Transcenta Holding Limited · HKEX:6628
Transcenta — FY2024 Earnings Presentation
27 slides from Transcenta's earnings presentation, Mar 31, 2025
Slide 1: 2024 Annual Results Update
Stock Code: 6628.HK 2024 Annual Results Update March 31, 2025
Slide 2: Disclaimer
Disclaimer • The information and opinions contained in this presentation are provided as of the date of this presentation, are subject to change without notice and will not be updated or otherwise revised to reflect any developments, which may occur after the date of the presentation. • This present
Slide 3: Key Highlights
Key Highlights
Slide 4: Transcenta Global Strategy and Integrated Capabilities
Transcenta Global Strategy and Integrated Capabilities • Leverage internal expertise in developing innovative antibody-based therapies for both oncology and non-oncology pipeline • Actively seek partnership to maximize pipeline value Industry Leading Antibody Generation and Bio-process Platforms Ams
Slide 5: Pipeline Overview
Pipeline Overview Diversified and Differentiated Pipeline Drug Pivotal Target Modality indications Preclinical IND Phase 1 Phase 2 Rights Partner candidate Phase 3 G/GEJC 1L Combo with PD1/Chemo Osemitamab Claudin18.2 mAb G/GEJC 1L Combo with Chemo Global In-house (TST001) PDAC 1L Combo with Chemo T
Slide 6: Key Pipeline Progress and Data Presentations
Key Highlights Key Pipeline Progress and Data Presentations Claudin 18.2 (BIC) • Presented US and CN triple combination data at AACR, ASCO and ESMO 2024 Osemitamab • Announced collaboration with Agilent to develop companion diagnostic (TST001) Sclerostin (BIC) • Published SAD study result in the 202
Slide 7: Business Update
Business Update
Slide 8: Osemitamab (TST001): A Best-in-Class Anti-CLDN18.2 Antibody
Osemitamab (TST001) A Best-in-Class Anti-CLDN18.2 Antibody Target Sales for ~USD $1B Sales in First-line G/GEJC Alone Osemitamab (TST001) Multi-billion USD potential in G/GEJC PDAC and NSCLC • Improved antibody to benefit more patients with broader range of CLDN18.2 expression BIC Profile • Promisin
Slide 9: Osemitamab Phase 1/2 Trial Overview - Study Design
Osemitamab (TST001) Phase 1/2 Trial Overview - Study Design: Key G/GEJC Cohorts for First-line G/GEJC TranStar102 (China) TranStar101 (U.S.) • Cohort C: TST001 Q3W + CAPOX • Cohort G: TST001 Q3W + CAPOX + • Cohort A: TST001 Q2W + FOLFOX + Study Design • All comers dose escalation Nivolumab Nivolumab
Slide 10: Encouraging Data from First-line Triple Combo Trial for G/GEJ Cancer
Osemitamab (TST001) Demonstrated Encouraging Data from First-line Triple Combo Trial for G/GEJ Cancer Efficacy results confirm predictive value of CLDN18.2 median PFS 14.2 months in H/M group Progression-Free Survival of Cohort G Objective Response Rate with known CLDN18.2/PD-L1, H/M & R (N = 47) (C
Slide 11: Comparative Efficacy to Benchmark - Cross Study Comparisons
Osemitamab (TST001) Comparative Efficacy to Benchmark – Cross Study Comparisons Triple Osemitamab combination in CLDN18.2 H/M & PDL1 CPS-known Group[1] Compared to Nivolumab+Chemo Data in Checkmate 649* and Zolbetuximab+Chemo Data in GLOW** mPFS ORR[2] DoR 14.2 13.8 68% 53.8% 58% 8.2 8.5 7.7 6.1 Zol
Slide 12: Development Plan and Multibillion Dollars Commercial Potential
Osemitamab (TST001) Development Plan and Multibillion Dollars Commercial Potential for Multiple Indications Combo with SOC Potentially First Mover First-line G/GEJC (Checkpoint Inhibitor / Anti-CLDN18.2 mAb Peri-Operative GC Chemotherapy) >100K addressable patients globally * [1] ~70K addressable pa
Slide 13: Blosozumab (TST002): Huge Unmet Needs of Osteoporosis in China
Blosozumab (TST002) Anti-sclerostin mAbs are Poised to Address the Huge Unmet Needs of Osteoporosis in China Target Sales for >RMB 4B+ Sales Blosozumab in China in Osteoporosis with High Fracture Risk 2023 Total OP High Unmet patient in China +39.2% Medical over 90 million [1] Needs with Large Marke
Slide 14: Blosozumab (TST002) Dual Mechanism
Blosozumab (TST002) Unique dual mechanism and strong efficacy/safety data from early clinical trials poise Blosozumab to be the potential best medicine for Osteoporosis Bone mass Bone Resorption Bone Formation OSTEOCLASTS OSTEOBLASTS Dual Mechanisms More potent than all currently available anti-OP m
Slide 15: Encouraging Phase Efficacy Justifying Further Clinical Development
Blosozumab (TST002) Encouraging Phase 1 Efficacy Justifying Further Clinical Development, potential for Q2 or Q3M administration TST002-1001, SAD Study Design Presented TST002 SAD Study Results* 1200mg，n=6+2 D85 lumbar spine BMD % change from baseline in TST002 8.00% 800mg，n=6+2 6.20% 5.94% 6.00% 4.
