Rakovina Therapeutics Inc · TSXV:RKV
Rakovina Therapeutics — Investor Presentation (May 2026)
28 slides from Rakovina Therapeutics's investor presentation, May 2026
Slide 1: Advancing Drug Discovery with the Precision & Power of AI
ADVANCING DRUG DISCOVERY WITH THE PRECISION & POWER OF AI TSX.V: RKV FSE: 7JO0 Investor Presentation | Q2 2026
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation includes forward-looking statements regarding the Company and its respective business, which may include, but is not limited to, statements with respect to the proposed business plan of the Company; the Company's commitment to advancing new cancer therapi
Slide 3: Investment Highlights
Investment Highlights Three drug programs. First-in-class targets. Access to Proven AI Platforms. One of the most compelling entry points in early-stage oncology. First-in-Class Science, World-Class Team Proven AI Platforms Currently developing the first dual ATR/mTOR inhibitor. The team The deep doc
Slide 4: AI-Powered Drug Discovery
OUR SOLUTION AI-Powered Drug Discovery Rakovina combines two proven AI platforms with state-of-the-art lab infrastructure to discover next-generation cancer therapies — faster, more precisely, and at a fraction of the cost. The AI Advantage Traditional: thousands of compounds, 4–6 years. AI-driven:
Slide 5: AI Drug Discovery Companies with Wet Lab Capabilities
MARKET CONTEXT AI Drug Discovery Companies with Wet Lab Capabilities — Attracting Hundreds of Millions in Institutional Capital and Billion-Dollar Pharma Deals Rakovina combines AI-driven drug discovery with in-house wet lab validation — the same model that has attracted significant institutional cap
Slide 6: Our AI Platforms Are Proven — Not Theoretical
VALIDATION Our AI Platforms Are Proven — Not Theoretical The technologies behind our drug discovery engine has been tested in the real world, licensed to major pharma, and validated through global partnerships. Real-World Proof Commercial Validation During COVID-19, UBC partnered with Nvidia and Del
Slide 7: Millions of Cancer Patients Have Limited Treatment Options
THE UNMET NEED Millions of Cancer Patients Have Limited Treatment Options Cancer is the second-leading cause of death in the US, with 2M+ new cases annually5. Treatment becomes much more difficult for patients whose cancer has spread to the brain. The Scale of the Problem The Drug Development Gap The
Slide 8: DDR Is One of Oncology's Most Validated Drug Classes
SCIENCE FOUNDATION DDR Is One of Oncology's Most Validated Drug Classes DNA Damage Response (DDR) pathways are the cell's repair system. Drugs targeting DDR have become one of oncology's most commercially successful approaches. How DDR Works Selective Kill AI-Specific Moat DDR pathways repair DNA dam
Slide 9: Over $25B Invested in DDR by the World's Largest Pharma Companies
BIG PHARMA VALIDATION Over $25B Invested in DDR by the World's Largest Pharma Companies Novartis (NOVN) / Artios Pharma April 2021 — $1.3B ($20M upfront) Drug Discovery stage at signing Merck (MRK) / Hengrui Oct 2023 — $1.5B ($169M upfront) PARP inhibitor | Phase 1 at signing Roche (ROP) / Repare Th
Slide 10: An $18B Market Opportunity. Proven Drug Class
MARKET OPPORTUNITY An $18B Market Opportunity. Proven Drug Class $18B $5.5B $2.3B DDR Market by 2030 ATR Inhibitor Market PARP Revenue Annual market potential (Precedence Estimated market by 2033 Annual revenue from first-generation Research) PARP inhibitors $366B $245B+ 2M+ Global Oncology by 2034 U
Slide 11: Rakovina Pipeline Overview
DRUG DEVELOPMENT PORTFOLIO Rakovina Pipeline Overview DDR Pipeline AI Platform Indication Discovery Lead Opt. Pre-clinical Clinical Dual ATR/mTOR Solid tumors, Enki - ● (kt-5000AI) PTEN-deficient, CNS generative AI metastases Dual PARP/HDAC PARP-resistant adult EnsaliX ● (kt-3000) & childhood cancers
Slide 12: First-in-Class DDR Targets — Built to Reach the Brain
MARKET VALIDATION First-in-Class DDR Targets — Built to Reach the Brain The DDR space has attracted billions from the world's largest pharma companies. Rakovina targets the same mechanisms — with a differentiated approach. Criteria Rakovina (RKV) AstraZeneca Repare/Roche Artios/Novartis Big Pharma P
Slide 13: kt-5000AI: First-in-Class Dual ATR/mTOR Inhibitor
kt-5000AI First-in-Class Dual ATR/mTOR Inhibitor Designed to Reach the Brain Science Summary Market Opportunity AI: Generative AI Indication: Solid tumors, PTEN-deficient, CNS metastases $5.5B 0 • 138 molecules predicted; 43 synthesized; leads confirmed potent and ATR Market by Dual ATR/mTOR selective
Slide 14: First-in-Class Dual ATR/mTOR Inhibitor Designed to Reach the Brain
kt-5000AI First-in-Class Dual ATR/mTOR Inhibitor Designed to Reach the Brain PTEN is one of the most commonly mutated genes in human cancer. When PTEN is lost, cancer cells become uniquely vulnerable to ATR inhibition — but blocking ATR alone triggers mTOR as an escape route, allowing tumors to keep
Slide 15: Dual PARP/HDAC Inhibitor Outperforming Approved Drugs
kt-3000 Dual PARP/HDAC Inhibitor Outperforming Approved Drugs Peer-reviewed publication in Clinical Cancer Research is a major credibility signal. Science Summary Strategic JV & Next Steps Indication: PARP-resistant adult and childhood cancers, including NanoPalm JV: Rakovina's AI drug discovery + N
Slide 16: kt-2000AI: Brain-Penetrant PARP Inhibitor
kt-2000AI kt-2000AI: Brain-Penetrant PARP Inhibitor First-generation PARP inhibitors achieved commercial success but are limited by side effects and cannot treat brain metastases. AI: deep docking platform Market Opportunity Indication: Breast, ovarian, prostate cancers • • Billions of compounds scr
Slide 17: Three Programs. Proven Science. Real Results.
