Beyondspring, Inc. · NASDAQ:BYSI

Beyondspring — Investor Presentation (August 2025)

46 slides from Beyondspring's investor presentation, August 2025

  1. Slide 1: August 2025 | NASDAQ: BYSI

    August 2025 | NASDAQ: BYSI

  2. Slide 2: Disclaimer

    Disclaimer This presentation has been prepared for informational purposes only. No money or other consideration is being solicited, and if sent in response, will not be accepted. This presentation shall not constitute an offer to sell, or the solicitation of an offer to buy, any securities, nor shal

  3. Slide 3: Investment Highlights

    Investment Highlights Plinabulin Favorable Over 700 Cancer Patients Treated with Good Tolerability Safety Profile Positive Phase 3 study in 2L/3L NSCLC with Overall Survival Benefit: Anti-cancer Efficacy 1. durable anti-cancer benefit in doubling 2-year, 3-year OS rate 2. enables more chemo doses an

  4. Slide 4: Post-ICI Landscape: Massive Unmet Medical Need, No Approved Therapies

    Post-ICI Landscape: Massive Unmet Medical Need, No Approved Therapies Immune Checkpoint Inhibitors (ICIs) Have Transformed Cancer Care A $60B Sales/year Success Story with a Critical Gap • Approved in 20+ cancer indications • Nearly $60B in global annual sales • Have redefined first-line treatment i

  5. Slide 5: Plinabulin: First-in-class Late-Stage Clinical Asset for Cancer Treatment

    Plinabulin: First-in-class Late-Stage Clinical Asset for Cancer Treatment 5

  6. Slide 6: Plinabulin: Induces Innate and Adaptive Immunity via Dendritic Cell Maturation

    Plinabulin: Induces Innate and Adaptive Immunity via Dendritic Cell (DC) Maturation By depolymerizing microtubules, plinabulin releases and activates immune-defense protein GEF-H1 Plinabulin is a unique tubulin binder and Plinabulin Novel Target GEF-H1 activates does not change tubulin dynamics RhoA

  7. Slide 7: Plinabulin-Responding Patients Show Rapid DC Maturation in the Peripheral Blood

    Plinabulin-Responding Patients Show Rapid DC Maturation in the Peripheral Blood MD Anderson Collaboration, Published in “Med” Cell Press in June 2025 CCR7, CD80 and CD83 are rapidly upregulated at cycle 1 Day 4 in responding (PR + SD) patients Phase 1 Data: Plinabulin triple combination: 23% ORR, 54

  8. Slide 8: Plinabulin's Immunomodulation and Neutropenia-Mitigating Activities

    Plinabulin’s Immunomodulation and Neutropenia-Mitigating Activities Position it as a Valuable Agent to Target “Acquired Resistance” in ICI Failure Plinabulin MOA: DC Maturation, M1 Macrophage Polarization, and Tumor Vasculature Targeting Antigen Presenting Cell (APC) Tumor Vasculature Improves safet

  9. Slide 9: Plinabulin Clinical Studies in Multiple Cancers

    Plinabulin Clinical Studies in Multiple Cancers >700 cancer patients treated with Plinabulin with good tolerability Indication/Target Program Preclinical Phase 1 Phase 2 Phase 3 Registration Trial Name / Collaborator NSCLC Study 103 (DUBLIN-3) Plinabulin + Docetaxel (2nd/3rd line) - OS, PFS, ORR ben

  10. Slide 10: Plinabulin Improves Overall Survival and Enhances Safety in 2L/3L NSCLC

    Plinabulin Improves Overall Survival and Enhances Safety in 2L/3L NSCLC, EGFR WT (Global Phase 3 study - Dublin-3 Study) • The Lancet Respiratory Medicine (Sept 9, 2024) • BeyondSpring Delivers Oral Presentation at ISLAC 2024 World (globenewswire.com) 10

  11. Slide 11: Docetaxel Remains a Global Standard of Care in Post-ICI NSCLC

    Docetaxel Remains a Global Standard of Care (SOC) in Post-ICI NSCLC Docetaxel Overview Industry-wide Phase 3 Trials Summary • Approved >25 years ago • 7 global trials including ADCs and anti-PD-(L)1 • Remains the NCCN-recommended standard of combos failed to improve OS vs. docetaxel¹ care for 2L/3L

  12. Slide 12: Plinabulin Evaluated with Docetaxel in a Phase 3 Study

    Plinabulin Has Been Successfully Evaluated with Docetaxel in a Phase 3 Study with Advanced and Metastatic, Pre-treated NSCLC EGFR Wild Type Patients Docetaxel + Plinabulin vs. Docetaxel + Placebo in Patients with EGFR Wild-Type NSCLC Study Plan Primary endpoint Secondary endpoints • Global, randomiz

