Nuvation Bio (NUVB) Corporate presentation summary

Portfolio and strategic position

• Global commercial-stage oncology portfolio spans approved IBTROZI, clinical-stage safusidenib and a preclinical drug-drug conjugate platform.

• IBTROZI is approved for advanced ROS1-positive NSCLC in the U.S., Japan and China; safusidenib is being studied across IDH1-mutant glioma grades and risk groups.

• Cash, cash equivalents and marketable securities totaled $661.0 million as of June 30, 2026; management expects this to support a path to profitability without additional funding.

IBTROZI commercial and clinical profile

• Since U.S. launch, ~760 patient starts and $66 million in U.S. net product revenue through June 30, 2026; Q2'26 revenue was $23.2 million, with >85% of starts first-line.

• First-line pooled data: 90% confirmed ORR, 50-month median DOR and 46-month median PFS; second-line pooled data: 56% ORR, 17-month median DOR and 66% intracranial ORR.

• In pivotal studies, 6.5% of 337 patients discontinued treatment due to a treatment-emergent adverse event; only 1 patient (0.3%) discontinued due to the six most common adverse events.

• Theoretical maximum U.S. market opportunity estimated at ~$3.8 billion, based on ~3,000 annual patients, ~$350,000 annual gross price and first-line median PFS; estimate excludes discounts and other market factors.

Safusidenib development

• Phase 2 low-grade study reported 79% 36-month PFS; high-grade Phase 1 data showed 17% confirmed ORR, including two complete responses.

• SIGMA pivotal study evaluates high-risk IDH1-mutant astrocytoma; potential data update in 2029. Its grade 3 oligodendroglioma exploratory cohort has a potential data update in 2027.

• Development plan also includes a Phase 3 study in grade 2 IDH1-mutant glioma and a Phase 2 study in glioma post-vorasidenib, both announced in July 2026.

• Japan rights were acquired from Daiichi Sankyo in April 2026; global rights are held for safusidenib.