Medivir (MVIR) Investor presentation summary

Strategic highlights

• Fostrox is positioned as the first oral, liver-targeted treatment for advanced hepatocellular carcinoma (HCC), addressing a significant unmet need in 2nd line therapy where no approved options exist.

• The company entered an exclusive global licensing agreement for remetinostat with Biossil, unlocking up to $60 million in milestone payments and royalties.

• Patent protection for fostrox + Lenvima has been extended to 2041 in Japan, complementing approvals in the EU and Australia.

Clinical development and efficacy

• Phase 1b/2a data for fostrox + Lenvima in 2nd/3rd line advanced HCC showed a median time to progression (TTP) of 10.9 months, outperforming Lenvima monotherapy (5.4 months).

• Over 75% of patients experienced tumor shrinkage, with a disease control rate of 81% and an objective response rate of 24%.

• The combination demonstrated efficacy regardless of prior therapy outcomes, with the longest response ongoing at 19.5 months.

Market opportunity and growth drivers

• The global 2nd line HCC market is projected to exceed $2.5 billion by 2030, driven by rising fatty liver disease and improved first-line treatments.

• Fostrox + Lenvima targets a population with no approved 2nd line options, offering a first-to-market advantage.

• The average treatment duration is expected to increase to 10 months, further expanding market potential.