PeptiDream : Corporate Presentation（June 2023, English version)(2MB)

Corporate Presentation

June 2023

PeptiDream Inc.

(TSE : 4587)

PeptiDream - Investment Highlights

Global Leader in the Discovery and Development of Macrocyclic Peptide Therapeutics

Industry Leading

Peptide Discovery

Platform

PeptiDream's proprietary Peptide Discovery Platform System (PDPS) technology

• Unparalleled peptide library generation (trillions) and hit finding platform
• Unrivaled # of building blocks
• Continuous evolution of the technology, translating learnings from advancing programs back into the platform improvements
• World-classchemistry, biology, bioinformatics, structural biology, modeling, profiling and ADME teams to turn hit peptide candidates into development candidates

Strong IP portfolio

Foundational in

Leading and Expanding

the Field

PeptiDream at the center of a large and diverse network of discovery and development partnerships

• Collaborations with large, mid, and small sized pharma companies all over the world creating the ecosystem
• Licensing of the PDPS discovery platform to global and Japan pharma partners solidifies the network around a common platform.
• Further grow the network and modality through strategic partnerships
• Develop products in house and license to network partners

Diverse Big Pharma-

Sized Pipeline

PeptiDream has a large diverse pipeline of programs spanning peptide modality, disease areas and development partners

• Over 120+ discovery and development programs
• Spans variety of peptide modalities, from peptide therapeutics to peptide-drug conjugates (PDCs) to multi- functional peptide conjugates (MPCs)
• Across broad range of therapeutic areas and discovery and development partners

Markets 24 radiodiagnostic and 8 radiotherapeutic products in Japan through PDRadiopharma

Business Model

Driving Profitability

and Growth

PeptiDream's unique multifaceted business model has allowed company to be profitable since 2011

• Year over year growth in revenue and profits from three complementary and synergistic business strategies
• Grow the business and the pipeline through partnerships and cash flow, not through capital raises
• Phenomenal growth potential as the pipeline matures

Japan radiopharmaceutical and radiodiagnostic business provides stable, positive cash flow

2

PeptiDream - Historical Snapshot

From University Startup to Growing Japan-Based Drug Discovery Powerhouse

		Acquired PDRadiopharma Inc.
		(Radiopharmaceutical business)
PeptiDream Inc.
PDRadiopharma Inc.	PDRadiopharma facility (Chiba)	Changed to the Prime Market
	of the TSE

2020

Relocated corporate

headquarters to Kawasaki

PeptiDream headquarters (Kawasaki)

	Changed to the first section	2017
	Listed on the TSE Mothers	of the TSE	JPY 4.8B/
PeptiDream Founded
(Ticker: 4587)
	68 employees
(Spinout from the University of Tokyo)	2015
2006	2013	JPY 2.4B /
	50 employees
Revenue/	JPY 0.6B /
Total employees	32 employees

Note: Financial numbers prior to FY2021 are based on JGAAP, IFRS is applied after FY2022.

2022

JPY 26.8 B/

680 employees

JPY 11.6 B/

157 employees

3

PeptiDream's Equity Holdings

Wholly-Owned, Affiliated, and Strategic Ownership Stakes in Peptide-Related Companies

Computational Drug Discovery (2018-)

<5%

Strategic Partner in

5%

Radiopharmaceuticals (2020-)

<15%

Peptide CDMO Business (2017-)

39.5%

39.4%

Growth Factor Business (2020-)

Radiopharmaceutical

Development,

100%

Manufacturing and

COVID-19 Therapeutics (2020-)

Sales (2022-)

Note: (Year) represents the year that PeptiDream invested in the company.

4

Macrocyclic Peptides as an Expanding Drug Class

Several Approved Macrocyclic Peptide Drugs With Over $1B in Annual Sales

Long History of Macrocyclic Peptides As Drugs Macrocyclic Peptides Have Positive Features of Both Small & Large Molecules

Molecular weight

									Large
Small
0.6kD	2.5kD				150kD~
Small molecules		Macrocyclic peptides		Large molecules

•	Good at recognizing	• High affinity and specificity	•	High affinity and
	binding pockets but	•	Good at inhibiting PPIs		specificity
	not PPIs or shallow	• Good at recognizing shallow	•	Good at inhibiting PPIs
	surfaces		interacting surfaces and	•	Good at recognizing
•	Orally bioavailable		binding pockets		shallow interacting
•	Membrane permeable	•	Oral bioavailability possible		surfaces of proteins
•	Near limitless targets	•	Near limitless targets	• Not oral - limited targets
•	However difficult and	• Relative ease and speed in	• Relative ease and speed
	time consuming to find		finding a suitable hit		in finding a suitable hit

Most approved macrocyclic drugs arose from natural products, limiting discovery!

Note: 1) Approved by CDER (Center for Drug Evaluation and Research) as new molecular entities.	5
Source: FDA, Chemistry & Engineering News, Company websites.