BeyondSpring (BYSI) Corporate presentation summary

Investment highlights and strategic focus

• Plinabulin is a first-in-class, reversible tubulin depolymerizing agent with a unique immune-modulating mechanism, showing durable anti-cancer efficacy and safety in over 700 patients, especially in NSCLC after ICI failure.

• SEED Therapeutics, a subsidiary, is advancing a novel targeted protein degradation (TPD) platform with a robust pipeline, including an oral RBM39 degrader in phase 1 and partnerships with Eli Lilly and Eisai.

• Strong global patent protections cover both Plinabulin and the SEED platform, supporting long-term commercial potential.

Clinical need and therapeutic landscape

• Over 60% of cancer patients develop resistance to immune checkpoint inhibitors (ICIs), with limited and toxic post-ICI treatment options, creating a significant unmet need.

• Docetaxel remains the standard of care in post-ICI NSCLC but offers limited survival benefit and high toxicity, with no new therapies approved for ICI-resistant patients.

Plinabulin mechanism and clinical data

• Plinabulin induces dendritic cell maturation via GEF-H1 activation, enhancing T-cell priming and immune response, while also mitigating chemotherapy-induced neutropenia.

• Phase 3 Dublin-3 trial in NSCLC (n=559) showed Plinabulin + Docetaxel significantly improved overall survival (OS), progression-free survival (PFS), objective response rate (ORR), and reduced grade 4 neutropenia compared to Docetaxel alone.

• Post-hoc analysis in ICI-progressed, non-squamous NSCLC showed a median OS extension of 4.1 months (HR 0.55) for Plinabulin + Docetaxel.

• Combination regimens with Plinabulin demonstrated improved efficacy and tolerability in multiple cancer types, including synergy with ADCs and checkpoint inhibitors.