Slide 1: Investor Presentation
W W W . M O L E C U R E . C O M A P R I L 2 0 2 2 Investor Presentation F A T E C A N B E A L T E R E D F A T E C A N B E A L T E R E D 1
Slide 2: Disclaimer
W W W . M O L E C U R E . C O M Molecure SA ("MOC") and its Board and employees make no warranties or assurances regarding the accuracy or completeness of any representations or other materials contained herein. The information and data contained herein reflect the current conditions and assessments
Slide 3: Presenting team
Presenting team Marcin Szumowski Sławomir Broniarek Zbigniew Zasłona President & CEO Board Member, CFO Board Member, VP Research Biology More than 20 years of experience in financial Biologist with extensive experience in anti-inflammatory drug Entrepreneur and investor with 20-year markets, includi
Slide 4: OncoArendi Therapeutics History 2012-2021
OncoArendi Therapeutics History 2012-2021 Corporate Pipeline Seed round and Exclusive license President’s award IPO on the Global license first drug discovery from Yale and series for Best R&D Warsaw Stock for OATD-01 with program A investment Company in Poland Exchange (WSE) Galapagos NV Molecure M
Slide 5: OncoArendi is now Molecure
W W W . M O L E C U R E . C O M OncoArendi is now Molecure F A T E C A N B E A L T E R E D 5
Slide 6: Our vision
W W W . M O L E C U R E . C O M Our vision To become Europe’s leading biotechnology company, discovering, developing and commercializing breakthrough small molecule drugs interacting with novel RNA and protein targets F A T E C A N B E A L T E R E D 6
Slide 7: Our evolving business model
Our evolving business model Focused on developing first-in-class drugs in Success to-date has led us to evolve to a oncology and inflammation/fibrosis based on more ambitious international strategy competitive advantages vs North America & Western Europe: Access to top Polish talents in medicinal Ex
Slide 8: Our key strengths
Our key strengths World class medicinal chemistry expertise Entrepreneurial / risk taking approach Validated discovery & development capabilities through major out-licensing Belief in our medicinal chemistry expertise and expanding biology capabilities deal with Galapagos allow us to work on challen
Slide 9: Current pipeline
Current pipeline PRECLINICAL CANDIDATE SELECTION TARGET MOLECULAR VALIDATION LEAD IN VIVO PRECLINICAL REGULATORY PHASE I PHASE II TARGET INDICATIONS HIT-TO-LEAD OPTIMIZATION POC DEVELOPMENT PROCESS UNDISCLOSED IN PROPRIETARY 3 mRNA PROGRESS PIPELINE ARG1/ARG2 IMMUNO- OATD-02 ONCOLOGY 2ND GENERATION
Slide 10: Molecure has the potential to add significant near term value
Molecure has the potential to add significant near term value SIGNIFICANT MILESTONES EXPECTED IN 2022 RNA Platform Protein Targets Galapagos Deal - OATD-01 New multi-target discovery Initiate Phase I/II in OATD-02 Initiate Phase 2 clinical trial platform validation programs In-licensing of an attact
Slide 11: Small molecule mRNA discovery platform
W W W . M O L E C U R E . C O M Small molecule mRNA discovery platform mRNA TARGETING APPROACHES F A T E C A N B E A L T E R E D 11
Slide 12: We discover medicines of future
We discover medicines of future: small molecules targeting RNA to prevent downstream RNA translation 3D GENE OF CONFORMATION INTEREST PREDICTION BOUND SMALL MOLECULE - NO TRANSLATION - 2D RNA NO PATHOLOGICAL STRUCTURE PROTEIN 1. Selection of the target UNIQUE ALGORITHM 3. Dynamic modeling for tertia
Slide 13: Building our RNA platform pipeline
Building our RNA platform pipeline Druggable 3D Docking Active in silico in silico Sequence (virtual screening) Small Secondary structure Small molecule Shape structures NMR of DNA Validation molecule X-ray in wet lab NMR X-ray 3D structure Collaboration with of the prof. Joanna Sztuba-Solińska, com
Slide 14: Exclusive collaboration on RNA platform
Exclusive collaboration on RNA platform Druggable 3D Docking Active in silico in silico Sequence (virtual screening) Small Secondary structure Small molecule Shape structures NMR of DNA Validation molecule X-ray in wet lab NMR X-ray 3D structure of the complex mRNA Matching functional Validation of
Slide 15: Path to proof of concept
Path to proof of concept > 20 confirmed screening results hit compounds of > 100,00s small molecules 3 targets selected 34 targets selected structural analysis for computational analysis In vitro proof of concept F A T E C A N B E A L T E R E D 15
Slide 16: Developing first-in-class small molecule drugs for protein targets
