Intocell, Inc. · KRX:287840
Intocell — Investor Presentation (December 2025)
33 slides from Intocell's investor presentation, December 2025
Slide 1: IntoCell, Into Practice
Conjugates without Premature Cleavage IntoCell IntoCell, Into Practice Dec. 2025 on? Intocell
Slide 2: Table of Contents
TABLE OF CONTENTS ▪ Intoduction ▪ IntoCell Technology ▪ IntoCell IP Strategy ▪ IntoCell Vision 01. Introducing IntoCell 01. OHPASTM Linker 01. 인투셀 특허 현황 및 전략 02. Company Overview 02. PMTTM Technology 02. 다양한 특허군으로 특허 방어 03. Founders and Leadership 03. Payload Libraries 03. 특허 ISR 보고서에 대한 대응 04. Into
Slide 3: Introduction
Introduction 01. Introducing IntoCell 02. Company Overview 03. Founders and Leadership 04. Management 05. IntoCell is Evolving
Slide 4: Introducing IntoCell
01 Introducing IntoCell ▪ Founded in 2015; KOSDAQ-listed (May 2025) ▪ 46 employees including 21 medicinal chemists and 14 biologists ▪ Developed two Platform Technologies, Focused Libraries of Payload, and Pipelines of novel ADCs OHPASTM Linker PMTTM Technology Payload Libraries ADC Pipeline A novel
Slide 5: Company Overview
02 Company Overview 설립일 2015. 04. 01 소재지 대전시 대덕구 신일동로 101 자본금 75억원 (14,997,600주) 임직원 총 46명 (임원 8 / 직원 38) * 최대주주 박태교 대표이사 등 25.62% 액면가 500원 * 최대주주 및 특수관계인 8인과 특별관계인 6인 합산 (스톡옵션 등 감안 시 25.69%) SI(리가켐바이오, 상장 후 3년 확약) 2.93% 포함 시 우호지분 28.56% 연구개발 / BD 인력 핵심기술 / Pipeline • 박사 8 / 석사 32 • OHPASTM Linker •
Slide 6: Founders and Leadership: CEO
03 Founders and Leadership: CEO 박태교 대표이사 서울대학교 화학과 (1983년) 서울대학교 화학과 석사 (1985년) MIT 화학과 박사 (1992년) Yale Univ. Post-Doc (1992 ~ 1993년) Memorial Sloan-Kettering Cancer Center, Post-Doc (1993 ~ 1995년) LG 생명과학 기술연구원 (1995 ~ 2006년) ㈜리가켐바이오사이언스 (2006 ~ 2015년) - 공동창업 / 코스닥 상장주역 - CTO (수석부사장) 현 인투셀 대표 (2015
Slide 7: Founders and Leadership: CEO
03 Founders and Leadership: CEO 연구 기관 대표 연구 업적 Comment Self-Replicating Molecule 연구 〮 Nature 해설기사, C&EN 보도 박사 과정 Science 지 게재 (논문 5편) 박사 후 과정 Globo-H 합성 〮 C&EN 보도 (논문 13편) 〮 LG 그룹 연구 대상 (2004) LG 생명과학 항응혈제 연구 〮 기술연구원 창의상 (2005) 수상 〮 수 건의 L/O 토대 ConjuALLTM 발명 LigaChem Bio 〮 Nokxaban (항응혈제, GC녹십자 공동개발
Slide 8: IntoCell is Evolving
05 IntoCell is Evolving 누적조달금액: 851억원 국책선정금액: 76억원 Series C (340억) Series A’ 전주기신약개발 IPO 공모 (20억) 사업선정(40억) (263억) Series A Series B’ 국가신약개발과제 국가신약개발과제 (60억) (10억) 선정(DLL3, 8억) 선정(HER3, 8억) SI/Angel Series B 무상증자(300%) 국가신약개발과제 Pre-IPO (16억) (102억) 액면분할(10:1) 선정(B7-H3, 20억) (40억) 자본금 (6억) 2015 2016
Slide 9: IntoCell Technology
