3d Medicines, Inc. · HKEX:1244
3d Medicines — Investor Presentation (November 2025)
44 slides from 3d Medicines's investor presentation, November 2025
Slide 1: Help People with Cancer Live Longer and Better
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Slide 2: Disclaimer
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Slide 3: Company overview and technology platforms
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Slide 4: Pipeline overview
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Slide 5: Envafolimab NSCLC and clinical programs
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Slide 6: Upcoming milestones and catalysts
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Slide 7: Innovative pipeline and technology platforms
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Slide 8: In Vivo CAR-T/NK
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Slide 9: LNP-mRNA vs other delivery approaches
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Slide 10: LNP platform advantages
Qa SRE BAIR ALNP BIER © | @ AMBRE STCHILNPBIS was + WRT REMCAD, Beabeat AGE Al ERE ARSE FHP NE IS BE aeRO oe OOHRS TR, BRIN, spine SMAAILNPBIERAER + PAHHBT BRO SOX | aasercy Srteiaa + EROSERR, Ih eMeH SIE, RS RAE TS wt. Gl, RASRRIENMES | EyaypcT SalehAL/e, FeAY LNP Bie aaReBE, i, APLAR WE + FRWIDPE,
Slide 11: LNP IP and screening
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Slide 12: LNP comparison with peer LNPs
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Slide 13: LNP toxicity study
EitmRNABIERR LNP——RSERY 51 ui SD AR: B0S1 2.442 mg/kg, 7.4mg/kg (MFD), n=5/sex/group, IM; + PESPHERGIRAREBTICs0 > 10M, Beagle X: B051 0.925 mg/kg, 1.85 mg/kg (MFD) , n=2/sex/group, IM + AmesistiQ UMA eaete, 4 8 11 15 18 22 25 29 + FESR (Balb/c, SDA. HABA, 1 l J Beagle X Ll T 1 SBALA) AvMARADET REPAI
Slide 14: mRNA-LNP CAR-NK92 data
mRNA-LNP3AAAHF Sis wseISAICAR-NK92 CAR BATESHBE % CAR SHRAB 605 f f ' mm NK-92 LVV 5 eee cicr een 1 mm mRNA-CAR NK-92 = ' mm Lenti-CAR NK-82 f I 404 gs 5 2 27.4% 8 ' 5 25.0% 920.7% f Ix 1 * 204 14.1% f = f 9.8% 1 oe \ neazarca ! 2.8% o oe (NS 15000. 4.6x K562 Naim.6 Ne | = ' AHS BEER BARA Mi 10000 1
Slide 15: CD19-CAR-mRNA NK92 cytotoxicity
CD19-CAR-mRNA NK92 SHAG 28 (SiR TEEN KAA FRAGEESCART SRG Multi-sample : P2 sd +92.3% 7 S384 8 “4 o 10? 10° 10% 10° won BH onxsz () TB nk-92 arc-co19 mRNA-CAR NK-92 APC-CD19 SEH 3D Medicines % Cytotoxicity mm NK-92 mm mRNA-CAR NK-92 475% om 432% 36% 69% 5% % 22% 562 THP-4 REH BSEA, BK, iBuRIA Smee BA
Slide 16: In vivo CAR programs
