Oncolytics Biotech (ONCY) Investor presentation summary

Mission and platform overview

• Pelareorep is a first-in-class double-stranded RNA immunotherapeutic agent targeting gastrointestinal tumors.

• Aims to address the largest unmet medical need in oncology by providing a tolerable immunotherapy for GI tumors.

• Designed as a transformative immunotherapy platform for multiple GI tumor types.

Mechanism of action and clinical experience

• Delivered intravenously, pelareorep evades neutralization, selectively infects RAS-mutant tumor cells, and induces immune activation.

• Replicates in almost all evaluated tumors, with RNA detected in tumor but not stromal cells.

• Over 1,200 patients treated across >20 studies, with a well-understood safety profile and no maximum tolerated dose identified.

• Most adverse events are mild, short-lived, and manageable with OTC medications.

Market opportunity and targeted indications

• GI cancer is the fastest-growing cancer in people under 50, with significant unmet needs in mCRC, SCAC, and mPDAC.

• 2L mCRC: ~$20B market, 1.9M patients, 15% 5-year survival.

• 2L SCAC: ~$1B market, 54,000 patients, 36% 5-year survival.

• 1L mPDAC: ~$3B market, 500,000 patients, 3% 5-year survival.