Innovent Biologics, Inc. · HKEX:1801
Innovent Biologics — 41st J.P. Morgan Healthcare Conference (January 2023)
22 slides from Innovent Biologics's conference presentation, Jan 11, 2023
Slide 1: 41st J.P. Morgan Healthcare Conference
41st J.P. Morgan Healthcare Conference Michael Yu, Ph.D., Founder, Chairman and CEO of Innovent Biologics January 11, 2023
Slide 2: With Established Integrated Platform, Innovent Continues to Improve our Business Model
With Established Integrated Platform, Innovent Continues to Improve our Business Model to Achieve Sustainable Growth • In the past decade, Innovent has transformed from a biotech start-up to a leading biopharma company in China with an established integrated platform. 8 27 60,000L 28 6,000 Commercia
Slide 3: Achievements of 2022: Continuous Growth with Solid Foundation
Achievements of 2022: Continuous Growth with Solid Foundation Commercial TYVYT® BYVASDA® SULINNO® HALPRYZA® Pemazyre® Olverembatinib CYRAMZA® Retsevmo® + Commercial Platform Upgrade REGULATORY APPROVALS PRELIMINARY EARLY STAGE DATA REGULATORY FILINGS − TYVYT® (PD-1): 1L GC, 1L ESCC READOUT − IBI306
Slide 4: We Continue to Strengthen our Core Competency with Sustainable Growth Strategy
We Continue to Strengthen our Core Competency with Sustainable Growth Strategy 1 2 3 Growth Innovation Portfolio Confidential Copyright© 2023 Innovent 4
Slide 5: Strong Long-Term Growth Potential: ~RMB 20bn Upside Potential
Strong Long-Term Growth Potential: Diversified Commercial Portfolio With High Potential Assets and Improving Operational Efficiency Fully-fledged Commercial Ecosystem + Validated Track Record + Rich and De-risked Portfolio + Sustainable business model = More products into visibility: ~RMB 20bn GLP1-
Slide 6: Near term Portfolio Growth Potential: Anticipated Rapid Revenue Growth in 2023
Near term Portfolio Growth Potential: Anticipated Rapid Revenue Growth in 2023 Significant revenue contribution TYVYT visible growth driver from new products Anticipate ✓ NRDL with anticipated stable price and new ✓ Commercial portfolio more diversified. Other accelerated indication expansion produc
Slide 7: Firmly Invest in Global Innovation
Firmly Invest in Global Innovation: Balanced and Efficient Resource Allocation to Ensure Long-term Success Balanced innovation strategy Innovent UK subsidiary Innovent US subsidiary US wet lab Bevagen® approved in Indonesia Clinical trials initiated in Australia Focus on core competiveness ▪ Competi
Slide 8: Collaboration Expands the Boundary of Innovation
Collaboration Expands the Boundary of Innovation: Three Strategic MNC Collaborations in 2022 Validates the Unique Value of the Integrated Platform Collaborate for the development and Innovent receives: Collaboration for the development and commercialization of Tigulixostat in commercialization of tw
Slide 9: Robust Portfolio with Smooth Transition to Global Innovation
Robust Portfolio with Smooth Transition to Global Innovation: Over 30 Candidates in Clinical and More Research Programs Ongoing More Research Programs Targeting Blockbuster Phase 1/2 Potential (n≈20) TIGIT IL-23 Polymeric IgG NDA/Pivotal LAG3 PDE4 Approved (n=7) CD47 IGF-1R ADC ISAC (n=8) CTLA-4 XOI
Slide 10: Encouraging Data for Key Early Stage Pipeline
Robust Portfolio with Smooth Transition to Global Innovation: Encouraging Data for Key Early Stage Pipeline Nearly 20 differentiated assets with global potential at phase 1/2 stage. Well positioned for long term success: • In 2022 we have read out encouraging PoC for multiple assets, such as the pot
Slide 11: Highlights For Key Novel Assets Across Multiple Therapeutic Areas
1. IBI362: GLP-1/GCGR Highlights For 2. IBI302: VEGF/Complement Key Novel Assets 3. IBI110: LAG3 Across Multiple 4. IBI939: TIGIT (IgG4) Therapeutic Areas 5. IBI363: PD-L1/IL-2 Confidential Copyright© 2023 Innovent 11
