Eikon Therapeutics, Inc. · NASDAQ:EIKN
Eikon Therapeutics — Corporate Update (June 2026)
49 slides from Eikon Therapeutics's corporate update, Jun 1, 2026
Slide 1: Q2 Company Update
~ Ji A Qj kon . \ / THERAPEUTICS By ies Q2 Company Update June 2026
Slide 2: Disclaimer
Disclaimer Any statements made in this presentation that are not statements of historical fact, including statements about our beliefs and expectations, are forward-looking statements and should be evaluated as such. Forward-looking statements include information concerning the strategy, initiation,
Slide 3: Advancing breakthrough therapeutics through the purposeful integration of science and engineering
Advancing breakthrough therapeutics through the purposeful integration of science and engineering © 2026 | 3 Innovative Discovery Machine Learning & Advanced Engineering Experienced Leadership Clinical-Stage Pipeline Eikon is a late-stage clinical biopharmaceutical company
Slide 4: Eikon's pipeline includes multiple indications addressing significant unmet medical needs
1This Phase 2/3 trial is designed to proceed to completion, subject to interim analysis by a data monitoring committee, and to form the basis for registration; 2 Phase 2 safety and efficacy study nearing completion; United States Food and Drug Administration, or FDA, has allowed us to proceed with t
Slide 5: EIK1001 – TLR7/8 Dual-Agonist
EIK1001 – TLR7/8 Dual-Agonist
Slide 6: EIK1001: TLR7/8 dual-agonist has potential to complement checkpoint inhibition
EIK1001: Eikon’s TLR7/8 dual-agonist has potential to complement checkpoint inhibition TLR7 and TLR8 activate innate and adaptive anti-tumor immunity TLR7/8 dual-agonist activates both innate and adaptive immune responses Orthogonal mechanism to checkpoint inhibition, a prerequisite for successful c
Slide 7: NSCLC standard of care established in KEYNOTE studies of pembrolizumab + chemotherapy
NSCLC standard of care established in KEYNOTE studies of pembrolizumab + chemotherapy vs chemotherapy alone Source(s): DOI(s): 10.1056/NEJMoa1810865; 10.1056/NEJMoa1801005; 10.1200/JCO.22.01989; 10.1200/JCO.22.01990 || NEJM ITT population and JCO, all responses from NEJM are reported as based on the
Slide 8: EIK1001-005 efficacy data presented at ASCO 2026
Data as of May 4, 2026; Safety, exposure, and disposition data cutoff: March 17, 2026; Presented at ASCO 2026 ALL (NSQ + SQ) N = 65 | 72 (Efficacy Evaluable | Total) % (95% CI) ORR (CR+PR) 63.1% (50.2%, 74.7%) DCR (CR+PR+SD) 90.8% (81.0%, 96.5%) Responses are based on RECIST 1.1 EIK1001-005 study fu
Slide 9: EIK1001-005 safety and tolerability
Data as of May 4, 2026; Safety, exposure, and disposition data cutoff: March 17, 2026; Presented at ASCO 2026 Responses are based on RECIST 1.1 EIK1001-005 is observed to be generally well tolerated, permitting administration in out-patient setting *Consolidated terms Drug-related: events determined
Slide 10: EIK1001-005 waterfall, time on study and duration of response
Data as of May 4, 2026; Presented at ASCO 2026 Responses are based on RECIST 1.1 EIK1001-005 study fully enrolled: NSQ data updated at ASCO 2026 Time on Study Participants Time Since Initiation of Treatment (months) Target Lesion Waterfall Participants Best (%) Change from Baseline Months in Respons
Slide 11: EIK1001-005 NSQ summary
Data as of May 4, 2026; Presented at ASCO 2026 Responses are based on RECIST 1.1 EIK1001-005 NSQ summary EIK1001 + SOC demonstrated encouraging antitumor activity in the NSQ cohort Tumor reductions were observed in most response-evaluable participants Median DOR was greater than 11 months at the eff
Slide 12: EIK1001: Current program status