  13. Slide 13: Plinabulin + Docetaxel Met Primary Endpoint and Secondary Endpoints

    Plinabulin + Docetaxel vs. Docetaxel (n=559) Met its Primary Endpoint (OS, HR 0.82) and Secondary Endpoints of PFS, ORR, and Grade 4 Neutropenia Reduction Plinabulin Significantly Reduced Plinabulin and Docetaxel Showed Significant Grade 4 neutropenia of Docetaxel Improvement in Long-term OS Rate -

  14. Slide 14: Consistent OS Benefit in 24-month follow up after Database Lock

    Consistent OS Benefit in 24-month follow up after Database Lock Non-squamous OS HR=0.72 ITT Non-squamous ITT N Median OS (95% CI) HR Log rank Non-squamous N Median OS (95% CI) HR Log rank P value P value Docetaxel 281 9.3 (8.35, 10.65) Docetaxel 178 8.81 (7.73, 10.65) Plinabulin + 278 10.8 (9.37, 11

  15. Slide 15: DUBLIN-3: Plinabulin + Docetaxel with Well-tolerated Safety Profile

    DUBLIN-3: Plinabulin + Docetaxel with Well-tolerated Safety Profile Docetaxel + Placebo Docetaxel + Plinabulin N=278 N=274 n (%) n (%) TEAE All grades Grade 3 Grade 4 All grades Grade 3 Grade 4 Any 276 (99.3) 85 (30.6) 119 (42.8) 273 (99.6) 141 (51.5) 52 (19.0) Hematological Anemia 121 (43.5) 13 (4.

  16. Slide 16: Plinabulin + Docetaxel Improved Overall Survival vs. SOC Docetaxel

    Plinabulin + Docetaxel Improved Overall Survival vs. SOC Docetaxel in 2L/3L NSCLC Plinabulin + docetaxel improved overall survival and enhanced safety with positive benefit/risk ratio in 2L/3L NSCLC (EGFR wild type) patients vs. Docetaxel Efficacy Safety and tolerability • Significant overall surviv

  17. Slide 17: 303 Study: Phase 2 IIT Study of Pembrolizumab plus Plinabulin and Docetaxel

    303 Study: A Phase 2 IIT Study of Pembrolizumab (Pemb) plus Plinabulin (Plin) and Docetaxel (Doc) in Metastatic NSCLC Patients (pts) Who Progressed on Prior Immune Checkpoint Inhibitor Presentation at ESMO (Sept 2024), SITC (Nov 2024), and ASCO (May 2025) 17

  18. Slide 18: IIT Phase 2 303 Study: 2L/3L Metastatic NSCLC, All Progressed on PD-1/L1 Inhibitor

    IIT Phase 2 303 Study: 2L/3L Metastatic NSCLC, All Progressed on PD-1/L1 Inhibitor N=47 Regimen Endpoints • Metastatic NSCLC • Progressed from PD-1/L1 • Pembrolizumab 200mg • Primary: monotherapy or in comb with D1 Q3W (up to 35 cycles) -ORR (RECIST 1.1) platinum doublet • Plinabulin 30mg/m2 D1 • 1L

  19. Slide 19: 303 Study Efficacy (cut-off May 16, 2025) – 2025 ASCO Presentation

    303 Study Efficacy (cut-off date on May 16, 2025) – 2025 ASCO Presentation Updated Analysis: 47 patients (ITT) median follow-up time: 12.7 month (m) Primary Endpoint (n=47) Best Change (%) in Target Lesions Sum of Confirmed ORR(RECIST 1.1) 18.2% Diameters (SOD) and PFS Secondary Endpoint Median PFS(

  20. Slide 20: 303 Study: Safety Summary

    303 Study: Safety Summary Treatment Emergent Adverse Events (CTCAE 5.0 ≥ Grade 3) SOC Pemb + Plin + Doc SOC Pemb + Plin + Doc PT (N=47)n (%) PT (N=47)n (%) All TRAE, CTCAE >= grade 3 24 (51.1) All TRAE, CTCAE >= grade 3 24 (51.1) Gastrointestinal disorders 7 (14.9) Respiratory,thoracic and Diarrhea

  21. Slide 21: 303 Study Summary

    303 Study Summary Efficacy • In patients with metastatic NSCLC who had disease progression immediately after clinical benefit with PD-1/L1 inhibitors showed encouraging clinical benefit of m PFS (6.8 months) and DCR (77.3%), higher than historical control of SOC docetaxel of around 3.8 months. OS is

