Lunai Bioworks (LNAI) Investor presentation summary

Market context and industry challenges

• Over $170B in annual pharmaceutical revenue is at risk due to expiring patents by 2030, with 70 blockbuster drugs losing exclusivity and over 90% price compression expected post-patent loss.

• Traditional drug development is too slow and costly to offset these losses, with timelines of 10–15 years and costs per approved drug ranging from $2.5B to $5B.

• Boards are demanding urgent loss-of-exclusivity mitigation strategies, intensifying pressure on R&D innovation.

Platform and technology differentiation

• The Augusta platform integrates AI, clinical data, and in vivo validation to de-risk drug discovery, focusing on biologically distinct subtypes rather than symptom-based disease definitions.

• Proprietary technology includes patented data harmonization and debiasing methods, with two awarded US patents covering AI/ML model generation and data integration for drug discovery.

• The platform enables rapid translation from patient data to experimental models, using tools like Phenograph and computer vision for high-throughput in vivo validation.

• Over 77% of platform data is proprietary and AI-derived, supporting robust gene, phenotype, and drug association mapping.

Competitive positioning and partnerships

• Distinct from peers by starting with clinical-grade patient biology and applying early in vivo validation, reducing human translation risk and capital intensity.

• Partnerships include Supernus (epilepsy patient stratification and drug response prediction), Deerfield (joint ventures for novel therapeutics), and NIH STTR grants for alcohol use disorder research.

• The platform is positioned for pharma partnerships and licensing, with a preclinical licensing model targeting substantial revenues in CNS and oncology.