Pharmaessentia Corp. · TWSE:6446

Pharmaessentia — E.SUN Securities' Investor Conference (August 2026)

26 slides from Pharmaessentia's conference presentation, Aug 12, 2026

  1. Slide 1: PharmaEssentia

    PharmaEssentia TWSE 6446 PharmaEssentia

  2. Slide 2: Forward-looking Statements

    Forward-looking Statements This presentation contains forward-looking statements, including statements regarding the plans and expectations for commercializing BESREMi® in the United States and globally, and the potential benefits or competitive position of BESREMi® . For those statements, we claim

  3. Slide 3: Q2'26 Financial Results

    Q2’26 公司營運概況Financial Results

  4. Slide 4: 2026 Q2 revenue reached NT$6.86 billion

    2026 Q2 revenue reached NT$6.86 billion Monthly revenue surpassed NT$2 billion for three consecutive months, up 90% YoY Unit : NTD 100 million 70 68.6 YoY+90% 60 51.2 50 48.8 40 38.9 36.0 32.6 30.6 30 27.1 20 10 0 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 4

  5. Slide 5: 2026 Q2 revenue growth accelerated nearly 90% YoY, with well-controlled expenses

    2026 Q2 revenue growth accelerated nearly 90% YoY, with well-controlled expenses Operating Revenue Operating Expense 80 80 70 68.6 70 60 60 50 50 40 36.0 40 33.0 30 30 20.6 20 20 10 10 0 0 Unit : NTD 100 million Q2'25 Q2'26 Q2'25 Q2'26 費用率 57.1% → 48.2%（-8.9 ppt） 5

  6. Slide 6: 2026 H1 revenue grew nearly 75% YoY, with a significant reduction in expense ratio

    2026 H1 revenue grew nearly 75% YoY, with a significant reduction in expense ratio Operating Revenue Operating Expense 119.8 120 120 100 100 80 80 68.6 60 60 57.2 40 38.5 40 20 20 0 0 Unit : NTD 100 million H1'25 H1'26 H1'25 H1'26 費用率 56.1% → 47.7%（-8.4ppt） 6

  7. Slide 7: Q2 Net operating income reached NT$3.16 billion, up 188% YoY

    Q2 Net operating income reached NT$3.16 billion, up 188% YoY Net income reached NT$2.53 billion, up 204% YoY Net Operating Income Net Income 35 35 31.6 30 30 25.3 25 25 20 20 15 15 11.0 10 10 8.3 5 5 0 0 Unit : NTD 100 million Q2'25 Q2'26 Q2'25 Q2'26 7

  8. Slide 8: H1 Net operating income reached NT$5.24 billion, up 138% YoY

    H1 Net operating income reached NT$5.24 billion, up 138% YoY Net income reached NT$4.68 billion, up 123% YoY Net Operating Income Net Income 60 60 52.4 50 50 46.8 40 40 30 30 22.0 21.0 20 20 10 10 0 0 Unit : NTD 100 million H1'25 H1'26 H1'25 H1'26 8

  9. Slide 9: Q2 gross margin and operating margin both improved

    Q2 gross margin and operating margin both improved Operating leverage drove a 15.6 pp YoY increase 100.0% 94.2% Gross 80.0% Margin YoY+6.7pp 60.0% 46.0% Profit Margin YoY+15.6pp 40.0% 36.9% Operating Margin YoY+13.8pp 20.0% 0.0% Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 9

  10. Slide 10: 2026 Q2 EPS reached a record high of NT$6.13

    2026 Q2 EPS reached a record high of NT$6.13 7 YoY +202% 6.13 6 5.21 5 4 3.60 3.60 3.09 3 2.03 2 1 - Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Unit: NTD Note: EPS for 2026 Q1 and earlier periods has been retrospectively adjusted to reflect the impact of the stock dividend. 10

  11. Slide 11: Company Overview

    Company Overview PharmaEssentia

  12. Slide 12: PharmaEssentia: An innovative biopharmaceutical company spanning R&D to commercialization

    PharmaEssentia: An innovative biopharmaceutical company spanning R&D, clinical development, manufacturing, and commercialization Building a high-potential commercial and R&D pipeline in hematologic diseases and cell therapy 商業化產品線 成長關鍵動能 藥華藥 6446.TW ROPEG (Ropeginterferon alfa-2b) • 擴大全球PV市場布局 - 加拿大

  13. Slide 13: U.S. MPN market offers significant potential

    U.S. MPN market offers significant potential, with nearly 350K patients Expanding globally to bring ROPEG to more MPN patients Great Start !! Fast Growth !! 170K 163K ET 原發性血小板過多症 (ET) • SURPASS –2025.01.06 主要數據讀出 • 獲NCCN指南納入 (Version 1.2026) 真性紅血球增多症 ( PV ) • 2026.05.12 | 台灣已獲證 • 2019 歐盟藥證 PV 347K

  14. Slide 14: ROPEG approved in 50 countries for PV, with global patient access steadily expanding

    ROPEG approved in 50 countries for PV, with global patient access steadily expanding Canada EU July 2nd Korea China Middle East U.S. Japan Mexico Taiwan Vietnam 香港 Brazil 澳門 Colombia Singapore Malaysia Argentina 已核准 申請中 14

  15. Slide 15: Ropeg Pen approved in June, available to U.S. patients in July

    Ropeg Pen approved in June, available to U.S. patients in July, and already in use • For single use only • Ease of self-administration • Better adherence Source: https://besremihcp.com/