  22. Slide 22: Plinabulin Potential Broad Applicability in Cancer

    Plinabulin Potential Broad Applicability in Cancer 22

  23. Slide 23: Plinabulin Differentiated Profile

    Plinabulin Differentiated Profile Area How Plinabulin Is Different Binds tubulin but activates dendritic cells, not just mitotic Mechanism arrest Bridges innate and adaptive immunity; lowers MDSCs, Immune Profile increases antigen presentation Combination Potential Synergistic with chemotherapy and

  24. Slide 24: Plinabulin + Docetaxel: Addressing Unmet Needs in 2L/3L NSCLC

    Plinabulin + Docetaxel: Addressing Unmet Needs in 2L/3L NSCLC, EGFR WT, Progression from Prior PD-1/L1 Inhibitors with current SOC Docetaxel Severity of Unmet Need Plinabulin Impact Need Lack of durable response post- Strong immune re-priming immunotherapy Poor efficacy of chemotherapy Improved OS a

  25. Slide 25: First-in-class Agent Plinabulin: Potentially Transforming Oncology Treatment

    First-in-class agent Plinabulin: Potentially Transforming Oncology Treatment with Novel Mechanisms and Clinically Meaningful Patient Benefits in NSCLC and Beyond Unmet Medical needs and Strong global patent Unique MOA Clinical Success Market Potential protection A unique tubulin modulator Successful

  26. Slide 26: SEED Therapeutics: Target Protein Degradation (TPD 2.0) Company

    SEED Therapeutics: Target Protein Degradation (TPD 2.0) Company TPD Targets 80% of Disease-Causing Proteins That are Currently Undruggable 26

  27. Slide 27: Investment Highlights

    Investment Highlights SEED is a leading Targeted Protein Degradation (TPD) 2.0 company focusing on developing novel “Molecular Glues” (MG) for breakthrough therapeutics TPD Focusing on Molecular Glues (MG) to address 80% of disease-causing proteins considered "undruggable" Commercial by traditional

  28. Slide 28: Targeted Protein Degradation for Disease Proteins That are Undruggable

    Targeted Protein Degradation (TPD) for Disease Proteins That are Undruggable • E3 Ligase Expertise: > 600 E3 ligases in human E3ome, with only 2 structural classes, solved by SEED Co-founders; • Target-Centric Approach: Capable of selecting the right E3 ligase for each disease-causing protein; • Ubi

  29. Slide 29: Experienced Team with Successful Track Record

    Experienced Team with Successful Track Record Founders Management Team Board Members Nobel Prize winner, Pioneers 40 IND and 12 NDA Experienced business and in TPD experience legal expert and independent board member from Eli Lilly and Eisai 29

  30. Slide 30: Global Pharma Partnerships: Validating SEED's Leadership in TPD Space

    Global Pharma Partnerships: Validating SEED’s Leadership in TPD Space • Research collaboration with Eli Lilly on TPD with multiple targets. • $10 million upfront, and a $10 million equity investment in series A-2. • Eligible to receive up to $780 million in potential milestones, and tiered royalties

  31. Slide 31: Multi-dimensional Platform RITE3 to Select E3 for Protein Target

    Multi-dimensional Platform RITE3 to Select E3 for Protein Target* Quasi-Interface Analyses LumID: identify the right E3 near Basal Affinity Validation POI in live cell B B Protein Target Quasi Degron Protein Target E3 B Weakened Binding Target B 1 A I L A L I E3 C E3 E3 E3 A Molecular Glue Proteomic

  32. Slide 32: Two Nature Review Articles Naming SEED as One of Leading TPD Companies

    Two Nature Review Articles Naming SEED as One of Leading TPD Companies Focusing on novel E3 ligases developing “Molecular Glues” Garber, Nature Biotechnology (2024) Mullard, Nature Reviews Drug Discovery (2024) 32

  33. Slide 33: Pipeline Targeting Key Undruggable Proteins Across Human Disease

    Pipeline Targeting Key Undruggable Proteins Across Human Disease Target Target E3 Ligase Molecular IND Indication Lead ID IND Filing Phase 1 Milestones Protein Selection ID Glue HTS Candidate • Apr 2025: AACR Presentation RBM39 • Aug 2025: IND Cleared • 1Q 2026: First Human Dose • Apr 2025: 2 Degrad

  34. Slide 34: Lead Oncology Asset: Oral Novel RBM39 Degrader

    Lead Oncology Asset: Oral Novel RBM39 Degrader IND Cleared by US FDA in August 2025 34

