Transcenta Holding Limited · HKEX:6628
Transcenta — H1 2021 Earnings Presentation
36 slides from Transcenta's earnings presentation, December 2021
Slide 1: Transcenta Holding Limited 2021 Interim Results Presentation
TRANSCENTA HOLDING LIMITED 2021 Interim Results Presentation December, 2021
Slide 2: Disclaimer
Disclaimer • The information and opinions contained in this presentation are provided as of the date of this presentation, are subject to change without notice and will not be updated or otherwise revised to reflect any developments, which may occur after the date of the presentation. • This present
Slide 3: Transcenta at a Glance
Transcenta at a Glance Innovative Integrated Experienced Global Pipeline Platform Management Global rights 9 out of 10 innovative Top tier scientists Advanced research and - drug candidates drugs developed discovery internally Long track record in Global approach biopharma / biotech Global standard
Slide 4: Agenda
01 Company Overview Agenda 02 Oncology Pipeline Program Highlights 03 Non-Oncology Pipeline Program Highlights 04 Future Growth Strategy 05 Financial Statements 4
Slide 5: Company Overview
01/ Company Overview 5
Slide 6: Transcenta is an Integrated Biopharma with Global Footprint
Transcenta is an Integrated Biopharma with Global Footprint Employing cutting edge technologies to develop innovative and affordable biologics for patients around the world Oncology TST008 Nephrology TST010 TST003 MSB0254 Bone Diseases TST004 MSB2311 TST005 TST006 TST001 TST002 Discovery Development
Slide 7: Seasoned Management Team
Seasoned Management Team We boast a seasoned and global management team with solid knowledge and experience across lead discovery, pre-clinical research, clinical development and operations, process development and manufacturing, regulatory affairs and business development. Xueming Qian, PhD Frank Y
Slide 8: IMTB: Our Proprietary Antibody Discovery Platform
IMTB: Our Proprietary Antibody Discovery Platform Our proprietary antibody discovery platform IMTB enables us to generate antibodies to both non-conserved and conserved proteins, which are difficult to generate in rodents, and to discover hidden epitopes that are challenging to discover using conven
Slide 9: World-class CMC Team, Bioprocessing Platform and Infrastructure
World-class CMC Team, Bioprocessing Platform and Infrastructure We have built an experienced CMC team, a highly productive platform and efficient infrastructure to accelerate drug development and future commercialization while significantly lower cost of goods* and enhance product control. CMC Team
Slide 10: Our Comprehensive Product Pipeline
Our Comprehensive Product Pipeline Pivotal Drug Clinical trial Phase 1b/ Target lndications Preclinical IND Phase 1a Phase 2b / Rights Partner candidate region phase 2a Phase3 Late-line gastric cancer China Monotherapy Other Solid tumors Global Monotherapy TST001 Claudin18.2 First-line gastric cance
Slide 11: Transcenta Pipeline Highlights
Transcenta Pipeline Highlights Oncology Non-Oncology Existing CPI non-responding and resistant tumors Large unmet needs in Bone and Kidney diseases TST001 (BIC) TST005 (BIC) TST003 (FIC) TST002 TST004 mAb to Claudin18.2 PDL1-TGF-b (Novel Target) Sclerostin MASP2 Pivotal trial in 2H22 Ph1 in US Ph1 i
Slide 12: Oncology: Target existing CPI non-responding and resistant tumors
Oncology: Target existing CPI non-responding 02/ and resistant tumors 12
Slide 13: TST001
TST001 A Second Generation Claudin18.2 Antibody with FIC / BIC Potential
Slide 14: CLDN18.2 is a Clinically and Commercially Validated Target for 1L Gastric Cancer
CLDN18.2 is a Clinically and Commercially Validated Target for 1L Gastric Cancer • Astellas’ Zolbetuximab (IMAB362) validated Claudin 18.2 for mAbs and demonstrated positive data in first line GC patients • Astellas paid $1.4 billion (460M USD upfront payment and 937m USD milestone payment) for phas
Slide 15: TST001: Leading the Market with Potentially BIC / FIC Profiles
TST001: Leading the Market with Potentially BIC / FIC Profiles and Promising Anti-tumor Activities TST001 is the second leading Claudin 18.2 targeting mAb being developed globally following Zolbetuximab, but shows a differentiated and potentially BIC/FIC profile. Recent TST001 dose escalation study
Slide 16: TST001 has Demonstrated Anti-Tumor Activity and Response in Dose Escalation Study
TST001 has Demonstrated Anti-Tumor Activity and Response in Dose Escalation Study TST001 IMAB362 (Zolbetuximab) Phase 1 Phase 1 Phase 2a Phase 2 Mono / Combo • Mono • Mono • Mono • Combo with chemo • Heavily pretreated: Failed multiple • No prior PD-1 or VEGFi treatments • No prior PD-1 or VEGFi tre
Slide 17: Perfusion Bioprocessing Enabled Transcenta to Achieve Competitive Manufacture COGS
Perfusion Bioprocessing Enabled Transcenta to Achieve Competitive Manufacture COGS TRANSCENTA ADVANTAGE Industry average: standard facility productivity with conventional fed-batch High cell line productivity $200/g Low cost of internally developed medium Drivi ng Efficient integrated continuous pro
