Moleculin Biotech, Inc. · NASDAQ:MBRX
Moleculin Biotech — Investor Presentation (May 2024)
26 slides from Moleculin Biotech's investor presentation, May 14, 2024
Slide 1: Moleculin
od }MOLECULIN
Slide 2: Disclaimer
Disclaimer All statements contained herein other than statements of historical fact, including statements regarding our future results of operations and financial position, four business strategy and plans, and our objectives for future operations, are forward-looking statements, The words “believe,
Slide 3: OF e4
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Slide 4: Our Team
Our Team watery. lame Founder Prendat.CEOand Charman Water. emp lin 220 BS ASL im Founder Present, CEOand Cha VP & Chet Financial offer ee Fr! petite, @ @ 8 @& RECT @ @ ® Management Team Board of Directors sandra iberman (Chet Medial Ofer tt - robert € George Oreetor Pretec OR
Slide 5: The Annamycin Opportunity in AML
The Annamycin Opportunity in AML ae Annamycin in combination with Cytarabine (AnnAraC) has potential to fill unmet need in AML; 60% CRc (50% CR) in 2nd line patients reported in latest Phase 1B/2 study (MB-106) AnnAraC has the potential to more than double 2nd line AML CRs All 84 Annamycin subjects
Slide 6: Annamycin Attributes
Annamycin Attributes Avoids cross resistance with existing \ / Novesicant activity anthracyclines, Ara-Cand_ / ~—_ \ (safer to handle and \ administer) Venetodax in Non-Cardiotoxic W\ieemenen 100% lack of cardiotoxicity as Significantly lower Rely creer ea incidence (10%) of subjects reviewed to dat
Slide 7: Annamycin Has Demonstrated Substantially Greater Cardiac Safety Compared to Approved Anthracyclines
Annamycin Has Demonstrated Substantially Greater Cardiac Safety Compared to Approved Anthracyclines ~~ Current Anthracyclines Risk of Cardiac Event Annamycin Zero Cardiotoxicity Wider therapeutic ‘window Avoids multidrug resistance
Slide 8: Acute Myeloid Leukemia
Acute Myeloid Leukemia / A type of cancer that starts in the blood-forming cells of the bone marrow, leading to the rapid ~160,000 20; 000 growth of abnormal white blood cells Cases Newly Diagnosed | Worldwide? Annually (U.S.)2 Symptoms include fatigue, frequent infections, easy bruising, and bleedi
Slide 9: Approved Therapies are Successful for <40% of the ~20,000 Annual Newly Diagnosed AML Patients
Approved Therapies are Successful for <40% of the ~20,000 Annual Newly Diagnosed AML Patients Targeted Therapy Regimen 743 Ven-Aza Gene-Targeted FitPatients UnfitElderly 55% -65% Sub-population (80%) (80%) Eligible Durable CR% 36%? 37% ~21% AIl AML benefit? 14% 15% 7% Still leaves Limited to Unmet C
Slide 10: Competitive Landscape — CR/CRi Approval Rates
Competitive Landscape — CR/CRi Approval Rates’ 700% papa ar ar ar Sima a 1 60.0% ' 1 ' I 1 50.0% 1 ' I 40.0% ! 1 ' I 300% ! 1 ! i} |Low Bar for 1| |Approval 100% 1| Hes, ox 1 Giteritinib _Esasidenib? vosidenib2Olutasidenib2 Gemtuzumab2I_Annarac3AnnAraC? (Xospata) (idhifa) (Tibsovo) _{Rezldhia)_(Mylo
Slide 11: >50% of AML Patients are Ineligible for Approved Targeted Therapies
>50% of AML Patients are Ineligible for Approved Targeted Therapies AnnAraC Treats ff All-Comers in 2"4 Line ed 2 Poorecuum
Slide 12: ~13% of AML Patients Expected to Achieve CR
60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% ~13% of ML Patients Expected to Achieve CR 1 [- [| - [ - |. | il |_| = = Las) — l Gilteritinib Esasidenib —_Ivosidenib_Olutasidenib Gemtuzumab, AnnAraC (Xsopata) (Idhifa)? (Tibsovo) _(Rezlidhia)__ (Mylotarg)? (Anna+AraC)? (FLT3) (IDH2) (IDH1)4 (IDH1)4 (CD33)
Slide 13: Potential Asset Value is Very High
Potential Asset Value is Very High (\\— 60.0% a 50.0% Servier acquired these two drugs for ~ $2 billion 2.4% i 13% = _ | 40.0% 1 1 | 1 1 1 1 30.0% 4 1 1 1 1 1 1 1 20.0% 10.0% | 5.8% i 23% 1.7% 0.0% |_| = = Gilteritinib Esasidenib Ivosidenib | Olutasidenib Gemtuzumab! AnnAraC (Xsopata) (Idhifa) (Tibs
Slide 14: Potential Asset Value
