NovaBridge Biosciences (NBP) H.C. Wainwright 28th Annual Global Investment Conference summary

Strategic overview and business model

• Focuses on sourcing late-stage assets, primarily from Asia, with proven phase I/II data and advancing them through a flexible capital allocation framework.

• Aims to repeatedly identify, de-risk, and develop differentiated therapeutics for global markets, leveraging a U.S.-based clinical team and Nasdaq listing.

• Seeks assets with established mechanisms of action, clear differentiation, and unmet needs, prioritizing those already de-risked in early clinical trials.

• Explores opportunities to bypass the U.S. market, targeting Europe and APAC, and is particularly interested in underappreciated areas like women's health.

• Employs a hub-and-spoke model to develop, partner, or finance assets, adapting strategy based on market and asset specifics.

Givastomig clinical development and differentiation

• Givastomig is a bispecific antibody targeting claudin 18.2 and 4-1BB, conditionally activated in tumors, showing efficacy in low claudin expressers.

• Phase I data demonstrated activity at both 8 mg and 12 mg doses, with improved response rates and median PFS over standard of care.

• FDA feedback supports moving directly to phase III, with ongoing dose selection balancing efficacy, safety, and tolerability.

• The molecule's design allows for a broader addressable market, potentially doubling eligible patients, especially in HER2-negative gastric cancer.

• Expansion into pancreatic and biliary tract cancers is underway, with results expected over the next year to validate the platform beyond gastric cancer.

VIS-101 and ophthalmology pipeline

• VIS-101 is a bispecific peptide body targeting VEGF and Ang2, designed for neovascular AMD, with differentiation driven by durability and reduced retreatment rates.

• Phase II-A showed promising efficacy and durability; phase II-B is scaling up with a 100-patient trigger for phase III, in partnership with Everest Medicines.

• Phase III design aims to demonstrate both efficacy and extended treatment intervals versus standard of care, without trade-offs.

• Visara, the majority-owned subsidiary, is expanding its pipeline to include front-of-the-eye assets, such as VIS-102 for neurotrophic keratitis, focusing on patient convenience and differentiation.

• Innovation includes developing assets that do not require cold chain logistics, addressing significant patient and caregiver burdens.