Nuvation Bio (NUVB) Corporate presentation summary

Strategic focus and financial position

• Concentrates on developing first- or best-in-class oncology medicines for large unmet needs, with a robust pro forma cash balance of ~$589 million expected to support profitability without additional funding.

• Recently secured a partnership with Eisai, providing an upfront payment of ~$60 million and potential total cash consideration up to ~$230 million, plus double-digit royalties.

Product portfolio and approvals

• IBTROZI (taletrectinib), a next-generation ROS1 inhibitor, is approved for advanced ROS1+ NSCLC in the U.S., Japan, and China, with 432 new patient starts and ~$25 million in U.S. net product revenue in 2025.

• Safusidenib, a brain-penetrant IDH1 inhibitor, is in pivotal SIGMA study for high-risk or high-grade IDH1-mutant astrocytoma and grade 3 oligodendroglioma.

• Drug-drug conjugate (DDC) platform is advancing preclinical candidates for solid tumors, aiming for improved therapeutic index and manufacturing simplicity.

IBTROZI clinical and commercial highlights

• Demonstrates high and durable responses in TKI-naïve patients, with a median duration of response of 50 months and median progression-free survival of 46 months.

• Safety profile is favorable, with only 6.5% discontinuation due to adverse events and minimal persistent clinical issues.

• Now included as a preferred therapy in NCCN guidelines, with broad and favorable coverage and rapid adoption in the U.S.

• Theoretical maximum U.S. market opportunity estimated at ~$4 billion, driven by strong clinical profile and prevalence-based growth.