EIK1001: Current program(s) status Currently conducting multiple clinical trials: EIK1001-005 Phase 2 exploratory/tolerability study in NSCLC of triplet (chemo + EIK1001 + pembrolizumab), initiated in Q1 2024 EIK1001-006 Phase 2/3 registrational trial in melanoma of combination (EIK1001 + pembrolizu
Slide 13: EIK1003/EIK1004: PARP1-Selective Inhibitors for Treatment of Malignancy
EIK1003/EIK1004: PARP1-Selective Inhibitors for Treatment of Malignancy
Slide 14: EIK1003: PARP1 selective inhibitor potential to overcome current limitations
HRRD = Sensitive Selective EIK1003: Eikon’s PARP1 selective inhibitor has potential to overcome current limitations and expand usage setting PARP1 inhibition and subsequent trapped PARP1 leads to DNA double strand breaks and anti-tumor activity in HR deficient cells EIK1003 is designed to be highly
Slide 15: EIK1003: Tumor responses as monotherapy
Target Lesion Waterfall Participants Best (%) Change from Baseline EIK1003: Tumor responses observed in Phase 1/2 trial as monotherapy. Results from the fully-enrolled dose-escalation trial. Note: CA125 Response: reduction of over 50% in serum CA-125 levels from a high pre-treatment baseline, mainta
Slide 16: EIK1003: Responses and safety as monotherapy (Cohort 1A)
EIK1003: Summary of observed responses and safety profile as monotherapy (Cohort 1A) (CR+PR)/Evaluable ORR % Total 7/49 14.3% Tumor Type Breast 2/16 12.5% Ep. Ovarian 4/27 14.8% Prostate 1/1 100% Pancreatic 0/5 0% PARPi Naïve 4/15 26.7% Monotherapy Key Endpoints Data as of May 4, 2026; Safety data a
Slide 17: EIK1003: Tumor responses in combination with paclitaxel
Target Lesion Waterfall Participants Best (%) Change from Baseline EIK1003: Tumor responses observed in Phase 1/2 trial in combination with paclitaxel. Results from fully enrolled dose escalation trial. Note: CA125 Response: reduction of over 50% in serum CA-125 levels from a high pre-treatment base
Slide 18: EIK1003: Responses and safety with paclitaxel (Cohort 1C)
EIK1003: Summary of observed responses and safety profile in combination with paclitaxel (Cohort 1C) (CR+PR)/Evaluable ORR % Total 13/53 24.5% Tumor Type Breast 5/26 19.2% Ep. Ovarian 8/27 29.6% Prior Taxane 12/13 92% Paclitaxel Combo. Key Endpoints Data as of May 4, 2026; Safety data as of February
Slide 19: EIK1003/EIK1004: Current program status
EIK1003/EIK1004: Current program(s) status Currently conducting multiple clinical trials: EIK1003-001 (Part 1): Cohort 1A: Monotherapy Cohort 1B: Combo with abiraterone Cohort 1C: Combo with paclitaxel Cohort 1D: Combo with platinum-based therapy and paclitaxel EIK1003-001 (Part 2): Ph 2 Monotherapy
Slide 20: EIK1005: WRN Inhibitor for Treatment of MSI-High Cancers
EIK1005: WRN Inhibitor for Treatment of MSI-High Cancers
Slide 21: EIK1005: WRN inhibitor for microsatellite instability high cancers
EIK1005: Eikon’s WRN inhibitor for the treatment of microsatellite instability high cancers MSI-high cancers rely on WRN helicase activity to resolve secondary DNA structures WRN inhibition blocks DNA repair leading to fragmented DNA and cell death in sensitive cells Unmet need exists for cancers th
Slide 22: EIK1005: WRN inhibitor clinical program initiated, starting dose established
EIK1005: WRN inhibitor clinical program initiated based on favorable results in tumor xenograft studies, starting dose established 23 subjects were dosed in a two-part study (P1 N=15; P2 N=8) at 50mg (P1 & P2) and 100mg (P1) doses All subjects competed the study and all AEs were unrelated and mild w
Slide 23: Eikon Technology Provides Novel Scientific Insights and Permits Rapid Lead Optimization
