BioInvent International (BINV) Corporate presentation summary

Strategic positioning and market opportunity

• Developing next-generation immuno-oncology (IO) therapies to address major unmet needs in cancer treatment, focusing on immune resistance and enhancing efficacy of existing immunotherapies.

• Targeting the $168 billion IO market, with a focus on overcoming immunosuppressive tumor microenvironments and tumor heterogeneity.

• Positioned to benefit from the upcoming IO patent cliff, as major drugs like Keytruda and Opdivo face loss of exclusivity, creating a strategic opening for new mechanisms and combinations.

• Backed by leading global biotech investors, with 56.4% ownership by top investors, providing strong financial support and validation.

Clinical pipeline and efficacy highlights

• BI-1808 (anti-TNFR2) and BI-1206 (anti-FcyRIIB) are first-in-class clinical assets advancing in multiple indications, including ovarian cancer, CTCL, NHL, NSCLC, and uveal melanoma.

• Over 200 patients treated in BI-1808 and BI-1206 trials, with strong anti-tumor activity and favorable safety profiles observed.

• BI-1808 in ovarian cancer shows 24% ORR and 56% DCR in combination with pembrolizumab, outperforming pembrolizumab monotherapy (8% ORR).

• Durable responses and late-onset efficacy observed, consistent with the mechanism of CD8+ T-cell expansion.

• BI-1206 triplet (with rituximab and acalabrutinib) in NHL achieved 83% ORR, 48% CRR, and 100% DCR, with no severe toxicities.

Development strategy and milestones

• Pragmatic development strategy includes fast-to-market indication in CTCL, triplet regimen in platinum-resistant ovarian cancer (PROC), and future expansion into earlier lines and other tumor types.

• BI-1808 pivotal path includes ongoing Phase 2 studies, with final doublet readout in H2 2026 and triplet initiation planned for H2 2026.

• BI-1206 pivotal Phase 2 design agreed, with potential for Breakthrough Therapy Designation and BLA submission following Phase 2a follow-up.

• Key milestones for 2026-2027 include additional Phase 2a data, dose optimization, and potential start of pivotal studies across multiple indications.