Asp Isotopes Inc. · NASDAQ:ASPI
Asp Isotopes — Investor Presentation (July 2025)
21 slides from Asp Isotopes's investor presentation, July 2025
Slide 1: ASP Isotopes Inc. Series Seed Investment in IsoBio, Inc.
ASP Isotopes Inc. Series Seed Investment in IsoBio, Inc. July 2025 1
Slide 2: Forward-Looking Statements
Forward-Looking Statements In order to help you to better understand the medical isotopes business of ASP Isotopes Inc. - where we have been and where we want to go – and the business of IsoBio, Inc. (which today is a nascent business but we believe has great potential), my remarks today (and the re
Slide 3: Disclaimer
Disclaimer The information set forth in this presentation regarding IsoBio, Inc. is the work product of IsoBio, Inc. and has been furnished to ASP Isotopes Inc. for inclusion herein in order to help you to better understand the business and strategy of ASP Isotopes Inc. with respect to medical isoto
Slide 4: IsoBio seeks to develop novel radiotherapeutics from antibodies with proven mechanisms of action
IsoBio seeks to develop novel radiotherapeutics from antibodies with proven mechanisms of action ● Radioligand pharmaceuticals (RLTs) have recently demonstrated remarkable efficacy leading to FDA approvals and have significant untapped potential as novel treatments, but challenges around isotope sup
Slide 5: Vision
Vision IsoBio seeks to develop a pipeline of antibody-isotope conjugates (AICs), a new class of radiotherapeutics, using ASPI manufactured isotopes AICs are monoclonal-based RLTs using validated antibodies directed to well-known targets conjugated to isotopes best suited to each tumor type while min
Slide 6: RLTs are emerging as a promising new therapeutic modality, but significant manufacturing challenges persist
RLTs are emerging as a promising new therapeutic modality, but significant manufacturing challenges persist ● The approval of Lutathera (Novartis) and Pluvicto (Novartis) have provided strong evidence that radioligand therapeutics can be highly effective in the treatment of certain tumors ● The grow
Slide 7: Fully integrated supply chain from ASP Isotopes ensures robust isotope synthesis
Fully integrated supply chain from ASP Isotopes ensures robust isotope synthesis and access to an array of possible therapeutic isotopes ● ASP Isotopes has the ability to make stable isotopes using its proprietary technologies: Aerodynamic Separation Process and Quantum Enrichment ● These stable iso
Slide 8: PET Labs – a leading supplier of PET radioisotopes
PET Labs – a leading supplier of PET radioisotopes ● ASP Isotopes has a majority stake in PET Labs, which focuses on isotope manufacturing for pharmaceutical use ● PET Labs supplies approximately 85% of PET Radioisotopes in Sub Saharan Africa ● PET Labs has multiple cyclotrons (protons) and has acce
Slide 9: Radioactive doses dispensed per year by PET Labs
Radioactive doses dispensed per year by PET Labs 14000 12000 10000 8000 6000 4000 2000 0 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 9
Slide 10: ASP Isotopes' proprietary stable isotope production capabilities
ASP Isotopes’ proprietary stable isotope production capabilities ● ASP Isotopes has the ability to make stable isotopes using its proprietary technologies: Aerodynamic Separation Process and Quantum Enrichment. ● Russia is responsible for the production of 85% of stable isotopes. ASP Isotopes’ propr
Slide 11: IsoBio can benefit from the lower cost of isotope production and planned expansion
IsoBio can benefit from the lower cost of isotope production and planned expansion of ASP Isotopes’ manufacturing capacity and global footprint Cost-Effective 1 Isotope enrichment facilities using ASPI’s technology can be constructed at a fraction of capital cost and time vs. traditional isotope sep
Slide 12: Increasing the absorbed dose enhances efficacy of RLTs while minimizing off-target toxicity
Increasing the absorbed dose enhances efficacy of RLTs while minimizing off-target toxicity; AICs in combination with new isotopes may achieve this Increase the radiation dose delivery to tumor DNA damage (SSB, DSB) incidence is proportional to the absorbed dose Adapted from: 1. Pouget JP, et al. Na
Slide 13: IsoBio Pipeline
IsoBio Pipeline Lead Discovery Clinical Trial Optimization Antibody/Target Isotope Indication(s) Lutetium, Actinium, Iso-001 Undisclosed Unnamed and others Lutetium, Actinium, Iso-002 Undisclosed Unnamed and others Lutetium, Actinium, Iso-003 Undisclosed Unnamed and others Iso-004 Undisclosed Luteti
Slide 14: IsoBio proprietary advantages
IsoBio proprietary advantages 1. Incorporating albumin binders into our AICs expected to enhance the PK profile while minimizing total absorbed dose to the bone marrow, kidneys, and liver 2. Validated RLTs are associated with radiostability and high specificity; plasma stability is critical 3. Easy
Slide 15: IsoBio represents a high value investment opportunity
IsoBio represents a high value investment opportunity ● Recent acquisitions suggest large cap pharma players have confidence in the future of RLTs ○ Point Biopharma acquired by Eli Lilly for $1.4 Bn in October 2023 ○ RayzeBio acquired by Bristol Myers Squibb for $4.1 Bn in December 2023 ○ Fusion Pha
Slide 16: Radiopharmaceuticals have distinct advantages over other targeted modalities
Radiopharmaceuticals have distinct advantages over other targeted modalities including low off-target effects and very high tumor absorbed dose Radiopharmaceuticals ADCs (chemotherapy) Traditional radiation Targeting moiety mAb, peptides, small molecule mAb None Cargo ɑ- or β-emitting isotope Cytoto
Slide 17: IsoBio-ASP Isotopes Partnership
IsoBio-ASP Isotopes Partnership ● By supporting IsoBio’s seed round, ASPI has access to/stake in a US-based entity, developing RLTs for US and global markets ● ASPI also has the opportunity to generate revenue from IsoBio isotope purchases ● IsoBio provides ASPI and its affiliates the oportunity to
Slide 18: References
References 1. Precedence Research – Radiopharmaceutical Market Size Worth USD 14.44 Billion by 2034; 23 June 2025 (link) 2. DelveInsight Business Research – Global Antibody-Drug Conjugate Market Set for a ~USD 16 Billion Surge by 2030; 21 October 2024 (link) 3. Grand View Research – Radiation Oncolo
Slide 19: Appendix A
Appendix A This presentation contains forward-looking statements regarding IsoBio, Inc. (“IsoBio”) that involve substantial risks and uncertainties. All statements regarding IsoBio, Inc., other than statements of historical facts, contained in this presentation, including statements regarding IsoBio
Slide 20: Appendix A (continued)
Appendix A (continued) Summary risk factors related to IsoBio: ● IsoBio is a newly-formed, development-stage biotechnology company with no operating history and no product candidates, and has not generated any revenue to date from product sales. ● IsoBio anticipates that it will incur significant op
Slide 21: Appendix A (continued)
Appendix A (continued) Summary risk factors related to IsoBio: ● Failure to obtain, or delay in obtaining, regulatory approvals would likely have a material adverse effect on IsoBio’s business, financial condition and results of operations. ● IsoBio intends to rely on third parties to conduct certai