LianBio · OTC:LIANY
LianBio — Investor Presentation (November 2022)
25 slides from LianBio's investor presentation, Nov 10, 2022
Slide 1: LianBio November 2022
LIANBIO November 2022 1
Slide 2: Disclaimer
2 Disclaimer The information herein contains statements about future expectations, plans and prospects for LianBio. All statements, other than statements of historical fact, included herein are forward-looking statements. Forward-looking statements are not statements of historical fact nor are they
Slide 3: Investment Highlights
Investment Highlights We are a global biopharmaceutical company dedicated to developing and commercializing paradigm-shifting medicines for patients with unmet medical needs in Greater China and other Asian markets Bringing a pipeline of innovative therapies into the rapidly growing Greater China ma
Slide 4: China is the Second Largest Pharmaceutical Market Today, with Innovation Agenda Propelling Strong Growth
• Aging population > 1.4Bn, with a high disease burden compared to developed countries1 • “Healthy China 2030” sets clear healthcare industry KPIs from the government2 • Improve key therapeutic area mortality rates, including CV and oncology • Despite increased R&D activity, still few China-originat
Slide 5: China Biotech Sector at Potential Inflection Point for Significant Growth
5 China Biotech Sector at Potential Inflection Point for Significant Growth… Potential U.S./EU Biotech In-licensing Opportunities for China¹ 1. CapitalIQ. assumes only one opportunity per company based on 10,794 total US/EU biotech companies as of July 2021. 2.Based on 857 cross-border deals from 20
Slide 6: LianBio Positioned to Potentially Lead Next Generation of Chinese Biotechs
…LianBio Positioned to Potentially Lead Next Generation of Chinese Biotechs: Speed, Scale and Sustainable Growth 6 Commercial Model Provides Optionality • Integrated commercial infrastructure built around core therapeutic areas, products and market segments • Optionality to leverage commercial partn
Slide 7: Pipeline by Therapeutic Area, Program and Phase
Therapeutic Area Program Indication Phase 1 Phase 2 Phase 3/ Pivotal Approved Next step in China Partner Cardiovascular Mavacamten2 Obstructive Hypertrophic Cardiomyopathy (oHCM) China Phase 3 trial ongoing, enrollment completed August 2022 Non-obstructive Hypertrophic Cardiomyopathy (nHCM) Conduct
Slide 8: Three Key Pillars for Patient Reach and Sustainable Growth
8 Three Key Pillars for Patient Reach and Sustainable Growth Mavacamten TP-03 Infigratinib BBP-398 Sisunatovir * All clinically validated* CardiovascularOncology Inflammatory Diseases RespiratoryOphthalmology LYR-210 Establish Commercial Footprint with Lead Assets#1 Leverage Infrastructure#2 Expand
Slide 9: Current Portfolio Could Bring Innovative Medicines to ~16M Patients in China
Current Portfolio Could Bring Innovative Medicines to ~16M Patients in China Diversified pipeline assets address large patient populations across therapeutic areas, including those that have been historically underserved Note: Figures represent 2020 estimates for indications potentially addressable
Slide 10: LianBio has Rapidly Established a Platform to Serve as a Partner of Choice and Gateway to China
10 LianBio has Rapidly Established a Platform to Serve as a Partner of Choice and Gateway to China 9 assets in-licensed, 6 clinical trials ongoing In-licensing agreement with Nanobiotix In-licensing agreement with Landos Biopharma In-licensing agreement with Tarsus Pharmaceuticals In-licensing agree
Slide 11: Experienced Cross-Border Management Team Supported by a Highly Regarded Board of Directors
Experienced Cross-Border Management Team Supported by a Highly Regarded Board of Directors Debra Yu, M.D. President & Chief Strategy Officer Labrador Advisors 11 Yizhe Wang, Ph.D. Chief Executive Officer; Board Member Yizhe Wang, Ph.D. Chief Executive Officer, LianBio Yi Larson Chief Financial Offic
Slide 12: Significant Commercial Leadership Experience Across Diverse and Relevant Therapeutic Areas
Significant Commercial Leadership Experience Across Diverse and Relevant Therapeutic Areas, Including Global and China Launch Execution Select commercialization experience Cardiometabolic Oncology RespiratoryOphthalmology & Other 12 Inflammatory Disease
Slide 13: Pipeline
Pipeline 13
Slide 14: Mavacamten for the Treatment of HCM and HFpEF
