Gyre Therapeutics (GYRE) Corporate presentation summary

Strategic vision and business model

• Focuses on developing targeted protein degraders (TPDs) and degrader-antibody conjugates (DACs) for oncology, immunology, and fibrosis indications.

• Leverages a dual U.S.-China R&D and commercial infrastructure for cost-efficient discovery, validation, and early clinical development.

• Commercial revenues from China, especially from ETUARY™ and anticipated F351 sales, fund early-stage R&D and de-risk pipeline advancement.

• U.S.-raised capital is allocated to global priority clinical programs, with flexible clinical trial routing between the U.S. and China.

Pipeline and clinical development

• Diversified pipeline includes dual degraders for oncology and inflammatory diseases, with several assets in pre-IND, Phase 1, and NDA stages.

• Lead programs: CG923308 (CDK2/Cyclin E degrader for resistant cancers), CG620953 (TYK2/JAK1 degrader for autoimmune diseases), CG001419 (pan-TRK degrader for cancer-induced bone pain), CG009301 (GSPT1 degrader for hematologic malignancies), and F351 (fibrosis therapy).

• F351 NDA accepted by China NMPA in May 2026, with potential launch in early 2027; Phase 3 met primary and secondary endpoints in CHB-associated liver fibrosis.

• DAC platform demonstrates broad efficacy across multiple tumor types, including breast, prostate, and lung cancers.

Technology platforms and innovation

• Proprietary TPD platform enables access to undruggable targets and modular design for multiple degraders.

• DACs combine protein degraders with monoclonal antibodies, offering high potency, improved pharmacokinetics, and enhanced safety.

• Preclinical and early clinical data show strong efficacy and safety signals for lead degraders and DACs in resistant cancer and autoimmune models.