Ascletis Pharma Inc (1672) Corporate presentation summary

Portfolio and development priorities

• Obesity portfolio targets a market estimated at $173.5B; 2026 plans include one Phase III start and 10 Phase I starts.

• Approximately 220 employees support discovery, clinical development, GMP manufacturing and administration; cash on hand supports operations into 2029.

Small-molecule programs

• ASC30, a once-daily oral GLP-1R agonist for obesity, entered global Phase III; two pivotal trials plan to enroll approximately 4,600 participants in the U.S., Europe and Canada.

• ASC30 Phase III topline data are expected in 3Q2028; U.S. FDA NDA filing is expected by end-2028 and EMA MAA filing in early 2029.

• Oral GLP-1/GIP dual agonist ASC30_48FDC showed 52% greater relative efficacy than ASC30; FDA IND filing expected 4Q2026.

• Oral GLP-1/GIP/amylin triple agonist ASC30_48_39FDC showed 120% greater relative efficacy than ASC30_39FDC; FDA IND filing expected 4Q2026.

• Amylin-selective ASC39 and GLP-1/amylin dual agonist ASC30_39 have FDA IND filings expected in 3Q2026.

Peptides and enabling platforms

• ASC35, a monthly subcutaneous GLP-1/GIP peptide, showed a 13.6-day half-life in monkeys versus 57.1 hours for tirzepatide; Phase I initiated after FDA IND clearance.

• ASC36i showed a 32-day half-life in monkeys versus 5.3 days for MET-233i; ASC36i and ASC35 depot formulations showed sixfold longer half-lives than their comparators.

• ULAP is designed to extend half-lives to at least 30 days; reported program data include 46- and 75-day half-lives for a subcutaneous small-molecule GLP-1RA in obese subjects.

• POTENT raised semaglutide oral bioavailability in monkeys to 2.78% versus 0.92% with SNAC, and tirzepatide to 1.29% versus 0.14%.

• ASC36 oral tablets achieved 6.0%–8.0% absolute bioavailability in monkeys; ASC360 and other oral peptide programs are advancing alongside monthly-to-quarterly injectable candidates.