Elixiron Immunotherapeutics (cayman) Limited · TPEX:7871
Elixiron Immunotherapeutics (cayman) — Yuanta Securities Investor Conference 2026
37 slides from Elixiron Immunotherapeutics (cayman)'s conference presentation, Jun 4, 2026
Slide 1: A Pioneer in Precision Immunotherapy Innovation
Elixiron Immunotherapeutics (Cayman) Limited A Pioneer in Precision Immunotherapy Innovation 2026/06/04 7871.TWO Elixiron Immunotherapeutics (Cayman) Limited
Slide 2: Disclaimer and Forward-Looking Statements
Disclaimer and Forward-Looking Statements This presentation has been prepared by Elixiron Immunotherapeutics (Cayman) Limited (the “Company”) and is the general background information about the Company’s activities at the date of this presentation. The information in this presentation is provided in
Slide 3: Agenda
• Company Overview • [EI-1071] Brain-Penetrant CSF-1R Inhibitor • [EI-001] Anti-Interferon-ƴ Monoclonal Antibody • [EI-012] Anti-CD36 Monoclonal Antibody • Development Plans and Outlook 3
Slide 4: World-class Competitiveness in Innovative Drug Development
World-class Competitiveness in Innovative Drug Development Advancing precision immunotherapy through differentiated scientific leadership Precise targeting The diversified pipeline targeting global markets with multi-billion-dollar potential of pathogenic immune mechanisms 4 precision medicine candi
Slide 5: Precision Immunotherapy Pipeline
Precision Immunotherapy Pipeline International Partnership Track Record: Elixiron has completed out-licensing for three pipeline programs, generating cumulative upfront payments exceeding USD 100 million, and has also received grant funding from the Alzheimer’s Association (U.S.) Program MoA Target
Slide 6: Targeting the World's Largest Mainstream Market: Precision Immunotherapy Drugs
Targeting the World's Largest Mainstream Market: Precision Immunotherapy Drugs Blue Ocean Approach: Early Positioning in Emerging High-Growth Disease Areas Across the Global Innovative Drug Market Two Blockbuster Precision Immunotherapy Drug $1300 By 2033, the immunotherapy Billion drug market will
Slide 7: R&D Team with Proven Track Record at Global Pharmaceutical Companies
R&D Team with Proven Track Record at Global Pharmaceutical Companies Core capabilities spanning the full innovation drug development value chain Chairman, Founder, Chief Chief Scientific Officer Executive Officer & Chief Cheng-Lung Ku, PhD MSc: 13 Medical Officer • Director, Center for Molecular PhD
Slide 8: Scientific Advisory Board Featuring International Immunology Experts
Scientific Advisory Board Featuring International Immunology Experts Expert in Interferon Immunology Prof. Jean-Laurent Casanova Autoimmune Member of the U.S. National Academy of Sciences (NAS) Member of the U.S. National Academy of Medicine (NAM) Disease Expert in Neuroimmunology Prof. Francisco Qu
Slide 9: EI-1071 (Enrupatinib)
EI-1071 (Enrupatinib) Brain-Penetrant CSF-1R Inhibitor 適應症: Indications: Alzheimer’s disease, Amyotrophic Lateral Sclerosis (ALS), and other neurological diseases 9
Slide 10: R&D Excellence Endorsed by International Experts
Drug Development Under the Leadership R&D Excellence Endorsed by International Experts of an Internationally Renowned Experts in Awarded Grant from Bill Gates and the Alzheimer's Association Neurodegenerative Diseases Two-Time Winner of the Part the Cloud Award (2020 and 2022), Total US$1.8 Million
Slide 11: Critical Unmet Medical Need: Alzheimer's Disease
Critical Unmet Medical Need: Alzheimer's Disease A critical challenge confronting aging societies worldwide. Alzheimer’s affects over 55 million people worldwide, expected to reach 140 million by 2050 Taiwan’s elderly population is rising rapidly, and by 2025 the nation will officially enter a super
Slide 12: Market Outlook: A Vast Opportunity in Alzheimer's Disease Therapeutics
Market Outlook: A Vast Opportunity in Alzheimer's Disease Therapeutics Booming Market for Alzheimer's Therapeutics High M&A Activity Driving Alzheimer's Treatment Innovation The total market size is projected to Phase II Alzheimer's Drug Licensing Deals Averaged $1.3B in the Last 5 Years exceed $33
