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.

• Maintains a strong cash position with $736 million pro forma, supporting profitability without additional funding.

IBTROZI (taletrectinib) highlights

• Approved for advanced ROS1+ NSCLC in the U.S., Japan, and China, with line-agnostic use.

• Demonstrates potentially best-in-class efficacy: 89–90% ORR, 50-month median DOR, and 46-month median PFS in TKI-naïve patients.

• Favorable safety profile with only 6.5% discontinuation due to adverse events and low rates of severe side effects.

• Achieved ~$43 million in U.S. net product revenue and ~600 new patient starts as of March 2026.

• Included as a preferred therapy in NCCN guidelines, expanding its market potential.

Market opportunity and commercial trajectory

• ROS1+ NSCLC market estimated at ~$4 billion annually in the U.S. alone, with potential to expand as prevalence increases.

• IBTROZI's clinical profile may drive market growth similar to precedents set by ALK and EGFR therapies.

• Over 50% of new patient starts are first-line, supporting long-term revenue growth.