LianBio · OTC:LIANY
LianBio — Investor Presentation (May 2022)
27 slides from LianBio's investor presentation, May 12, 2022
Slide 1: LianBio
LIANBIO May 12, 2022 1
Slide 2: Disclaimer
Disclaimer The information herein contains statements about future expectations, plans and prospects for LianBio. All statements, other than statements of historical fact, included herein are forward-looking statements. Forward-looking statements are not statements of historical fact nor are they gu
Slide 3: Investment Highlights
Investment Highlights We are a global biopharmaceutical company dedicated to developing and commercializing paradigm-shifting medicines for patients with unmet medical needs in Greater China and other Asian markets Bringing a pipeline of innovative therapies into the rapidly growing Greater China ma
Slide 4: China is the Second Largest Pharmaceutical Market Today, with Innovation Agenda Propelling Strong Growth
China is the Second Largest Pharmaceutical Market Today, with Innovation Agenda Propelling Strong Growth Substantial unmet medical needs persist in China Fostering innovation: continued momentum in policy and industry evolution Comprehensive policies enacted to foster innovation • Aging population >
Slide 5: China Biotech Sector at Potential Inflection Point for Significant Growth
China Biotech Sector at Potential Inflection Point for Significant Growth… Potential U.S./EU Biotech In-licensing Opportunities for China¹ In-licensed² ~8% Early Innings: • < 10% of western innovative biotech medicines tapped for China, and majority of in-licensed programs are concentrated in oncolo
Slide 6: LianBio Positioned to Potentially Lead Next Generation of Chinese Biotechs
…LianBio Positioned to Potentially Lead Next Generation of Chinese Biotechs: Speed, Scale and Sustainable Growth Differentiated Access to Innovation Cross-Border Execution Platform Commercial Model Provides Optionality • Relationship with our founder provides • Management team with deep experience •
Slide 7: Pipeline of Innovative Medicines – Clinically Validated Therapeutic Candidates
Pipeline of Innovative Medicines – 5 Clinically Validated Therapeutic Candidates Global Development Status1 Clinically Validated Therapeutic Phase 3/ Program Indication Phase 1 Phase 2 Approved Next step in China Partner Area Pivotal Obstructive Hypertrophic Cardiomyopathy (oHCM) China Phase 3 trial
Slide 8: Three Key Pillars for Patient Reach and Sustainable Growth
Three Key Pillars for Patient Reach and Sustainable Growth Establish Commercial Footprint #1 #2 Leverage Infrastructure #3 Expand Pipeline via Additional BD with Lead Assets * All clinically validated* ⚫ Deepen existing TA franchises Mavacamten BBP-398 LYR-210 TP-03 ⚫ Strategic multi-asset partnersh
Slide 9: Current Portfolio Could Bring Innovative Medicines to ~16M Patients in China
Current Portfolio Could Bring Innovative Medicines to ~16M Patients in China Diversified pipeline assets address large patient populations across therapeutic areas, including those that have been historically underserved Cardiovascular Oncology Ophthalmology* Inflammatory Disease Respiratory Total ~
Slide 10: LianBio has Rapidly Established a Platform to Serve as a Partner of Choice and Gateway to China
LianBio has Rapidly Established a Platform to Serve as a Partner of Choice and Gateway to China 9 assets in-licensed, 3 clinical trials initiated, 7 INDs approved 2019 2020 2021 2022 In-licensing agreement with In-licensing agreement with Initial investment from ReViral Therapeutics Lyra Therapeutic
Slide 11: Experienced Cross-Border Management Team Supported by a Highly Regarded Board of Directors
Experienced Cross-Border Management Team Supported by a Highly Regarded Board of Directors Management Team Yizhe Wang, Ph.D. Debra Yu, M.D. Yi Larson Pascal Qian Michael Humphries Brianne Jahn Nathan Chen Levvy Lv, D. Eng Chief Executive Officer; President & Chief Financial Officer China General Man
Slide 12: Significant Commercial Leadership Experience Across Diverse and Relevant Therapeutic Areas
Significant Commercial Leadership Experience Across Diverse and Relevant Therapeutic Areas, Including Global and China Launch Execution Select commercialization experience Ophthalmology Inflammatory Respiratory Cardiometabolic Oncology Disease & Other 12
Slide 13: Pipeline
Pipeline 13
Slide 14: Mavacamten for the Treatment of HCM and HFpEF
Mavacamten for the Treatment of HCM and HFpEF • Mavacamten is a myosin inhibitor that targets excessive China Opportunity contractility and impaired relaxation, myocardial energetics and compliance • 1.1M - 2.8M HCM patients in China (67% oHCM / 33% nHCM) • In development for the treatment of obstru
Slide 15: Clinical Activity Demonstrated in oHCM and nHCM