MILESTONES Three Programs. Proven Science. Real Results. AI-discovered drug candidates have advanced from computational screening to preclinical validation with growing evidence of efficacy, selectivity, and brain penetration. Q1 2026 1 ATR/mTOR First AI output from lead optimizer; in vitro testing i
Slide 18: Experienced Team. Track Record of Success
LEADERSHIP Experienced Team. Track Record of Success Deep expertise in drug discovery, preclinical/clinical development, capital markets, and pharma partnering. Kim Oishi — CEO Mads Daugaard, PhD Frank Holler 25+ years capital markets; — President & CSO — Director Former CEO of Xenon Founder Grand R
Slide 19: Scientific Advisory Board
Scientific Advisory Board Globally respected advisors providing strategic insight and credibility to attract partners and investors. Dennis Brown, PhD — Chair Petra Hamerlik, PhD Artem Cherkasov, PhD Leonard Post, PhD 35+ years cancer drug Former Director, Developed Deep Docking; Developed PARP inhib
Slide 20: Corporate Summary
Corporate Summary Exchange TSX-Venture | Frankfurt Symbol RKV.V | 7JO0 Sector Biotech/ Artificial Intelligence Year High / Low CAD $0.84 / $0.085 Shares Outstanding 24,413,627 Fully Diluted 41,004,454 Warrants 15,193,077 Market Cap ~CAD $3 million Auditors Davidson & Company LLP Rakovina represents a
Slide 21: Appendix
Appendix 21
Slide 22: Mission Statement
Mission Statement Rakovina Therapeutics is developing DNA Damage Response (DDR) cancer therapies. Access to two robust AI platforms speeds up discovery timelines, increases precision, and greatly reduces risk. State-of-the-art laboratories at UBC and the Vancouver Prostate Centre enable rapid precli
Slide 23: AI Powered Drug Development
AI Powered Drug Development Traditional vs. AI-Driven Traditional: Thousands of candidates → 4–6 years to select a lead → 14 years and billions of dollars total. AI-Driven: Billions of candidates → 12–18 months to select a lead → Reduced time, cost, and risk → Strategic Big Pharma partnerships to ac
Slide 24: kt-5000AI Poster Data — AACR April 2026
kt-5000AI Poster Data — AACR April 2026 A novel brain-penetrant dual ATR-mTOR inhibitor for PTEN-deficient cancers https://www.rakovinatherapeutics.com/wp-content/uploads/2026/04/AACR2026_ATR-mTOR-Poster-final_16April 2026.pdf ● AI-driven drug discovery has the potential to streamline the identificatio
Slide 25: kt-3283 LNP Poster Data — AACR April 2026
kt-3283 LNP Poster Data — AACR April 2026 Development of a Lipid Nanoparticle Formulation of the Bifunctional PARP and HDAC Inhibitor Kt-3283 https://www.rakovinatherapeutics.com/wp-content/uploads/2026/04/AACR2026_kt-3283-LNP-Poster-final_16Ap ril2026.pdf ● kt-3283, a potent inhibitor of PARP and HD
Slide 26: kt-5000AI Poster Data — SNO November 2025
kt-5000AI Poster Data — SNO November 2025 https://www.rakovinatherapeutics.com/wp-content/uploads/2026/01/SNO2025_ATR-Poster-final_17Nov2025.pdf Full drug discovery process diagram, ATR inhibition graphs, ADME profiling data, and PK profiling charts from the Society for Neuro-Oncology Annual Meeting po
Slide 27: kt-2000AI Poster Data — SNO November 2025
kt-2000AI Poster Data — SNO November 2025 https://www.rakovinatherapeutics.com/wp-content/uploads/2026/01/SNO2025_2000AI-Poster-final_3Nov2025.pdf Full compound summary, PARP1/PARP2 assay data, ADME profiling, and PK comparison vs. AZD9574 and olaparib from the Society for Neuro-Oncology Annual Meeti
Slide 28: Sources & References
REFERENCES Sources & References 1. Precedence Research. "DNA Repair Drugs Market." 9. Roche / Repare Therapeutics. License agreement, Dec 2021. $1.2B ($55M upfront). precedenceresearch.com/dna-repair-drugs-market roche.com/media/releases 2. Growth Market Reports. "ATR Kinase Inhibitor Market Researc
Rakovina Therapeutics — Investor Presentation (May 2026) on 6ix