Ryvu Therapeutics (RVU) Corporate Presentation summary

Company overview

• Ryvu Therapeutics develops first-in-class small molecule therapies targeting oncology, with a focus on synthetic lethality and immuno-oncology partnerships.

• Lead asset RVU120 is a selective, oral CDK8/19 inhibitor in Phase II for AML/HR-MDS, with additional studies planned in LR-MDS and myelofibrosis.

• MEN1703 (SEL24), a dual PIM/FLT3 inhibitor, is partnered with Menarini and advancing to Phase II in DLBCL.

• The company operates a fully integrated R&D platform with over 320 employees, including ~100 PhDs, and a state-of-the-art facility.

• Listed on the Warsaw Stock Exchange (WSE: RVU), with a cash runway to Q1 2026.

Pipeline and clinical progress

• RVU120 shows clinical benefit in heavily pretreated AML and HR-MDS patients, especially those with NPM1 and DNMT3A mutations.

• Phase II RIVER-52 (monotherapy) and RIVER-81 (combination with venetoclax) are ongoing, with initial data confirming safety and early signs of efficacy.

• Additional studies are planned in myelofibrosis (POTAMI-61) and low-risk MDS, with global clinical trial expansion underway.

• MEN1703 is advancing to Phase II in DLBCL, addressing a high unmet need in relapsed/refractory patients ineligible for transplant.

• Synthetic lethality programs (PRMT5, WRN) and immuno-oncology collaborations (BioNTech, Exelixis) are progressing through preclinical and early clinical stages.

Financials and partnerships

• Q1 2024 revenues were $6.4M, with $5.4M from partnering and $1.0M from grants; net loss was $4.6M.

• Cash position as of June 14, 2024, was $64M, including EIB funding; additional €6M remains available from the EIB facility.

• Major partnerships include BioNTech (multi-target immune modulation, €40M upfront/equity) and Exelixis (STING ADCs, $3M upfront plus milestones/royalties).

• MEN1703 is fully funded by Menarini, with potential for up to €80M in milestones and royalties.

• The company aims to secure at least one new partnering deal per year and achieve financial milestones from existing collaborations.