Slide 13: A new wave of buzz surrounding Alzheimer's disease drugs: new anti-neuritis drugs
A new wave of buzz surrounding Alzheimer's disease drugs: new anti-neuritis drugs. Blue Ocean Strategy: Focusing on key pathogenic mechanisms of neuroinflammation and entering high-potential future markets. Howard Fillit, M.D. Co-founder and CSO Clear Amyloid Alzheimer’s Drug Reduce Nerve Inflammati
Slide 14: EI-1071: Reduce nerve inflammation to slow neurodegeneration and dementia
EI-1071：Reduce nerve inflammation to slow neurodegeneration and dementia 1 CSF-1R receptor targeting brain microglia 2 Selective inhibition of inflamed microglia 3 To reduce nerve inflammation and thus protect the nerves. EI-1071 EI-1071 CSF1R inhibition Untreated Treated Disease-associated Homeosta
Slide 15: Competitive advantages: Best-in-class brain permeability, safer and more effective
Competitive advantages: Best-in-class brain permeability, safer and more effective. Next-generation CSF-1R inhibitors demonstrate adequate brain permeability Earlier CSF-1R inhibitors do not achieve sufficient brain permeability CSF-1R inhibitor EI-1071 Edicotinib(a) PLX5622(b) MOD001 MRO-001 Masiti
Slide 16: Ongoing Phase II clinical trial for Alzheimer's disease
Development milestone: Ongoing Phase II clinical trial for Alzheimer’s disease ✓ Completed preclinical efficacy validation ✓ Phase II clinical trial Ongoing (Taipei Veterans General Hospital & Tri-Service General Hospital) ✓ Successful out-licensing (China regional rights) ✓ Completed Phase I clinic
Slide 17: Alzheimer's Disease Phase II Clinical Trial: Interim Data
Alzheimer’s Disease Phase II Clinical Trial: Interim Data ✓ TSPO-PET data suggest EI-1071 may reduce neuroinflammation Interim data: Advanced TSPO-PET brain imaging showed a clear downward trend in neuroinflammation signals in more than 7 subjects completed treatment half of treated subjects, with a
Slide 18: Phase II AD Trial: Neuroinflammation-Reducing Effect
Phase II AD Trial: Neuroinflammation-Reducing Effect Biomarker subgroup analysis: Before Treatment • EI-1071 response rate: 80% (4/5 responders) • Average TSPO-PET signal across brain After Treatment regions decreased >30% from baseline Frontal Lobe Hippocampus % change in TSPO-PET signal from basel
Slide 19: Benchmark Comparison: Anti-Neuroinflammation AD Drugs
Benchmark Comparison: Anti-Neuroinflammation AD Drugs Comparison Biomarker Cognitive Drug Code Stage Target Developer Total Deal Value Change Improvement 2026 Licensing AR1001 Phase III PDE5 inhibitor + (+) Subgroup trend 4.7 B USD XPro1595 Phase II TNFα inhibitor + (+) Subgroup trend 2025 cquisitio
Slide 20: Biomarkers: Key Endpoints in Early Alzheimer's Disease Clinical Trials
Biomarkers: Key Endpoints in Early Alzheimer’s Disease Clinical Trials The EI-1071 clinical trial design follows the FDA’s next-generation guidance for Alzheimer’s disease clinical development and incorporates biomarkers as core assessment endpoints, helping identify the most suitable patient popula
Slide 21: EI-001 (Indemakitug) Anti-IFN-γ monoclonal antibody
EI-001 (Indemakitug) Anti-IFN-𝛾 monoclonal antibody Indications: 適應症: Vitiligo, Alopecia Areata, and HLH 21
Slide 22: Drug Discovery Led by Prominent Interferon Researchers
Drug Discovery Led by Bench to Bedside: Advancing from scientific discovery to Phase II clinical trials Prominent Interferon 〉 Decades of translational medical research have elucidated the immunopathogenic role of IFN-𝛾. Researchers 〉 Leveraging a proprietary direct B-cell cloning technology, we…
Slide 23: Huge unmet need: Vitiligo
Huge unmet need: Vitiligo Blue Ocean Strategy：Deep expertise in immunopathogenic mechanisms, leading antibody innovation, and early positioning in high-growth emerging markets. Long-term psychological Highest willingness A large global patient population burden among patients to pay Over 70 million
Slide 24: Therapeutic strategy: Precisely targets the key pathogenic factor, IFN-γ
Therapeutic strategy: Precisely targets the key pathogenic factor, IFN-γ EI-001 IFN-γ Overaction of IFN-γ is the key Using antibody to block IFN-𝛾 is factor of melanocyte death the best strategy to treat vitiligo Autoimmune attack Melanocyte death Side effects Efficacy Past Now Future…
