Everest Medicines Ltd. · HKEX:1952
Everest Medicines — Investor Presentation (May 2024)
21 slides from Everest Medicines's investor presentation, May 2024
Slide 1: Corporate Deck
AYR EVEREST MEDICINES Corporate Deck May 2024
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Everest Medicines Limited (the “Company” and together with its subsidiaries, the “Group”) solely for information purposes and does not constitute a recommendation regarding the securities of the Group or an offer to sell or issue or the solicitation
Slide 3: Everest Medicines' Corporate Goals for 2030
Everest Medicines’ Corporate Goals for 2030 To be a leading biopharma in Asia Pacific by 2030, we aim to create social impact Vision through our innovative medicine portfolio and sustainable growth. Four near-term product launches with aggregate peak sales potential of RMB 10B Cefepime-taniborbactam
Slide 4: Everest is a Biopharma with Full Value Chain Capabilities
Everest is a Biopharma with Full Value Chain Capabilities Discovery Preclinical Clinical Development Regulatory Filing Manufacturing Supply Chain Commercialization Discovery/ Business Clinical Local Commercialization Global Rights Development Development Manufacturing and Supply Renal Disease mRNA C
Slide 5: Transform Everest to a Bio-Pharma: Dual Engine Approach
2023-2025 Transform Everest to a Bio-Pharma: Dual Engine Approach Towards Building Future Differentiated Pipeline In-licensing Differentiated portfolio drives commercial cash flow Leverage commercial platform to maximize synergies • Expand pipeline in core therapeutic areas and increase scale and ef
Slide 6: "Blue Ocean" Strategy on Commercialization and R&D
“Blue Ocean” Strategy on Commercialization and R&D Driven by Scientific and Market Insights Core strategy Infectious Disease • Focus on less crowded, high-value therapeutic areas Renal • Advance mRNA technology platform with full Autoimmune Disease intellectual property rights, focusing on breakthro
Slide 7: Pursuing Asian Leadership Position in High-Value Therapeutic Areas
Pursuing Asian Leadership Position in High-Value Therapeutic Areas 4 Near-term product launches with aggregate peak sales potential of RMB 10B Infectious Disease Renal Disease Autoimmune Disease Approved Approved Approved Peak Sales RMB 1.5B RMB 5.0B RMB 2.0B Cefepime-taniborbactam RMB 1.5B Two clin
Slide 8: 2023 Commercialization Achievements
2023 Commercialization Achievements 125.9m RMB Achieved 99m RMB 21m RMB In 5 months Launched in Macau last Dec and in Mainland Realized commercial launch in July China this May 200+ 22 4,000+ 2 months 23K+ From submission to approval Pts signed up for charity Top-tier hospitals Provinces Physicians
Slide 9: 2023 Regulatory and Clinical Achievements
2023 Regulatory and Clinical Achievements Regulatory Achievements Clinical Achievement • Completion of patient enrollment in China open label extension Mainland China Taiwan study Approval Approval • Poster presentation at ASN Kidney Week on Nefecon® Chinese patient data Macau, Mainland Korea, Taiwa
Slide 10: 2023 Financial and BD Achievements
2023 Financial and BD Achievements Expand Pipeline Full Flexibility on mRNA Platform Strong Balance Sheet of in Core Therapeutic Area and Discovery Pipeline RMB 2.35B • In Sept. 2023, we entered into a • Terminated the collaboration and license • Operating expense reduced collaboration and license a
Slide 11: Income Statement and Cash Position
Income Statement and Cash Position Revenue increased by RMB113.1m to RMB125.9m from the launch of Xerava® in China mainland and Hong Kong, Years Ended December 31 the launch of Nefecon® in Macau, sales growth of Xerava® in Singapore, and sales of Trodelvy® during the transition period with Gilead in
Slide 12: 2024 Will be a Year of Transformation and Execution
2024 Will be a Year of Transformation and Execution Transform from a Biotech to a Biopharma with focus on commercialization and in-house R&D execution along with organization and culture transformation • NDA approval in UC in Macau • Commercially launched in • Keep executing based on • Launch in Mac
Slide 13: Focused and Efficient Commercial Model to Drive Product Revenue Ramp
Focused and Efficient Commercial Model to Drive Product Revenue Ramp Xerava ® Nefecon ® 150 ICU / Hospital sales team 120 Nephrology sales team Hospitals covered with focus on core tertiary Hospitals covered, representing ~60% of 300 hospitals 400-600 addressable patient population Patients register
Slide 14: First Approved Medicine for IgAN, Launched in China on May 2024
First Approved Medicine for IgAN, Launched in China on 14 May 2024 Efficacy: 9-month treatment period, followed by 15-month observation period: • 66% less deterioration in kidney function; expected to delay progression to end stage renal disease by 12.8 years • 43% greater reduction in UPCR Approved
Slide 15: KDIGO Guidelines to be Revised in 2024, Nefecon Recommended
KDIGO Guidelines to be Revised in 2024, Experts Recommend Nefecon® as Treatment for All IgAN Patients With the approval of Nefecon®, experts urge a different approach to 2021 KDIGO Guideline, recommending Nefecon for all patients >0.75g/day of proteinuria Systemic steroids are recommended a last
Slide 16: Xerava and Cefepime-taniborbactam Complement Each Other in MDR Infection Treatment
Xerava® and Cefepime-taniborbactam Complement Each Other in MDR Infection Treatment, Expect Everest Market Share to Continue to Grow in 2024 (Eravacycline) Cefepime-taniborbactam First-in-class fluorocycline antibiotic, broad Best-in-class BL/BLI, with potent and spectrum coverage of gram+, gram-, s
Slide 17: Etrasimod: First-line Advanced UC Therapy
Etrasimod: First-line Advanced UC Therapy Approved in Macau and will be Launched in Greater Bay Area in 2024 Effective, oral advanced UC treatment well-suited to first-line use • Significantly more patients quickly achieved and sustained clinical remission with VELSIPITY vs placebo • The only advanc
Slide 18: In-house End-to-End Capabilities for mRNA Therapeutics
Everest has in-house End-to-End Capabilities for Development and Manufacturing of mRNA Therapeutics In-house discovery team • 30+ in-house discovery team is developing multiple mRNA cancer therapeutics on this clinically validated platform • Discovery lab in Zhangjiang, Shanghai mRNA sequence design
Slide 19: Multiple Paths Approach to Develop Therapeutics from mRNA Platform
Multiple Paths Approach to Develop a Broad Range of Therapeutics from mRNA Platform Personalized cancer Development Status vaccines Personalized EVM16 cancer • Initiate IIT in 2024 vaccine TAA cancer • IND submission EVM14 vaccine In vivo CAR-T mRNA Off-the-shelf early 2025 autoimmune TAA cancer and
Slide 20: 2024 Catalysts
2024 Catalysts Therapeutic Area Molecule Milestones Status NDA approval in IgAN in Singapore NDA approval in IgAN in Hong Kong NDA approvals in IgAN in Taiwan and South Korea EU full approval Renal Mainland China commercial launch Disease Hong Kong and Singapore commercial launch China open label st
Slide 21: Q&A
Q&A CONTACT US: IR@everestmedicines.com