Everest Medicines Ltd. · HKEX:1952
Everest Medicines — Investor Presentation (February 2024)
22 slides from Everest Medicines's investor presentation, February 2024
Slide 1: Corporate Presentation
Corporate Presentation February 2024
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Everest Medicines Limited (the “Company” and together with its subsidiaries, the “Group”) solely for information purposes and does not constitute a recommendation regarding the securities of the Group or an offer to sell or issue or the solicitation
Slide 3: Pursuing Asian Leadership Position In High-value Therapeutic Areas
Pursuing Asian Leadership Position In High-value Therapeutic Areas 4 near-term product launches with aggregate peak sales potential of RMB 10B Infectious Disease Renal Disease Autoimmune Disease Approved Approved Peak Sales RMB 1.5B RMB 5.0B RMB 2.0B Cefepime-taniborbactam RMB 1.5B Four earlier stag
Slide 4: Successful Commercial Launch With Revenue Expected To Be RMB124m~126m In 2023 And RMB700m In 2024
Successful Commercial Launch With Revenue Expected To Be RMB124m~126m In 2023 And RMB700m In 2024 Xerava ® Nefecon ® 150 ICU / Hospital sales team 200 Nephrology sales team Hospitals covered with focus on core tertiary Hospitals covered, representing ~60% of 300 hospitals 600 addressable patient pop
Slide 5: Broad Pipeline With Multiple First-in-class Or Best-in-class Products In Our Focus Treatment Areas
Broad Pipeline With Multiple First-in-class Or Best-in-class Products In Our Focus Treatment Areas Everest Clinical Status NDA/BLA Molecule Commercial Right Global Clinical Partner Indication Pre- BLA/NDA approval (Modality) (In-licensing time) Phase1 Phase2 Phase3 Approval Status clinical Applicati
Slide 6: Large Unmet Needs In Renal Diseases; Committed To Establish A Leadership Position
Large Unmet Needs In Renal Diseases; Committed To Establish A Leadership Position • Glomerular disease is the most common cause of • The clinical pipeline for the treatment of renal diseases are end-stage renal disease (ESRD) in China with no expected to bring new treatment options to ~10M patients
Slide 7: First Approved Medicine For IgAN, Precisely Targets Disease Origin For Effective And Safe Treatment
First Approved Medicine For Igan, Precisely Targets Disease Origin For Effective And Safe Treatment Efficacy: 9-month treatment period, followed by 15-month observation period: • 66% less deterioration in kidney function; expected to delay progression to end stage renal disease by 12.8 years • 43% g
Slide 8: Results From China Subpopulation Showed Numerically Greater Nefecon Treatment Effect
Results From China Subpopulation Showed Numerically Greater Nefecon ® Treatment Effect In Kidney Function, Proteinuria And Microhematuria Compared With Global Data ü Chinese subpopulation on placebo showed more rapid deterioration in eGFR and UPCR than global population Mean change in eGFR Mean perc
Slide 9: Global Phase Data Demonstrated 9-month Treatment Of Nefecon Resulted In 50% Less Loss Of Kidney Function
Global Phase 3 Data Demonstrated 9-month Treatment Of Nefecon® Resulted In 50% Less Loss Of Kidney Function, Equivalent To Delay In Progression To End Stage Renal Disease By 12.8 Years Efficacy Data 5 Mean absolute change in eGFR from baseline (mL/min/1.73m2) ü Improvement in total 2-year eGFR 0 slo
Slide 10: Global Phase Data Showed Significant UPCR Reduction, Reaching 51.3% After Treatment Stopped For 3 Months
Global Phase 3 Data Showed Significant UPCR Reduction, Reaching 51.3% After Treatment Stopped For 3 Months Efficacy Data Percent change in UPCR from 0 ü At 9 month, UPCR was reduced by 33.6% from baseline in the baseline (%) Nefecon® group compared with -20 5.2% in the placebo group. ü At 12 month,
Slide 11: Experts Recommend Nefecon As Treatment For All IgAN Patients
Experts Recommend Nefecon As Treatment For All IgAN Patients Ø With the approval of Nefecon, experts urge a different approach to 2021 KDIGO Guideline, recommending Nefecon for all patients >0.75g/day of proteinuria Ø Systemic steroids are recommended a last line treatment for severe patients Protei