Eikon Technology Provides Novel Scientific Insights and Permits Rapid Lead Optimization
Slide 24: Single molecule tracking captures real-time dynamics of individual proteins at scale
Single molecule tracking captures the real-time dynamics of individual proteins at scale 0.0 2.5 5.0 7.5 10 Fast Slow Diffusion Coefficient (mm2/s) Membranes | DNA | Target Protein © 2026 | 24
Slide 25: WRN trapping and degradation upon inhibition revealed by Eikon SMT
WRN trapping and degradation upon inhibition revealed by Eikon SMT VCP proteasome WRN WRN Findings led to elucidation of key contributors to WRN inhibitor-driven degradation mechanism slow WRN upon inhibition Shift from fast to slower proteins is quantifiable WRN
Slide 26: AI/ML + Physics-Based Models guide AR antagonist designs
AI/ML + Physics-Based Models Docking vs ML Antagonist Deprioritize Prioritize Predicted AR Antagonism pIC50 Predicted AR Agonism pEC50 Predicted AR Antagonism pEC50 Protein-Ligand Docking Score Agonist Explore, Interactions Not Captured by ML Explore, Unfavorable Protein-Ligand Interactions ML Guide
Slide 27: Eikon's AR programs aim to address limitations of current therapies
Eikon’s AR programs aim to address limitations of current therapies EIK1006 (AR clinical candidate) observed to inhibit tumor growth, reduce PSA levels and alter AR gene expression in preclinical models Observed activity across a range of emerging resistant variants EIK1006 declared clinical candida
Slide 28: Conclusion
| A a Conclusion
Slide 29: Meaningful progress expected across all of our development efforts
Meaningful progress expected across all of our development efforts EIK1001 (TLR 7/8) EIK1003 (PARP1) EIK1004 (PARP1) (CNS-penetrant) EIK1005 (WRN) Phase 2 Non-Squamous NSCLC data readout First interim analysis to choose dose for melanoma study Full Phase 2 NSCLC data readout First patient dosed in N
Slide 30: Eikon Therapeutics highlights
Led by world-renowned drug developers Eikon Therapeutics highlights Technology platform, centered around proprietary single-molecule tracking (SMT) Clinical-stage programs have generated early signs of encouraging clinical activity Internally identified and strategically tailored product candidates
Slide 31: Appendix
#4 Appendix
Slide 32: Eikon's leadership team delivers proven depth and experience
Eikon’s leadership team delivers proven depth and experience to bring novel therapies to market Roger Perlmutter CEO & Board Chair Roy D. Baynes CMO Freddie Bowie CFO Barbara Howes CPO Benjamin Thorner CBO & GC Russ Berman CTO Michael Klobuchar COO Executive Team Board of Directors Kenneth C. Frazie
Slide 33: . eIkKON
. eIkKON THERAPEUTICS © Copyright, All Rights Reserved Eikon Therapeutics 2026
Slide 34: Deep R&D expertise coupled with proprietary technology develops innovative medicines
Deep R&D expertise coupled with proprietary technology combine to develop innovative medicines Eikon key strengths Leadership team that has supervised 100+ new drug approvals In-house clinical development expertise and executional excellence Proprietary technology to pursue difficult or historically
Slide 35: Our oncology drug development strategy – potential assets
Our oncology drug development strategy – potential assets Immuno-responsive cancers requiring enhanced immune stimulation Advanced cancers with DNA repair abnormalities Hormonally responsive cancers Androgen receptor (AR) antagonists (EIK1006) Checkpoint inhibitor foundation + TLR7/8 dual-agonist (E
Slide 36: EIK1001 – TLR7/8 Dual-Agonist
EIK1001 – TLR7/8 Dual-Agonist
Slide 37: EIK1001-005 data as of Oct 2025