  35. Slide 35: RBM39 Degrader: RNA Splicing for Multiple Cancers

    RBM39 Degrader: RNA Splicing for Multiple Cancers The Problem The Solution Cancer cells rely on precise RNA RBM39 is a core splicing factor splicing to maintain oncogene essential in a subset of cancers expression and survival Most RNA splicing components are Targeted degradation via non-enzymatic a

  36. Slide 36: RBM39 Degradation Addresses Core Unmet Needs Across Multiple Tumors

    RBM39 Degradation Addresses Core Unmet Needs Across Multiple Tumors Ewing Hepatocellular Colorectal Prostate Unmet Need Neuroblastoma RBM39 Degrader Impact Sarcoma Carcinoma Cancer Cancer No effective targeted Transcriptional targeting High High Medium High Medium therapies independent of drivers Th

  37. Slide 37: Rational Indication Selection for SEED's RBM39 Degrader

    Rational Indication Selection for SEED’s RBM39 Degrader Potentially Target Multiple Cancers Based on Its MoA Complete Tumor Regression in Ewing Sarcoma Complete Tumor Regression in - Rare Pediatric and Orphan Cancer designation by FDA, Colon Cancer Model presentation at AACR 2025 1000 3500 Tumor Vol

  38. Slide 38: Induce RBM39 Degradation in Tumors and PBMCs After Oral Dosing

    Induce RBM39 Degradation in Tumors and PBMCs in blood After Oral Dosing Target Engagement Assay for Phase 1 to Achieve Rapid RP2D Dose Mice Tumor Model Single 20 mg/kg oral dose, female, fed condition 200 of RBM-39/β-actin 150 % mean value Normal Cynomolgus RBM39 100 pre Monkey 8h 50 24h 0 β-actin -

  39. Slide 39: RBM39 Degrader Safety Dose at >10 Times Plasma PK for Anticancer Activities

    RBM39 Degrader Safety Dose at >10 Times Plasma PK for Anticancer Activities 100000 Plasma Concentration (ng/ml) Mean Plasma PK Parameters 10000 Dose Cmin Cmax (ng/mL) AUC0-24hr 1000 (ng/mL) (h*ng/mL) 100 3MPK 321 4615 37902 10 10MPK,QDx14 10MPK 2560 11093 116813 3MPK,QDx14 1 0 4 8 12 16 20 24 Time A

  40. Slide 40: ST-01156: Clinical Development Plan - Precision Medicine Approach

    ST-01156: Clinical Development Plan - “Precision Medicine” Approach 2025 2026 2027 2028 2H’25 to 2H’26 Phase 1 2H’26 to 1H’28 Safety + Preliminary Efficacy Phase 1b / Phase 2 All comer solid tumors, enriched Expansion Cohort for “MoA Targeted” Indications: ✓ Orphan indications; • Potential to enroll

  41. Slide 41: ST-01156: Oral RBM39 Degrader Advancing to Clinical Trials in 2025

    ST-01156: Oral RBM39 Degrader Advancing to Clinical Trials in 2025 Focus on MoA-based Indications; Potential to Accelerate Clinical Development MoA understanding and preclinical screening on patient-derived models is being used by SEED for rationale clinical indication selection Orphan and large can

  42. Slide 42: Key Catalysts and Highly Experienced Team

    Key Catalysts and Highly Experienced Team 42

  43. Slide 43: World Class Founding and Leadership Team

    World Class Founding and Leadership Team Lan Huang, PhD + * Bill Desmarais, PhD Avram Hershko MD, PhD+ Ning Zheng, PhD+ Michele Pagano, MD + (Chairman & CEO) (CFO & CBO) “Godfather” of TPD; Howard Hughes Professor, Howard Hughes Professor, E3 structural expert; Serial 20+ years in finance, 2004 Nobe

  44. Slide 44: Key Catalysts and Financing to Support RBM39 and Pipeline Growth

    Key Catalysts and Financing to Support RBM39 and Pipeline Growth Strengthening RITE3TM Platform Advancing Internal and R&D Pipelines with Lilly and Eisai 2H 2025 Catalysts: 2H 2026 Catalysts: • ST-01156 IND Cleared by US FDA • Phase I data for RBM39: Safety and efficacy • Tau degrader in vivo effica

  45. Slide 45: Summary

    Summary Plinabulin: Safety & Lead Asset Plinabulin: >700 cancer patients treated with good Efficacy tolerability; Positive Phase 3 data in 2/3L NSCLC, EGFR wild type Plinabulin: Dual Benefit in anti-cancer and prevention of CIN; Potential Plinabulin Potential in re-sensitizing in PD-1/PD-L1 progress

  46. Slide 46: www.beyondspringpharma.com

    www.beyondspringpharma.com 46

BeyondSpring — Investor Presentation (August 2025) on 6ix