Nuvation Bio (NUVB) Corporate presentation summary

Strategic focus and leadership

• Concentrates on developing first- or best-in-class oncology medicines for large unmet needs.

• Led by experienced biotech executives, including the founder of Medivation.

• Maintains a strong pro forma cash balance of ~$589 million, supporting profitability without additional funding.

IBTROZI (taletrectinib) highlights

• Approved for advanced ROS1+ NSCLC in the U.S., Japan, and China, with 432 new patient starts and ~$25 million in U.S. net revenue since launch.

• Demonstrates potentially best-in-class efficacy, safety, and brain penetration, with a median duration of response of 50 months in TKI-naïve patients.

• Safety profile is favorable, with only 6.5% discontinuation due to adverse events and minimal severe side effects.

• Recently entered an exclusive licensing agreement with Eisai for Europe and other territories, with up to ~$230 million in cash consideration and double-digit royalties.

• Now included as a preferred therapy in NCCN guidelines for ROS1+ NSCLC.

Market opportunity and commercial performance

• ROS1+ NSCLC market estimated at ~$4 billion in the U.S., with IBTROZI positioned to expand market size due to its clinical profile.

• U.S. launch outpaces previous ROS1 TKIs, with rapid adoption and >90% coverage to label.

• Partnership with Eisai validates global potential and supports focus on U.S. commercialization.