Moleculin Biotech, Inc. · NASDAQ:MBRX
Moleculin Biotech — Investor Presentation (April 2024)
21 slides from Moleculin Biotech's investor presentation, Apr 25, 2024
Slide 1: Slide 1
Slide 2: Disclaimer
Disclaimer All statements contained herein other than statements of historical fact, including statements regarding our future results of operations and financial positon, four business strategy and plans, and our objectives for future operations, are forward-looking statements. The words “believe,”
Slide 3: Anthracyclines are the most important first line treatments for AML and STS
thracyclines represent the most important first line treatments for AML and Advanced STS. Annamycin allows, for the firs’ ear majority of patients to benefit from these treatments.
Slide 4: Management Team and Board of Directors
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Slide 5: The Annamycin Opportunity in AML
The Annamycin Opportunity in AML = Annamycin in combination with Cytarabine (AnnAraC) has potential to fill unmet need in AML; 60% CRc (50%CR) in 2nd line patients reported in latest Phase 18/2 study AnnAéraC has the potential to more than double 2nd line AML CRs All 82 Annamycin subjects (in multip
Slide 6: Annamycin Attributes
Annamycin Attributes ‘Avoids cross resistance \ No vesicant activity ee anthracyclines, Ara-C and (safter to handle and ee \ mines Non-Cardiotoxic Preece rac 100% lack of cardiotoxicity as Significantly lower validated by independent expert (63 incidence (10%) of subjects reviewed to date) alopecia
Slide 7: Approved Therapies are Successful for <40% of ~20,000 Annual Newly Diagnosed AML Patients
Approved Therapies are Succes: Newly Diagnosed AML Patients sful for <40% of the ~20,000 Annual Daunorubicin| Venetoclax Targeted Therapy Regimen 743 Ven-Aza | Gene-Targeted Sub-population Ft ae. ai ae Durable CR% 36% 37% ~21% All AML benefit! 14% 15% 7% cules ; Stillleaves Limited to characteristic
Slide 8: Competitive Landscape — CR/CRi Approval Rates
Competitive Landscape — CR/CRi Approval Rates’ 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 100% 0.0% Approval ttl Wvosidenib2 Olutasidenib2 Gemtuzumab21 AnnaraC3 (Wylotarg) WAnnaearac) (As 47107 line mrt mcri4 | ea Low Bar for
Slide 9: >50% of AML Patients are Ineligible for Approved Targeted Therapies
>50% of AML Patients are Ineligible for Approved Targeted Therapies AnnAraC Treats All-Comers in 2"4 Line Bpwocecuum
Slide 10: AnnAraC Should Increase 2nd Line AML CRs 2-Fold or More
AnnAraC Should Increase 2" Line (2L) AML CRs 2-Fold or More 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% ~13% of 2LAML Patients Expected to Achieve CR m 1 SB | 2.3% | 1.7% |. | ia |_| = — = — i Gilteritinib Esasidenib —_Ivosidenib_Olutasidenib Gemtuzumab, AnnAraC C (Xsopata) (Idhifa)? (Tibsove) —_(Rezli
Slide 11: Potential Asset Value is Very High
Potential Asset Value is Very High 0.0% 7 7500%7 1 5 1 50.0% Servier acquired these two 1 ; 40.0% drugs for ~ $2 billion { ; § 1 30.0% i , : 1 20.0% t 1 1 1 10.0% 5.5% | 2.3% 1.7% 2.4% | 13%! 1 1 the | = -_ = _ 1 ; Gilteritinib | Esasidenib _Ivosidenib | Olutasidenib Gemtuzumab! AnnAraC 1 (Xsopata)
Slide 12: Potential Asset Value
