Boundless Bio (BOLD) investor relations material

Company overview and scientific focus

• Precision oncology company targeting oncogene amplification-driven tumors, representing about 25% of all cancer patients, with a focus on extrachromosomal DNA (ecDNA) biology.

• ecDNA is present in 15% of cancers, especially aggressive types like glioblastoma, sarcoma, and metastatic ovarian cancer.

• No approved precision therapies for most oncogene amplifications except HER2 in breast cancer; current care is largely non-specific.

• Proprietary Spyglass platform identifies and validates ecDNA-specific targets using extensive in vitro and in vivo models.

Pipeline and clinical progress

• Two first-in-class molecules, BBI-355 and BBI-825, are in ongoing clinical trials; a third, BBI-940, is preparing for IND submission early next year.

• BBI-355 targets the DNA damage response pathway (Chk1), showing clinical activity but with some toxicity; genetic markers are emerging for patient enrichment.

• BBI-940 is an oral degrader targeting a novel kinesin, essential for ecDNA segregation but not for normal cells, with promising preclinical tolerability and anti-tumor activity.

• Initial clinical focus for BBI-940 will be breast cancer, with potential for broader application in other tumor types.

• First-in-human study for BBI-940 is planned for the first half of 2026.

Competitive landscape and industry trends

• No known competitors currently targeting the same kinesin; secrecy maintained to preserve lead time.

• Broader competition exists in breast cancer with other drug classes, but the kinesin degrader approach is non-overlapping and potentially combinable.

• Other companies are developing inhibitors for different kinesins, such as KIF18A, with improving response rates and tolerability.

• The ecDNA field is rapidly expanding academically and industrially, with increasing pharma interest and new entrants.