JReview data as of Oct 27, 2025; data is not fully cleaned All (N=53) n % (95% CI) ORR (CR+PR) 32 60%(46%, 74%) DCR (CR+PR+SD) 47 89%(77%, 96%) Responses are based on RECIST 1.1 Target Lesion Best % Change from Baseline Time on Study EIK1001-005 study fully enrolled: NSQ + SQ as of October 27th, 202
Slide 38: EIK1001 introduces a systemic proinflammatory signal
EIK1001 introduces a systemic proinflammatory signal which may complement traditional checkpoint inhibitor-based regimens Dual agonism stimulates innate and adaptive responses Orthogonal mechanism of action to checkpoint inhibitors Cutaneous administration of resiquimod (EIK1001) has been shown to p
Slide 39: EIK1001 squamous data shows encouraging disease control
EIK1001 squamous data shows especially encouraging disease control (data to be updated at ASCO 2026) Squamous (N=17) n % (95% CI) ORR (CR+PR) 12 71% (44%, 90%) DCR (CR+PR+SD) 17 100% (80%, 100%) Subject Best (%) Change from Baseline Target Lesion Best % Change from Baseline JReview data as of Oct 27
Slide 40: EIK1003/EIK1004: PARP1-Selective Inhibitors for Treatment of Malignancy
EIK1003/EIK1004: PARP1-Selective Inhibitors for Treatment of Malignancy
Slide 41: Improved PARP1 selectivity may mitigate liabilities of approved agents
Improved PARP1 selectivity may mitigate liabilities of currently approved agents Normal Hematopoiesis Anemia (reduced red blood cells), neutropenia (low neutrophils) and thrombocytopenia (reduction in platelets) are all associated with the use of non-selective PARP inhibitors 1. Smith MR et al Lance
Slide 42: EIK1003: Tumor responses in Phase 1/2 trial as monotherapy
EIK1003: Tumor responses observed in Phase 1/2 trial as monotherapy. Results from the fully-enrolled dose-escalation trial to be updated at ASCO 2026. Monotherapy Key Endpoints Adverse Event Summary: Total TEAEs: 96.9% Grade 3 AEs: 43.1% SAEs: 23.1% Treatment Related SAEs: 6.2% Leading to Death: 0%
Slide 43: EIK1003 monotherapy durability of responses
EIK1003 monotherapy provided encouraging preliminary data regarding durability of responses (data to be updated at ASCO 2026) JReview data as of Oct 27, 2025; data is not fully cleaned Responses are based on RECIST 1.1 Time on Study Subject Time Since Initiation of Treatment (months)
Slide 44: EIK1003 with paclitaxel: tolerability and disease control
Encouraging preliminary tolerability and disease control observed for EIK1003 in combination with paclitaxel (data to be updated at ASCO 2026) JReview data as of Oct 27, 2025; data is not fully cleaned; * “Other” subject in the right plot was identified as a breast cancer patient after Oct 27, 2025;
Slide 45: Eikon Technology Provides Novel Scientific Insights and Permits Rapid Lead Optimization
Eikon Technology Provides Novel Scientific Insights and Permits Rapid Lead Optimization
Slide 46: Eikon's approach to accelerate drug discovery
MAKE TEST ANALYZE DESIGN Eikon’s approach: designed to accelerate drug discovery both conceptually, and through advanced technology ROBOTICS & AUTOMATION SYSTEMS BIOLOGY SINGLE MOLECULE TRACKING AI/ML-ENHANCED DATA ANALYSIS
Slide 47: Discovery platform advanced WRN program from tool compound to clinical candidate
Eikon’s discovery platform advanced WRN program (EIK1005) from tool compound to clinical candidate in under 18 months JAN 2023 Tool compounds targeting WRN helicase identified and synthesized JAN 2023 Eikon identifies novel WRN degradation MOA through SMT platform APR 2023 Eikon generates co-crystal
Slide 48: Androgen receptor overview
Androgen receptor overview Androgens drive proliferation of prostate cancer cells Anti-Androgens block proliferation Two resistance variant mechanisms evade current therapies
Slide 49: < elkon
< elkon THERAPEUTICS THERAPEUTICS