In vivo CARH BHAEOARRKHSA WG RFR Se TAR ean tM 2026 H1it ket A IITAASS 3D128 CD19/CD20 In vivo ns = eats Elyse seam 2026 HITT RIPE IITA 3D138 ARE meme [Diss In vivo x +4 pi) om one 3D129 ~RE SCONE 2026 H2itRUEA ITH SREB Help People with Cancer Live Longer and Better
Slide 17: 3D1015 177Lu-PSMA
3D Medicines ADCAY R—(t* an 3D1015 177Lu - PSMA - 3D1015 FMB TARP IX + RKEARS CHT E HA * DFIRT FACS ARB AIPSMALER BEET HCI + JESPCTRIBTSRH SAAS, MAAR NES Shien Help People with Cancer Live Longer and Better
Slide 18: 3D1015 overview
3D101SERtKA ~ ha G ©) FER EBA _ ; = st iv SAY bids] +, Sys eE |, SRE kiie SES AUR F RB RAIA HASSE BARRED Sais StieyUR (PSMA) + 5 '7Lu-PSMA-617 78th, BS 177LuU-PSMA-3D1015 #e a AI StE RSBESRIY, WEEE SPT Ge tt, BSS RORm RIE wane ae 285 4 SEAMREIN WBC #0 Lym BB — ASEREM ( PSMA-617 BIREBRENISL ATMS, SIS
Slide 19: 3D1015 vs Pluvicto biodistribution
3D1015——Ap jig 2822 52 52 Fl itp be A ize Fpluvicto . + ZELNCaPHREA, 177LU-PSMA-3D101 SERRA YR 254 See 1 77LU-PSMA-617 (Pluvicto) sik. Qt, PSMA D10 N Pray Z8 20 505 @ 177LUPSMA617 Be 177Lu-PSMA-3D1015 3606 Tumor AUC(%ID/g*hr) I | 1131 Tumor AUC(%ID/g*hr) T T oO 24 48 72 96 120 144 Time (hr) XN bt er
Slide 20: 3D1015 tumor efficacy vs Pluvicto
3D1015EbPluvictof7 MBE . 25007 @ vehicles. single dose Tumor weight 4B Oimcitmouse:iv single dose the OSmciimouse.iv single dose \ 177Lu- PSMA-3D1015 4 20004 3 1 Omcimeusevsingle dose © 1T7LuPSMAS17,1.0mciimouse iv. single dose Tumor Volume/mm? Tumor weight (g) Ld s 0 Gi G2 G3 G4 G5 + LNCap 4h, ZE P
Slide 21: 3D1015 safety data
3D101I SHS RY + RAAF MEAIBES 4 Ain, BIS 29 KBAKS + Ems Beet WBC in male rats NEUTO in male rats MONO in male rats LYMPH in male rats 06. 0.15. 4 5 . ee 3‘ Foal oy ° Bos © 2° Pa = . ° — = ° ° 2,)- . 2 ~~ ro} ~_ z —_ S2 ; 02 ~~ ° $ o05| Se ~_ g ° EY °. ‘ * Hy we °° os =o By. ° = 0. 0. T T 0. T T T T T
Slide 22: 3D1015 clinical trial design
3D101 SI PROASS i. MISY-YHLL-AF/SC-11702.0 ans. sans nn, womsn6 SREBERAESEBSIMCRPCa anew [Nauneeta araeeanee BERS MIA/ 2S 343 wit RP2D, #IgBEES angel egeaeene persia suas leet iaxe_[uee “fia tena leseer one PSMA fet >50 mCi s a 3 Ey iE [ene | amen caxeonaausenanene ain EMA EDDA ene) Te EE 28. a8 a a
Slide 23: 3D1015 patient imaging
3D1015M A hits eee S lnB SED — i+ 2H : 24H 48H T2H 96H 168 H 216H de a* OF BE S16 S16 O)6 Ble dla & Whole-body SPECT images of patient (#01003) after the first cycle of 3D1015 (10.68 mCi) 3D101 S(eeBteer —— 255.59 PRMHSSSPECTERER, 177Lu-PSMA-3D1015 ZEff 68Ga-PSMA-11 BR PEAR TES, FIAT T ERR SARA EN.