Potential Asset Value Approved Phase 2 Complete 24 Line | Syndaxt | ib | Revumenib N 153 286 199/174 20 57 alg 10 CR 38% 37% 19%/25% 35% 18% 20% 50% | cRe 48% 4% 23%/33% 40% 25% 47% 60% population 50% 50% 15-23% 30%? 24362 Revenue? $128M $28 ~$150M $1.5B $28 ~$1.5B ~$1.9B Valuation Exit? N/A Exit! M
Slide 15: Growing Body of Data
Growing Body of Data Phase 1: MB-104 MONOTHERAPY Phase 1/2: MB-105 MONOTHERAPY Phase 1/2: MB-106 /IBINATION THERAPY N=7 179%CRi (at suboptimal dosing) Dosing limited by FDA Lifetime ‘Anthracyctine Dose (LTMAD) Trial location- US Well-toleratedin the study population Limitedtolowdoses Morphologic leu
Slide 16: MB-106 (Annamycin + Ara-C)
MB-106 (Annamycin + Ara-C) Proving Potential Efficacy in AML Subjects Evaluable To Date 20 3 10 13 Subjects Evaluable Not DosedPer Protocol 2 ° A - Median Age- Years (Range) 69 (19-78) 49 (19-69) 71(53-78) 67 (19-78) oe eC, 40% 67% 50% 54% Rate Complete Remission Composite (CRc)Rate 45% 67% 60% 62%
Slide 17: Significant Patient Experiences in MB-106
\_ Significant Patient Experiences in MB-106 (Annamycin + Ara-C) \ 2 Line ine Age 8 64 70 n 6 53 69 49 s7 Geena Relapsed —_ Refractor Relapsed Relapsed Relapsed Refractor 1 Line 1*Line Relapsed ae c vy cS cS m7 ; 1)7#32) 2armStudy Cladibine/ 7 PriorTherapy — “(7 mos) Ven/za(3) Arac(2) Cl2drbineAD Ve
Slide 18: Durability of Response (DoR)
Durability of Response (DoR) Days* oO 100 200 300 400 Median Durabilityto Date= 4.9 Months I= Durability of Response ‘ontinuing |= Prior Lines of Therapy Yoquepen = 4.9 Months
Slide 19: Driving Towards Pivotal Trial: MB-108
Driving Towards Pivotal Trial: MB-108 Engaging with AML Experts On Track for End of Phase 2 (EOP2) Meeting with FDA Seeking SPA to reduce regulatory approval risk Proposed Pivotal Trial Design? Multicenter study across United States and Europe 2°¢ Line AML Patients N= 100-150 Primary Endpoint: CRc D
Slide 20: Path to Potential Approval in 2nd Line AML
Path to Potential Approval in 2nd Line AML Rapidly Advancing Towards Potential Unmet Need, Data Generated to Date Approval While Creating Optionality and Peer Valuation Suggest Potential for for Potential Commercialization Significant Value Creation | @ Conclude EOP2 Meeting MB-106 with FDA Initiate
Slide 21: Annamycin Demonstrates Efficacy in STS Lung Metastases (MB-107)
Annamycin Demonstrates Efficacy in STS Lung Metastases (MB-107) Demonstrated Stable Disease After Demonstrated Improvement with Dose < 330 mg/m? Two Treatment Cycles and Fewer Prior Therapies All Subjects in Phase 18. 100% 100% 100% 100. sei) 7 saw a, a 368) aa 2a o* o% ow 2 15 7 v 23 26 20 2 aa Bey
Slide 22: The Full Annamycin Opportunity
The Full Annamycin Opportunity Potential for Significant Upside —— 41K TNBCLung -—— 60k Pancreatic Liver 13,500 4 RCCLug ‘STS Lung Metastases —— 67k Endometrial Lung 20,000 104K Initial Annamycin Ve acute myeloid Colorectal Target Indications } Leukemia Liars Liver xpencion lndestons TOTAL INCIDENCE
Slide 23: Global Network
Global Network oS Alltechnology licensed from MD Anderson Cancer Center (MDACC) é Supports continuing preclinical research on our technology at MDACC close to $1M per year Supports preclinical research at UTMB Past & current externally funded trials—MD Anderson Cancer Center; Emory University, Aflac
Slide 24: Cash to Fund Operations into the Fourth Quarter of 2024
Cash to Fund Operations into the Fourth Quarter of 20241 Nasdaq: MBRX ~$17M Cash Balance? ~$13.1M Market Cap? ~2.5M Shares Outstanding* ~30K - 30 Trading Day Daily Volume®
Slide 25: Upcoming Milestones
Upcoming Milestones Complete MB-106 Clinical Trial End of Phase 2 (EOP2) Meeting with FDA Annamycin Report Outcome of MB-106 End of Phase 2 Meeting. AML Initiate Pivotal Program Conclude Pivotal Trial Potential NDA Submission An namycin Final MB-107 Data Readout STS Lung Identify Next Phase of Devel
Slide 26: OF e4
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