BioInvent International (BINV) KOL event summary

Introduction and agenda

• Event focused on BI-1808 for ovarian cancer, covering treatment landscape, mechanism of action, clinical data, translational insights, market opportunity, and Q&A.

• Presentations by CEO, KOL, CSO, CMO, and CBO, with a live Q&A session at the end.

• Focus on next-generation immuno-oncology (IO) therapies addressing unmet needs in cancer treatment, particularly recurring ovarian cancer and lymphomas.

• Overview of BI-1808 and BI-1206 clinical programs, market opportunities, and upcoming milestones for 2026–2027.

KOL background and credentials

• KOL is a Professor of Oncology, Section Head of Gynecologic Medical Oncology, and Co-director at a major cancer center.

• Extensive experience as principal investigator and translational chair in immunotherapy trials for gynecologic cancers.

• Research focuses on immune recognition of gynecologic cancers and predictive biomarkers for immunotherapy response.

Market insights and analysis

• Ovarian cancer remains a high unmet need with poor five-year survival rates and limited curative options.

• IO market projected at $168bn with 14% CAGR; licensing activity at record highs, driven by pharma seeking differentiated assets ahead of PD-1 patent expiries.

• Estimated $1.5 billion peak sales for BI-1808 in platinum-resistant ovarian cancer in major markets.

• Over $56bn in annual sales exposed to biosimilar competition by 2028–2031, creating strong incentives for new IO combinations.

• TNFR2 is a novel, first-in-class target with little competition, offering differentiation from crowded oncology targets.

• Immunotherapy recently achieved first overall survival benefit in ovarian cancer with pembrolizumab-paclitaxel combo.

• BI-1808 targets platinum-resistant ovarian cancer, a segment with poor survival and limited recent approvals.