Molecure Sa · GPW:MOC
Molecure Sa — Corporate Update (March 2026)
24 slides from Molecure Sa's corporate update, Mar 11, 2026
Slide 1: Fate can be altered
Fate can be altered March 11, 2026
Slide 2: Presenting Team
Presenting Team Marcin Szumowski Zbigniew Zasłona Chairman of the Board & CEO Chief Scientific Officer Piotr Iwanowski Paweł Wilski Chief Medical Officer Finance Director 11.03.2026 2
Slide 3: Summary | Molecure on the path of continued growth
Summary | Molecure on the path of continued growth OATD-01 (in Phase 2 clinical development) OATD-02 (in Phase 1 clinical development) o Major milestone achieved: o Remarkable increase in serum 30 patients randomized arginine (pharmacodynamic enabling the 1st interim target) compared with baseline a
Slide 4: Molecure | Current pipeline
Molecure | Current pipeline Clinical Candidate Current status 2026 estimate Selection Molecular Target Lead In Vivo Preclinical Regulatory Target Indications Validation Optimization POC Development Process Phase I Phase II Hit-to-lead PROTEIN TARGETS OATD-01 Sarcoidosis, MASH, CHIT1 OATD-01 OATD-01
Slide 5: OATD-01: Phase 2 clinical study in pulmonary sarcoidosis
OATD-01: Phase 2 clinical study in pulmonary sarcoidosis 11.03.2026 5
Slide 6: OATD-01 | KITE study: Footprint & progress
OATD-01 | KITE study: Footprint & progress FDA and MHRA Change in study 30 Patients First Interim LPLV* H2 2027 FPFV* (UK) EU approval FPFV* (US/EU) Results approvals protocol Randomized Analysis (planned) and CSR* Jul-Nov Mar 2024 May 2024 Q4 2024 May 2025 Q1 2026 Q2 2026 H1 2027 2023 Current statu
Slide 7: OATD-01 | KITE: Boosting patient enrolment
OATD-01 | KITE: Boosting patient enrolment Study protocol amendment Study awareness & recognition Modifications of in/ex criteria to ease patient European Respiratory Congress (2024, 2025), recruitment & study procedures in mid-2025: fully national pulmonology conferences (Greece: 2024, implemented
Slide 8: OATD-02: A first-in-class dual arginase inhibitor for cancer indications
OATD-02: A first-in-class dual arginase inhibitor for cancer indications 11.03.2026 8
Slide 9: OATD-02 | Key ad hoc PK/PD insights from the 40 mg/day dose level
OATD-02 | Key ad hoc PK/PD insights from the 40 mg/day dose level Increase in Plasma Arginine Improved PK Stability with BID Dosing: •The twice-daily regimen visibly reduces peak–trough variability compared with once-daily dosing, providing more consistent drug exposure Preclinical safety margin pre
Slide 10: OATD-02 | First-in-Human study: Executing the more dynamic dose escalation
OATD-02 | First-in-Human study: Executing the more dynamic dose escalation 6th dose level group Min. 3 patients 5th dose level group o After each dose level completed, the decision on Min. 3 patients 80 next step is taken by Sponsor under mg/day recommendation by Safety Review Committee 4th dose lev
Slide 11: Reduced & focused pre-clinical pipeline
Reduced & focused pre-clinical pipeline 11.03.2026 11
Slide 12: Preclinical programs
Preclinical programs Protein targets o USP21 – early lead compound, an indirect STAT3 inhibitor, developed for lung and breast cancers o USP7 – final advanced lead compound heading into clinical development for Diffuse large B- cell lymphoma (DLBCL) 11.03.2026 12
Slide 13: Polana Therapeutics
Polana Therapeutics A subsidiary company dedicated to early-stage and discovery work An agile environment for discovery to thrive Offers more flexibility in accessing high risk capital required for the early stage research Zbigniew Zasłona Allows a full focus on clinical development at Chief Executi
Slide 14: AI Grant
AI Grant Accelerating Pipeline Value through the 51M PLN "SMART Path" Initiative Non-Dilutive Capital Fueling Growth: Secured a 27M PLN Senior Scientist AI Lead grant (Molecure share) to develop a state-of-the-art AI Arkadiusz Sitek, Ph.D., is an Assistant Professor drug discovery platform through 2
Slide 15: Finance
Finance 11.03.2026 15
Slide 16: Financial results
Financial results 102 Employees 53 by 31.12.2025 16,4 m PLN cash as of 31.12.2025 RUNWAY: ~mid 2026 11.03.2026 16
Slide 17: Changes in cash
Changes in cash 11.03.2026 17
Slide 18: Budget and financing
Budget and financing Molecure intends to use four possible sources of financing its activites: transaction revenues such as up-front payment(s) from one or more licensing agreements, grants and subsidies, share issue (SPO) and/or debt instruments. R&D and G&A expenses ~81 m PLN Financing of Molecure
Slide 19: Grants
Grants Eligible costs Funding Project submission Filing Status Decision Institution [m PLN] [m PLN] Granted on New service with AI tool* 47 27** 03.25 26.09 Expected Q2 USP7 12 7 06.25 2026 TOTAL 59 34 under final mRNA 52 33 05.23 closure US Dept. undisclosed target 6 6 06.24 not funded of Defence U
Slide 20: Business Development and plans
Business Development and plans 11.03.2026 20
Slide 21: BD activities
BD activities Notes: ~90 one-on-one meetings in o Continued active engagement with a diverse set of potential pharma & biotech partners, 2025 KOLs (Key Opinion Leaders), and industry stakeholders to expand Molecure’s strategic network. o Ongoing evaluation and pursuit of new out-licensing and co-dev
Slide 22: Molecure | Key milestones (2026/2027)
Molecure | Key milestones (2026/2027) OATD-01 o Proof-of-Concept (PoC) study (KITE) in pulmonary sarcoidosis: an interim data analysis conducted by an independent (unblinded) Data Monitoring Committee after enroling (Q1 2026) and treating 30 patients (Q2 2026), after which a recommendation will be p
Slide 23: Q&A
Q&A 11.03.2026 23
Slide 24: Disclaimer
Molecure SA (”MOC") and its Board and employees make no warranties or assurances regarding the accuracy or completeness of any representations or other materials contained herein. The information and data contained herein reflect the current conditions and assessments of the market situation as at t