Osr Holdings, Inc. · NASDAQ:OSRH
Osr — Investor Presentation (August 2025)
26 slides from Osr's investor presentation, Aug 6, 2025
Slide 1: Investor Update | August 6, 2025
OSR HOLDINGS Innovation Headquarters | NASDAQ : OSRH Investor Update | August 6, 2025
Slide 2: Forward Looking Statements
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H Forward Looking Statements This material has been prepared by OSR Holdings, Inc . (the “Company”) solely for the purpose of providing information during presentations intended for institutional and general investors . Redistribution, duplica
Slide 3: Today's Agenda
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H Today's Agenda • Corporate overview and value drivers • Subsidiary and R&D pipeline updates: • Vaximm : versatile, cost - effective oral immunotherapies • Darnatein : innovative protein therapies • RMC: evolution to fourth party logistics •
Slide 4: Executive Summary
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H Executive Summary Hub - and - Spoke Healthcare Holdco: OSRH currently holds 100% ownership in three Subcos across biotech and med ical device sectors . Three global hub operations: Korea (Paju, Corporate HQ), Switzerland (Basel, Drug Develop
Slide 5: Value Drivers
Value Drivers 5 • Hub provides centralized overarching expertise and resources • Spokes focus on individual unique core competencies • Flexibility to scale operations, promote collaboration, spread risk • Reduced costs, enhanced efficiency and elevated probability of success • Synthetic biology plat
Slide 6: OSR Group
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H OSR Group 6 • Basel, Switzerland • Oral, T - cell based immunotherapies • Clinical stage VEGFR - 2 inhibitor (Phase 2b/3 ready) • Incheon, Korea • Innovative protein therapies • DRT - 101 (potential DMOAD therapy) • Hanam, Korea • Medical de
Slide 7: Holdco Management
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H Holdco Management 7 Kuk Hyoun (Peter) Hwang, Chairman & Chief Executive Officer • Founder & Managing Member, Bellevue Capital Management • Korea Representative, Bellevue Asset Management AG • Strategic Planning, Shinhan Securities Sang Hoon
Slide 8: Corporate Milestones
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H Corporate Milestones 8 July 2019 November 2022 November 2023 June 202 5 S - 1 Effective July 2025 July 2025 Executed Term Sheet to Acquire Woori IO, Entering Noninvasive CGM Market Founded Acquired RMC December 2022 Acquired Vaximm February
Slide 9: Vaximm: Versatile, Cost-effective Oral Immunotherapies
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H Vaximm : Versatile, Cost - effective Oral Immunotherapies 9 HPV, human papillomavirus; IND, investigational new drug; p.o. , per oral; VEGFR, vascular endothelial growth factor receptor. • Innovative : T - cell mediated, selective eliminatio
Slide 10: Vaximm: Competitive Advantages, Potential to Disrupt
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H Vaximm : Competitive Advantages, Potential to Disrupt 10 IV, intravenous; mAb , monoclonal antibody; MCB, master cell bank; SC, subcutaneous. Vaximm Immunotherapy Conventional Biologic ( mAb ) Immunotherapy Factor "Plug - and - play" Same pl
Slide 11: Future VXM01 clinical studies
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H 11 8/6/2025 Future VXM01 clinical studies to demonstrate anti - VEGFR - 2 mode of action and clinical activity • Imaging, biomarkers, biopsies • e.g. Neoadjuvant IO trials in GBM in treatment - naive patients: tumor imaging at diagnosis and
Slide 12: Darnatein: Innovative Protein Therapies Key Highlights
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H Darnatein : Innovative Protein Therapies 12 Key Highlights • Unique synthetic biology approach aided by design - augmented AI to develop novel protein chimeras with superior efficacy compared to original natural parent ligands • Current focu
Slide 13: Darnatein: DRT-101 Market Potential as First Disease-modifying OA Therapy
13 Darnatein : DRT - 101 Market Potential as First Disease - modifying OA Therapy • OA affects ~500 million people globally , its prevalence continually rising in aging populations worldwide • OA is currently an inexorably progressive disease , standard of care drug s (NSAIDs, corticosteroids, hyalu
