NovaBridge Biosciences · NASDAQ:NBP
NovaBridge Biosciences — I-Mab — Investor Presentation (April 2020)
24 slides from NovaBridge Biosciences's investor presentation, Apr 8, 2020
Slide 1: I-Mab Presentation April 2020
Exhibit 99.1 April 2020 I-MAB PresentationExhibit 99.1 April 2020 I-MAB Presentation
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by I-Mab (the “Company”) solely for information purpose. By viewing or accessing the information contained in this material, you hereby acknowledge and agree that no representations, warranties, or undertakings, express or implied, are made by the Compa
Slide 3: Key Investment Highlights
Key Investment Highlights Novel or Highly Clinical Stage Commercial Stage $500m+ Raised Differentiated Company in 2 Years Nasdaq listed Immuno-oncology Expected product From private 8 late-stage and and autoimmune launch 2021 rounds 2016-2019 early-stage assets disease onwards and IPO 2020 Moving to
Slide 4: Transitioning from I-Mab 1.0 to I-Mab 2.0
I-Mab Transitioning from I-Mab 1.0 to I-Mab 2.0 A Commercial stage company with full scale R&D and manufacture capability Serial BLA filings expected from 2021 onwards Fully Integrated Global A clinical stage company with Biopharma global operations 2024 8-10 clinical programs in US and China I-Mab
Slide 5: Innovative and Risk-Balanced Pipeline: Two Portfolios
Innovative and Risk-Balanced Pipeline: Two Portfolios China China Strategy – Fast-to-Market 5 clinical assets BLA 2021 onwards Global In - li cen si ng China Discovery Pre-Clinical IND Enabling Phase 1 / Phase 2 Phase 3 BLA Marketing China US Global Partnership Global Global Strategy – Fast-to-PoC I
Slide 6: Innovative Pipeline of Novel and Highly Differentiated Drug Candidates
Innovative Pipeline of Novel and Highly Differentiated Potential Expected Indication/ Commercial Drug Candidate (Licensor) Preclinical Phase 1 Phase 2 Phase 3 NDA / BLA Therapeutic Area Rights Filing (1) TJ202 (MorphoSys) Multiple myeloma/ Greater China BLA 2021 Autoimmune disease Differentiated CD3
Slide 7: The Emerging Value Drivers: Critical Product Differentiation
The Emerging Value Drivers: Critical Product Differentiation Clinical Assets Key Differentiation Clinical Development Plan Short infusion time (0.5 – 2 hrs) and lower IRR (7%) ▪ Two on-going registrational trials in MM to target TJ202 BLA in 2021 Differentiated CD38 mAb ▪ Ph 1b trial in SLE in 2020
Slide 8: TJC4: Minimal Binding to Red Blood Cells by Design
TJC4: Minimal Binding to Red Blood Cells by Design RBC Agglutination 1 2 T J C 4 5 F 9 2 A 1 9 IgG 6 5F9 3 2A1 0 TJC4 m g / m l RBC Binding 1 0 0 8 0 IgG 6 0 TJC4 4 0 5F9 2 0 0 2A1 I g G T J C 4 5 F 9 2 A 1 COMPANY OVERVIEW 8 I-MAB INVESTOR PRESENTATION 0 . 0 0 3 0 . 0 1 0 . 0 3 0 . 1 0 . 3 1 3 1 0
Slide 9: TJC4: Safety Advantage Demonstrated in Cyno Monkeys
TJC4: Safety Advantage Demonstrated in Cyno Monkeys Pilot-single dose 4-wk GLP-Tox R B C s H e m o g l o b i n P B S 6 P B S 1 6 R B C s 5 F 9 5 F 9 1 4 5 T J C 4 T J C 4 7 1 2 V e h i c l e 4 1 0 6 T J C 4 ( 1 0 m g / k g ) 3 8 T J C 4 ( 3 0 m g / k g ) 5 6 2 T J C 4 ( 1 0 0 m g / k g ) 4 4 1 Male
Slide 10: TJC4: Comparable Anti-Tumor Activity in Animal Models
TJC4: Comparable Anti-Tumor Activity in Animal Models 9 1 0 I g G ( 1 0 m g / k g ) T J C 4 ( 1 0 m g / k g ) 5 F 9 ( 1 0 m g / k g ) 8 1 0 2 A 1 ( 1 0 m g / k g ) 7 1 0 5 days i.p. injection q2d 6 CD47 Abs treatment Inject 1x10 Luci- 6 1 0 started 5 days post Raji cells via tail engraftment vein in
Slide 11: TJC4: Parallel Clinical Development in US and China
TJC4: Parallel Clinical Development in US and China US development goals: ▪ Evaluation of the safety differentiation in solid tumor/lymphoma to complete by Q3 ▪ Combination therapy with PD-1 inhibitor pembrolizumab (KEYTRUDA®) and ® Rituximab (RITUXAN ) to evaluate safety and early efficacy signal i
Slide 12: TJD5: A Potential Highly Differentiated CD73 Antibody
TJD5: A Potential Highly Differentiated CD73 Antibody Highlights Summary of Pre-clinical Results TJD5 Pre-clinical Data Potentiation of Antitumor Activities Differentiated Property without Novel Mechanism Differentiated CD73 the Hook Effect in combination with PD-L1 Antibody Targeting Tumor Antibody
Slide 13: TJ202: Potential Best-in-Class CD38 Antibody