Slide 12: Chinese Antibiotic Market Should Be Viewed Through A Different Lens
Chinese Antibiotic Market Should Be Viewed Through A Different Lens Antibiotics is the second largest drug class in China Key Differentiations High antibiotic resistance rate in China ~80% CRAB ~30% CRKP ~20% CRPA A. baumannii K. Pneumoniae P. Aeruginosa Competitive price for critical care patients
Slide 13: Xerava And Cefepime-taniborbactam Complement Each Other In MDR Infection Treatment
Xerava® And Cefepime-taniborbactam Complement Each Other In MDR Infection Treatment, Achieving Full Coverage (Eravacycline) Cefepime-taniborbactam First-in-class fluorocycline antibiotic, broad Best-in-class BL/BLI, with potent and spectrum coverage of gram+, gram-, selective inhibitory activity aga
Slide 14: Xerava Has Shown Potent Antibacterial Activity Against Clinically Important Antibiotic-resistant Pathogens
Xerava® Has Shown Potent Antibacterial Activity Against Clinically Important Antibiotic-resistant Pathogens In In- vitro Susceptibility Studies Conducted In China 64 Xerava (eravacycline) Tigecycline Imipenem 32 16 8 MIC90 (mg/L) 4 2 1 0.5 E. Coli K. pneumoniae K. pneumoniae A. baumannii (carbapenem
Slide 15: Cefepime-taniborbactam: Best-in-class BL/BLI With Broad Carbapenem Resistant Organism Coverage
Cefepime-taniborbactam: Best-in-class BL/BLI With Broad Carbapenem Resistant Organism Coverage, Including Metallo-β-lactamase Cefepime-taniborbactam is the only BL/BLI covering all 4 classes of β-lactamase Selected high prevalence β-lactamase β-lactamase Product inhibitor KPC MBL AmpC OXA (Class A)
Slide 16: Etrasimod: Potential Best-in-disease Therapy For Ulcerative Colitis And Other Autoimmune Diseases
Etrasimod: Potential Best-in-disease Therapy For Ulcerative Colitis And Other Autoimmune Diseases Etrasimod MOA Selective Sphingosine-1-phosphate (S1P) receptor (1,4,5) modulator Positioning Best-in-disease1 Ulcerative Colitis Crohn’s Disease Eosinophilic Alopecia Areata Atopic Dermatitis Indication
Slide 17: Etrasimod: First-line Advanced UC Therapy
Etrasimod: First-line Advanced UC Therapy Effective, oral advanced UC treatment well-suited to first-line use • Significantly more patients quickly achieved and sustained clinical remission with VELSIPITY vs placebo • The only advanced therapy proven in patients with isolated proctitis • 100% of pat
Slide 18: Zetomipzomib: First-in-class, Selective Immunoproteasome Inhibitor For Autoimmune Diseases Including Lupus Nephritis
Zetomipzomib: First-in-class, Selective Immunoproteasome Inhibitor For Autoimmune Diseases Including Lupus Nephritis ü Lupus nephritis is the most common secondary immune-mediated glomerular disease in China, effecting 600k-1million patients ü Once-weekly dosage demonstrated favorable safety and tol
Slide 19: Leading mRNA Platform Moving To Clinical Stage
Leading Mrna Platform Moving To Clinical Stage In-house discovery team • 30+ in-house discovery team is developing multiple mRNA prophylactic vaccines and mRNA cancer vaccines on this clinically validated platform • Discovery lab in Zhangjiang, Shanghai mRNA sequence design Development of next- • An
Slide 20: The Everest Difference In Business Development
The Everest Difference In Business Development Strong scientific acumen Deep understanding of Broad network of global in asset selection the China market biopharma High antibiotic resistance rate New York Shanghai San Diego High IgAN prevalence Rising autoimmune disease prevalence Deal-making discip
Slide 21: 2024 Catalysts
2024 Catalysts Therapeutic Area Molecule Milestones Status NDA approval in IgAN in Singapore NDA approval in IgAN in Hong Kong NDA approvals in IgAN in Taiwan and South Korea Renal EU full approval Disease Mainland China, Hong Kong and Singapore commercial launch China open label study result Zetomi
Slide 22: Q&A Contact Us
Q&A CONTACT US: [email protected]
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