Hbm Holdings Ltd. · HKEX:2142
Hbm — H1 2024 Earnings Presentation
26 slides from Hbm's earnings presentation, Aug 28, 2024
Slide 1: 2024 Interim Results
2024 INTERIM RESULTS August 28, 2024 HBM HOLDINGS-B 2142-HK
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by HBM Holdings Limited (the “Company”) solely for informational purposes and does not constitute an offer to sell or issue or the solicitation of an offer to buy or acquire securities of the Company in any jurisdiction or an inducement to enter into in
Slide 3: HBM Holdings: Innovation Value Leads to High-Quality Sustainable Growth
HBM Holdings： Innovation Value Leads to High- Quality Sustainable Growth
Slide 4: HBM Holdings: 24H1 Business Highlights Fuel Sustainable Growth
HBM Holdings: 24H1 Business Highlights Fuel Sustainable Growth Advance Innovative Pipeline Global Collaboration Consecutive Net Profit and Platform Ecosystem Expansion Validates Business Model Rapidly advance differentiated assets and Strategize Global connections to build a 24H1 revenue ~$23.7 mill
Slide 5: Focus on Oncology and Immunology, With Support from Technology Innovation
HBM Holdings：Focus on Oncology and Immunology, With Support from Technology Innovation Therapeutics Area：From I/O to I&I Discovery Strategy: Innovation-Driven Pipelines focus on IO and I&I, expanding to new HBICE+HBICA+XDC, power innovation more therapeutics area through strong R&D capabilities effi
Slide 6: Harbour Therapeutics: Accelerate Innovative Pipeline Expansion
Harbour Therapeutics: Accelerate Innovative Pipeline Expansion
Slide 7: Leverage Leading Harbour Mice and XDC Platforms to Advance Novel Assets
Leverage Leading Harbour Mice and XDC Platforms to Advance Novel and Highly Differentiated Potential Assets Commercial Status Project Target Indication Partner Rights Discovery Pre-Clinical IND Phase I Phase II Phase III Melanoma Combo with PD-1 Ph 1b/2 Ph3 Preparing Porustobart CRC Combo with PD-1
Slide 8: Innovation in Inflammatory & Immunology Driven by Differentiated Biological Pathways
Innovation in Inflammatory & Immunology Driven by Differentiated Biological Pathways and Molecular Properties Commercial Status Project Target Indication Partner Rights Discovery Pre-Clinical IND Phase I Phase II Phase III BLA FcRn-targeted Therapies for Autoimmune Disease Batoclimab Great China Rig
Slide 9: Porustobart (HBM4003): Next-Gen Anti-CTLA-4 Antibody
Next-Gen I/O Porustobart (HBM4003): Next-Gen Anti-CTLA-4 Antibody with Potential to Be the Mainstream of IO Therapeutics Highlights MOA1: Checkpoint Inhibit MOA2: Treg Depletion • Deplete intra-tumoral Treg cells via enhanced ADCC strategy • Great safety profile resulted from the reduced systemic dr
Slide 10: HBM1020 (B7H7): An Alternative Immune Escape Mechanism Beyond PD-L1
Next-Gen I/O HBM1020 (B7H7): An Alternative Immune Escape Mechanism Beyond PD-L1, Potential Therapy for PD-L1 Negative/Refractory Patients Highlights • T cell and NK cell activation activity and excellent in vivo efficacy in humanized tumor models • Widely Expressed in Various Solid Tumors & Recipro
Slide 11: HBM7008 (B7H4x4-1BB): First-in-Class Bispecific Antibody from HBICE Platform
Immune Cell Engager HBM7008 (B7H4x4-1BB): First-in-Class Bispecific Antibody from HBICE® Platform HBM7008 Highlights B7H4 arm: Human B7H4 H2L2 antagonist mAb • Fully human bispecific antibody from the HBICE® platform • Novel immune escape pathway - First-in-class target (B7H4x4-1BB) Fc domain: • Exc
Slide 12: HBM7004 (B7H4xCD3): Unique 2+1 Asymmetric HBICE
Immune Cell Engager HBM7004 (B7H4xCD3): Unique “2+1” Asymmetric HBICE® Using Novel TAA and Safer Anti-CD3 Arm Highlights • HBICE® technology grants asymmetric structure but less light chain mispairings • TAA is mainly expressed in low PD-L1 tumors, particularly in gynecological cancers and squamous
Slide 13: Batoclimab (HBM9161) Demonstrates Remarkable Therapeutic Benefits in gMG Patients