Slide 24: RDC platform
2a) FTERDCHARALS FAIS ABCA AE + SERA + ASS FRR «SEK AERRARRORIBIt iassvaiiionia ts 600+ tRARARARIGZR, ERATE A PAUSE, FE. BIE, SAB AAR SS NE, (GAS MIFRLS | RERHWRETA, BRA . SSF AbIMERATEI WEARER ALLER. + RAT FAURE REED TISRERANRSAR, FRTSBRLU AMAA EA, BUS MEE RMCS AERA F RM SHER AAVERMBR, (66 RDC ZV E
Slide 25: RDC pipeline
BAMRES Bit ASK IT ME «60SEC FRAME “ay “uy WPRROITER ene ) ca ipae BIEL iRinttBi5] PSMA 3D1015 = 177Lu BE SWIM FAP ES101I8 a7 BES. “Bhs. 58. BES sea HEINER PSMA 301025 Ac | SHLMM GRPR ES1001_ i714 BRE. MARE. RS. BRE. ASKS SeiGeh Help People with Cancer Live Longer and Better
Slide 26: RDC market potential
3D101S RBS BFS CIE (5000(Z rH (BATH iit) —@- 38 ERSH (ZA RM) She (ZAR) + 20+ESaRL (IKE) 180 160 + RAPA MBIE + ASPEN FESR ERA 140 BERRIES, Ax 120 Stefi 100 = eo edineiakeine CRASH RAAT 60 BRAG 40 20 + EC ttt CLLR 0 + ROSEWOOD 3) +S RES + BiFoo+ eR 3D1015 2015 2024 2027 2030 . . PSMA Aisa SANT KIBIES
Slide 27: mRNA cancer vaccines 3D124 and 3D125
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Slide 28: 3D-PreciseAg
MRA ES: 3D-PreciseAg FAREED MAD } xe 7 #4000 \/= aN an RIOR ii Biba es a a #8 HT #8000 > fe HUREKERA SBE KIVA a Z BE 2) Sa RAKE SWC EE Sr amare oe — 100srx4TR Shien Help People with Cancer Live Longer and Better
Slide 29: LNP in vivo expression
SPRAALN Pidbids ETI LL SS Ht Der ee Dare ee eee tail vein 110ul Ee on | Po [eae | nei ow LNP #E (ng/ul) 274 ° B051-LNP 9433016 91.11 273.9 B051 — FucmRNA _ Intramuscular 30ug 110ul 3 274 sm102.— (Nt-UTP) tail vein 30ug 4155ul 3 194 SM102-.LNP 72.56 0.02 97.08 198.56 sM102 Intramuscular 30ug 156ul 3
Slide 30: 3D124 preclinical data
LNPieiF Reh (SFB / FR es PS BS EB 30124 AL ASES 30ug 3D124 A) ESS 49 B]22K30ug/R DO D3 twice a week D7 D10 D1 D4 D8 D1 DI15 an en vod boy ) aR AL) ~~ y 4 p17 DO FB 3ES45x10E5/2 H224q AG 4) RAMA, ELISPOT ‘ 40> Hit Ay-ELISPOT APR) m= 2500 Vehicle £ 2000 -e vehicle 304 sou E -=- 3D-124 SM102 val 3 @ 45
Slide 31: 3D125 preclinical data
3D125§t3tSCLCANESIS BA Tumor suppression Development Stem cell modulation mm i Treacher Collins syndrome 3D125HL AER A2-K30ug/ RR D1 D4 D8 D111 D15 oe ak Se i t DO & B3ESI5X10E5/R B1EF 104A fA Neurodegeneration Asirg BBAAR -—~ 1500 m . £ -e vehicle TGI E “= 3D-125 SM102 @ 1000 £ —* 3D-125 BO51 32.35
Slide 32: mRNA and PD-L1 combination
mRNAEKGPD(L)-1 RST WHA RAHAT E2026 mRNA + anti-P’ RAS T-cell + JISPD - 11 any & aMeeer ‘sel MBNEWIS (kN AXL) : BM) MAMSER: me iB STING (39 PARP ) u BRERM: BEX SHEERS (TME ) CD80 and CD86 MSMR s Ey PD-1 agonist ‘S/ERS: STING A TLR Saha; cso anne RF; fata TH asd Baar . SERS: SRR AT: AeSeEM: neSeEm: =A
Slide 33: Envafolimab injection
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Slide 34: Envafolimab subcutaneous PD-L1 features
FASIK® (BIKA Bin) ZEB NAMAI Be MERP D-L1 fl Seek : are: | #980kDa_ ___ Kkeytruda-149kDa) | + BRAT aval aeAS + NES mes GRC AR . SLs 3 sf (aAbinanobosy) BHR Biaey Beas EAMES + BRT ARIE + 20P MBA ) Mutant human Fe _ v Lo half-life . | BPAY . _ Source: Cell Discovery (2017) 3, 17004: V v No ADCCICDG tet