Slide 16: Potential better efficacy than Romosozumab & Denosumab
Blosozumab (TST002) Potential better efficacy of TST002 (Blosozumab) than Romosozumab & Denosumab % change from baseline of BMD at lumbar spine after 1 year therapy 17.70% 13.30% 3.03%-5.30% Denosumab Romosozumab TST002 (Blosozumab) J Bone Miner Res. 2009;24(1):153-61. J Bone Miner Res. 2010;25(1):7
Slide 17: Development Plan and Significant Commercial Potential
Blosozumab (TST002) Development Plan and Significant Commercial Potential for Multiple Indications Postmenopausal Osteoporosis in Women ~70 million patients in China[1] ~3 million osteoporotic fractures in China Osteoporosis in Men Post OVCF* Surgery ~1.5 million ~20 million patients in China[1] new
Slide 18: TST003: A Novel Target for Multiple Solid Tumor Indications
TST003 A Novel Target with Potential for Multiple Solid Tumor Indications Tumors enriched with stromal cells are less responsive to immunotherapy • TST003 is a humanized neutralizing antibody with high affinity to GREM1 • A global FIH study ongoing in the U.S. and China, dose escalation completed M
Slide 19: TST013: A Next Generation ADC Candidate Targeting LIV-1
TST013 A Next Generation ADC Candidate Targeting LIV-1, a Clinically Validated Tumor Antigen • Reduced toxicities due to systemic exposure of payload toxin via site-specific conjugation • Demonstrated promising tumor regression at low doses in in vivo pharmacology studies • Initiated the process to
Slide 20: TST801: First-in-class Bifunctional Antibody Fusion Protein
TST801 A First-in-class Bifunctional Antibody Fusion Protein of Anti-BAFF Antibody Fused with TACI Receptor • BAFF and APRIL are ligands for the TACI receptor, regulating B cell activation and differentiation. • They are validated targets for autoimmune diseases like SLE, LN, and IgAN. • In vivo stu
Slide 21: Upcoming Milestones
Upcoming Milestones A Humanized ADCC Enhanced Second Generation Anti-CLDN18.2 mAb for Solid Tumors Osemitamab • Advance global pivotal trial for First-line G/GEJ cancer (TST001) • Submit pivotal trial applications with EMA and Japan BIC • Present data from ongoing trials Diversified and Differentiat
Slide 22: CMC & CDMO
CMC & CDMO Advanced Technology and Platform • Implemented intensified perfusion platform • Achieved industry leading productivity of up to 8 g/L-day, >15-fold ↑ in output Quality • Expanded services: cell culture media, ADC, siRNA DP Faster • Acquired lyophilization capabilities, improved cycles for
Slide 23: Business Development: Multinational Partners to Maximize Value
Business Development Multinational Partners to Maximize Value Clinical Trial Collaboration Technology-based Partnership • Leveraging our expertise in continuous • Collaborating the clinical trial and bioprocessing technology completing the enrollment in TranStar102 • Partnering for the marketing and
Slide 24: Financial & Outlook
Financial & Outlook
Slide 25: 2024FY Financial Results (Non-IFRS)
2024FY Financial Results (Non-IFRS) Revenue RMB 11.3 million Other Income RMB 23.5 million 53.8 37.3 23.5 11.3 Diversified and Differentiated -79.0% Diversified and -Differentiated 37.0% Pipeline 2023 2024 Pipeline 2023 2024 R&D Expenses RMB 178.1 million SG&A Expenses RMB 60.5 million 372.5 98.6 17
Slide 26: Outlook
Outlook Integrated Platform, Cutting-edge Technology, Differentiated and Competitive Biologics • Expand pipeline with new modalities (ADC etc.,) Research • Deepen translational research to expand indications Diversified and Differentiated Pipeline • Advance novel pipeline molecules into clinic • Pre
Slide 27: ewe
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