Potential Asset Value Approved Phase 2 Complete | Servier N 199/174 cR 19%/25% CR 48% 64% 2396/33% 40% 25% 47% Pe 50% 50% 15-23% 30%? 24% 30% Revenue? — $128m $2b ~$15om $1.5B $2B ~$1.5B ~$1.9B Valuation Exit! N/A Exit® Market Market N/A = commer | cont | cans
Slide 13: The Full Annamycin Opportunity
The Full Annamycin Opportunity Potential for Significant Upside _— 41k TNBCLung —— 60k Pancreatic Liver ~ 13,500 —— 67k RCCLung ‘STS Lung Metastases oe Endometrial Lung, 20,000 _— 104k Initial Annamycin ‘Acant Myelcid Colorectal Target Indications {otentalamaryen iver TOTAL INCIDENCE \ TOTAL INCIDEN
Slide 14: Advancing Annamycin in AML
Advancing Annamycin in AML Phase 1: MB-104. Phase 1/2: MB-105 Phase 1/2: MB-106 MON MONOTHERAPY COMBINATION THERAPY + NE6 N=20 + N=up to27 (20recruited to date) + 17% CRi(at suboptimal dosing) Medianlines of priortherapy=4 + 39% CRe(ITT) (N=18), 60% CRc (2% * Dosing limited by FDA Lifetime Median ag
Slide 15: Significant Patient Experiences in MB-106 (Annamycin + Ara-C)
Significant Patient Experiences in MB-106 (Annamycin + Ara-C) \ \ Date 1° Treated/ ‘AnnamycinCycles* 78 Relapsed 2 ArmStudy (7 mos) Ven/fza(17) cR “13mos (developing) Feb 2023/3 64 Refractory Ven/Aza(3) cR BMT 9 mos (developing) Jun 2023/1 70 Relapsed Kladrybine/ ‘AraC (2) Arac(11) cR “Amos (relapse
Slide 16: Annamycin Has Demonstrated Substantially Greater Cardiac Safety Compared to Approved Anthracyclines
Annamycin Has Demonstrated Substantially Greater Cardiac Safety Compared to Approved Anthracyclines Current Anthracyclines Annamycin Risk of Cardiac Event TLE ro Cardiotoxicity Bae — Wider therapeutic q window 550 FDA eee HoH ys. fal a Vi, Better | tissue/organ targeting e PMOLECULIN
Slide 17: Annamycin Demonstrates Efficacy in STS Lung Metastases
Annamycin Demonstrates Efficacy in STS Lung Metastases (MB-107) Demonstrated Stable Disease After Demonstrated Improvement with Dose < 330 mg/m? ‘Two Treatment Cycles and Fewer Prior Therapies All Subjects in Phase 18 Preliminary MB-107 Summary: 100% 100% 100% 100% 100% Cr, or rr peer ee ee ee im aS
Slide 18: Global Network
Global Network All technology licensed from MD Anderson Cancer Center (MDACC) ‘Supports continuing preclinical research on our technology at MDACC close to $1M per year ‘Supports preclinical research at UTMB Past & current externally funded trials— MD Anderson Cancer Center; Emory University, Aflac
Slide 19: Cash to Fund Operations into the Fourth Quarter of 2024
Cash to Fund Operations into the Fourth Quarter of 20241 Nasdaq: MBRX plone ne ~$23.6M Cash Balance? ~$10M Market Cap? ~2.2M Shares Outstanding+ ~55K 3-Month Avg. Weekly Volume?
Slide 20: Upcoming Milestones
Upcoming Milestones Complete MB-106 clinical trial 1H 2024 Present topline data from MB-106 clinical trial 1H 2024 Annamycin End of Phase 2 (EOP2) Meeting 1H 2024 AML Report outcome of MB-106 End of Phase 2 Meeting 2H 2024 Initiate pivotal program 2H 2024 into 1H 2025 Annamycin _ Finalmp-107 datarea
Slide 21: Core Management Belief...
Core Management Belief... Anthracyclines are among the most important treatments for AMLand Advanced STS. Annamycin allows, for the first time ever, a clear majority of patients to benefit from these treatmet
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