Slide 14: Darnatein: DRT-101 induces Cartilage Regeneration in vivo
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H 14 MRI Imaging of in vivo OA model (rabbit) with and without intra - articular application of DRT - 101 Control DRT - 101 Arrows highlight areas of absent (Control) and DRT - 101 induced regenerated of hyaline cartilage Joint Synovial space
Slide 15: RMC: Evolving from Distribution to 4th Party Logistics
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H Hubiomed Microport Microport Asahi Intecc RMC: Evolving from Distribution to 4th Party Logistics 15 Key Highlights Serving High Credit Clients • Large hospital systems are the main customers of RMC's products • Ultimately, it's the National
Slide 16: RMC: Market Consolidation by RMC
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H RMC: Market Consolidation by RMC 16 Supplier A Supplier B Supplier C Agent A Agent B Agent C Buyer A Buyer B Buyer C (2 weeks) : 4PL Engagement : Shipment & Delivery : Payment (A/R cycle) (6 months)
Slide 17: Woori IO: Noninvasive CGM for Diabetes Management and Beyond
17 Woori IO: Noninvasive CGM for Diabetes Management and Beyond • Signed term sheet in July with Woori IO (noninvasive CGM) to become wholly owned subsidiary of OSRK, pending due diligence. • Technology: Uses proprietary near - infrared spectroscopy (NIRS) platform. Completed proof - of - concept, p
Slide 18: Woori IO: Noninvasive Glucose Monitoring Device
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H Woori IO: Noninvasive Glucose Monitoring Device 18 Key Highlights South Korea – based Medtech startup pioneering non - invasive glucose monitoring technology • Using near - infrared spectroscopy (NIRS) and a proprietary multi - LED sensor, W
Slide 19: Financing: ELOC (Equity Line of Credit)
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H Financing: ELOC (Equity Line of Credit) • Firstly, OSRH comes with “No Dilution At All” from the listing event • The Founder still owns ~60.5% stake today – “We Need Dilution” as a public company • ELOC allows us to control the timing and vo
Slide 20: Financing: Conceptual View of ELOC Drawdowns
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H Financing: Conceptual View of ELOC Drawdowns 20 Frontloaded Release : Compete for liquidity – “Execute immediately” Controlled Release : Timely and strategic drawdowns Time Share Price & Traded Volume Time Share Price & Traded Volume
Slide 21: Financing: Theoretical J-Curve Effect of ELOC on Share Price
21 Financing: Theoretical “J - Curve Effect” of ELOC on Share Price Illustrative Example of “J - Curve Effect” of Prudent ELOC Financing on Share Price (Relative Share Price (Normalized) Time Since ELOC Utilization (Months) 1.0 0.8 0.6 1.2 1.4 1.6 1.8 2.0 0 5 10 15 20 25 Share Price Trend Initial Di
Slide 22: Vaximm: Valuation vs Peers
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H Vaximm : Valuation vs Peers 22 Enterprise Value (EV) Market Cap (1) (Unit : USD m) 83 98 Anixa Biosciences - 29 11 Hookipa Pharma 85 96 Oncolytics Biotech 99 133 Genelux 188 788 Immatics 142 243 Immutep 57 49 CEL SCI 146 148 Greenwich LifeSc
Slide 23: Darnatein: Valuation vs Peers
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H Darnatein : Valuation vs Peers 23 Enterprise Value (EV) Market Cap (1) (Unit : USD m) 17 23 Medivir 104 104 Cytonics (2) 2,156 2,170 Kolon TissueGene 205 251 MEDIPOST 154 177 Median Value of Comparables 78 78 Darnatein (3) 49% 56% % Discount
Slide 24: OSR Holdings: Summary
OSR HOLDINGS Innovation Headquarters N A S D A Q : O S R H OSR Holdings: Summary • Hub - and - Spoke healthcare group with global reach • Proven management team across Biomedical and Capital Markets • Market discount excessive vs peers • Active Subco development with differentiated therapeutic platf
Slide 25: Consolidated Statements of Financial Position
Consolidated Statements of Financial Position Q4 2024 Q1 2025 Account ASSETS 2,326,489 3,466,839 Ⅰ. Current Assets 172,913,090 171,083,358 Ⅱ. Non - Current Assets 175,239,579 174,550,197 Total Assets LIABILITIES 3,463,212 13,884,268 Ⅰ. Current Liabilities 28,568,152 28,383,452 Ⅱ. Non - Current Liabi
Slide 26: Thank You
Thank You ir@osr - holdings.com Email https://osr - holdings.com Website https://youtube.com/@osr - holdings Youtube https://t.me/osr_holdings_IR Telegram