IntoCell Technology TM 01. OHPAS Linker TM 02. PMT Technology 03. Payload Libraries 04. Pipelines
Slide 10: Ortho Hydroxy-Protected Aryl Sulfate (OHPAS) Linker
OHPASTM Linker 01 Ortho Hydroxy-Protected Aryl Sulfate (OHPAS) Linker Main feature: ▪ Generality ▪ Stability ▪ Compatibility Basic structure Phenolic spacer introduced Bioconjugate Chem. 2019, 30, 1957−1968. Bioconjugate Chem. 2019, 30, 1969−1978. Non-Confidential Presentation 10
Slide 11: OHPAS ADCs: Proven Efficacy Across Diverse Payloads
OHPASTM Linker 01 OHPAS ADCs: Proven Efficacy Across Diverse Payloads (Generality) Various OHPAS ADCs → Highly efficacious when tested in vivo Non-Confidential Presentation 11
Slide 12: OHPAS Linker is Compatible with Many Toxins Used in ADC Field
OHPASTM Linker 01 OHPAS Linker is Compatible with Many Toxins Used in ADC Field All compounds tested as Trastuzumab* conjugates (In Vitro Activity, HER2 ADC) IC50 (nM) >> T-DM1 ITC-501 ITC-502 ITC-507 ITC-508 ITC-509 ITC-510 ITC-520 ITC-516 DAR >> 3.5 2.0 1.7 1.9 2.0 2.0 2.0 2.0 1.8 Toxin *ABS DM1 M
Slide 13: OHPAS Linker Proved to be Highly Stable in Plasma
OHPASTM Linker 01 OHPAS Linker Proved to be Highly Stable in Plasma (Stability) Superior Blood Stability Across Species (vs. VC-PABC Conjugate) Plasma Stability Assessment Data by Species Total Antibody Concentration (tAb) ADC (acDrug) Free MMAF & DAR 100 4 140 140 90 %Free MMAF (solid line) 120 120
Slide 14: OHPAS Mitigates Bone Marrow Toxicity
OHPASTM Linker 01 OHPAS Mitigates Bone Marrow Toxicity Neutropenia Thrombocytopenia Anemia ILDǂ * Treatment Emergent ADC > Grade 3 (any grade) Adverse Effect ǂ Interstitial Lung Disease MGC-018, PI/II, FIH Study 22.1% 7% 5.8% ** Febrile neutropenia Adcetris, Phase III 29% 4% of any grade Phase III 1
Slide 15: Payload Modification Technology (PMT)
PMTTM Technology 02 Payload Modification Technology (PMT): To Increase Therapeutic Index → Non-Specific Uptake ↓ PMT reduces non-selective uptake of ADC through inhibition of drug-membrane interaction Non-Confidential Presentation 15
Slide 16: Modifying Group Reduces Non-specific Uptake of ADC
PMTTM Technology 02 Modifying Group(MG) Reduces Non-specific Uptake of ADC by Negative Cells ▪ MG significantly increases selectivity for B7-H3 Polarity of MG: positive over negative cells MG-1 < MG-2 < MG-3 ▪ MG group reduces normal cell uptake, resulting in improved PK in vivo ▪ PMT helps enhance
Slide 17: OHPAS-able & TBA-able Libraries of Payloads
