WuXi AppTec Co., Ltd. Class A · SSE:603259
WuXi AppTec Co., Ltd. Class A — Investor Day (July 2022)
21 slides from WuXi AppTec Co., Ltd. Class A's investor day presentation, Jul 27, 2022
Slide 1: WuXi DDSU: Enabling Innovation for Chinese Customers 2.0
2 0 2 2 W u X i A p p Te c I n v e s t o r D a y WuXi DDSU: Enabling Innovation for Chinese Customers 2.0 Shuhui Chen, Ph.D. Executive Vice President, Chief Scientific Officer, Head of DDSU
Slide 2: Business Model of DDSU 1.0
Business Model of DDSU 1.0 Supporting Chinese customers with a novel integrated R&D service model centered on IP creation : Customer Target IP PCC Preclinical IND filing → → → → development → needs selection creation selection CTA Through IP generation and success sharing to conduct new drug R&D in
Slide 3: Pipeline Progress Greatly through June 30, 2022
Pipeline Progress Greatly through June 30, 2022 153 INDs, 129 Clinical Trial Approvals, 24 projects at Phase II trials and beyond ≥P2 1 Qilu’s Iruplinalkib NDA Chiatai Tianqing Joyo Yangtze River TQB3616 Sudapyridine YZJ-1139 5 Clinical Phase III/ Chiatai Tianqing Zhongsheng Approvals 70% Pivotal TQ
Slide 4: DDSU 1.0 Pipeline Breakdown
DDSU 1.0 Pipeline Breakdown Immuno (12) Eye (4) 3% Respiratory (7) 8% Comprehensive tumor targets 4% coverage Strengthening targets coverage in ID (24), 16% Onc (79) infectious diseases, metabolic and 153 52% immune disorders CVM (10) 6% Gradually expanding into CNS Focus on specialty diseas
Slide 5: Oncology Drugs: Comprehensive Coverage
Oncology Drugs: Comprehensive Coverage Aggregate 79 INDs, accounting for 52% of Cover 95% of clinically validated targets pipeline 1 NDA, 2 ongoing pivotal clinical trials Signaling DNA repair I-O Epigenetic Cell cycle PARP LSD1 KRAS SM PD-L1 PI3K SYK EGFR CTA; VEGFR RAF NDA ; 1 FGFR 13；16% IND; HER
Slide 6: Oncology Drug Candidate Pipeline: Comprehensive Coverage
Oncology Drug Candidate Pipeline: Comprehensive Coverage Aggregate 79 INDs, accounting for 52% of Cover 95% of clinically validated targets DDSU’s pipeline Immuno- 1 NDA, 2 ongoing pivotal clinical trials Signaling DNA repair oncology Epigenetic Cell cycle PARP LSD1 RAS Pathway Targets Full Coverage
Slide 7: Infectious Disease Drug Candidate Pipeline
Infectious Disease Drug Candidate Pipeline Full coverage: antiviral, antibiotic, antifungal Aggregate 24 INDs, accounting for 16% of the pipeline Bacterial TB Infection IND 6, 25% HBV RSV HFMD CTA, P3, 2, 8% 2, 8% HCV HCMV 24 HSV Influe nza Fungi P2, 5, 21% Infection P1, 9, 38% Covid -19 7
Slide 8: Enabling Customers to Build Diversified Pipeline
Enabling Customers to Build Diversified Pipeline Enabling Company A to Build R&D Pipeline Cover tumors, liver disease, respiratory system, and other therapeutic areas 10 years’ collaboration, with total of 30+ projects, 22 in clinical development, 2 at Partnering with Chinese P3/pivotal clinical
Slide 9: Long-term Sustainable Royalty Stream from DDSU 1.0 to Come
Long-term Sustainable Royalty Stream from DDSU 1.0 to Come 2014 2015 2016 2017 2018 2019 2020 2021 1H’22 Cumulative IND - 3 18 28 55 85 118 144 153 Submissions 2019-2021 average share :17.7% 249 55.3 2016-2018 average 9 share :13.9% 157 49.3 88 97 83 60 39.5 30 36 15 23 6 11 2016 2017 2018 2019 2020
Slide 10: Key Changes of New Drug R&D Landscape in China
Key Changes of New Drug R&D Landscape in China The Impact of Centralized Procurement Policy and Capital Market on Innovative Drug R&D Traditional pharmaceuticals：Margins are shrinking Biotech: Cold winter in capital market and financing difficulties Serious Homogenization of New Drug R&D Intense com
