Immix Biopharma (IMMX) Corporate Presentation summary

Clinical and scientific highlights

• NXC-201 is a next-generation, sterically-optimized BCMA CAR-T cell therapy developed for relapsed/refractory AL amyloidosis, with a proprietary "digital filter" to reduce non-specific activation and improve tolerability.

• NXC-201 is the only CAR-T in development for AL amyloidosis, targeting a U.S. patient population of 34,600 with no FDA-approved drugs for this indication.

• NXC-201 demonstrated rapid normalization of disease markers and a 70% complete response rate in the first 10 U.S. patients, with all others MRD-negative, predicting future CR.

• No neurotoxicity (ICANS) was observed in the U.S. trial; CRS was mild and short in duration, supporting a favorable safety profile.

• Ex-U.S. NEXICART-1 trial showed a 75% complete response rate, with durable responses in patients with preserved heart function.

Market opportunity and competitive landscape

• AL amyloidosis represents a multi-billion dollar market with 34,600 relapsed/refractory U.S. patients eligible for NXC-201.

• Current therapies for relapsed/refractory AL amyloidosis yield only 0-10% complete response rates, and no drugs are FDA-approved for this setting.

• NXC-201's pricing floor is established by an existing billing code for BCMA CAR-T at $425,000 per dose.

• CAR-T therapies have seen robust global sales growth, with a 129% CAGR from 2017-2024E.

• NXC-201's one-time dosing, high CR rates, and low severe infection/neurotoxicity rates differentiate it from bispecifics and antibody-drug conjugates.

Technology platform and pipeline

• The N-GENIUS platform enables sterically-optimized CAR-T constructs with proprietary CD3ZY signaling and COBRA binder for enhanced efficacy and safety.

• NXC-201's design reduces cytokine release, eliminates neurotoxicity, and shortens CRS duration compared to other BCMA CAR-Ts.

• The platform is protected by a portfolio of U.S. patents, pending applications, and exclusive licenses.

• NXC-201 is being explored for expansion into other serious immune-mediated diseases where long-lived plasma cells drive pathology.

• Additional preclinical candidates are in development for undisclosed indications.