provides Fully Integrated Antibody Discovery Solutions • Target assessment • Single B cell • PK/PD • Stable cell line • Recombinant protein • Hybridoma • Efficacy • Process development • Recombinant cell-line • Display technologies • ADA • Patient sample analysis • Tox • Manufacture Immunizatio
Slide 38: Harbour Mice - New Generation of Fully Human Antibody Platforms
Harbour Mice®- New Generation of Fully Human Antibody Platforms Highly Effective Engine for Generating Novel Therapeutics Industry Leading Technology Platforms • Worldwide patent protection H2L2 • Validated by50+ industry and academic partners • Applied in 200+ discovery programs ~ 150 KDa • 10+ pro
Slide 39: Harbour Mice HCAb Transgenic Mice
Harbour Mice® HCAb Transgenic Mice A Unique Human Heavy Chain Only Antibody Platform for Generation of Next-Gen Therapeutics IGH VH D J CH LCR HCAb PLUSTM Locus ΔCH1 VDJC Human Mouse VH VH + protein + cell CH2 CH2 + payload + nanoparticle CH3 CH3 HCAb human/mouse chimeric fully human HCAb heavy-chai
Slide 40: Nona's Technology Platforms Have Been Endorsed by Partners
Nona’s Technology Platforms Have Been Endorsed by Partners “We aim to leverage Nona’s fully human antibody transgenic mice platform to obtain novel antibody molecules on specific targets and strive to develop innovative ADC drug which can meet global needs better and faster.” Dr. Junyou Ge, CEO of K
Slide 41: Nona Consistently Advances Technologies to Help Our Partners
Nona Consistently Advances Technologies to Help Our Partners Delivery Technology Protein Engineering Conjugation Technology Artificial Intelligence mRNA-encoding target gene Combine human antibody Novel conjugation technology Artificial Intelligence for as immunogen to tackle platforms and protein f
Slide 42: Utilize mRNA Technology to Tackle Difficult Immunization Projects
Utilize mRNA Technology to Tackle Difficult Immunization Projects mice immunized with mRNA of target Identified antibodies specifically Utilize Ab to validate Target M (novel 4-TM M raised strong serum titers binding to target M on cells CHOK1-hu M clones receptor) Challenge No qualified FACS Serum
Slide 43: High Throughput Screening in Single Day by Beacon Single B Cell Technology
High Throughput Screening in “Single Day” by Beacon® Single B Cell Technology Single B Cell (SBC) technology greatly shortens the workflow > 30,000 B cells were screened in 2-3 days by SBC, and diverse from months to days sequences of fully human antibodies were retrieved. Unique Cells cDNA Total SB
Slide 44: Leverage AI and Single B Cell Technology to Identify Diverse HCAb Sequences
Leverage Artificial Intelligence and Single B Cell Technology to Efficiently Identify Diverse HCAb Sequences for Novel Target Utilize single B cell technology (SBC) hyperSCREEN combines NGS and Identify diverse sequences with to identify functional antibodies for a Machine Learning to search greater
Slide 45: Executive Summary
Executive Summary Integrated Discovery Solutions ✓ From Idea to IND ✓ High quality project delivery Industry Leading Transformational Technologies Business Models ✓ Harbour Mice® ✓ Open Access ✓ Versatile ✓ Building the Builders applications of human HCAb Empowering Global Therapeutic Innovation 45
Slide 46: Healthy Financial Situation
Healthy Financial Situation Mr. Weihao Xu
Slide 47: Healthy Financial Situation
Healthy Financial Situation Revenue Operation Expanded Collaboration Driving Optimization on Operational Strong Revenue Growth Efficiency & R&D Expenses ❑ Products out-licensing by ❑ Diversified co-development to Harbour Therapeutics spread R&D costs ❑ Broad networks of ❑ Organizational optimization
Slide 48: Contents
CONTENTS 01 Opening Remarks 02 Harbour Therapeutic: Innovation Empowered Growth 03 Nona Biosciences: Platform-based Enabler from Idea to IND 04 Closing Remarks
Slide 49: Closing Remark
Closing Remark Dr. Jingsong Wang
Slide 50: Harbour BioMed: Leading Next-Gen Biotherapeutic Innovation
Harbour BioMed: Leading Next-Gen Biotherapeutic Innovation Lead Next-Gen IO Empower Global Therapeutics Innovation ❑ Global Innovation Harbour Nona ❑ Building the Builders ❑ Worldwide Therapeutics Biosciences ❑ Idea to IND Collaboration
Slide 51: Harbour BioMed: Strong Growth with Expectable Catalysts
Harbour BioMed: Strong Growth with Expectable Catalysts • Robust and highly differentiated portfolio Long- • Strong and productive global collaboration term Value network Value Realization • Optimized capital efficiency • Advancing key assets into registration trial Value Creation Near- • 2 new high
Slide 52: Thank You
THANK YOU