Tvardi Therapeutics (TVRD) investor relations material

Introduction and agenda

• The event focused on the development of TTI-109, a next-generation oral STAT3 inhibitor for ulcerative colitis, covering rationale, preclinical and clinical data, trial design, and KOL perspectives.

• The agenda included an overview of the UC treatment landscape, STAT3 as a target, TTI-109 data, and a Q&A session.

KOL background and credentials

• Dr. Randy Longman is Director of the Jill Roberts Center for IBD and Professor at Weill Cornell Medicine, with extensive clinical and research experience in IBD and clinical trials.

Market insights and analysis

• Current UC therapies achieve remission in only about 30% of patients, leaving significant unmet need due to secondary loss of response and safety concerns.

• Disease complexity and heterogeneity drive the need for multi-driver targeting rather than single-pathway inhibition.

• There is a shift from TNF-α inhibitors to IL-23 inhibitors as first-line advanced therapies, but efficacy and safety limitations persist.

• Oral therapies with novel mechanisms and strong safety profiles are highly desired, especially for refractory patients.