Slide 1: PharmaEngine 4Q 2025 Investors' Conference
PHARMAENGINE, INC. (TWO.4162) 4Q 2025 INVESTORS’ CONFERENCE 2026/03/09 ChiHsing Chang, Vice President/Spokesperson
Slide 2: Disclaimer
Disclaimer This presentation contains certain forward-looking statements. These forward-looking statements may be identified by words such as ‘believes,’ ‘expects,’ ‘anticipates,’ ‘projects,’ ‘intends,’ ‘should,’ ‘seeks,’ ‘estimates,’ ‘future,’ or similar expressions or by discussion of, among other
Slide 3: Agenda
AGENDA 1. 2025 Operational Highlights 2. 2025 Operational Overview 3. R&D Pipeline Strategy & Outlook 4. Q&A
Slide 4: 2025 Operational Highlights: Sustainable Growth and Enhanced Pipeline
2025 Operational Highlights: Sustainable Growth and Enhanced Pipeline COMMERCIAL PIPELINE OPERATION ONIVYDE® New project R&D progress Operation with Indication expansion accelerated sustainable growth 1. 2024 Europe and Asia sales 1. PEP07 Phase I clinical trials 1. Cash dividend payout for reached
Slide 5: 2025 Operational Overview
PharmaEngine #28 4 RB 2025 OPERATIONAL OVERVIEW
Slide 6: Sales and Royalties Drive Long-Term Growth
Sales and Royalties Drive Long-Term Growth NT$(000) 2025 Item Year 2019 2020 2021 2022 2023 2024 YOY (%) Taiwan Sales 180,389 214,828 235,469 277,594 278,547 279,990 277,133 (-1%) Royalties from 133,651 271,584 419,366 376,789 426,652 543,286 627,762 (+15.5%) Europe and Asia Milestone/Sub- 0 569,600
Slide 7: 2025 Financial Results
2025 Financial Results NT$(000) 2025 2024 Amount Change % Change Operating revenue 911,416 2,523,304 (1,611,888) -64% Operating costs 51,853 47,740 4,113 9% Gross profit 859,563 2,475,564 (1,616,001) -65% Sales expenses 36,866 37,605 (739) -2% G&A expenses 97,520 117,768 (20,248) -17% R&D expenses 2
Slide 8: R&D Pipeline Strategy & Outlook
R&D PIPELINE STRATEGY & OUTLOOK
Slide 9: Pipeline Portfolio Focuses on Precision Oncology
Pipeline Portfolio Focuses on Precision Oncology Commercial Program Indications Lead Preclinical Phase I Phase II Phase III Approval Partner Rights Milestone Royalty ONIVYDE® (EU/Asia) 1L/2L PDAC Approval (liposomal irinotecan) Taiwan Sales AML/MCL Dose expansion phase PEP07 Global (CHK1i) Solid tum
Slide 10: PEP07: CHK1 is Key to Cell Survival
PEP07: CHK1 is Key to Cell Survival Cell death Damaged cell M M Damaged cell CHK1 CHK1 Damaged cell G2 G1 G2 G1 PEP07 Damaged cell S S Damaged cell CHK1 is a key in cell cycle regulation and DNA damage repair. PEP07 inhibits CHK1 function, therefore, if cell repair When cell DNA is damaged, CHK1 wil
Slide 11: PEP07 Phase I Clinical Trial Plan
PEP07 Phase I Clinical Trial Plan dose escalation in Phase I hematologic cancers Phase I dose expansion in Phase I Target: Mono (first patient dosed in Mono AML and MCL Combo AML and MCL 2023/08) dose escalation in Phase I advanced or metastatic Phase I dose expansion in Phase I Target: Mono solid t
Slide 12: Rationale of Monotherapy Inadequacy
Rationale of Monotherapy Inadequacy 1. Pre-existing genetic resistance mutations drug Resistance 2. Acquired resistance mutations drug Resistance 3. Non-genetic adaptation to targeted therapy drug Resistance
Slide 13: PEP07: Potential Indications, Number of Patients, and Market Size Forecast
PEP07: Potential Indications, Number of Patients, and Market Size Forecast Number of Potential Patients of Selected Indications (2022) Global DDR Drugs Market Size Forecast 2,500,000 968,350 2,227,647 35 2025-2034 30.3 CAGR = 13.9% 2,000,000 30 1,500,000 25 324,398 US$ Billion 42,500 20 1,000,000 37
Slide 14: PEP08 Mechanism of Action: Synthetic Lethality
PEP08 Mechanism of Action: Synthetic Lethality ✓ Second-generation MTA-co- operated PRMT5 inhibitors target only MTAP-deficient cancer cells, causing cancer cell death through the synthetic lethality mechanism..
Slide 15: PEP08: Potential Indications, Number of Patients, and Market Size Forecast
PEP08: Potential Indications, Number of Patients, and Market Size Forecast Eligible MTAP-Deletion Patients of Selected Indications (2022) Global Synthetic Lethality Drugs Market Size Forecast 1,000,000 911,950 17.6 77,468 18 2024-2033 900,000 79,545 16 CAGR = 17.3% 800,000 51,072 274,040 14 700,000
Slide 16: Deal Values of DDR/Synthetic Lethality Drugs in 2020-2025
Deal Values of DDR/Synthetic Lethality Drugs in 2020-2025 Total Deal Target Name Licensor Licensee Date Phase at Deal Upfront Territory Value Eight DDR N/A Artios Merck Dec. 2020 IND Candidates US$30M US$890M Worldwide Targets Three DDR N/A Artios Novartis Apr. 2021 Discovery US$20M US$1.3B Worldwid
Slide 17: Deal Values of PRMT5/MAT2A Drugs in 2020-2026
Deal Values of PRMT5/MAT2A Drugs in 2020-2026 Phase at Total Deal Target Name Licensor Licensee Date Upfront Territory Deal Value MAT2A, Pol US$100M 50% US profit Theta and IDE397 Ideaya GSK Jun. 2020 Preclinical US$20M stock share and ex- Werner US$50M exercise fee for MAT2A US royalties Helicase 1
Slide 18: Partnering Strategy
Partnering Strategy Global Licensing: Worldwide rights exclude Taiwan 2026-2030 Regional Licensing: China and Japan Collaboration: Treatment combo, e.g. SoC, new regimen
Slide 19: Company Outlook for 2026-2030
Company Outlook for 2026-2030 New Dosage Transformation New Chemical Pipeline Build-up Precision Oncology Form Entity (DDR & SL) PEP07 (Preclinical → Phase I) PEP07 (Expansion → Phase II/III) AI-driven Drug Discovery Projects: AI-driven Drug Discovery Projects: PEP08 (Drug Discovery → Preclinical →
Slide 20: Thank You
PharmaEngine #28 4 RB THANK YOU