TJ202: Potential Best-in-Class CD38 Antibody for Multiple Myeloma and Autoimmune Diseases Target Indication Highlights Multiple Myeloma (MM) Systemic Lupus Erythematosus (SLE) TJ202 Potentials in Differentiated First BLA • Approximately 20,500 new cases of MM • Estimated prevalence of 1.04 million i
Slide 14: Eftansomatropin TJ101: Long-Acting Growth Hormone
Eftansomatropin TJ101: Potential Best-in-Class Long-Acting Growth Hormone for Growth Hormone Deficiency Target Indication Highlights TJ101 Pediatric Growth Hormone Deficiency (PGHD) • PGHD affected approximately 3.4 million patients in 2018 in Greater China Convenient Weekly or Bi-weekly Dosing with
Slide 15: TJM2: Treatment for cytokine storm in severe COVID-19
TJM2: Treatment for cytokine storm in severe COVID-19 infected patients Scientific rationale GM-CSF blockade reduced cytokines that were elevated in COVID-19 patients Cytokines downregulated by GM-CSF Cytokines upregulated in antibody treatment COVID-19 pts YG Zhou bioRxiv. https://doi.org/10.1101/2
Slide 16: Expected Major Catalysts in 2020
Expected Major Catalysts in 2020 Category 2020 TJC4 US TJC4 China trial TJ202 China SLE safety data readout trial start start in AML/MDS TJ101 China Ph 3 TJD5 US TJD5 China trial safety data readout start in solid tumor IND submission TJM2 US and Korea TJM2 China Ph 1b TJ301 China Ph 2 IND for CRS s
Slide 17: Senior Management with a Proven Track Record of Success
Senior Management with a Proven Track Record of Success Zheru Zhang, Ph.D. Jielun Zhu, MBA, CFA President CFO • 20+ years of experience in CMC and quality management in • 10+ years in investment banking, 4 years experience in pharma industry in US, Korea and China healthcare consulting • Previously
Slide 18: Distinguished Scientific Advisory Board
Distinguished Scientific Advisory Board Patricia LoRusso, D.O., M.A., Ph.D. Academic Achievements • Associate Director of Innovative Medicine and Director of Early Therapeutics Disease-Aligned Team at Yale Cancer Center Industry Experience • Member of the NCI Board of Scientific Council R&D Highligh
Slide 19: Dual Expertise in U.S. and China with Strategic Global Footprint of Partners
Dual Expertise in U.S. and China with Strategic Global Footprint of Partners (1) (1) (1) (1) (1)(2) Germany Hebei Beijing Switzerland Maryland (1) Shanghai (1) (1) (1) California New Jersey South Korea (1)(3) Indonesia Notes 1. Headquarters of companies that partner with I-Mab. 2. In April 2017, our
Slide 20: Strategic Partnerships with Leading Global Companies
Strategic Partnerships with Leading Global Companies Multiple Collaborations Established with Quality Partners Product Partner Partner Market Cap Ticker Commercial Rights Date In-license Olamkicept (IL-6 blocker) Private Private Greater China, S. Korea 2016.11 TJ202 (CD38) FRA: MOR, Greater China 20
Slide 21: Strong Shareholder Base with Prominent Investors
Strong Shareholder Base with Prominent Investors Raised over US$500 Million in 3 Years with Leading Chinese and Global Healthcare and Biotech Investors 2020Q1 Inception - 2016 2016Q3 2017Q3 2018Q3 2019Q3 US$ 114.5 Million US$ 27 Million US$ 200 Million U.S. IPO Series C-1 US$ 120 Million Series C US
Slide 22: Raised Over US$500 Million with Leading Global Healthcare and Biotech Investors
Raised Over US $500 Million with Leading Global Healthcare and Biotech Investors (1)(3) Shareholder Breakdown Fundraising History Others 18% CBC Group 31% Round Amount ($USD) Seed $2.3M (2) Other IPO Series A $58M shareholders 11% Series B $120M Series C $200M Founders 3% Series C-1 $27M Wuxi Biolog
Slide 23: Well Capitalized to Pursue Ongoing R&D Activities
Well Capitalized to Pursue Ongoing R&D Activities (1) Historical Revenue Total Cash Position 53.8 RMB MM 30.0 11.6 2017 Revenue 2018 Revenue 2019 Revene RMB MM US$ 115MM US$ 245MM 1,800 2019 R&D Expenses US$ 176MM US$ 115MM 1,200 2019 R&D expenses total RMB$840.4MM (US$120.7MM) which primarily consi
Slide 24: Financial Summary
Financial Summary Selected Financials Full Year Ended (All amounts in RMB thousands, except for per share data) December 31, 2018 December 31, 2019 Cash, Cash Equivalents, Restricted Cash and Short-Term Investments 1,680,931 1,225,283 Total Revenues 53,781 30,000 (Licensing and Collaboration Revenue