Structure Therapeutics (GPCR) Corporate presentation summary

Market opportunity and unmet need

• Global obesity and overweight population exceeds 1 billion, with a US addressable market over 100 million and a total market opportunity above $100 billion.

• Only about 5 million US patients are currently on injectable GLP-1 treatments, representing less than 5% of the addressable market.

• Oral small molecules are positioned to capture 25-50% of the obesity market by 2030, driven by patient and prescriber preference for oral therapies.

• Non-specialists, such as PCPs, account for 75% of obesity prescriptions and favor oral medications for ease of use.

Product differentiation and advantages

• Oral small molecules offer advantages over oral peptides: no fasting, easier manufacturing, lower cost of goods, and better scalability.

• Aleniglipron, a selective oral GLP-1 receptor agonist, is designed for once-daily dosing, dose flexibility, room temperature storage, and fixed-dose combination potential.

• Demonstrates proportional pharmacokinetics up to 240 mg, with no evidence of weight loss plateau.

Clinical efficacy and safety data

• Phase 2b ACCESS trial: 11.3% placebo-adjusted mean weight loss at 36 weeks with 120 mg; dose-dependent reductions observed.

• Exploratory ACCESS II: up to 15.3% weight loss at 240 mg, with no plateau and proportional PK exposure.

• Clinically meaningful improvements in blood pressure and HbA1c were observed.

• Tolerability profile consistent with GLP-1RA class; most GI-related AEs occurred early and were mild to moderate.

• Lower 2.5 mg starting dose further improved tolerability, with no treatment discontinuations due to AEs in interim analysis.

• No drug-induced liver injury, no significant off-target safety signals, and no QTc prolongation observed.