Duality Biotherapeutics (9606) Investor presentation summary

Strategic priorities and innovation

• Focused on advancing late-stage and proof-of-concept clinical readouts for core ADC assets, with a strong emphasis on global pivotal milestones.

• Leading the development of ADC plus next-generation immuno-oncology (IO) combinations, particularly with anti-PD-L1 x VEGF-A agents, aiming for global data readouts.

• Sustaining innovation through agile global clinical execution and continuous generation of differentiated assets via proprietary platforms (DITAC, DIBAC, DIMAC, DUPAC).

• Targeting 1-2 INDs and 2-3 preclinical candidate compounds in 2026, with a focus on overcoming resistance and addressing hard-to-treat diseases.

Clinical pipeline and development highlights

• Ten clinical-stage assets and over 3,200 patients enrolled globally, with approximately 50% outside China.

• Key assets include DB-1311 (B7-H3 ADC), DB-1310 (HER3 ADC), DB-1303 (HER2 ADC), and DB-1305 (TROP2 ADC), each with global clinical programs and multiple regulatory designations (FTD, BTD, ODD).

• DB-1311 demonstrated durable efficacy and favorable safety in heavily pretreated mCRPC, with a global Phase 3 trial planned.

• DB-1310 showed promising antitumor activity in EGFRm NSCLC, with ongoing global Phase 1/2 studies.

• Trastuzumab pamirtecan (DB-1303) met primary endpoints in China Ph3 for HER2+ breast cancer and is advancing toward regulatory submissions.

Platform technologies and next-generation innovation

• Four proprietary ADC platforms: DITAC (TOP1i ADC), DIBAC (bispecific ADC), DIMAC (immune-modulating ADC), and DUPAC (novel MoA payload ADC).

• DUPAC platform features novel payloads (DUP5, DUP9) designed to overcome resistance to existing ADCs, with preclinical data showing superior efficacy in resistant models.

• DIBAC and DIMAC platforms enable bispecific and immune-modulating ADCs, expanding therapeutic potential into autoimmune diseases and hard-to-treat cancers.