Transcenta Holding Limited · HKEX:6628
Transcenta — H1 2022 Earnings Presentation
31 slides from Transcenta's earnings presentation, Sep 1, 2022
Slide 1: Company Presentation August 2022
COMPANY PRESENTATION August 2022
Slide 2: Disclaimer
Disclaimer • The information and opinions contained in this presentation are provided as of the date of this presentation, are subject to change without notice and will not be updated or otherwise revised to reflect any developments, which may occur after the date of the presentation. • This present
Slide 3: Company Overview, Business Update, Financial Update & Outlook
01 02 03 04 Company Overview Business Update Financial Update & Q&A Outlook
Slide 4: Part 01 Company Overview
PART 01 Company Overview 4
Slide 5: Transcenta at a Glance
Company Overview Transcenta at a Glance An Integrated Biopharma with Global Footprint Beijing New Jersey Clinical / Regulatory Clinical / Regulatory Suzhou Discovery & Translational Research Los Angeles Business Hangzhou Shanghai Development CMC Development / Clinical GMP Manufacturing Global Vision
Slide 6: Seasoned Management Team and World-class Scientific Advisory Board
Company Seasoned Management Team and World-class Scientific Advisory Board Company Overview Overview Frank Ye, Ph.D. Caroline Germa, M.D. Daniel Weng Christopher Hwang Ph.D. EVP, COO EVP, Global Medicine Development and CMO EVP, CFO EVP, CTO Xueming Qian, Ph.D. Co-Founder and CEO Jerry Yang, Ph.D. Y
Slide 7: Strong Global Clinical Development Team
BusinessUpdate Update Strong Global Clinical Development Team Business Experienced and Outstanding Leader ⚫ An accomplished medical oncologist and medicine development. ⚫ Over 20 years of pharmaceutical experience across the spectrum of drug development, from early clinical trials to late phase and
Slide 8: Diversified and Differentiated Pipeline
Diversified and Differentiated Pipeline Company CompanyOverview Overview Drug Clinical trial Phase 1b/ Pivotal Phase 2b Target indications Preclinical IND Phase 1a Rights Partner candidate region Phase 2a / Phase3 1H First-line G/GEJ cancer Global Combo with chemo Late-line GC China Monotherapy Late
Slide 9: Part 02 Business Update
PART 02 Business Update 9
Slide 10: 1H 2022 Business Highlights
1H 2022 Business Highlights Business Overview Company Update 5 FIC/BIC programs 5 Global R&D Sites 4 Core Technologies & CDMO Business • 3 programs in ongoing clinical trials • New Jersey, US • 2 new programs with • IMTB Platform IND enabling studies • Suzhou, China completed • Translational/CDx • 1
Slide 11: Pipeline Highlights
Business Update Pipeline Highlights Technology Platforms: IMTB, Bispecific, Continuous Bioprocessing, etc ✓ TST001 ✓ TST002 (Best-In-Class) CLDN18.2 (Differentiated) Sclerostin ✓ TST005 ✓ TST004 (Best-In-Class) PDL1-TGF-β (Best-In-Class) MASP2 ✓ MSB0254 ✓ TST008 (Differentiated) VEGFR2 (First-In-Cla
Slide 12: 1H/22 Strong Performance in Pipeline Advancement and Business Operations
Performances 1H/22-Strong Performance in Pipeline Advancement and Business Operations Performances MRCT: Multi-regional Clinical Trial Deepening and broadening the pipeline and advancing growth initiatives Clinical Development of Business Development Other Clinical Developments CMC & CDMO TST001 Fav
Slide 13: TST001: Product Profile
Business TST001: Product Profile BusinessUpdate Update The 2nd Leading Anti-CLDN18.2 mAb with A Differentiated Profile vs. Zolbetuximaband BIC/FIC Potentials Oncology • Higher binding affinity with CLDN18.2 Enhanced ADCC activity for CLDN18.2 low expressing gastric cancer cells 80,000 Mean Fluoresce
Slide 14: TST001: IHC Assay
TST001: IHC Assay Business Update Developed CLDN18.2 Specific Companion Diagnostic Assay Oncology HEK293/CLDN18.1 cell HEK293/CLDN18.2 cell CLDN18.2 14G11 CDx (Prototype) GC182(0.2μg/ml) 14G11(0.15μg/ml) GC182: Transcenta produced based on publicly available information. 40x Negative nonspecific sta
Slide 15: TST001: Trial Plan and Milestones
Business TST001 : Trial Plan and Milestones BusinessUpdate Update Global Program to Expand Indications beyond Gastric and Pancreatic Cancers Oncology Single Agent Combo Study Late line Late line Late line Late line Late line 2nd line plus 2nd line 1st line 1st line 1st line 1st line gastric pancreat
Slide 16: TST001: Phase I Study-Monotherapy
TST001: Phase I Study-Monotherapy Business Update (Anti-claudin18.2 Monoclonal Antibody) in Patients with Solid Tumors Oncology Objectives and Methods Results Dose Escalation Phase TST001 3mg/kg Q3W TST001 6mg/kg Q3W TST001 10mg/kg Q3W Dose expansion phase Cohort A Cohort B Cohort E G/GEJ No SOC or