Slide 25: Milestone: Vitiligo phase II trial is ongoing
Milestone: Vitiligo phase II trial is ongoing ✓ Phase II clinical trial ongoing (in US and TW) 45 vitiligo patients, double blind randomization for 24-week treatment EI-001: 0.3 mg/kg Screening (n = 30) Endpoint Measurements & • Six trial sites across Taiwan and the U.S. Safety Follow-up • Enrollmen
Slide 26: Market Outlook: Vitiligo is an emerging and popular area in autoimmune diseases
Market Outlook: Vitiligo is an emerging and popular area in autoimmune diseases. Oral JAK Inhibitors Are Approaching Market Entry Active M&A for new skin immune disease drugs Over the past five years, the average licensing deal value for Ruxolitinib Upadacitinib Povorcitinib Ritlecitinib Phase II cl
Slide 27: Product positioning: Building EI-001 as the mainstream treatment option for vitiligo
Product positioning: Building EI-001 as the mainstream treatment option for vitiligo 2025 4 of the Top 10 best-selling drugs are precision Align with Top 10 sale drugs immune antibody drugs Ran 2025 sales Drug Drug MOA/Mordality Company 2 antibody drugs targeting skin autoimmune diseases king (USD)
Slide 28: Pathway-Driven Drug Discovery
Pathway-driven development model: One drug for multiple indications Vitiligo Pathway-Driven ➢ Phase II trial ongoing First-in-class potential Drug Discovery By adopting a mechanism- Hemophagocytic Lymphohistiocytosis driven R&D approach, it ➢ FDA ODD granted, initiate phase II trial in 2026 becomes
Slide 29: Hemophagocytic Lymphohistiocytosis: A rare disease with commercial market scale
Hemophagocytic Lymphohistiocytosis: A rare disease with commercial market scale A balanced risk strategy: rapidly advancing high-confidence indications while leveraging rare disease pathways to accelerate time to market Only FDA approved drug：anti-IFN-γ mAb Hemophagocytic Clear disease pathogenesis:
Slide 30: EI-012 (PLT-012) anti-CD36 monoclonal antibody
EI-012 (PLT-012) anti-CD36 monoclonal antibody Indications: 適應症: Hepatocellular carcinoma and various other cancers 30
Slide 31: Therapeutic strategy: Targeting immune metabolism pathways to treat liver cancer
Therapeutic strategy: Targeting immune metabolism pathways to treat liver cancer New target and New technology: Long-term collaboration with Prof. Muh-Hwa Yang and Prof. Ping-Chih Ho of the Ludwig Institute for Cancer Research to explore new methods for overcoming tumors. Early Out-licensing: PLT012
Slide 32: Development Plans and Outlook
Development Plans and Outlook VISION 2030: STRATEGIC ROADMAP 32
Slide 33: Expected product commercialization path
Expected product commercialization path Commercialization Strategy: Adopt a dual-track model of out-licensing and in-house development in specific regions; the first product marketing authorization application is expected to be submitted as early as the end of 2028 Registration on the Transfer to Ma
Slide 34: Dual-Engine Strategy: Building a World-Class Precision Immunology Company
Dual-Engine Strategy: Building a World-Class Precision Immunology Company Blockbuster drugs drive core operating value Incubated stars create exponential growth potential Orbital Ecosystem – Stars of Tomorrow: Incubate independent startups in neurodegeneration, oncology, and mRNA to maximize individ
Slide 35: Enterprise Valuation and Profit Mechanism
Enterprise Valuation and Profit Mechanism Engine 1：Sustainable Operating Growth Engine 2：Exponential Capital Gains Core Assets Core Assets EI-001 (Vitiligo / HLH / Alopecia Areata); EI-1071 (Alzheimer’s Disease) Incubated spin-off companies in degenerative neurological diseases, oncology, and mRNA p
Slide 36: Dual Engines Leading - New Chains, New Future
“8 Neurological iy CE x & a4 mRNA < a ® 5% [More Emerging Ventures & Dual Engines Leading - New Chains, New Future Blockbuster new drugs create value, wile incubated rising
Slide 37: Thank you very much
Thank you very much Contact Us ir@elixiron.com www.elixiron.com Boston CIC Cambridge Taipei Bioinnovation Park 37 Elixiron Immunotherapeutics (Cayman) Limited
Elixiron Immunotherapeutics (Cayman) — Yuanta Securities Investor Conference 2026 on 6ix