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NovaBridge Biosciences (NBP) investor relations material

NovaBridge Biosciences Investor Update summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor Update summary16 Oct, 2025

Business transformation and strategic rebranding

  • Transitioning to a global biotech platform, leveraging operations in China, the U.S., and Asia for innovation and clinical development, with a focus on business development and translational clinical development.

  • Adopting a hub-and-spoke model (NovaBridge) to bridge Asian biotech innovation with global markets, creating specialized subsidiaries for focused asset development and risk management.

  • Emphasizing capital efficiency, rapid proof-of-concept development, and value creation through early clinical validation, strategic exits, or spin-offs.

  • Pursuing a dual listing on NASDAQ and Hong Kong Stock Exchange to broaden investor base and enhance capital access, supported by a strong balance sheet and private equity backing.

  • Intending to rebrand as NovaBridge Biosciences, pending shareholder approval at the EGM on October 24, 2025.

Pipeline and clinical assets

  • Lead asset Givastomig (Claudin 18.2/4-1BB bispecific) shows robust efficacy and safety in gastric cancer, advancing to a global Phase 2 study in Q1 2026, with significant commercial potential.

  • VIS-101, a bifunctional biologic for wet AMD and DME, acquired for $37M, to be managed by new subsidiary Visara, with global rights and promising phase II data.

  • Additional pipeline includes Ragistomig, uliledlimab, a 4-1BB/PDL1 bispecific, and a CD73 antibody in phase II, all targeting high unmet needs in oncology, with key data readouts expected in 2026.

  • Systematic asset screening with over 550 opportunities identified year-to-date, aiming to add 2–4 new molecules annually.

Business development and financial strategy

  • Focus on in-licensing clinical-stage assets, advancing them to POC within 2–3 years, and monetizing through licensing, spin-offs, or continued development based on asset potential.

  • Flexible deal structures include upfront payments, equity, milestone fees, and profit sharing, tailored to asset and partner needs.

  • Hub-and-spoke model enables rapid asset development and de-risked, faster capital payback compared to traditional biotech models.

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I-Mab is a clinical-stage biopharmaceutical company focused on the discovery, development, and potential commercialization of innovative biologics, particularly in the fields of immuno-oncology and immuno-inflammation. The company has a diverse pipeline, including several antibody-based therapies aimed at treating various forms of cancer. These include drugs in different phases of clinical trials, such as Uliledlimab for solid tumors and Lemzoparlimab for hematologic malignancies. The company is headquartered in Rockville, Maryland, and its shares are listed on the NASDAQ.

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