Gyre Therapeutics, Inc. · NASDAQ:GYRE
Gyre Therapeutics — Investor Presentation (August 2026)
44 slides from Gyre Therapeutics's investor presentation, Aug 26, 2026
Slide 1: Building A New Protein Degrader Company For Unmet Medical Needs
1 August 2026 Building A New Protein Degrader Company For Unmet Medical Needs
Slide 2: Forward-looking statements
This presentation contains “forward-looking statements” within the meaning of the federal securities laws, including Section 27A of the United States Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding the current plans, expectations and
Slide 3: Gyre Is A Global Development Engine Fueled by China Discovery and Commercialization
3 Gyre Is A Global Development Engine Fueled by China Discovery and Commercialization Platform Value Drivers Key Features Details A Commercial Foundation and Integrated U.S.– China R&D Engine Support Capital-Efficient Advancement of a Diversified Pipeline Growth Opportunities Established Innovation
Slide 4: Gyre's Flexible, Capital-Efficient Global Development Strategy
4 Gyre’s Flexible, Capital-Efficient Global Development Strategy China Revenue Builds & De-Risks the Early Pipeline U.S. Capital Advances Priority Assets Globally Cash-flow Generation: Established commercial operations in China to help offset cash burn. Reinvestment to R&D Engine: China-generated ca
Slide 5: Priority Pipeline and Upcoming Catalysts
Priority Pipeline and Upcoming Catalysts Program and Description Indication Pre-IND Studies Phase 1 Phase 2 Phase 3 Regulatory Catalyst DAC Platform / Next-Gen Degrader Technologies Oncology / Inflammatory Disease Discovery Platform Lead DAC selection / IND-enabling advancement CDK2 / Cyclin E Degra
Slide 6: Targeted Protein Degraders (TPDs)
Targeted Protein Degraders (TPDs)
Slide 7: A Modular Degrader Platform: From Discovery to Clinic
7 A Modular Degrader Platform: From Discovery to Clinic One Platform. Multiple Degraders. Built for Broad Impact Across Oncology and Immunology. Gyre’s Proprietary Targeted Protein Degraders’ Catalytic Mechanism of Action Enables: High Potency Access to Undruggable Targets Modular Design to Create M
Slide 8: CDK2-Cyclin E Dual Degrader: Novel Strategy for Multiple Solid Cancer Types
8 CDK2-Cyclin E Dual Degrader: Novel Strategy for Multiple Solid Cancer Types Cyclin E Is Functionally Amplified or Overexpressed Across Multiple Cancer Types :[1] Lee et al (2026) Clin Cancer Res. PMID:41870274 [1] Turner NC (2019) J Clin Oncol. PMID: 30807234; [2] Herrera-Abreu MT (2016) Cancer Re
Slide 9: CG923308 Demonstrates Anti-Cancer Efficacy in Resistant Preclinical Models
CG923308 Demonstrates Anti-Cancer Efficacy in Resistant Preclinical Models 9 Minimum Effective Dose is 5~30 mg/kg QD (Human Equivalent Dose: 25~160 mg/day) Estimated therapeutic Window: >20-fold (based on dosage); >10-fold (based on exposure) MKN1 Gastric CDX HCC1599 TNBC CDX OVCAR3 Ovarian CDX Chem
Slide 10: TYK2-JAK1 Dual Degrader: Next-Generation Therapy for Autoimmune Diseases
JAK2/3 Sparing and Improved Safety Profile Chronic Inflammation and Autoimmune Diseases 10 TYK2-JAK1 Dual Degrader: Next-Generation Therapy for Autoimmune Diseases Notes: https://www.psoriasis.org/psoriasis-statistics/; https://www.who.int/news-room/fact-sheets/detail/rheumatoid-arthritis; https://w
Slide 11: CG620953 Demonstrates Efficacy in Lupus and RA Preclinical Models
CG620953 Demonstrates Efficacy in Lupus and RA Preclinical Models 11 Lupus RA Percent of survival Days since dosing Control-vehicle Disease model CG620953 (10 mpk, qd, po) CG620953 (30 mpk, qd, po) CG620953 (60 mpk, qd, po) Deucravacitinib (10 mpk, qd, po) Survival rate Dorsal skin lesion score Kidn
Slide 12: Pan-TRK Degrader: Best-in-Class, Non-Opioid Franchise in Cancer-Induced Bone Pain
Pan-TRK Degrader: Best-in-Class, Non-Opioid Franchise in Cancer-Induced Bone Pain 1. https://pubmed.ncbi.nlm.nih.gov/30627511 2. https://pubmed.ncbi.nlm.nih.gov/37343145 3. https://pubmed.ncbi.nlm.nih.gov/22570568 4. https://pubmed.ncbi.nlm.nih.gov/26229504 4. https://pubmed.ncbi.nlm.nih.gov/2334409