  16. Slide 16: PV market continues to grow, with Ropeg leading through clinical advantages

    PV market continues to grow, with Ropeg leading through clinical advantages Ropeg Control Takeda and Protagonist 2026.01.05 P < 0.001 P = 0.006 Announce Submission of New 100 No disease Drug Application (NDA) for 81.3 81.3 progression Rusfertide for Treatment of 80 with Ropeg Polycythemia Vera (PV)

  17. Slide 17: 30 年來 ET 新藥重大突破，領航 MPN 市場

    Estimated Approval • TW – 2026.05.12 (Approved) • Japan – 2026.08 中 Canada • U.S. – 2026.08.30 PDUFA date Korea • CN – 2026.11 China • KR – 2026.12 U.S. Japan Taiwan 美國ET藥證預計2026年8月獲准 30年來 ET 新藥重大突破，領航 MPN 市場 已核准 申請中 準備申請中 17

  18. Slide 18: Significant unmet needs remain in PMF treatment; HOPE-PMF enrollment completed

    Significant unmet needs remain in PMF treatment HOPE-PMF enrollment completed Ropeginterferon alfa-2b (P1101) in Pre-fibrotic/ Early PMF 一項隨機分配、雙盲、安慰劑對照、多中心第3期臨床試驗，評估Ropeginterferon alfa-2b (P1101)用於纖維化前期/早期原發性骨髓纖維化或根據DIPSS Plus為低或中度 風險1級之明顯原發性骨髓纖維化成人患者的療效及安全性(HOPE-PMF) ~150 試驗參與國家/區域：美國、中國 (含香港) 、台

  19. Slide 19: ROPEG PMF IIT two-year clinical results presented at ASH, EHA, and ASCO

    ROPEG PMF IIT two-year clinical results presented at ASH, EHA, and ASCO 於 早 期 骨 髓 纖 維 化 、 進 展 期 PMF 及 繼 發 性 MF 治 療 中 ， ROPEG顯示出顯著的療效，成功維持血紅蛋白(Hb)水平並 降低血球數量等，達成臨床、血液學及分子反應指標，顯示 出卓越的治療潛力 2024 「P1101MF」研究成果分別於美國血液學會(ASH)及歐洲血 液學會(EHA)年會以口頭報告形式發表 2025 • 連續兩年的試驗成果於美國臨床腫瘤學會(ASCO)年會以 海報論文形式發表 • 在EHA年會上以口頭報告

  20. Slide 20: Zhubei facility will be ready to supply for patients worldwide

    Zhubei facility will be ready to supply for > 100,000 patients worldwide

  21. Slide 21: ROPEG phase III and IIT trials accelerating, with new indications, driving future growth

    ROPEG phase III and IIT trials accelerating, with new indications, driving future growth 實體腫瘤及免疫學 IND 候選產品 適應症 藥物發現 PHASE 1* PHASE 2* PHASE 3 開發進展 申請準備 真性紅血球增多症 (PV) 商業化階段：上市銷售 ROPEG 原發性血小板過多症 (ET) 藥證申請審查中 早前期原發性骨髓纖維化 HOPE-PMF 三期臨床試驗進行中 (PMF) ROPEG + 慢性骨髓性白血病 (CML) 一期/二期IIT試驗IND已獲核准 dasatinib ROPEG

  22. Slide 22: Cutaneous T-cell lymphoma (CTCL)

    Cutaneous T-cell lymphoma（CTCL） 罕見皮膚型非何杰金氏淋巴瘤 主要亞型：蕈樣肉芽腫（Mycosis Fungoides, MF）60–70%及Sézary 症候群（SS）侵襲性較高 主要侵犯皮膚，晚期可擴散至血液、淋巴結及內臟 慢性且易復發，仍具高度未滿足醫療需求 臨床表徵 Source:https://passmed.co.jp/di/archives/18422 22

  23. Slide 23: Sequential Ropeg and Anti-PD-1 Therapy: Preventing Post-Surgery Recurrence Risk in HBV-Related HCC

    Sequential Ropeg and Anti-PD-1 Therapy: Preventing Post-Surgery Recurrence Risk in HBV-Related HCC Phase I Clinical Trial Summary： Sequential Treatment with Ropeginterferon alfa-2b and Nivolumab in Patients Post -Surgery for Hepatocellular Carcinoma Secondary to Hepatitis B 1. Study Design: Phase I,

  24. Slide 24: 2026–2027: 4 products targeted to enter Phase 1 clinical trials

    2026–2027: 4 products targeted to enter Phase 1 clinical trials A strong early-stage pipeline in oncology and immunology will drive future growth 實體腫瘤及免疫學 候選產品 適應症 藥物發現 IND 申請準備 PHASE 1* 開發進展 PEG-IL-2 (P11838) 免疫疾病 預計2026年IND PEG 細胞激素 PEG-Cytokines 實體腫瘤 預計2027年IND 雙特異性 PD-1-IL-2v 實體腫瘤 預計2026年IND 抗體

  25. Slide 25: Billion-Dollar Revenue, Tens of Billions in Ambition: Four Strategic Forces

    Billion-Dollar Revenue, Tens of Billions in Ambition: Four Strategic Forces Accelerating Rapid, Risk-controlled Growth Develop novel best-in-class (BiC) and first-in-class (FiC) immune checkpoint inhibitors Top-tier • Advance TCR-T cell therapy targeting both surface and intracellular antigens Innov

  26. Slide 26: Thank You

    science, Better Lives. PharmaEssentia

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