Slide 18: Advantage of TST001 over IMAB362
Advantage of TST001 over IMAB362 ü Humanized vs. chimeric antibody ü Higher affinity (20 pm vs. sub nM) ü Stronger ADCC activity (30-100 fold) ü More active at lower dose (6 mg/kg vs. 18 mg/kg) ü More active also in patients with mid-high CLDN18.2 expressing tumors ü Better IHC antibody and detectio
Slide 19: TST001: Higher Commercial Potential for Broader Indications beyond Gastric Cancer
TST001: Higher Commercial Potential for Broader Indications beyond Gastric Cancer • Large market potential: Claudin 18.2 • More indications in early lines to (negative) be explored including Pancreatic cancer and other Claudin18.2+ tumors ~70% of GC BTC/Pancreatic/Esophageal & ~50% PC cancers Claudi
Slide 20: TST005
TST005 A PD-L1/TGF-β Trap Molecule The Next Generation Cancer Immunotherapy
Slide 21: TST005: A Differentiated PD-L1/TGF-β Trap Molecule
TST005: A Differentiated PD-L1/TGF-β Trap Molecule --Targeting TGF-β pathway activated solid tumors Engineered Fc region and TGF-β trap TST005 M7824 MOA Dual inhibition of PD1-PDL1 Interaction and TGF-β pathway • FcR binding silenced Differentiatio • No ADCC activity FcR binding retained n • Improve
Slide 22: TST003
TST003 A First in Class Humanized Antibody Candidate for PD1 Resistant Tumors
Slide 23: TST003: First-in-class mAb with Anti-tumor Activities in I/O Refractory Tumor Models
TST003: First-in-class mAb with Anti-tumor Activities in I/O Refractory Tumor Models; IND Filing is Planned for 2022 TST003 PD-L1(22C3) TGF-β (EPR21143) PDX Green：Stromal fibroblast Human Immune System Dongre, A., et al Cancer Discovery 2020 DOI: 10.1158/2159-8290.CD-20-0603 500 Reconstituted Mice 4
Slide 24: Non-Oncology: Expand into large untapped opportunities in bone and kidney diseases
Non-Oncology: Expand into large untapped 03/ opportunities in bone and kidney diseases 24
Slide 25: TST002
TST002 Humanized Anti-Sclerostin Antibody for Severe Osteoporosis
Slide 26: Osteoporosis is an Increasing Burden on Health and Society
Osteoporosis is an Increasing Burden on Health and Society Osteoporosis Has High Unmet Medical Needs China Anti-Sclerostin Market Size Towards 2035 Market size of China anti-sclerostin drugs Key Drivers and Future Trends Total patient Total case of fracture (USD bn) CAGR: 2022E-2035E 4.4 Aging popul
Slide 27: TST002: A Well Differentiated Anti-Sclerostin mAb for Severe Osteoporosis
TST002: A Well Differentiated Anti-Sclerostin mAb for Severe Osteoporosis TST002 is a monoclonal antibody that binds to sclerostin, a negative regulator of osteoblast activity and new bone formation, in licensed from Eli Lilly for development and commercialization in Greater China in 2019 after Eli
Slide 28: TST004
TST004 An Anti-MASP2 Antibody with Favorable Lectin Pathway Inhibitory Activity and PK/PD Profile
Slide 29: TST004: Potential Solution for IgAN
TST004: Potential Solution for IgAN, A Highly Prevalent Chronic Kidney Disease with Very Limited Treatment Options TST004 is a humanized mAb targeting mannan-binding lectin serine protease 2 (MASP2) and designed to prevent the lectin pathway complement-mediated inflammation. We plan to develop TST00
Slide 30: TST004: Has Potential to be Used in Other Complement Mediated Diseases
TST004: Has Potential to be Used in Other Complement Mediated Diseases C3 Glomerulopathy (C3G) IgA nephropathy (IgAN) Lupus nephritis Membranous nephropathy (MN) Atypical Haemolytic Uraemic Syndrome (aHUS) Age-Related Macular Degeneration (AMD) Recessive Stargardt Disease (STGD1) Uveitis Paroxysmal
Slide 31: Future Growth Strategy
04/ Future Growth Strategy 31
Slide 32: Our Growth Strategies
Our Growth Strategies Accelerate the development of our Rapidly advance our oncology franchise other IND-enabling and pre-clinical through clinical development drug candidates 1 2 TST001 MSB2311 TST003 TST002 TST004 TST005 TST006 TST008 Enhance our pipeline through in-house Maximize the global value
Slide 33: Financial Statements
05/ Financial Statements 33
Slide 34: Income Statement
Income Statement Six months ended June 30 2021 2020 (RMB in thousands, Unaudited) Revenue 26,685 28,309 Cost of sales (22,165) (17,170) Gross profit 4,520 11,139 Other income 11,209 5,492 Other gains and losses, net (762,548) (3,232) Impairment losses under expected credit loss model (2,940) - Selli
Slide 35: Balance Sheet and Statement of Cash Flows
Balance Sheet and Statement of Cash Flows As of June 30 As of December 31 2021 2020 (RMB in thousands, Unaudited) Total current assets 1,030,439 891,457 Total non-current assets 1,211,733 1,199,467 Total assets 2,242,172 2,090,924 Total current liabilities 328,813 194,537 Total non-current liabiliti
Slide 36: Innovate to Excel
INNOVATE TO EXCEL Employing cutting edge technologies to discover, develop and deliver differentiated and affordable innovative medicines to patients around the world. 运用最前沿的技术，开发具有分化特色和可支付 得起的创新生物药， 惠及全球病患。 36