Pharmaessentia Corp. · TWSE:6446
Pharmaessentia — SinoPac Securities' Investor Conference 2026
34 slides from Pharmaessentia's conference presentation, May 14, 2026
Slide 1: PharmaEssentia
PharmaEssentia TWSE 6446 PharmaEssentia
Slide 2: Forward-looking Statements
Forward-looking Statements This presentation contains forward-looking statements, including statements regarding the plans and expectations for commercializing BESREMi® in the United States and globally, and the potential benefits or competitive position of BESREMi® . For those statements, we claim
Slide 3: Q1'26 Financial Results
Q1’26 公司營運概況Financial Results
Slide 4: Q1 revenue reached a record high of NT$5.12 billion
Q1 revenue reached a record high of NT$5.12 billion Marking the 14th consecutive quarter of record-high performance with 57% YoY growth Unit : NTD 100 million 51.2 50 48.8 40 38.9 36.0 32.6 30.6 30 27.1 23.1 20 10 0 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 4
Slide 5: Q1 revenue grew 57% YoY with significant expense ratio improvement
Q1 revenue grew 57% YoY with significant expense ratio improvement Unit : NTD 100 million Operating Revenue Operating Expense 60 60 51.2 50 50 40 40 32.6 30 30 24.1 20 20 17.9 10 10 0 0 Q1'25 Q1'26 Q1'25 Q1'26 5
Slide 6: Q1 net operating income increased by nearly NT$1B YoY; net income rose 70%
Q1 net operating income increased by nearly NT$1B YoY Net income rose 70% YoY Unit : NTD 100 million Net Operating Income Net Income 25 25 20.9 21.50 20 20 15 15 12.60 11.1 10 10 5 5 0 0 Q1'25 Q1'26 Q1'25 Q1'26 6
Slide 7: Q1 operating margin reached 40%, expanding 6.8pp YoY
Q1 operating margin reached 40%, comparable to leading Big Pharma, expanding 6.8pp YoY 100.0% 87.9% Gross Margin 80.0% 60.0% 42.0% Profit margin 40.0% 40.8% Operating Margin YoY+6.8pp 20.0% 0.0% Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 7
Slide 8: Q1 2026 EPS reached NT$5.79, up 69% YoY
Q1 2026 EPS reached NT$5.79, up 69% YoY Unit: NTD 7 YoY +69% 5.79 6 5 3.99 3.99 3.42 4 3 2.25 2 1 (1) Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Note: Due to the impact of stock dividends, EPS prior to Q2 2025 (inclusive) has been retrospectively adjusted. 8
Slide 9: Company Overview
Company Overview PharmaEssentia
Slide 10: A fully integrated innovative biopharmaceutical company
A fully integrated innovative biopharmaceutical company Our Commercial Product and R&D Pipelines PharmaEssentia 6446.TW • COMMERCIAL ROPEG (Ropeginterferon alfa-2b) Growth Drivers • FOUNDED OPERATIONS • Approved for adults with polycythemia 2003 Boston (USA), vera (PV) • Geographic expansion for PV
Slide 11: Global MPN treatment market exceeds USD 15 billion
The global MPN treatment market exceeds USD 20 billion, with ROPEG poised to lead the next wave of innovation Myeloproliferative Neoplasm (MPN) Global MPN Market size ( 2025 ) CAGR Global MPN Market size ( 2035 ) $15.33Bn (2025-2035) 3.32% $21.25Bn Unit : USD Billion 10.00 10.00 Global PV Market Glo
Slide 12: A significant opportunity just from US patients with PV
A significant opportunity just from US Patients with PV Geographically Expanding ROPEG's Reach to Benefit More Patients with PV Worldwide Fast Growth !! 148K 163K Essential Thrombocythemia (ET) • SURPASS – data readout Jan 6, 2025 • NCCN Guideline listed (Version 1.2026) Polycythemia Vera (PV) • 202
Slide 13: ROPEG approved in nearly 50 countries for PV
ROPEG approved in nearly 50 Countries for PV, with global patient access steadily expanding Canada : July Expected EU Korea China Middle East U.S. Japan Mexico Taiwan Vietnam H.K. Brazil Macau Colombia Singapore Malaysia Argentina Approved In Preparation
