BioInvent International (BINV) investor relations material

Vision and strategy

• Aims to expand the clinical benefits of cancer immunotherapy to more patients by activating the immune system to reject cancer, leveraging a unique target-agnostic, function-first approach for antibody development.

• Recent strategic shift prioritizes two advanced programs, 1206 and 1808, while pausing earlier-stage projects to focus resources and maximize impact.

• Maintains in-house GMP manufacturing, enabling rapid adaptation and efficient production shifts between programs, supporting both IV and subcutaneous formulations.

Clinical progress and pipeline

• Upcoming data releases include combinatorial activity for 1808 with pembrolizumab by year-end and single-agent data in CTCL in H1 next year, potentially enabling a direct registration path.

• 1206 program will present first triplet combination data in the next year, aiming for a safer, potent alternative to bispecifics and cell therapies.

• Plans to combine 1206 with pembrolizumab in first-line settings to enhance response rates in immunotherapy-responsive cancers.

• Fast track and orphan drug designations for lead assets facilitate regulatory engagement and potentially faster market access.

Partnerships, commercial outlook, and financials

• Strategic collaborations with major pharma allow for sponsored combinatorial studies without loss of rights, supporting both single-agent and combination therapy validation.

• Largest commercial opportunities identified in solid cancers, with a focus on demonstrating strong single-agent and combination efficacy.

• Recent royalty deal and strong shareholder base provide financial runway to support key clinical readouts and value inflection points over the next 12–24 months.