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 an experienced biotech team, including the founder of Medivation.

• Maintains a strong cash position of $661 million, supporting profitability without additional funding.

IBTROZI (taletrectinib) highlights

• Approved for advanced ROS1+ NSCLC in the U.S., Japan, and China, with line-agnostic use.

• Demonstrates unmatched efficacy: 90% first-line ORR, 50-month median DOR, and strong brain penetration.

• Safety profile is favorable, with only 6.5% discontinuation due to adverse events and no CNS label warnings.

• Achieved $66 million in U.S. net product revenue and ~760 new patient starts since launch.

• Included as a preferred therapy in NCCN Guidelines for ROS1+ NSCLC.

Market opportunity and growth

• U.S. ROS1+ NSCLC market estimated at ~$4 billion, with IBTROZI's clinical profile shifting focus from incidence to prevalence.

• First-line patient starts grew ~30% quarter-over-quarter, with >85% of new starts in Q2'26 being first-line.

• IBTROZI's efficacy and tolerability position it to expand the ROS1+ NSCLC market, similar to precedent growth in ALK and EGFR segments.