Isofol Medical (ISOFOL) ABGSC Investor Days summary

Key strategic pillars and market opportunity

• Focus on high unmet medical need in oncology, targeting cancers with poor response rates to current therapies.

• Arfolitixorin, a next-generation direct-acting folate, is designed to enhance efficacy of 5-FU-based chemotherapy.

• Large market opportunity, with global colorectal cancer market projected to exceed $17 billion by 2030.

• Blockbuster sales potential in the US for metastatic colorectal cancer, with additional upside in other regions and indications.

• Strong partner network and expert advisory board support clinical and commercial execution.

Clinical development and scientific evidence

• Ongoing phase Ib/II trial in metastatic colorectal cancer, with safety and tolerability of new dosing regimen validated.

• Arfolitixorin demonstrated higher MTHF levels in tumors and a dose-response relationship, supporting improved efficacy over leucovorin.

• Phase III data showed arfolitixorin matched standard of care efficacy despite suboptimal dosing; new regimen aims to enhance outcomes.

• Collaboration with Charité, a leading hospital, and global experts ensures robust clinical development.

• Solid evidence platform and CMC readiness de-risk the clinical program and facilitate market adoption.

Forward-looking statements and ambition

• Management expresses intent to improve cancer treatment outcomes and create value for patients, healthcare providers, and stakeholders.

• Forward-looking statements highlight risks and uncertainties but emphasize commitment to ongoing development.

• Aim to impact millions of patients by enabling better treatment responses and improved prognosis.