Celltrion (068270) Investor presentation summary

Biosimilar portfolio and commercial positioning

• 20 years of antibody R&D, production and commercialization experience; 11 biosimilars approved globally, with 11 products currently listed and 22 projected by 2030.

• Portfolio spans immunology, oncology and other therapeutic areas, with IV and subcutaneous formulations across multiple products.

• Zymfentra is positioned as the first and only subcutaneous infliximab, with US coverage on the top three PBM formularies and formulation and administration patents extending to 2037 and 2038–2040.

Innovative drug development strategy

• Pipeline strategy covers biobetter, bispecific and dual-payload ADCs, plus tumor-selective, conditionally active and other immuno-oncology multispecific antibodies.

• ADC programs target improved therapeutic index, cancer heterogeneity and resistance through bystander activity, multi-antigen targeting and complementary or independent payload mechanisms.

• Multispecific antibody designs use avidity-driven selectivity, tumor-microenvironment activation and immune-cell engagement to address toxicity and expand tumor-killing activity.

ADC programs

• PBX-7016 showed lower in-vitro cytotoxicity than DXd analogs, FL118 and exatecan, with comparable tumor growth inhibition to a competitor in an in-vivo study.

• CT-P70, an anti-cMET TopoI ADC, showed a higher therapeutic index than clinical benchmarks in NSCLC CDX and PDX models.

• CT-P71, an anti-Nectin-4 ADC, recorded 90.8% tumor growth inhibition versus 64.6% for the benchmark in a T47D model.