Nuvation Bio (NUVB) Corporate presentation summary

Strategic focus and leadership

• Dedicated to developing first- or best-in-class oncology medicines for large unmet needs.

• Led by an experienced biotech team, including the founder of Medivation.

• Robust pro forma cash balance of ~$589 million, supporting profitability without additional funding.

IBTROZI (taletrectinib) highlights

• Approved for advanced ROS1+ NSCLC in the U.S., Japan, and China; U.S. launch in June 2025.

• Demonstrates high efficacy: 89–90% ORR, median DOR up to 50 months, and median PFS of 46 months in TKI-naïve patients.

• Safety profile is favorable, with only 6.5% discontinuation due to adverse events and minimal severe side effects.

• Achieved 432 new patient starts and ~$25 million in U.S. net product revenue in 2025.

• Now included as a preferred therapy in NCCN guidelines for ROS1+ NSCLC.

Market opportunity and competitive landscape

• ROS1+ NSCLC market estimated at ~$4 billion in the U.S. based on incidence and pricing.

• IBTROZI’s clinical profile may expand the market, similar to growth seen in ALK and EGFR inhibitor markets.

• Outperforms other ROS1 TKIs in efficacy and tolerability, with rapid adoption and broad coverage.