Gyre Therapeutics, Inc. · NASDAQ:GYRE
Gyre Therapeutics — Investor Presentation (November 2026)
25 slides from Gyre Therapeutics's investor presentation, Nov 5, 2026
Slide 1: A Global Innovator Expanding And Reinventing Protein Degrader Therapeutics
1 November 2026 A Global Innovator Expanding And Reinventing Protein Degrader Therapeutics
Slide 2: Forward-Looking Statements
This presentation contains “forward-looking statements” within the meaning of the federal securities laws, including Section 27A of the United States Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, regarding the current plans, expectations and
Slide 3: Gyre Is A Global Development Engine Fueled by its China Platform
*TPDs = targeted protein degraders; DACs = degrader antibody conjugates Gyre Is A Global Development Engine Fueled by its China Discovery and Commercialization Platform Value Drivers Key Features Details A Commercial Foundation and Integrated U.S. – China R&D Engine Support Capital-Efficient Advance
Slide 4: Flexible, Capital-Efficient Global Development Strategy
Gyre’s Flexible, Capital-Efficient Global Development Strategy China Revenue Builds & De-Risks the Early Pipeline U.S. Capital Advances Priority Assets Globally Cash-flow Generation: Established commercial operations in China to help offset cash burn. Reinvestment to R&D Engine: China-generated cash
Slide 5: Pipeline programs and catalysts
Program and Description Indication Pre-IND Studies Phase 1 Phase 2 Phase 3 NDA Submitted Catalyst DAC Platform / Next-Gen Degrader Technologies Oncology / Inflammatory Disease Discovery Platform Lead DAC selection ongoing / IND-enabling advancement CDK2 / Cyclin E Degrader CG923308 CDK4/6i-resistant
Slide 6: Targeted Protein Degraders (TPDs)
Targeted Protein Degraders (TPDs)
Slide 7: Gyre's Proprietary Targeted Protein Degraders Platform
Gyre’s Proprietary Targeted Protein Degraders’ Enables: Drugging ‘undruggable’ disease-causing proteins Catalytic high potency High target selectivity Overcome drug resistance Sustained target depletion Our expertise also translates well into implementing TPD technology in combination with Antibody-
Slide 8: CDK2-Cyclin E Dual Degrader: Novel Strategy for Multiple Solid Cancer Types
8 CDK2-Cyclin E Dual Degrader: Novel Strategy for Multiple Solid Cancer Types Cyclin E Is Functionally Amplified or Overexpressed Across Multiple Cancer Types :[1] Lee et al (2026) Clin Cancer Res. PMID:41870274 [1] Turner NC (2019) J Clin Oncol. PMID: 30807234; [2] Herrera-Abreu MT (2016) Cancer Re
Slide 9: CG923308 Demonstrates Anti-Cancer Efficacy in Resistant Preclinical Models
CG923308 Demonstrates Anti-Cancer Efficacy in Resistant Preclinical Models INCB123667: A phase 2/3 CDK2 inhibitor by Incyte; Palbo: Palbociclib (Ibrance), CDK4/6 inhibitor developed by Pfizer; TQB3616: CDK2/4/6 inhibitor developed by Chia Tai Tianqing; TNBC: triple-negative breast cancer CG923308 pr
Slide 10: TYK2-JAK1 Dual Degrader: Next-Generation Therapy for Autoimmune Diseases
TYK2-JAK1 Dual Degrader: Next-Generation Therapy for Autoimmune Diseases Notes: https://www.psoriasis.org/psoriasis-statistics/ https://www.who.int/news-room/fact-sheets/detail/rheumatoid-arthritis; https://www.niams.nih.gov/health-topics/lupus/basics/symptoms-causes; Significant Unmet Need and Mark
Slide 11: CG620953 Demonstrates Efficacy in Lupus and RA Preclinical Models
CG620953 Demonstrates Efficacy in Lupus and RA Preclinical Models Lupus RA CG620953 exhibit enhanced efficacy signals in preclinical models CDK2 / Cyclin E TYK2 / JAK1 TRK DAC Fibrosis GSPT1 Sotyktu (10 mpk, qd, po) Disease model 10 mpk Control 30 mpk 60 mpk CG620953 (qd, po) Nose lesion score Perce
Slide 12: Pan-TRK Degrader for Cancer-Induced Bone Pain
Pan-TRK Degrader: Potential First-in-Class, Non-Opioid Therapeutic Degrader for Cancer-Induced Bone Pain 1. https://pubmed.ncbi.nlm.nih.gov/22570568; 2. https://pubmed.ncbi.nlm.nih.gov/26229504; 3. https://pubmed.ncbi.nlm.nih.gov/23344095; 4.https://pubmed.ncbi.nlm.nih.gov/25919474; 5. https://pubme
