Medivir (MVIR) Company presentation summary

Strategic focus and pipeline overview

• Advancing first-in-class programs for diseases with high unmet medical need, including liver cancer, rare bone disorders, and animal health.

• Three in-house programs: fostroxacitabine for HCC, MIV-711 for Osteogenesis Imperfecta and Perthes disease, all funded through phase 2.

• Multiple partnered programs with no further investment required, generating royalties and milestone payments.

• Strong track record in out-licensing, with two approved drugs and several R&D programs partnered.

• Leadership team and board with extensive experience in drug development and commercialization.

Fostroxacitabine (fostrox) in advanced liver cancer (HCC)

• First oral, liver-targeted treatment for advanced HCC, addressing a >$2.5bn 2nd line market with no approved options.

• Phase 1b/2a data show median TTP of 10.9 months and 24% ORR, outperforming Lenvima monotherapy.

• Combination with Lenvima demonstrates improved efficacy and tolerability, enabling long-term treatment.

• FLEX-HCC phase 2 study underway, with topline results expected in 2027.

• Patent protection for fostrox + Lenvima extended to 2041 in key regions.

MIV-711 in rare bone diseases

• Highly selective cathepsin K inhibitor targeting Osteogenesis Imperfecta (OI) and Perthes disease, both with significant unmet need and no approved treatments.

• OI affects 1 in 15,000 births; market potential >$2.5bn, with Orphan Drug and Rare Pediatric Disease designations.

• Perthes disease affects 8,800 children annually in EU/US; peak sales potential ~$1bn, with similar regulatory designations.

• Phase 2 PoC studies in both indications fully funded and in preparation.

• Strong scientific advisory council and patient organization engagement support clinical development.