Slide 13: CG001419 Phase 1 Results: PD Target Engagement and Safety
13 CG001419 Phase 1 Results: PD Target Engagement and Safety Source: Company data; CG001419-101 (NCT06636500). Pharmacodynamics: Potential Target Engagement Multiple Ascending Dose (MAD) PK – Day 7 Safety / Tolerability from Phase 1 Pharmacodynamics: potential target engagement demonstrated Plasma-t
Slide 14: CG009301: Targeting GSPT1 for AML and Solid Tumor Cancers
14 CG009301: Targeting GSPT1 for AML and Solid Tumor Cancers GSPT1 controls protein translation termination and plays important function for leukemia stem cells and tumor cells with MYC overproduction GSPT1 lacks an active site and is often considered “undruggable” Other programs targeting GSPT1 to
Slide 15: CG009301: Ongoing Phase 1 in China for High-Risk Heme Malignancies
15 CG009301: Ongoing Phase 1 in China for patients with high-risk heme malignancies RDE (MTD or OBD) Phase 1a Dose Escalation For PK/PD, safety, tolerability Phase 1b Dose Expansion For CR/CRi, DOR, RFS, OS Dose level 1 mg QD, n =1 Dose level 2 mg QD, n=1 Dose level 3 mg QD, n=3 Dose level 6 mg QD,
Slide 16: Degrader-Antibody Conjugates (DACs)
Degrader-Antibody Conjugates (DACs)
Slide 17: Leveraging Expertise in TPDs and China ADC Platform to Develop DACs
17 Leveraging Expertise in TPDs and China ADC Platform to Develop Degrader-Antibody Conjugates (DACs) Gyre’s DAC Platform for Multiple Cancer Types 24 HIGH POTENCY IMPROVED pk Gyre’s DAC Mechanism of Action & Benefits IMPROVED SAFETY 17 CDK2 / Cyclin E TYK2 / JAK1 TRK DAC Fibrosis GSPT1
Slide 18: Gyre's DACs Demonstrate Broad Efficacy Across Diverse Tumor Types
Gyre’s DACs Demonstrate Broad Efficacy Across Diverse Tumor Types mAb: monoclonal antibody recognizing a specific antigen; DXd-ADC: HER2-DXd ADC (Enhertu) Developed by Daiichi Sankyo and AstraZenec 18 CDK2 / Cyclin E TYK2 / JAK1 TRK DAC Fibrosis GSPT1
Slide 19: DAC for Prostate Cancer and Solid Tumors With An Epigenetic-Targeting Payload
DAC for Prostate Cancer and Solid Tumors With An Epigenetic-Targeting Payload Therapeutic-resistant PDX model Prostate cancer CDX model Non-human primate pilot toxicity Prostate cancer causes 35,000 – 36,500 death each year and is the second-leading cause of cancer death in the US. The Androgen Rece
Slide 20: Commercial Foundation and Growth Opportunities with F351 (Hydronidone)
Commercial Foundation and Growth Opportunities with F351 (Hydronidone)
Slide 21: ETUARY: The Commercial Anchor of Our Fibrosis Franchise
ETUARYTM: The Commercial Anchor of Our Fibrosis Franchise Since 2011 A Durable Revenue Base that Funds Innovation and Supports Our Next-generation Degrader / DAC Platform Notes: 1. ETUARY market position based on IQVIA CHPA data for pirfenidone in China [2014-2026]: legal review required. Financial
Slide 22: F351 Phase 3 Results in CHB-associated Liver Fibrosis Supports Regulatory Filing
Breakthrough Therapy Designation Priority Review of NDA (China NMPA, 2021, 2026) NDA accepted by NMPA in May 2026 22 F351 Phase 3 Results in CHB-associated Liver Fibrosis Supports Regulatory Filing Primary Endpoint Met with High Statistical Significance ≥1-stage fibrosis regression at Week 52: F351:
Slide 23: China-First Strategy Provides Accelerated POC; MASH Fibrosis Market Opportunity
China-First Strategy Provides Accelerated POC 23 MASH Fibrosis Market Provides Significant Upside Opportunity For F351 Forecasted Market Size of MASH Fibrosis Therapies in the USA ($MM USD) USA MASH Therapeutics Sales forecast from Evaluate Pharma as of 5-13-2026 Assumes 50% of all MASH patients pro
Slide 24: Key Value Drivers
24 Key Value Drivers Lead TPD Assets Opportunities in cancer and autoimmune diseases with dual degraders TPD portfolio highly validated for large unmet need indications TPD / DAC R&D Engine Multiple shots on goal DACs paint a promising picture as the next-gen to ADCs / TPDs alone Global Exposure Lea
Slide 25: Thank You!
