Hcmed Innovations Co., Ltd. · TWSE:6934
Hcmed Innovations — Investor Conference April 14, 2026
27 slides from Hcmed Innovations's conference presentation, Apr 14, 2026
Slide 1: Investor Conference April 14, 2026
Investor Conference April 14, 2026 (Tuesday ) 心誠鎂行動醫電股份有限公司(TW.6934) HCmed Innovations Co., Ltd. Confidential
Slide 2: Disclaimer
Disclaimer This presentation contains for w ard-look ing statements that involve substantial r isk s and uncertainties. " For w ard-look ing statements,“ include herein such as " may,“ " w ill,“ " should,“ " could,“ " w ould,“ " ex pects,“ " plans,“ " anticipates,“ " believes,“ " est imates,“ " pr
Slide 3: Agenda: Company Overview
1 Company Over v iew Over v iew of Idiopathic Pulmonar y Fibrosis(IPF) 2 3 The Future of IPF Therapy 4 Business Over v iew 3 Confidential
Slide 4: Company Overview
Company Overview Company Profi le： Established: October 6, 2014 Locations: Taipei Headquarters & R&D Center, Zhonghe Manufacturing Facility, UK Laboratory Headcount: Approx. 70 employees Paid-in Capital: NT$ 350 Million Core R& D Areas ： Electronic Engineering: Equipment design and inte
Slide 5: Company History
Company History Pharmaceutical Company with a market cap of 1st Generation up to USD 12.78 billion Nebulizer Development Agreement HCmed 1st Generation 1st Generation Cross-labelled for Combination Product Innovations Nebulizer AstraZeneca China Nebulizer with biologic (2nd Generation Foundation TFD
Slide 6: Agenda: Overview of Idiopathic Pulmonary Fibrosis (IPF)
1 Company Over v iew Over v iew of Idiopathic Pulmonar y Fibrosis(IPF) 2 3 The Future of IPF Therapy 4 Business Over v iew 6 Confidential
Slide 7: Interstitial Lung Disease (ILD)
Interstitial Lung Disease(ILD) • An umbrella term for lung diseases characterized by infl ammation and/or fi brosis of the lung parenchy ma, typically accompanied by progressiv e dy spnea and often leading to end-stage respirator y failure. ILD An umbrella ter m for more than 200 ty pes of interstitia
Slide 8: Idiopathic Pulmonary Fibrosis (IPF)
Idiopathic Pulmonary Fibrosis(IPF) • Idiopathic and cur rently incurable, this severe disease is characterized by the irreversible fi brotic remodeling of the lung parenchyma. Pathophy siology Clinical Manifestations Primarily damages the alveolar- capillary barrier, leading to Cough impaired gas
Slide 9: Idiopathic Pulmonary Fibrosis (IPF)
Idiopathic Pulmonary Fibrosis(IPF) How does pulmonary fibrosis affect the body? The initial symptoms usually manifest while walking. Feel short of breath after walking just 200 to 300 meters or climbing stairs... Sometimes suddenly start coughing uncontrollably mid- sentence... Confidential Reference:
Slide 10: Idiopathic Pulmonary Fibrosis (IPF)
Idiopathic Pulmonary Fibrosis(IPF) • Age Distribution of IPF Patients across the 7MM： • Gender Distribution of IPF Patients across the 7 MM： Age % Cases Male Female 70-79 30.72% 61,683 Most IPF Most IPF 55.99% 44.01% patients are 60-69 25.91% 51,595 patients are male. elderly. 18-29 0.81% 1,611 Conf
Slide 11: IPF: Diagnosis and Management
IPF: Diagnosis and Management NO UIP Confirmed IPF Suspected ILD Known Causes Multidisciplinary Yes Probable UIP Discussion Unknown Causes HRCT 不確定 Biopsy Alternative diagnosis Non-IPF Cur rent Standard Treatments Oral Anti-fibrotic Drugs：Pirfenidone, Nintedanib, Nerandomilast(FDA Approved in Late 202
Slide 12: Progressive Pulmonary Fibrosis (PPF)
Progressive Pulmonary Fibrosis(PPF) • It does not refer to a "specific disease," but rather to patients with non-IPF ILD who, despite treatment, continue to exhibit the characteristics of uncontrolled fibrosis similar to IPF. • Defined as non-IPF interstitial lung disease (ILD) patients who, within the
Slide 13: IPF vs. PPF
