Nuvation Bio (NUVB) investor relations material

Strategic focus and leadership

• Concentrates on developing first- or best-in-class oncology medicines for large unmet needs.

• Led by an experienced biotech team, including the founder of Medivation.

• Strong cash position of $534 million as of March 31, 2026, with no need for additional capital to fund current programs.

IBTROZI (taletrectinib) highlights

• Approved for advanced ROS1+ NSCLC in the U.S., Japan, and China; U.S. FDA approval in June 2025.

• Demonstrates potentially best-in-class efficacy, safety, and brain penetration; high and durable response rates in both first- and second-line settings.

• Over 600 new patient starts and $43 million in U.S. net product revenue to date.

• Favorable safety profile with only 6.5% discontinuation due to adverse events in pivotal studies.

• Included as a preferred therapy in 2026 NCCN Guidelines for ROS1+ NSCLC.

Market opportunity and commercial trajectory

• ROS1+ NSCLC market estimated at $3.8–4 billion in the U.S. based on IBTROZI’s clinical profile and pricing.

• IBTROZI’s strong efficacy may shift the market from incidence-based to prevalence-based, similar to ALK and EGFR precedents.

• Increasing first-line use supports long-term revenue growth; >50% of new patient starts were first-line in Q1 2026.