Molecure (MOC) Investor Presentation summary

Leadership and partnerships

• Leadership team includes CEO Marcin Szumowski, CSO Zbigniew Zasłona, CMO Piotr Iwanowski, and CFO Sławomir Broniarek, with affiliations to leading academic and industry institutions.

• Entered an exclusive licensing agreement with Ocean Biomedical for early-stage YKL40 inhibitors, valued at approximately $32 million, with a $0.6 million upfront payment and low single-digit royalties.

• Joint Steering Committee established for continued development of YKL40 program.

Scientific and clinical highlights

• YKL40 (CHIT3L1) is a key target in cancer and fibrosis, regulating pathways such as MAPK/Akt, Wnt/β-catenin, and STAT3, and is involved in fibrosis, tumor metastasis, and inflammation.

• Developed a high-throughput Alpha Screen Assay to study YKL40 binding, showing compounds can displace up to 80% of YKL40-heparan sulphate interaction with nanomolar potency.

• OAT-3912 demonstrated anti-inflammatory and anti-cancer efficacy in preclinical models, reducing tumor growth and inflammatory cytokines.

• YKL40 program aligns with Ocean Biomedical’s approach to treat fibrotic diseases, focusing on idiopathic pulmonary fibrosis with minimal systemic toxicity.

Pipeline and market potential

• Pipeline includes protein and mRNA targets for indications such as sarcoidosis, MASH, IPF, Crohn’s disease, and oncology.

• OATD-01 targets CHIT1 and is positioned for sarcoidosis and MASH, with potential expansion to other inflammatory and fibrotic diseases.

• MASH market projected to reach $25.8B by 2032, with OATD-01 offering anti-inflammatory and anti-fibrotic effects, potentially expanding treatable patient populations beyond current therapies.

• Plans to initiate a Phase 2 proof-of-concept trial for OATD-01 in MASH with a partner.