Clinical Activity Demonstrated in oHCM and nHCM Clinical Data Summary oHCM: EXPLORER-HCM • Phase 3 EXPLORER-HCM trial demonstrated Change from Baseline to Week 30 patients on treatment experienced Mavacamten Placebo statistically significant and clinically P-value (n=123) (n=128) meaningful improvem
Slide 16: Mavacamten Registration Pathway
Mavacamten Registration Pathway Global Stage of Development • oHCM: BMS received approval in the U.S. for the treatment of symptomatic NYHA Class II-III oHCM to improve functional capacity and symptoms • BMS presented additional supportive data April 2022: • Phase 3 VALOR-HCM study demonstrated mava
Slide 17: NBTXR3 for the Treatment of Solid Tumors
NBTXR3 for the Treatment of Solid Tumors NBTXR3 is a radioenhancer designed to enhance the efficacy of radiotherapy without resulting in additional side effects on surrounding healthy tissue Illustrative example of NBTXR3 activity China Opportunity • 1.3M patients receive radiation therapy annually
Slide 18: Broadly Applicable MOA: Clinical Proof of Concept Across Multiple Tumors and IO Combination
Broadly Applicable MOA: Clinical Proof of Concept Demonstrated Across Multiple Tumors and IO Combination Nanobiotix Key Clinical Data • NBTXR3 + RT in soft tissue sarcoma Study 1100: Best Observed Target Lesion Response • CE mark approval in EU based on Phase 3 study showing 16.1% CRR w/ (Evaluable
Slide 19: TP-03 for the Treatment of Demodex Blepharitis and Meibomian Gland Disease
TP-03 for the Treatment of Demodex Blepharitis (DB) and Meibomian Gland Disease (MGD) TP-03 (lotilaner ophthalmic solution) is a GABA-Cl China Opportunity channel blocker in development for the treatment of • 43M DB patients Demodex blepharitis (DB), meibomian gland disease • 73M Demodex-driven MGD
Slide 20: All Pre-Specified Primary and Secondary Endpoints were Met in Tarsus's Saturn-1 and Saturn-2 Pivotal Trials
All Pre-Specified Primary and Secondary Endpoints were Met in Tarsus’s Saturn-1 and Saturn-2 Pivotal Trials Tarsus completed two successful pivotal trials with consistency across endpoints Approximately 90% of patients experienced a clinically meaningful benefit with respect to collarettes, collaret
Slide 21: Infigratinib for the Treatment of FGFR-Driven Cancers
Infigratinib for the Treatment of FGFR-Driven Cancers Infigratinib is an orally administered, ATP-competitive, FGFR1-3 tyrosine kinase inhibitor in development for the treatment of patients with FGFR-driven cancers Phase 2 trial of infigratinib in chemotherapy-refractory CCA patients with FGFR2 fusi
Slide 22: Infigratinib Registration Pathway and China Opportunity
Infigratinib Registration Pathway and China Opportunity China Opportunity • Estimated 72,000 patients diagnosed with CCA annually in China vs. 11,000 diagnosed in U.S. • Estimated 480,000 patients diagnosed with GC annually in China vs. 26,350 diagnosed in U.S. China Development Strategy and Regulat
Slide 23: Additional Pipeline Programs
Additional Pipeline Programs BBP-398 (SHP2 inhibitor) for the treatment of MAPK pathway-driven solid tumors • Differentiated profile with a shorter-half life, attractive PK/PD and clean tox • SHP2 inhibitors have broad potential applications across a variety of tumors and are being developed as comb
Slide 24: Major Validating Milestones Highlight Strength of LianBio Business Development Engine
Major Validating Milestones Highlight Strength of LianBio Business Development Engine Partner LianBio Partnership Asset Milestone Post-Partnership Date ✓ Oct 2020: MyoKardia acquired by BMS for $13.1B Mavacamten Aug 2020 ✓ Apr 2022: BMS received U.S. FDA approval of mavacamten for patients with symp
Slide 25: Strategic Partnerships Provide Optionality with Differentiated Access to Commercial Infrastructure and Pipeline Opportunities
Strategic Partnerships Provide Optionality with Differentiated Access to Commercial Infrastructure and Pipeline Opportunities A differentiated strategic collaboration that provides Preferential access to an innovative pipeline of more sourcing, development and commercial optionality than 20 product
Slide 26: Targeting Additional Registrational Trial Initiations and Multiple Catalysts by End of 2022
Targeting 3 Additional Registrational Trial Initiations and Multiple Catalysts by End of 2022 Anticipated Therapeutic Area Program Milestone / Catalyst Timing ▪ Initiate Phase 3 EXPLORER-CN clinical trial in patients with oHCM Jan 2022 ▪ Mavacamten granted BTD for oHCM in China Feb 2022 Cardiovascul
Slide 27: Investment Highlights
Investment Highlights We are a global biopharmaceutical company dedicated to developing and commercializing paradigm-shifting medicines for patients with unmet medical needs in Greater China and other Asian markets Bringing a pipeline of innovative therapies into the rapidly growing Greater China ma