Slide 17: TST001: Phase Study-Combination Therapy
TST001: Phase 1 Study-Combination Therapy Business Business Update Update CLDN 18.2 In Combination with CAPOX for 1L G/GEJ Cancer Oncology Study Design of Cohort C Encouraging Preliminary Safety and Efficacy • Mostly grade 1-2 treatment Dose Escalation Expansion emergent adverse events. • Some respo
Slide 18: TST005: Highlights
Business TST005: Highlights BusinessUpdate Update A PDL1-TGFβ Trap Bi-functional Antibody Oncology Increased TGFβ Blocking in Tumor and Improved Tumor Anti-PDL1 TST005 M7824 Growth Inhibition in EMT/hPDL1 Mice Dual inhibition of PD1-PDL1 Interaction and TGF-β MOA pathway PK-PD Relationship of TST005
Slide 19: MBS0254 Highlights
Business Update Update MBS0254 Highlights: Business A Humanized VEGFR2 mAb Candidate for Solid Tumors Oncology ⚫ Blocks binding of VEGF-A and VEGF-C to VEGFR2 and normalizes vasculature in tumor microenvironment ⚫ MSB0254 enhanced the activities of immunotherapy and targeted therapy like TST001 ⚫ Cu
Slide 20: TST003 Highlights
Business TST003 Highlights: BusinessUpdate Update FIC mAb with Antitumor Activities in Multiple Tumor Models Oncology Green：Stromal fibroblast Dongre, A., et al Cancer Discovery 2020 DOI: 10.1158/2159-8290.CD-20-0603 Target Milestones • Target Gremlin1, a negative regulator of the BMP signaling path
Slide 21: TST002: A Well Differentiated Monoclonal Antibody for Bone Diseases
TST002 : A Well Differentiated Monoclonal Antibody for Bone Diseases Business BusinessUpdate Update Licensed from Eli Lilly with Phase II Data in US and Japan Non-oncology Dual Mechanism of Bone Formation and Anti-Resorption Favorable Product Characteristics Throughout Value Chain Dual effect target
Slide 22: TST004: An Anti-MASP2 Antibody with Favorable Lectin Pathway Inhibition
TST004 :An Anti-MASP2 Antibody with Favorable Lectin Pathway Inhibition Business BusinessUpdate Update Potential Applications to Multiple MASP2-dependent Complement Mediated Non-oncology Diseases, including IgAN, A Highly Prevalent Chronical Kidney Disease Superior Product Profile Multiple Potential
Slide 23: Discovery & Translational Research
Discovery & Translational Research: Business BusinessUpdate Business Update Update Proprietary Antibody Discovery Platform Delivers Candidates with Superior Profiles IMTB Platform Advantages Discovery Screening ✓ More diversified epitopes w/ IMTB More differentiated Target protein Conserved ✓ antibo
Slide 24: CMC & CDMO: Flawless Execution with Increased Efficiency
Business BusinessUpdate Update CMC & CDMO: Flawless Execution with Increased Efficiency and Commercial Launch Readiness Excellence in execution, expanding capacity Advance manufacturing platform to increase • 100% success rate in project execution speed, quality and lower costs since Q4/19 • Added 2
Slide 25: Business Development: Multinational Partners
Business Update Business Development Business Update Multinational Partners to Maximize Asset Value and Increase Productivity Collaborations Blosozumab Anti-RANKL-PTH Anti- In-License Anti-sclerostin mAb-peptide RANKL/DKK1 mAb fusion Bi-specific Trials Sponsor Opdivo Provider Research Collaboration
Slide 26: Part 03 Financial Update & Outlook
PART 03 Financial Update & Outlook 26
Slide 27: Healthy Financial Profile and Well Capitalized for Growth Initiatives
Financial FinancialUpdate Update Healthy Financial Profile and Well Capitalized for Growth Initiatives RMB 1,138 million of cash, Cash Balance cash equivalents and time deposits as of June 30, 2022 • Revenue: RMB 21.8 million • Other Income: RMB 23.9 million Key Income • R&D expenses (non-IFRS): RMB
Slide 28: Outlook: Clinical Development
Outlook Outlook Integrated Platform, Cutting-edge Technology, Differentiated and Competitive Biologics Clinical Development prevalent cases in 5-Yr Survival • Q3 2022 Present interim data from Phase IIa chemo combo China and US in 2020 Rate cohort of CLDN18.2 positive 1L G/GEJ cancer at ESMO • Q3 20
Slide 29: Outlook: Research, Business Development, CMC & CDMO
Outlook Outlook Integrated Platform, Cutting-edge Technology, Differentiated and Competitive Biologics Global Biopharma Research Business CMC & CDMO • Expand our pipeline by having one • Continue to develop CDMO business to new drug candidate entering IND Development fully utilize capacities and to
Slide 30: Part 04 Q&A
PART 04 Q&A 30
Slide 31: Thank You
THANK YOU！ ir@transcenta.com