14 Mavacamten for the Treatment of HCM and HFpEF • Mavacamten is a myosin inhibitor that targets excessive contractility and impaired relaxation, myocardial energetics and compliance • In development for the treatment of obstructive hypertrophic cardiomyopathy (oHCM), non-obstructive hypertrophic ca
Slide 15: Clinical Activity Demonstrated in oHCM and nHCM
15 Clinical Activity Demonstrated in oHCM and nHCM oHCM: • Phase 3 EXPLORER-HCM trial demonstrated patients on treatment experienced statistically significant and clinically meaningful improvements • Primary endpoint: Improvement of symptoms and functional capacity (improvement in NYHA class and pea
Slide 16: Mavacamten Registration Pathway
16 Mavacamten Registration Pathway • oHCM: BMS received approval in the U.S. for the treatment of symptomatic NYHA Class II-III oHCM to improve functional capacity and symptoms • BMS presented additional supportive data April 2022: • Phase 3 VALOR-HCM study demonstrated mavacamten significantly redu
Slide 17: NBTXR3 for the Treatment of Solid Tumors
17 NBTXR3 for the Treatment of Solid Tumors NBTXR3 is a radioenhancer designed to enhance the efficacy of radiotherapy without resulting in additional side effects on surrounding healthy tissue • 1.3M patients receive radiation therapy annually as part of their cancer treatment1 • Up to 925K patient
Slide 18: Broadly Applicable MOA: Clinical Proof of Concept Demonstrated Across Multiple Tumors and IO Combinations
18 Broadly Applicable MOA: Clinical Proof of Concept Demonstrated Across Multiple Tumors and IO Combination • NBTXR3 + RT in soft tissue sarcoma • CE mark approval in EU based on Phase 3 study showing 16.1% CRR w/ NBTXR3 +RT vs. 7.9% CRR w/ RT alone • P1 Expansion Study 102: NBTXR3 + RT in locally a
Slide 19: TP-03 for the Treatment of Demodex Blepharitis and Meibomian Gland Disease
19 TP-03 for the Treatment of Demodex Blepharitis (DB) and Meibomian Gland Disease (MGD) TP-03 (lotilaner ophthalmic solution) is a GABA-Cl channel blocker in development for the treatment of Demodex blepharitis (DB), meibomian gland disease (MGD) • 43M DB patients • 73M Demodex-driven MGD patients
Slide 20: All Pre-Specified Primary and Secondary Endpoints were Met in Tarsus's Saturn-1 and Saturn-2 Pivotal Trials
All Pre-Specified Primary and Secondary Endpoints were Met in Tarsus’s Saturn-1 and Saturn-2 Pivotal Trials 20 Tarsus completed two successful pivotal trials with consistency across endpoints Source: Tarsus Pharmaceuticals Development and Regulatory Status U.S. • Tarsus submitted NDA for TP-03 in DB
Slide 21: Additional Pipeline Programs
Sisunatovir (fusion inhibitor) for the treatment of respiratory syncytial virus (RSV) • No SAEs observed across ~200 patients treated to date; no cardiac toxicity observed to date, a key issue leading to failure of prior fusion inhibitors • Potential applicability in high-risk patient segments inclu
Slide 22: Major Validating Milestones Highlight Strength of LianBio Business Development Engine
Major Validating Milestones Highlight Strength of LianBio Business Development Engine Partner LianBio Partnership Date Asset Milestone Post-Partnership Mavacamten Infigratinib TP-03 Oct 2019 Mar 2021 Aug 2020 May 2021: QED received FDA approval of infigratinib for patients with previously treated
Slide 23: Strategic Partnerships Provide Optionality with Differentiated Access to Commercial Infrastructure and Pipeline Opportunities
Strategic Partnerships Provide Optionality with Differentiated Access to Commercial Infrastructure and Pipeline Opportunities A differentiated strategic collaboration that provides sourcing, development and commercial optionality • Provides LianBio and partners optionality to access Pfizer’s establi
Slide 24: Multiple Clinical and Regulatory Milestones Achieved in 2022
Multiple Clinical and Regulatory Milestones Achieved in 2022 Therapeutic Area Program Milestone / Catalyst Cardiovascular Mavacamten Initiated Phase 3 EXPLORER-CN clinical trial in patients with oHCM Jan 2022 Mavacamten granted BTD for oHCM in China Feb 2022 U.S. FDA approval for the treatment
Slide 25: Investment Highlights
Investment Highlights We are a global biopharmaceutical company dedicated to developing and commercializing paradigm-shifting medicines for patients with unmet medical needs in Greater China and other Asian markets Bringing a pipeline of innovative therapies into the rapidly growing Greater China ma