Payload Libraries 03 OHPAS-able & TBA-able Libraries of Payloads Nexatecans & iso-Nexatecans (+ GGFG-compatible) OHPAS-compatible Camptothecins TBA-compatible Camptothecins Camptothecin with Camptothecin with Phenol Function Alcohol Function SN-38 Nexatecan (NxT) iso-Nexatecan (iNxT) Other OHPAS-abl
Slide 18: Nexatecans & their ADCs are Highly Potent
Payload Libraries: Nexatecans 03 Nexatecans & their ADCs are Highly Potent IC50 (nM, n≥3) Code SK-BR-3 NCI-N87 JIMT-1 HCT116 MDA-MB-468 Cell DAR Compds (Breast) (Gastric) (Breast) (Colon) (TNBC) number Her2 16.7 13.3 1.7 0.2 0.003 ITC02-036 (SN38) (×105) ITC02-036 - SN38 1.12 6.52 40.8 10.5 0.675 Dr
Slide 19: HER2 NxT3 ADC (ITC-5148a) Is Safer Than Enhertu in Cyno Studies
Payload Libraries: Nexatecans 03 HER2 NxT3 ADC (ITC-5148a) Is Safer Than Enhertu® in Cyno Studies Major Findings Parameters ITC-5148a (30, 50, 75 mg/kg, Q3Wx3) Enhertu (10, 30, 78.8 mg/kg, Q3Wx3)* 1M/1F (Main) 3M/3F (Main) + 2M/2F (Recovery) Mortality No mortality occurred up to 75 mpk One moribund
Slide 20: PEGylated ADC Outperforms non-PEGylated in vivo
Payload Libraries: Nexatecans 03 PEGylated ADC Outperforms non-PEGylated in vivo NCI-N87 (HER2++) NCI-N87 (HER2++) Her2-NxT3 1 mg/kg Enhertu 1 mg/kg PK Effect Her2-NxT3 1 mg/kg PEGylated Her2-NxT3 1 mg/kg Non-Confidential Presentation 20
Slide 21: New Sets of Nexatecans
Payload Libraries: Nexatecans 03 New Sets of Nexatecans Re-evaluation of existing / newly discovered NxTs • Equal or better than existing NxTs IC50 (nM) * * * SK-BR-3 NCI-N87 MDA-MB-468 약물 ** ** ** Free ADC Free ADC Free ADC NxTA 0.68 0.06 2.97 0.25 0.50 153.6 NxTX 0.28 0.06 0.32 0.08 0.14 5.54 NxTY
Slide 22: Re-evaluation Confirms NxT A, X, Y & Z are Promising
Payload Libraries: Nexatecans 03 Re-evaluation Confirms NxT A, X, Y & Z are Promising Drugs & ADCs are Compared with DXd against HER2 target In Vitro Activity In Vivo Efficacy IC50 ± SD (nM) Drug SK-BR-3 NCI-N87 MDA-MB-468 DAR (Breast) (Gastric) (TNBC) Linker-Drug 5 5 HER2 (x10 ) HER2 (x10 ) HER2 (x
Slide 23: Iso-Nexatecan Looks Even Better
Payload Libraries: iso-Nexatecans 03 Iso-Nextecan Looks Even Better In Vivo Efficacy of 5T4 ADCs [MDA-MB-468, TNBC Model, 3 mpk, single IV] [NCI-H23, NSCLC Model, single IV] 10 mpk (DXd, NxT3, iNxT1), 5 mpk (mDUBA) ① ① ① ② ③ ③ ④ ④ ③ ② ⑤ ⑥ ② ⑥ ④⑤⑥ ⑤ IC50 ± SD (nM) Linker-Drug DAR MDA-MB-468, NCI-H23,
Slide 24: NxTs & iNxTs Work Well with Other Targets as Well
