BeyondSpring (BYSI) Investor presentation summary

Strategic focus and clinical pipeline

• Focuses on oncology with lead asset Plinabulin, a first-in-class agent for NSCLC and chemotherapy-induced neutropenia, with over 700 patients treated and late-stage clinical validation.

• Plinabulin operates via GEF-H1-mediated dendritic cell maturation, targeting post-ICI, non-squamous NSCLC with no actionable driver alterations.

• DUBLIN-4, a global Phase 3 trial, targets a large, underserved post-ICI NSCLC population, aiming for overall survival as the primary endpoint.

• DUBLIN-3 Phase 3 results showed significant overall survival benefit and reduced severe neutropenia when Plinabulin was combined with docetaxel.

• Multiple clinical programs are ongoing, including combinations with immunotherapies and ADCs, and a robust preclinical pipeline.

Market opportunity and value creation

• Addresses a projected post-ICI NSCLC patient pool of ~135,000 in the US and EU5 by 2037, with limited current treatment options.

• Plinabulin demonstrated superior efficacy and safety compared to standard of care, supporting its commercial potential.

• DUBLIN-4 interim analysis expected in 2028, with potential launch in 2030/31 and long-term commercial prospects.

• Long-term IP protection for Plinabulin extends through 2036, potentially to 2041.

Leadership, partnerships, and innovation

• Leadership team and board bring extensive experience in oncology, drug development, finance, and global commercialization.

• Equity ownership in SEED Therapeutics, a clinical-stage molecular glue company with investments from Eli Lilly and Eisai.

• SEED's RITE3 platform enables targeted protein degradation using over 600 E3 ligases, advancing programs in oncology, neurodegeneration, and immunology.

• SEED's lead program, ST-01156, targets RBM39, a master regulator of oncogenic splicing, with clinical validation and FDA designations for rare cancers.