BeyondSpring (BYSI) Corporate presentation summary

Investment highlights and strategic focus

• Plinabulin is a first-in-class, reversible tubulin depolymerizing agent with a unique immune-modulating mechanism, showing durable anti-cancer efficacy and safety in over 700 patients, especially in NSCLC after ICI failure.

• SEED Therapeutics, a subsidiary, advances a novel targeted protein degradation (TPD) platform with a robust pipeline, including an oral RBM39 degrader in phase 1 and partnerships with Eli Lilly and Eisai.

• Strong global patent protections cover both Plinabulin and the SEED platform.

Clinical need and market opportunity

• Over 60% of patients treated with immune checkpoint inhibitors (ICIs) develop resistance, with limited and toxic post-ICI options, creating a significant unmet need and commercial opportunity.

• Docetaxel remains the global standard of care for post-ICI NSCLC but offers limited survival benefit and high toxicity, with no new therapies approved for ICI-resistant patients.

Plinabulin mechanism and clinical data

• Plinabulin induces dendritic cell maturation via GEF-H1 activation, enhancing T-cell priming and reducing chemotherapy-induced neutropenia.

• Demonstrated significant overall survival (OS), progression-free survival (PFS), and objective response rate (ORR) improvements in the Dublin-3 phase 3 trial for NSCLC EGFR wild-type patients, with reduced grade 4 neutropenia.

• Post-hoc analysis in ICI-progressed, non-squamous NSCLC showed a median OS extension of 4.1 months (HR 0.55) for Plinabulin + Docetaxel vs. Docetaxel alone.

• Combination regimens with Plinabulin improve anti-cancer efficacy and tolerability, including synergy with ADCs and checkpoint inhibitors.