Slide 35: Envafolimab efficacy data
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Slide 36: Subcutaneous formulation trend
Beik® (BiklSn) S25 tRAaRRAA MSD Roche 9F130, SRR PARES, SRE Pa AIDE L 1H, SSeS Nb — NEF NENOPD-(H MEA. CK 2A PD-L1 PD-4 PD-L1 BHF MEWRATESEREBT RAN SBR MEIE, OIE Eiie, ie, Rika. BASES NEAL SAR A-SHalozyme Therapeutics#9 iam 300ma/2I8) 200mg /SIFH 1200 mg/sfai EnhanzeZVN@teBSS, Enhanzedq ieee Re PSS
Slide 37: Envafolimab development history
AYIA? (BiRWHN) SRA, REL 2016 2017 2018 2019 2020 2021 2022 2024 aEED GED > 2024.01 ERT 4 2016.12 INDSRH; 2017.02 S8First in Human 2018.08 MSI-H/dMMRSE (43 831128 aah 2022.08 sBLA Errnigeaitt 3 2017.03 HEED I 2021.11 PELE EA SRRORORGRR BKIND 3) BLA 2017.09 BEARS oe ** 2624.07 sNDA . we sexsi 000 AE 2
Slide 38: 3D189 galinpepimut-S
T—HihiBe wi 3D189 (Galinpepimut-S —GPS) © cos oo T-cell Ps GPS#—#h3E[WT1 (Wilms Tumor 1) B-cell ij4c 1 y SBM a e PAIA4ES MR, RBM ASOT RBAAGERARERM On eee eee RS ARIES RR TSAR AS Bae EB Antigen-presenting o_o cell (APC) @ WT1 peptides in the Galinpepimut-S mixture (administered subcutaneously) FES Pi
Slide 39: 3D189 WT1 vaccine
3D189B BRAS —TWT 1 BR TA MSMCS Ee TRIER RS First-in-Class@U#iiRA AML (CR2) (REGAL&#S) IEtEHT + BELHUREAERI Reem Stt, SAA + BIRLA (CR2) GPSS AT HS FABER (90%) ASHLARAY EPRI ES ES + BGs CD4+ THis (iDIZtt) 70 CD8+THARa (AP > THEMULAWA (SEER) FRE FARGHE) , SERSARARK A 20S ANSE A ie RRiaT GaAs Wilms &t/2
Slide 40: 3D189 clinical data
3D189P Aine Se TRB PY Bee eS eR * 3D189ESERAMLES SRL AIA, RGR, HAT . as RBZ eos, EERE (>60S) , ce eRRAR! I Ae eA ery whe 35.348, ERA FRRMSEPARE7.ETA () . MRIS Aa AICD44NCD8 RAVE. MALIGNANT PLEURAL MESOTHELIOMA (N=41) MEDIAN OVERALL SURVIVAL (FROM START OF TREATMENT) + 3D189CseRKAML_ SBA MIL. Complet
Slide 41: 3D189 combination with PD-1
3D189F RR: PPS LSHeAR ey) Pembrolizumab (‘Ketruca) PERS 2 Nivolumab < SISTINE: * 1148A (10 evaluable) S—RaRL_LIGPREERE x - - + 2, 3ERSIAOBNNE, 17 BA (EATIPHE) + 15— PFS 70% VS 43-50% es ead or PES (ESE) eeenees + cb(U¢EFEHB 18.4 A VS13.8A) (PD1825) + cPATRAISATIE] 33 A 30% VS 2% 3-10% * 86% BBCD4 Ff
Slide 42: 3D189 first in class indications
3D189 First in class @ERSHSSW 11 AS SERCERAW 11259056 3D189(Galinpepimut-S) TLPO-001 INO-5401 Tella 2a SHuES Wakayama Medical Inovio Pharmaceuticals Sellas University IGPRBTER IfGPROEG faPRIOEB IaPRI/UB | the =H BA mut; =H By ree Sessa) are) DNABE; Jar eH fate56 AM fe(AML) SAtER EMM) _ SEE SERIE) (M
Slide 43: Financial summary
MS nish Ws ies ee RMB (+70) RMB (+70) 425,497 OROWA TRA 371,162 ssoses 180,721 iE | 83,121 oon 2023 2024 2025H1 mA 60,260 on 634,949 445,647 209,167 BRERA 19,637 48,945 40,988 54,736 15,531 2021 2022 2023 2024 2025H1 Mt Bar AiR THM SeS RMB (F72) "Reker 20254F6A30H Sar BRE RUBLE 1,120,849 = 942,028 9
Slide 44: Help People with Cancer Live Longer and Better
Help People with Cancer Live Longer and Better), ¥ com i] 1244. HK { jl,