I&I Batoclimab (HBM9161) Demonstrates Remarkable Therapeutic Therapies Benefits in gMG Patients Highlights • First and only innovative drug targeting FcRn that has completed phase I,II and III clinical trials in China • First and only innovative drug that has achieved outstanding phase III positive
Slide 14: HBM9378 (TSLP mAb): Fully Human Anti-TSLP mAb with Extended Half-life
I&I Therapies HBM9378 (TSLP mAb): Fully Human Anti-TSLP mAb with Extended Half-life Highlights • 2nd fully human anti-TSLP mAb in the world； • The half-life of HBM9378 is 2-3 times more than Tezepelumab in monkey and human, which reduces the dosing frequency; • Impressive pharmacological characteris
Slide 15: HBM7020 (BCMAxCD3): Great Potential in Autoimmune Disease
I&I Therapies HBM7020 (BCMAxCD3): Great Potential in Autoimmune Disease Highlights • HBICE® technology grants asymmetric structure but less light chain mispairings • Good monkey safety profile and druggability • Clinical data from third party support, have great potential in autoimmune disease • CN
Slide 16: Nona Biosciences: Platform Linking Global Ecosystem
Nona Biosciences : Platform Linking Global Ecosystem
Slide 17: Cutting-edge Innovation and Technology Platform Continue to Power Global Ecosystem
Cutting-edge Innovation and Technology Platform Continue to Power Global Ecosystem, Fuel High-quality Business Growth Deepen Global Innovation Strong Business Results Fueling Collaboration Ecosystem High-quality Growth Continuous global business expansion 1H24 Total Revenue >$23 Million and collabor
Slide 18: Leading BsAb Platform Creates Innovation Engine of Nona
Leading BsAb Platform Creates Innovation Engine of Nona HBICE® Immune Cell Engager Platforms Explore New Application Opportunities B7H4×4-1BB HBICE® Inflammation HCAb based HBM7008 & Immunology Bispecific Immune Phase I Diseases Cell Antagonist CLDN18.2×CD3 HBICE® HBM7022(AZD5863) Phase I Blood–Brai
Slide 19: ADC Technology Platform Continue to Upgrade
ADC Technology Platform Continue to Upgrade Support from ADC Target ADC 2.0 Platform Nomination to IND Linker • Self-developed linker and payload from Nona Payload • ADC design based on target biology Site Specific • IP-protected site-specific conjugation HBM9033 Conjugation technology In vivo New T
Slide 20: Validation of Self-innovation ADC Linker and Payload Technology
Validation of Self-innovation ADC Linker and Payload Technology Carefully designed enzymatic cleavable Free payload diffusion allow the linker allowing specific release of better tumor penetration/ payloads only in tumor environment enrichment of drugs Novel CPT derivatives with optimized R3 R2 R1 I
Slide 21: Financials: Continue Net Profits with Strong Growth of Core Business
Financials: Continue Net Profits with Strong Growth of Core Business
Slide 22: Continue Reporting Net Profits, Strong Growth of Nona Core Business
Continue Reporting Net Profits, Strong Growth of Nona Core Business Strengthens Financial Position Diversified Revenue Resource with Core Business Revenue Doubled R&D Strategic Optimization improved Operating efficiency Unit: RMB Million / USD/RMB = 7.1 Unit: RMB Million / USD/RMB = 7.1 Molecule Lic
Slide 23: R&D Strategic Optimization to Improve Operating Efficiency
R&D Strategic Optimization to Improve Operating Efficiency, Pave the Way for High-Quality Growth Consecutive Interim Net Profits Cash Position Increased By 30.3% Unit: RMB Million / USD/RMB = 7.1 Unit: RMB Million / USD/RMB = 7.1 20.7 1,309.2 1,004.9 9.9 2023H1 2024H1 2023.12.31 2024.6.30 23
Slide 24: Corporate Development: Innovation Validated By Global Collaboration
Corporate Development: Innovation Validated By Global Collaboration
Slide 25: Outlook of 2H24 and Beyond
Outlook of 2H24 and Beyond：Continue to Motivate Innovation and Expand Global Collaboration Footprint Harbour Nona BioMed Biosciences Global Collaborations Continue to Validate Innovative Pipeline Unique Growth Model Validated by Robust Cash Inflow R&D strength transforming into Actively expand globa
Slide 26: Q&A Contact us
Q&A Contact us at： IR@harbourbiomed.com