IPF vs. PPF • In terms of " biological nature," they overlap significantly; however, in terms of "clinical diagnostic nomenclature," they are intentionally distinguished. IPF PPF Known (e.g., Autoimmune, Etiology Idiopathic Hypersensitivity) 5-Year Sur v ival Rate 45.6% 37.44% • Distinctions in diagn
Slide 14: Agenda: The Future of IPF Therapy
1 Company Over v iew Over v iew of Idiopathic Pulmonar y Fibrosis(IPF) 2 3 The Future of IPF Therapy 4 Business Over v iew 14 Confidential
Slide 15: TETON-2 Study of Nebulized Tyvaso
TETON-2 Study of Nebulized Tyvaso® Patients 593 Period 52 weeks Treprostinil Placebo Median change in FVC -49.9 ml -136.4 ml P<0.001 The betw een-group diff erence in the change in FVC 95.6 ml P<0.001 Clinical w orsening 27.2%(81 patients) 39%(115 patients) P=0.02 Ex acerbation No Significant Differenc
Slide 16: TETON-1 Pivotal Study of Tyvaso
TETON-1 Pivotal Study of Tyvaso® Treprostinil v s. Placebo The betw een-group diff erence in P<0.0001 130.1 ml the change in FVC Time of fi rst acute ex acerabation Significant Improvement Quality of life Significant Improvement These results were consistently observed across all subgroups： • Smoking St
Slide 17: TETON-1 & TETON-2
TETON-1 & TETON-2 Treprostinil v s. Placebo TETON ‒ 1 & TETON ‒ 2 111.8 ml P<0.0001 Pooled Analy sis of FVC Compar isons Success in both TETON-1 & TETON-2： • This demonstrates that results are not due to chance, but represent reproducible biology Nebulized Tyvaso® has the potential to redefine the st
Slide 18: Nebulized Tyvaso Filing Update
Nebulized Tyvaso® Filing Update End of this summer • UTHR plans to seek priority review of a supplemental New Drug Application, to be submitted to FDA by the end of this summer , to add IPF to Ty vaso's label. • Both the U.S. FDA and the European Medicines Agency (EMA) have granted Orphan Drug Desig
Slide 19: IPF Therapy
IPF Therapy Cur rent Standard Treatments Oral Anti-fibrotic Drugs Nebulized Ty vaso® has the potential to redefi ne the standard of care for IPF. Potential shift in administration: From oral to inhaled therapy . Nebulized Tyvaso® is currently the only drug administered via inhalation. Reduced Rapid On
Slide 20: Agenda: Business Overview
1 Company Over v iew Over v iew of Idiopathic Pulmonar y Fibrosis(IPF) 2 3 The Future of IPF Therapy 4 Business Over v iew 20 Confidential
Slide 21: HCmed Revenue Golden Triangle
HCmed Revenue Golden Triangle Expanding Revenue Diversity Based on Core Technology Platforms Market PAH Value Extending drug patent life and enhancing patient experience through proprietary nebulizer upgrades. Drug Lifecycle Status Currently in the Bridging Test phase, ensuring long- Management term
Slide 22: Nebulizer Development and Capacity Expansion Timeline
Proprietary Nebulizer in Collaboration with United Therapeutics Nebulizer Dev ice Development Capacity Ex pansion Completion Ex pected by Completion Ex pected by Late 2026 Q2 2026 Confidential HCmed Innovations Co., Ltd. 22
Slide 23: Global Potential Customers
Global Potential Customers No. Countr y Drug Ty pe Indication Interest Dev ice 1 Israel Oligonucleotide CF Pulmogine 2 US Biologic Asthma / COPD AdheResp 3 SW Biologic NCFB AdheResp 4 US Small molecule IPF AdheResp / Pulmogine 5 US mRNA CF AdheResp 6 UK mRNA IPF AdheResp Drugs Type 40% 60% Small Mol
Slide 24: 2026 Q1 Revenue Analysis
2026 Q1 Revenue Analysis Revenue Breakdow n Q1 Revenue Unit: NT$ thousands 4000 3,626 Aerogen Shipment 3000 Q1 Revenue Taiw an OTC 2000 1000 41 18 War-related logistics delay s have pushed 0 some Q1 shipments Jan. Feb. Mar . and their corresponding revenue into the second quarter. Confidential HCmed
Slide 25: Balance Sheet
Balance Sheet Confidential HCmed Innovations Co., Ltd. 25
Slide 26: Income Statement
Income Statement Confidential HCmed Innovations Co., Ltd. 26
Slide 27: Thank You
Thank You Email info@hcmed-inno.com Tel +886 2 2732 6596 Address Rm.B, 10F., No.319, Sec.2, Dunhua S. Rd. 10669 Taipei City, Taiwan Confidential
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