Payload Libraries: iso-Nexatecans 03 NxTs & iNxTs Work Well with Other Targets as Well In Vivo Efficacy of DLL3 ADCs In Vivo Efficacy of PSMA ADCs [SHP-77, SCLC Model, 1 mpk, single IV] [C4-2, Prostate Model, 5 mpk, single IV] ① Vehicle ① 2500 ② GGFG-DXd ① ② ③ OHPAS(PMT)-NxT3 Tumor Volume ± SEM (㎣)
Slide 25: Pipeline Overview
Pipelines 04 Pipeline Overview IntoCell Pipeline ADC Lead ADC Lead Preclinical Clinical Target Development Development Optimization Validation IND Approved (MFDS, 2025) B7-H3 ADC Solid Cancers IND Cleared (FDA, 2025) 5T4 ADC Solid Cancers DLL3 ADC Solid Cancers HER3 ADC Solid Cancers KDDF funded PJT
Slide 26: ITC-6146RO: anti-B7-H3 ADC
Pipelines 04 ITC-6146RO: anti-B7-H3 ADC ITC-6146RO (ADC) in vivo efficacy in CDX model 1) Result of NHP Cancer 100 Cell line Day TGI before after Neutrophil Count (%) Types 80 Calu-6 Lung 24 107.24% 60 40 JIMT-1 Breast 46 107.88% 20 B7-H3 mAb + OHPASTM + PMTTM PC-3 Prostate 14 109.23% 0 • Promising
Slide 27: IntoCell IP Strategy
IntoCell IP Strategy 01. 인투셀 특허 현황 및 전략 02. 다양한 특허군으로 특허 방어 03. 특허 ISR 보고서에 대한 대응
Slide 28: IntoCell Patent Status and Strategy
01 인투셀 특허 현황 및 전략 차별화된 특허 전략 특허 현황 ① 선 USP 출원 후 PCT 진입 전략 • 원특허 12개 / 개별국 기준 총 100개 - 미국 가출원제도 장점 적극 활용 • 등록 특허 32개 (등록 결정된 특허 포함 시 35건) [2025년 9월 기준] ② 중요도에 따른 출원국 숫자 조정 No. 기술 구분 출원번호 출원/등록 현황 - 핵심특허: US 포함 15여 개국 1 OHPAS Linker 16/628,482 출원: 15개국 / 등록: US 등 8개 - 비핵심특허: US, CN, JP, India 등 5~6개국
Slide 29: Patent Defense with Diverse Patent Families
02 다양한 특허군으로 특허 방어 OHPAS-Nexatecan ADC의 특허 방어전략 예 5 병용요법 특허 4 ADC 개발물질 특허 (w/wo 파트너사) 2 PMT 특허 항체 링커 기술 약물 기술 다른 종류의 약물 (Protein 등) 1 OHPAS 특허 3 Nexatecan 특허 파트너사 특허 1 OHPAS 특허 2018 2038 2 PMT 특허 2022 2042 3 Nexatecan 특허 2024 2044 4 ADC 개발물질 특허 20XX 20XX 5 병용요법 특허 20XX 20XX (+ 공정특허, + formulation 특허
Slide 30: Response to Patent ISR Reports
03 특허 ISR 보고서에 대한 대응 ISR (International Search Report) 병용요법 특허 • PCT 국제출원 이후, 지정된 국제조사기관(ISA, International Searching Authority)이 작성하는 보고서 • 출원된 발명의 특허성(신규성, 진보성 등)을 조기에 평가하여 출원인이 개국 진입 등 후속 절차를 준비하는데 도움주기 위한 것 A: prior art – 유사 또는 동일 기술 공개 의미 Nexatecan 특허 관련 ISR의 제시 문헌과 대응방안 X: prior art, but not p
Slide 31: IntoCell Vision
IntoCell Vision
Slide 32: Global Bio-Technology Giant
01 IntoCell Vision Global Bio-Technology Giant “2030+, into 10-10” (인투셀 기술을 적용하여 개발한 신약 10개, 시가총액 10조 원 목표) 신규 파이프라인 확대 지속적인 ADC 플랫폼 강화 2030~ L-ADC, TBA Linker 등 자체 개발 파이프라인 신규 플랫폼 데이터 축적 확대 OHPAS 링커 휴먼 데이터 ADC 핵심역량을 활용한 신규 플랫폼 기술개발 2027 연구영역의 확장 IPO 성공 신규 약물 개발 2026 휴먼 데이터 기반으로 핵심플랫폼 기술개발 플랫폼 L/O 증
Slide 33: Thank You
OHPAS™ os 217] Sense 7/2 7/Ht, ADC A[ZIOI “True Game Changer ” bo Intocell into practice Thank You