Thank You! e) Nw” THERAPEUTICS ta Gyre
Slide 26: Appendix
Appendix 6} Gyre Nw THERAPEUTICS
Slide 27: CG923308: CDK2-Cyclin E Dual Degrader On-Target Activity Promotes Growth Inhibition
CG923308: CDK2-Cyclin E Dual Degrader On-Target Activity Promotes Growth Inhibition Potent and Selective Degradation Profile Overcome Feedback Induction of Cyclin E1 Induced Potent Growth Inhibition A next-generation CDK2 targeted strategy designed to overcome CDK4/6i or ET resistance in breast canc
Slide 28: CG923308 Demonstrates Anti-Cancer Efficacy in Resistant Preclinical Models
CG923308 Demonstrates Anti-Cancer Efficacy in Resistant Preclinical Models Minimum Effective Dose is 5~30 mg/kg QD (Human Equivalent Dose: 25~160 mg/day) HR+HER2- breast CDX CCNE1-Amplified Solid Tumors A CDK4/6i-Resistant HR+HER2- Breast Cancers B HR+HER2- breast PDX 4/5 CR All doses were well tole
Slide 29: CDK2-Cyclin E Protein Degradation in Preclinical Model Tumors
CDK2-Cyclin E Protein Degradation in Preclinical Model Tumors Orally administrated CG923308 induces CDK2-cyclin E degradation in tumors
Slide 30: CG620953 Demonstrates Favorable Safety and PK
CG620953 Demonstrates Favorable Safety and PK 30 FAVORABLE SAFETY PROFILE FAVORABLE PK PROPERTIES Favorable Safety Signals No genotoxicity, no hERG inhibition, and no cardiotoxicity in in vitro and in vivo studies No Off-target Liabilities Identified Clean KinomeScan and proteomics profile with No n
Slide 31: Non-Opioid Franchise in Cancer Pain
31 Non-Opioid Franchise in Cancer Pain Notes: Custom Market Insights, 2024 Gyre/Cullgen 8-K, Jun 2, 2026 Nexalis Investor Announcement, Apr 19, 2026 Dogwood 10-K, Mar 18, 2026 Cocco, Scaltriti & Dri/on, Nat Rev Clin Oncol, 2018 Gyre/Cullgen 8-K, Jun 2, 2026 Pfizer tanezumab Phase III cancer bone pai
Slide 32: CG001419 Degrades TRK Proteins in Neurons and Neuron-like Cells
CG001419 Degrades TRK Proteins in Neurons and Neuron-like Cells CG001419 (nM) 0 0.6 1.25 2.5 5 10 20 40 80 Lane 1 2 3 4 5 6 7 8 9 CG001419 (nM) 0 2.5 5 10 20 40 80 Ent. Lane 1 2 3 4 5 6 7 8 TRKB TRKB TRKC TRKC TRKA TRKA Tuj1 CG001419 degrades TRKs in mouse neurons B. CG001419 degrades TRKs in NT2-de
Slide 33: CG001419 Does Not Penetrate Into the Brain
CG001419 Does Not Penetrate Into the Brain Conc. (ng/ml) Heart Liver Spleen Lung Kidney Muscle Fat Brain Tumor Plasma Brain/ Plasma Tumor/ Plasma 0.5 h 384 1835 443 637 318 40 64 5 32 447 0.011 0.072 4 h 1875 6340 1945 3320 4545 552 635 18 456 1715 0.010 0.266 24 h 124 299 90 295 246 92 73 4 277 58
Slide 34: CG001419 Shows PK-driven Analgesic Activity
CG001419 Shows PK-driven Analgesic Activity
Slide 35: CG001419 Shows Significant Analgesic Activity in Two Rat Models of OA Pain
CG001419 Shows Significant Analgesic Activity in Two Rat Models of OA Pain A. Monoiodoacetate (MIA)-induced OA model, continuous dosing B. Total medial meniscectomy (TMM)-induced OA model, once per week dosing
Slide 36: CG001419 Shows Dose-Dependent Analgesic Activity in a Surgical Pain Model
