Nykode Therapeutics (NYKD) Investor presentation summary

Strategic focus and value drivers

• Advancing Abi-suva (VB10.16) in 1L recurrent/metastatic head and neck cancer, with interim results expected by 2027.

• Leveraging peer readouts in individualized neoantigen therapy (VB10.NEO) within the next 15 months.

• Aiming for best-in-class antigen-specific immune tolerance (ASIT) platform for autoimmune diseases.

• Well-capitalized to reach significant clinical and business milestones.

Abi-suva clinical progress and market potential

• Abili-T protocol submitted and approved by UK and EU authorities; first patient dosing expected 1H 2026.

• Interim data from VB-C-03 trial shows 38.5% ORR, outperforming standard of care (19%).

• Focus on HPV16+ driven cancers, with market expected to reach $2.3bn by 2034 (CAGR 9.2%).

• Abi-suva demonstrates strong, consistent clinical effect across multiple trials and indications.

Individualized neoantigen therapy (VB10.NEO)

• Proprietary NeoSELECT platform granted U.S. patent, enhancing IP position.

• Clinical trials N-01 and N-02 show 100% vaccine-induced immune responses and no serious adverse events.

• DNA-based therapy offers rapid, cost-effective manufacturing with robust supply chain and 6.4-week turnaround.

• Positioned to benefit from upcoming peer readouts in the INT field.