BridgeBio Oncology Therapeutics (BBOT) investor relations material

Mission and strategic focus

• Aims to bring hope to patients with mutant KRAS-driven cancers by translating innovative science into novel medicines.

• Focused on next-generation RAS-pathway targeted small molecules with unique mechanisms for superior response and durability.

• Strategic prioritization on BBO-8520 + pembrolizumab in 2L+ G12C inhibitor-experienced KRASG12C NSCLC and BBO-11818/BBO-10203 in KRASmut cancers.

• Deprioritized BBO-8520 in 1L NSCLC and BBO-10203 in breast cancer due to evolving landscape and portfolio dynamics.

• Financial flexibility to fund operations into 2028, supporting full phase 1 development across all three clinical programs.

Clinical programs and achievements

• Three phase 1 programs: BBO-8520 (KRASG12C ON/OFF), BBO-11818 (Pan-KRAS ON/OFF), and BBO-10203 (RAS:PI3Kα breaker), all with supportive clinical data.

• BBO-8520 + pembrolizumab showed 75% ORR at 500mg QD and 53% ORR across dose levels in G12C inhibitor-experienced NSCLC.

• BBO-11818 and BBO-10203 demonstrated anti-tumor activity, differentiated safety, and dose-proportional PK in early studies.

• BBO-10203 achieved target systemic exposure with no hyperglycemia and a favorable safety profile.

• Combination cohorts enrolling in CRC and PDAC, with ongoing data updates planned.

Market opportunity and competitive landscape

• Significant unmet need in 2L+ G12C inhibitor-experienced KRASG12C NSCLC; no approved targeted agents or ongoing registrational trials in this segment.

• Projected US total addressable market for BBO-8520 + PD-1 in 2L+ G12C inhibitor-experienced NSCLC is $1-2B.

• BBO-11818 and BBO-10203 combinations target ~98,000 incident KRASG12D/V patients in the US (2026).

• BBOT's approach enables robust inhibition of MAPK and PI3Ka signaling, potentially overcoming limitations of pan-RAS + G12Di competitor regimens.

• BBO-11818 and BBO-10203 designed for internal combination to maximize efficacy and minimize toxicity.