CG001419 Shows Significant and Dose-Dependent Analgesic Activity in a Surgical Pain Model Baseline Day 0 Rats get a 1-cm cut at left hind paw Day 1 Day 1 The 1st dose immediately after surgery Day 1 qd The 1st assessment, 4~5 hrs after surgery Day 2 bid Assess daily, 4~5 hrs after the morning dose D
Slide 37: CG001419 Shows Analgesic Activity in a Rat Neuropathic Pain Model
CG001419 Shows Significant Analgesic Activity in a Rat Neuropathic Pain Model (sciatic nerve incision) A. Mechanical allodynia B. Heat stimulus po/bid po/bid
Slide 38: CG001419 Does Not Affect Mouse Mobility in a Balance Beam Test
CG001419 Does Not Affect Mouse Mobility in a Balance Beam Test B. CG1419 does not impair mouse crossing through balance beams of 4 different diameters (0.8-2.0 cm) Gent.: Gentamycin (positive control) Data shown as mean±SD, One-way ANOVA with Turkey’s test; * compared with gentamicin group, *, **, *
Slide 39: IV Administered CG9301 Shows Efficacy in Leukemia CDX and Orthotopic PDX Models
IV Administered CG9301 Shows Efficacy in Leukemia CDX and Orthotopic PDX Models A. CG9301 induces significant regression in subcutaneous leukemia xenograft models B. CG9301 induces significant reduction of tumor burden in an orthotopic AML PDX model
Slide 40: CG9301 Shows Synergy With Venetoclax and Azacitidine in AML Models
CG9301 shows synergistic interaction with SOC venetoclax and azacitidine in AML models
Slide 41: Epigenetic Factor DAC Demonstrates Potent TAA-dependent Target Degradation and Cell Killing
Epigenetic Factor DAC Demonstrates Potent and TAA-dependent Target Degradation and Cell Killing Cell Line TAA Positive Cell Line Compounds (nM） DMSO Degrader DAC DMSO Linker-degrader DMSO 0.01 0.1 1 10 100 0.01 0.1 1 10 100 0.01 0.1 1 10 100 Lane 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Cell Lin
Slide 42: ETUARY Lifecycle Management: Potential Label Expansion
ETUARY™ Lifecycle Management: Potential to Drive Market Expansion Via Label Expansion Ref 1. Bai et al. (2025) https://pubmed.ncbi.nlm.nih.gov/39546810/ Ref 2. Hou et al (2025) https://pubmed.ncbi.nlm.nih.gov/41207313/ B. A phase 2 trial demonstrates efficacy of ETUARY™ in treating radiation-induced
Slide 43: F351 / Hydronidone Targets CHB Fibrosis – an Untapped Market in China
F351 / Hydronidone Targets CHB Fibrosis – an Untapped Market in China Notes: The Fourth National Serological Survey on HBV in China (2020) provided baseline HBV prevalence data. The 60-70MM total HBV cases and F2-F4 fibrosis estimates are derived using internal modeling based on this survey’s fibros
Slide 44: F351: Anti-fibrotic Activity Unlike Existing and Advanced Clinical MASH Therapies
44 F351: Anti-fibrotic Activity Unlike Existing and Advanced Clinical MASH Therapies Drug MOA Status MASH Stage Fibrosis Mechanism Resmetirom (Rezdiffra®) THR-β agonist FDA/EMA Approved F2-F3 Indirect – reduces lipotoxicity and improves mitochondrial function in hepatocytes Semaglutide (Wegovy®) GLP
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