PMV Pharmaceuticals (PMVP) investor relations material

Company and pipeline overview

• Focuses on targeting mutant p53, the most frequently mutated protein in human cancer, with lead candidate rezatapopt designed for the Y220C mutation.

• Rezatapopt selectively stabilizes the Y220C mutant p53, restoring wild-type function and inducing apoptosis in tumor cells, while sparing normal cells.

• Preclinical studies demonstrated high specificity and tolerability, with clinical trials confirming these findings.

• NDA submission for rezatapopt in platinum-resistant ovarian cancer (PROC) is planned for Q1 next year, with anticipated approval and commercial launch by year-end.

Clinical data and efficacy

• Updated data show a consistent 46% overall response rate (ORR) in 76 evaluable PROC patients, including four complete responses.

• Median duration of response (mDOR) has increased to 10 months as of the latest interim analysis, with primary analysis expected by year-end.

• No clear resistance mechanisms have emerged; second site TP53 mutations are observed in 10-15% but do not preclude response.

• Rezatapopt is the only at-home oral therapy for ovarian cancer, differentiating it from IV-based ADCs and chemotherapies.

Competitive landscape and differentiation

• Multiple competitor programs exist, but most are similar to rezatapopt; Frontier Medicines' covalent binder is noted as distinct but considered inferior based on p53 biology.

• Rezatapopt's reversible binding and dosing strategy align with p53's natural regulatory mechanisms, supporting rapid and durable responses.

• Anticipated to be first to market, with confidence in limited competition in North America.