Generate Biomedicines (GENB) investor relations material

Vision and strategy

• Focus on programmable biology to create transformative medicines beyond the reach of traditional technologies.

• Generative biology platform aims to transform the drug creation process at scale.

• Platform integrates computational innovation, machine learning, and scalable biohardware for intentionality at scale.

• Application strategy leverages modularity and asymmetric risk, targeting validated biology and packaging learnings into reusable modules.

Technology and platform

• Platform produces therapeutically relevant data rapidly, with up to a billion designed protein variants per cycle and ~8-day cycle times.

• CryoEM at scale generates proprietary structural data, improving machine learning models and therapeutic design.

• Modular capabilities include affinity optimization, conditional binding, de novo generation, internalization, T-cell activation, and developability.

• Demonstrated ability to reduce drug discovery time and cost to proof of concept (3–5 years, $25–60M) compared to traditional methods (6–8 years, $380M).

Pipeline and clinical development

• Five computationally engineered clinical-stage or clinic-ready molecules, including a Phase 3 anti-TSLP mAb for severe asthma and COPD.

• Robust pipeline with multiple programs in immunology, inflammation, and oncology, including GB-0895, GB-4362, and GB-5267.

• GB-0895 is the first next-generation anti-TSLP to enter Phase 3, designed for twice-annual dosing and ultra-high affinity.

• GB-0895 Phase 1 showed sustained biomarker reductions, long half-life, and good safety profile, progressing directly to Phase 3.

• Oncology programs include GB-4362 (ADC payload neutralizer) and GB-5267 (armored CAR-T for ovarian cancer), both with IND clearance and first patient in planned for 1H 2026.