W W W . M O L E C U R E . C O M Developing first-in-class small molecule drugs to address challenging protein targets F A T E C A N B E A L T E R E D 16
Slide 17: OATD-02 is the first-in-class dual ARG1-ARG2 inhibitor
OATD-02 is the first-in-class Molecure is the only company offering a dual arginase inhibitor dual ARG1-ARG2 inhibitor with high intracellular activity Highly potent, orally active Clearly defined dual ARG1/ARG2 inhibitor pharmacological with intracellular activity profile Restored arginase-suppress
Slide 18: Efficacy & properties of OATD-02
Efficacy & properties W W W . M O L E C U R E . C O M of OATD-02 STRONG BIOLOGICAL EFFECT EXTRACELLULAR ACTIVITY Effect on MDSC – ARG1 MEDIATED INTRACELLULAR ACTIVITY – Effect on Tregs, cancer-associated ARG2 MEDIATED fibroblasts and metabolism of ARG2 dependent cancer cells EFFICACY IN SYNGENEIC Hi
Slide 19: OATD-02 on-track to enter the clinic in 2022
OATD-02 on-track to enter the clinic in 2022 – Phase I/II CTA SUBMISSION PACKAGE POTENTIAL BEST IN PREPARATION WITH FILING IN CLASS PROFILE: EXPECTED H2 2022 First dual ARG1/ARG2 inhibitor ADME, Genotoxicity, 14d MTD and 4wk Favorable therapeutic window of OATD-02 with GLP tox in two species improve
Slide 20: OATD-02 proposed clinical set-up
OATD-02 proposed clinical W W W . M O L E C U R E . C O M set-up An open-label dose-escalation monotherapy study in patients with selected advanced metastatic solid tumors: colorectal cancer, platinum-resistant serous ovarian cancer, pancreatic ductal cancer, renal cell carcinoma Tumor-agnostic ther
Slide 21: The most advanced programs at discovery stage
W W W . M O L E C U R E . C O M The most advanced programs at discovery stage F A T E C A N B E A L T E R E D 21
Slide 22: YKL-40 Binders
YKL-40 Binders STATUS advanced lead stage selective YKL-40 binder favourable pharmacokinetic profile and positive initial data in a cancer model no significant off-target activity RESEARCH FOCUS IN 2022 in vivo efficacy for the lead YKL-40 binder reveal the mechanism of action of YKL40 and its binde
Slide 23: USP-7 Inhibitors
USP-7 Inhibitors STATUS early lead stage active and selective USP-7 inhibitor moderate pharmacokinetic profile in contrast to the competition USP-7 inhibitor shows in vitro immunomodulatory properties, specially for lymphocytes no significant off-target activity RESEARCH FOCUS IN 2022 improvement of
Slide 24: License option agreement
License option agreement STATUS know-how transfer, screening cascade set up and advanced lead optimization the lead compound showed therapeutic efficacy in a various fibrosis models with some competition, we aim at first-in-class status in the program RESEARCH FOCUS IN 2022 establishing the screenin
Slide 25: Full Year Financial Results
Full Year Financial Results PLN k 2021 2020 170 Assets, Libilities & Cashflow changes 170 Revenues, incl. 1 460 124 914 165 10,10 165 0,35 4,85 Partnering* 0 123 000 160 160 2,84 155 18,46 13,64 2,14 Grants 1 168 1 906 155 150 157,19 0,63 150 157,19 other 292 4 145 151,59 140 145 151,59 135 140 Cost
Slide 26: Financial Update: R&D & CapEx 2021
Financial Update: R&D & CapEx 2021 PLN k 2021 2020 R&D expenses incl. 10 096 3 336 Cash position Available grant Financing arginase program 2 668 1 814 March 2022 funding secured until chitinase program 4 776 440 deubiquitinase program 2 651 1 082 PLN 95M PLN 25M Q4 2023 Lab equipment infrastructure
Slide 27: Financials
Financials Total capital raised and earned Pipeline development as a way for success Listed on the Warsaw Stock Exchange 123 101 To date, total cash raised approximately PLN 322M Stable financial position 98 Cash runway through 2023 GRANT EQUITY INVESTMENT REVENUE 2022 2022 R&D PLANS 2023 1 clinical
Slide 28: Molecure 3-year goals
Molecure 3-year goals POTENTIAL MILESTONES TARGETED BY 2024 RNA PLATFORM PROTEIN PLATFORMS FINANCIAL / OPERATIONAL 2023 2023 2023 In vitro PoC reached for at least At least 2 candidates in formal preclinical Significant value assigned to the SM three high value mRNA targets development mRNA-targetin
Slide 29: Highlights
Highlights W W W . M O L E C U R E . C O M First-in-class OATD-02 to enter Phase I/II clinical trial in oncology patients in H2 2022 High value partnering deal with Galapagos validated business model & first-in-class science Access to untapped, novel biology targets driven by world class medicinal c
Slide 30: Thank you!
W W W . M O L E C U R E . C O M Thank you! F A T E C A N B E A L T E R E D 30