Slide 12: IBI362 (mazdutide): GLP-1/GCGR Dual Agonist in Phase 3
IBI362 (mazdutide) : GLP-1/GCGR Dual Agonist in Phase 3 Potentially the Best Therapeutic to Treat Obesity and Diabetes Obesity at dose regime 2-4-6 mg Obesity at dose regime 3-6-9 mg Phase 2: 24-week weight loss of 11.6%, 50% pts achieve ≥10% Phase 1b: 12-week weight loss of 11.7%, 50% pts achieve ≥
Slide 13: IBI362 (mazdutide): GLP-1/GCGR Dual Agonist in Phase 3
IBI362 (mazdutide) : GLP-1/GCGR Dual Agonist in Phase 3 Potentially the Best Therapeutic to Treat Obesity and Diabetes Diabetes at dose regime 2-4-6 mg NASH Preclinical: decreased NAS score was observed in Ph2: 20-week 52% pts with HbA1c ≤ 7.0% & ≥5% weight loss obese NASH mice model steatosis score
Slide 14: IBI362 (mazdutide): Huge Market Potential by Robust Data
IBI362 (mazdutide) : GLP-1/GCGR Dual Agonist in Phase 3 Bolster the Huge Market Potential by Robust Data and Comprehensive Metabolic Benefits Obesity: ~160m people with BMI>28 Substantial Commercial Opportunity T2DM: ~140m patient while GLP-1 usage within single digit Obesity: No prescription GLP-1
Slide 15: IBI302 (efdamrofusp alfa): First-in-Class VEGF/Complement Fusion Protein
IBI302 (efdamrofusp alfa) : First-in-Class VEGF/Complement Fusion Protein Potential Effect in Retinal Fibrosis Prevention, Anti-macular Atrophy and Longer Durability Ph2 Primary Endpoint Met: BCVA gains with IBI302 Q8W Less macular atrophy on OCT and decreased CNV area on were noninferior to Afliber
Slide 16: IBI110 (LAG3): Updated Results of Phase 1b Study for 1L sqNSCLC
IBI110 (LAG3) : Updated Results of Phase 1b Study for 1L sqNSCLC Potentially Improve the Efficacy of Sintilimab in the 1st Line Setting of Major Cancer Indications Presentation #77P @ ESMO IMMUNO-ONCOLOGY CONGRESS 2022 STUDY DESIGN SWIMMING POOL OF OVERALL RESPONSE More PoC data readout and pivotal
Slide 17: IBI939 (TIGIT): Encouraging Efficacy Signal in 1L PD-L1 TPS>=50% NSCLC
IBI939 (TIGIT) : Encouraging Efficacy Signal in 1L PD-L1 TPS>=50% NSCLC PFS Improvement Trend vs. PD1 Monotherapy and Further Evaluation in Larger Clinical Study in Plan Presentation #86P @ ESMO IMMUNO-ONCOLOGY CONGRESS 2022 STUDY DESIGN DEMOGRAPHICS AND DISEASE CHARACTERISTICS More PoC data readout
Slide 18: IBI363 (PD-1/IL-2): Highly Potent Bispecific for IO Failed Patients
IBI363 (PD-1/IL-2) : Highly Potent Bispecific for IO Failed Patients Mechanistically Enhance IO Treatment, including PD-1/PD-L1 Resistant and Cold Tumor NOVEL DESIGN STRATEGY PHASE 1 STUDY DESIGN ● IL2Rɑ activity maintained for max efficacy & selectivity, while reduce Rβγ binding ● Phase 1 patients
Slide 19: Development Milestones in 2023 to early 2024
Development Milestones in 2023 to early 2024 Regulatory Regulatory New Phase 3 Key PoC Early Stage First-in-human Actions Acceptance Studies Readouts Ongoing Assets • TYVYT® : EGFRm NSCLC • IBI376 (PI3Kδ): FL • IBI362 (OXM3): T2DM • IBI110 (LAG3) : 1L sqNSCLC • IBI363 (PD-1/IL-2): PD-1 resistant • I
Slide 20: Key Takeaways
Key Takeaways We will see significant progress in commercial operations and key R&D programs in 2023: ▪ Anticipated rapid revenue growth and continuous improvement in operational efficiency ▪ Firm investment in innovation and early stage development of promising assets in oncology, ophthalmology and
Slide 21: Innovent's Long-Term Vision
Innovent’s Long-Term Vision 2020—2025 2026-2030 To become a leading To be a premier biopharma in China biopharma globally ▪ Robust and balanced portfolio ▪ Global standard innovation ▪ Strong commercialization capability ▪ Global supply chain ▪ Well-planned financial security ▪ Global talents Confid
Slide 22: Confidential
Confidential Copyright© 2023 Innovent 22
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