Slide 13: CG001419 Phase 1 Results: PD Target Engagement and Safety
CG001419 Phase 1 Results: PD Target Engagement and Safety Source: Company data; CG001419-101 (NCT06636500). Safety / Tolerability from Phase 1 Pharmacodynamics: potential target engagement demonstrated Plasma-to-reporter cell assay showed TRKA degradation, supporting potential target engagement Pote
Slide 14: CG009301: Targeting GSPT1 for AML and Solid Tumor Cancers
14 CG009301: Targeting GSPT1 for AML and Solid Tumor Cancers GSPT1 controls protein translation termination and plays important function for leukemia stem cells and tumor cells with MYC overproduction GSPT1 lacks an active site and is often considered “undruggable” Other programs targeting GSPT1 sho
Slide 15: CG009301: Ongoing Phase 1 in China for High-risk Heme Malignancies
15 CG009301: Ongoing Phase 1 in China for Patients with High-risk Heme Malignancies CDK2 / Cyclin E TYK2 / JAK1 TRK DAC Fibrosis GSPT1 Dose Escalation Dose Expansion RP2D Dose X:xx mg, n=9~18 Dose X:xx mg, n=9~18 28 days as one cycle R/R-AML, HR-MDS & R/R-ALL Recurrent or refractory haematological m
Slide 16: Degrader-Antibody Conjugates (DACs)
Degrader-Antibody Conjugates (DACs)
Slide 17: Developing Degrader-Antibody Conjugates (DACs)
Leveraging Expertise in TPDs and China ADC Platform to Develop Degrader-Antibody Conjugates (DACs) Gyre’s DAC Platform for Multiple Cancer Types 24 HIGH POTENCY IMPROVED pk Gyre’s DAC Mechanism of Action & Benefits two layers of selectivity 17 CDK2 / Cyclin E TYK2 / JAK1 TRK DAC Fibrosis GSPT1 mAbs
Slide 18: Degrader Molecule 1-DAC Demonstrates Durable Prostate Tumor Growth Inhibition
Gyre’s Degrader Molecule 1-DAC Demonstrates Durable Prostate Tumor Growth Inhibition 18 CDK2 / Cyclin E TYK2 / JAK1 TRK DAC Fibrosis GSPT1 Prostate cancer causes 35,000 – 36,500 deaths each year and is the second-leading cause of cancer death in American men.[1] Degrader 1 targets epigenetic factors
Slide 19: Degrader Molecule 2-DAC Demonstrates Broad Efficacy Across Tumor Types
Gyre’s Degrader Molecule 2-DAC Demonstrate Broad Efficacy Across Diverse Tumor Types mAb: monoclonal antibody recognizing a specific antigen; DXd-ADC: HER2-DXd ADC (Enhertu) Developed by Daiichi Sankyo and AstraZeneca 19 CDK2 / Cyclin E TYK2 / JAK1 TRK DAC Fibrosis GSPT1 A. AML CDX model B. AML CDX
Slide 20: Commercial Foundation and Growth Opportunities with F351 (Hydronidone)
Commercial Foundation and Growth Opportunities with F351 (Hydronidone)
Slide 21: ETUARY: The Commercial Anchor of Our Fibrosis Franchise
ETUARYTM: The Commercial Anchor of Our Fibrosis Franchise Since 2011 A Durable Revenue Base that Funds Innovation and Supports Our Next-generation Degrader / DAC Platform Notes: 1. ETUARY market position based on IQVIA CHPA data for pirfenidone in China [2014-2026]: legal review required. Financial
Slide 22: F351 Phase 3 Results in CHB-associated Liver Fibrosis
F351 Phase 3 Results in CHB-associated Liver Fibrosis Supports Regulatory Filing CDK2 / Cyclin E TYK2 / JAK1 TRK DAC Fibrosis GSPT1 F351 poised to be the next-generation of fibrosis therapy ≥1-stage fibrosis regression at Week 52: F351: 52.85% (n=123) vs. Placebo: 29.84% (n=124) Delta: 23.01% p = 0.
Slide 23: Key Value Drivers
Key Value Drivers Lead TPD Assets Opportunities in cancer and autoimmune diseases with dual degraders TPD portfolio highly validated for large unmet need indications TPD / DAC R&D Engine Multiple shots on goal DACs paint a promising picture as the next-gen to ADCs / TPDs alone Global Exposure Lean o
Slide 24: U.S. Management Team with Cross-Culture Operational Experience
U.S. Management Team with Cross-Culture Operational Experience Ying Luo, Ph.D. Chief Executive Officer Thomas Eastling Chief Financial Officer Weiguo Ye Chief Operating Officer Yue Xiong, Ph.D. Chief Scientific Officer Ruoyu Chen Chief Information Officer Jialiang Wang, Ph.D. Executive Vice Presiden
Slide 25: Thank You!
Thank You! —_—_— ———— a - ep , SD) THERAPEUTICS fon Gyre
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