Slide 14: Ropeg HIDAT regimen approved in Japan
Ropeg HIDAT regimen approved in Japan, demonstrating enhanced efficacy at Week 24 HIDAT* 250 μg at W0 → 350 μg at W2 → 500 μg at W4 研究名稱 China – Study A20-202 Japan – Study A23-301 Europe – PROUD-PV A Phase III b, Single-arm, Ropeginterferon alfa-2b versus A Phase II Study of Multicenter, Optimal Do
Slide 15: ROPEG recommended by NCCN Guidelines as only first-line therapy for PV
ROPEG recommended by NCCN Guidelines as the only first-line therapy for both low-risk and high-risk PV Key updates on PV treatment in the NCCN Guidelines Treatment For Low-Risk PV NCCN 2025 Version 2 age 60 years or younger with no history of thrombosis Guideline Symptomatic with Preferred regimens:
Slide 16: Early Intervention: ROPEG + Phlebotomy for Low-Risk PV
Early Intervention: ROPEG + Phlebotomy for Low-Risk PV showed superior reduction of phlebotomy and hematocrit control - 2023 publication Takeda and Protagonist P < 0.001 P = 0.006 100 January 5th, 2026 81.3 81.3 80 Announce Submission of New Drug Application (NDA) for Rusfertide No disease Response
Slide 17: Ropeg: Early Interferon Therapy Paradigm Shift in PV
Ropeg: Early Interferon Therapy Paradigm Shift in PV, Driving Disease-Modifying Treatment (Silver & Hasselbalch, 2026) ✓ Early Advantage: Supports early interferon for long-term efficacy & disease control ✓ Clinical Evidence: Durable hematologic control ✓ Disease-Modifying: Reduces mutant allele bur
Slide 18: Expected launch of Ropeg pen in the U.S. in 2026
Expected launch of Ropeg pen in the U.S. in 2026 Ropeg pen is expected to launch in 2026, further improving treatment accessibility and convenience for PV patients in the U.S. 18
Slide 19: Expected U.S. and global ROPEG ET approvals in 2026
Expected to obtain U.S. and Global ROPEG ET drug approvals in 2026, benefiting nearly 100,000 patients ET patient population in the US effectively doubles the market potential Great Start !! 148K 163K ET Essential Thrombocythemia (ET) • SURPASS – data readout Jan 6, 2025 • NCCN Guideline listed (Ver
Slide 20: ET regulatory submission completed; approvals all expected in 2026
Estimated Approval (submission date) : Canada • TW – 2026.05.12 (2025.09.05 submitted) • US – 2026.08.30 PDUFA date Korea (2025.10.30 submitted) U.S. • JP – 2026.08 (2025.09.18 submitted) • CN – 2026.11 (2025.07.16 submitted) China • KR – 2026.12 (2026.02.27 submitted) Japan Taiwan ET regulatory sub
Slide 21: Ropeg ET Integrated Analysis: EXCEED-ET and SURPASS-ET
Ropeg ET Integrated Analysis: First-line EXCEED-ET and second- line SURPASS-ET, supporting treatment for all ET patients The results of SURPASS-ET serve as the pivotal evidence for safety and A Phase 3, 52-week, Open-Label, efficacy while EXCEED-ET serve as A Phase 2b, 56-week, A Single-arm, Randomi
Slide 22: Ropeg demonstrates superior clinical efficacy in SURPASS-ET
Ropeg demonstrates superior clinical efficacy in the SURPASS-ET trial Primary endpoint Durable Modified ELN Response at Month 9 and 12 60% 50% 42.9% Response Rate (%) 40% P = 0.0001 30% 20% 10% 6.0% 0% Treatment Group P1101 (N=91) Anagrelide (N=83) 22
Slide 23: Ropeg shows better efficacy than Anagrelide across all parameters
Ropeg shows better efficacy than Anagrelide across all individual parameters Absence ofAbsence hemorrhagic and of Hemorrhagic 84.6% thrombotic event or Thrombotic Events 51.8% Individual Assessment Parameters MPN-SAF-TSS TSS Score 71.4% Score 33.7% Improvement or non- progression in disease-relate S
Slide 24: EXCEED-ET shows comparable efficacy to SURPASS-ET