Slide 11: Key Changes of New Drug R&D Landscape in China
Key Changes of New Drug R&D Landscape in China The Impact of Centralized Procurement Policy and Capital Market on Innovative Drug R&D Traditional pharmaceuticals：Margins are shrinking Biotech ：Cold winter in capital market and financing difficulties Serious Homogenization of New Drug R&D Intense com
Slide 12: DDSU Business Evolution to Meet Customers' Needs
DDSU Business Evolution to Meet Customers’ Needs DDSU 1.0 Fast-follow Me-too and Me-better Traditional small-molecule drugs 12
Slide 13: DDSU Business Evolution to Meet Customers' Needs
DDSU Business Evolution to Meet Customers’ Needs 2013~2021 DDSU Revenue in 100 million RMB 12.5 10.6 8.8 8.0 6.1 4.6 3.1 2.0 1.1 2013 2014 2015 2016 2017 2018 2019 2020 2021 DDSU 1.0 Fast-follow Me-too and Me-better Traditional small-molecule drugs 13
Slide 14: DDSU Business Evolution to Meet Customers' Needs
DDSU Business Evolution to Meet Customers’ Needs DDSU 2.0 Best-in-class New modality Top three INDs in China Integrated clinical R&D services DDSU 1.0 Fast-follow Me-too and Me-better Traditional small-molecule drugs 14
Slide 15: Sudapyridine (WX-081): A Better Therapy for Drug-Resistant Tuberculosis
Sudapyridine (WX-081): A Better Therapy for Drug-Resistant Tuberculosis Pulmonary tuberculosis • Global TB patients are wide spread • High proportion of them is MDR-TB • Effective therapy is not available Bedaquiline • First FDA-approved tuberculosis drug with new MoA in 40 years • Side effects limi
Slide 16: Superior Preclinical Data of Sudapyridine (WX-081) Translated into its Clinical Advantage
Superior Preclinical Data of Sudapyridine (WX-081) Translated into its Clinical Advantage Preclinical profile Efficacy Pharmacokinetic Studies Cardiac Safety Study Parameter Bedaquiline WX-081 Parameters WX-081-M3 BDQ-M2 Dose (iv/po) (mg/kg) 1/6.25 1/6.25 hERG IC50 (μM) 1.89 1.73 Cl (iv) (mL/min/kg)
Slide 17: Faster: 14 Months From Project Initiation to Phase I FIH
Faster: 14 Months From Project Initiation to Phase I FIH COVID-19 pandemic poses a great threat to global health and economy Prevention: Although vaccines are being widely administered virus mutation and immune escape lead to low protection rate. Treatment: 3CL inhibitors are more efficacious, s
Slide 18: Faster: Integrated Services to Accelerate Clinical Development
Faster：Integrated Services to Accelerate Clinical Development Speed by Design：Save~ 2~3 years Precise clinical and registration design through in-depth interpretation of non-clinical profiles, clinical needs and regulatory policies. Begin with Precise NDA Resource Seamless Quick IND the End in Desig
Slide 19: Newer: New Modalities
Newer：New Modalities RNA Molecular Glue Peptide PROTAC®* PDC • PROTAC® refers to Proteolysis Targeting Chimeras 19 Note: PROTAC® is a registered trademark of Arvinas Operations, Inc., and is used under license.
Slide 20: New Modality Pipeline
New Modality Pipeline Multiple Pipelines into preclinical development, Cover Multiple New Modality Pipelines will submit IND in 6-12 months Projects 2022Q2 2022Q4 2023H1 2023H2 2024H1 2024H2 Peptide PDC PROTAC® RNA IND PDC IND Peptide IND IND Therapeutic Areas IND Mainly in Oncology and Metabolism P
Slide 21: DDSU1.0 → DDSU2.0: Leap from Quantity to Quality
DDSU1.0 → DDSU2.0: Leap from Quantity to Quality Better: Best-in-class 01 02 Newer: New modality 03 Faster: First Tier IND-in-China 21