Ryvu Therapeutics (RVU) investor relations material

Pipeline and clinical development

• Romaciclib, a first-in-class CDK8/19 inhibitor, is advancing in AML and MF with promising efficacy and safety data, especially in post-venetoclax AML where no standard of care exists.

• Dose expansion in the RIVER-81 Phase II study for AML is underway, with a 43% CR/CRi rate in a dose optimization cohort and a favorable safety profile.

• In myelofibrosis, romaciclib shows durable spleen volume reductions and symptom improvements, including in patients with poor prognostic mutations.

• RVU305, a best-in-class PRMT5 inhibitor, demonstrates strong preclinical efficacy in MTAP-deleted cancers and is brain-penetrant.

• ONCO Prime discovery platform identifies novel precision oncology targets, including synthetic lethal targets, with initial data in colorectal cancer.

Strategic collaborations and partnerships

• Partnerships with BioNTech and Exelixis validate discovery platforms, with over €50M received from BioNTech and eligibility for significant milestones and royalties.

• Menarini collaboration on dapolsertib in DLBCL includes full funding for Phase II and potential for €80M in milestones.

• ADC payload collaborations focus on novel cytotoxic, immunomodulatory, and immunocytotoxic classes, including STING-activating ADCs.

Financial performance and funding

• Q1 2026 revenues were €5.1M, with a cash position of €17.6M and €20.6M in secured non-dilutive grants as of May 2026.

• Partnering revenues in Q1 2026 came mainly from BioNTech (€3.5M) and Menarini (€0.5M).

• Ongoing financial milestones are expected from collaborations, with a strong cash position and multiple potential inflows.