EXCEED-ET shows comparable efficacy to SURPASS-ET (without TSS), with superior results in treatment-naïve patients 70 70 p<0.0001 70 68.0 60.2 60 60 60 52.7 Response Rate (%) Durable Modified ELN Response Rate 50 50 Response Rate (%) 50 at Months 9 and 12 (%) 40 40 40 33.4 30 30 30 20 20 20 10 10 10
Slide 25: EXCEED-ET shows significant reduction of mutation allele burden
EXCEED-ET also demonstrates significant reduction of mutation allele burden with ROPEG JAK2V617F Allele Frequency CALR Allele Frequency MPL Allele Frequency 10 10 10 Baseline at Month 13 (%) Baseline at Month 13 (%) Baseline at Month 13 (%) 5 Absolute Change from Absolute Change from Absolute Change
Slide 26: Substantial PMF Patient Population Represents a Critical Market Opportunity
Substantial PMF Patient Population Represents a Critical Market Opportunity to Prevent Progression to Myelofibrosis A High-Value Market Opportunity Driven by the Significant PMF Patient Population 148K Essential Thrombocythemia (ET) 163K • SURPASS – data readout Jan 6, 2025 • NCCN Guideline listed (
Slide 27: ROPEG powers near-term revenue; HOPE-PMF drives long-term growth
ROPEG powers near-term revenue; HOPE-PMF drives mid- to long-term growth, with additional new indication anticipated by 2028 Ropeginterferon alfa-2b (P1101) in Pre-fibrotic/ Early PMF Randomized, Double-Blind, Placebo-Controlled Multicenter Phase 3 Clinical Study to Assess Efficacy and Safety of Rop
Slide 28: ROPEG phase III and IIT trials accelerating with new indications
ROPEG phase III and IIT trials accelerating, with new indications, driving future growth Oncology and Immunology IND DEVELOPMENT CANDIDATE INDICATION DISCOVERY PHASE 1* PHASE 2* PHASE 3 ENABLING UPDATE Polycythemia Vera (PV) Commercialization Essential ROPEG Under Approval Review Thrombocythemia (ET
Slide 29: Ropeg with anti–PD-1 therapy in HBV-related liver cancer
Ropeg combined with sequential anti–PD-1 therapy: reducing postoperative recurrence risk in HBV-related liver cancer 第一期臨床試驗摘要： Ropeginterferon alfa-2b 與 Nivolumab 接續治 療於B型肝炎導致肝細胞癌術後患者 1. 研究設計：第一期、開放性、單臂臨床試驗 2. 主要目的：評估安全性、耐受性與初步療效 3. 適應族群：B 型肝炎相關肝癌術後患者 4. 治療方案： • Ropeginterferon alfa-2b：450 微克，每兩週一次
Slide 30: Accelerating Ropeg indication expansion via IITs
Accelerating Ropeg indication expansion via IITs at leading global medical centers Investigator-Initiated Trial (IITs) 疾病適應症 Ropeg 市場潛力 未滿足需求 早期骨髓纖維化 • 缺乏能延緩病情惡化的早期治療，JAK 抑制劑對 • 根據 EvaluatePharma 與 Fortune Business Insights，MF 藥物市場預 （Early-Stage MF） 計至 2030 年將擴大至近 30 億美元。 疾病進程的控制仍有限。 骨髓纖維化 • 高風險患者缺乏
Slide 31: Five products entering phase 1 in 2026
Five products entering phase 1 in 2026, strong early-stage oncology and immunology pipeline propelling future growth Oncology and Immunology DEVELOPMENT CANDIDATE INDICATION DISCOVERY IND ENABLING PHASE 1* UPDATE PEG-IL-2 (P11838) Immunology Planned IND in 2026 PEG cytokine PEG-Cytokines Solid Tumor
Slide 32: Four Strategic Forces Accelerating Rapid, Risk-controlled Growth
Billion-Dollar Revenue, Tens of Billions in Ambition: Four Strategic Forces Accelerating Rapid, Risk-controlled Growth Develop novel best-in-class (BiC) and first-in-class (FiC) immune checkpoint inhibitors Top-tier • Advance TCR-T cell therapy targeting both surface and intracellular antigens Innov
Slide 33: First Taiwan biotech included in DJ BIC 2026 World and Emerging Markets Index
PharmaEssentia is the first Taiwan biotech company included in both the DJ BIC 2026 World Index and the Emerging Markets Index, highlighting ESG leadership and enhanced global investor visibility. 33
Slide 34: Thank You
science, Better Lives. PharmaEssentia
PharmaEssentia — SinoPac Securities' Investor Conference 2026 on 6ix