NovaBridge Biosciences (NBP) H.C. Wainwright 4th Annual BioConnect Investor Conference summary

Strategic overview and business model

• Focus on platform-based development leveraging innovations from Asia, especially China, to source high-quality molecules for global markets.

• Value creation by developing Asian-origin molecules into U.S., EU, and Japan-oriented products, not just licensing and flipping assets.

• Strong access to the China biotech ecosystem and translational clinical development capabilities in the U.S.

• Two main verticals: oncology (lead asset: givastomig) and ophthalmology (lead asset: VIS-101).

• Hub and spoke model enables efficient asset sourcing and flexible resource allocation for rapid development.

Oncology pipeline: givastomig

• Givastomig is a claudin 18.2/4-1BB bispecific antibody positioned for frontline metastatic gastric cancer, phase III-ready.

• FDA engagement has provided clear benchmarks for accelerated approval, with phase III study targeted to start in Q4 this year.

• Mechanistically, givastomig binds with high affinity to claudin 18.2, eliminates ADCC/CDC activity, and activates T cells via 4-1BB for regulated tumor-localized immune response.

• Clinical data show consistent, superior objective response rates and PFS compared to standard of care, with a favorable toxicity profile.

• Broader patient eligibility due to lower claudin 18.2 expression threshold (≥1%), potentially expanding market beyond competitors like zolbetuximab.

Safety and clinical insights

• Safety profile of givastomig plus standard of care is similar to nivolumab plus FOLFOX, with no increase in immune-related adverse events.

• Gastritis observed as a manageable on-target toxicity, potentially serving as a pharmacodynamic marker correlated with improved outcomes.

• Ongoing studies in pancreatic and biliary tract cancers, with signals expected within 12 months.