PolyPeptide : Presentation from the Jefferies Healthcare Conference

PolyPeptide Group AG (SIX: PPGN)

Jefferies Healthcare Conference 2022

Raymond De Vré, CEO

London, 15 November 2022

Disclaimer

This presentation (the "Presentation") has been prepared by PolyPeptide Group AG ("PolyPeptide" and together with its subsidiaries, "we", "us" or the "Group"). The information contained in the Presentation does not purport to be comprehensive. Please refer to the financial reports available on our website at report.polypeptide.com/hyr/22/.

PolyPeptide, together with its directors, officers, employees and advisors, make no representation or warranty, express or implied, as to, and accordingly no reliance should be placed on, the fairness, reasonableness, accuracy, or completeness or correctness of the information contained in the Presentation or of the views given or implied. PolyPeptide, together with its directors, officers, employees and advisors, shall have no liability whatsoever for any errors or omissions or any loss howsoever arising, directly or indirectly, from any use of this Presentation, its information or its contents or otherwise arising in connection therewith. PolyPeptide reserves the right to amend or replace the Presentation at any time and undertakes no obligation to provide the recipients with access to any additional information. Neither PolyPeptide, its directors, officers, employees or advisors nor any other person shall not be obligated to update or correct the information set forth in the Presentation (except as required by applicable laws and regulations). Nothing in this Presentation is, or should be relied upon as, a promise or representation as to the future.

To the extent available, the industry, market and competitive position data contained in this Presentation has come from third-party sources as referenced. Third party industry publications, studies and surveys generally state that the data contained therein have been obtained from sources believed to be reliable, but that there is no guarantee of the accuracy or completeness of such data. While the Group believes that each of these publications, studies and surveys has been prepared by a reputable source, the Group has not independently verified the data contained therein and there is no guarantee that such data has been verified by those sources. In addition, certain of the industry, market and competitive position data contained in this Presentation come from the Group's own internal research and estimates based on the knowledge and experience of the Group's management in the market in which the Group operates. While the Group believes that such research and estimates are reasonable and reliable, they, and their underlying methodology and assumptions, have not been verified by any independent source for accuracy or completeness and are subject to change without notice. Accordingly, undue reliance should not be placed on any of the industry, market or competitive position data contained in this Presentation.

Forward-looking information

This Presentation has been prepared by PolyPeptide and includes forward-looking information and statements concerning the outlook for its business. These statements are based on current expectations, estimates and projections about the factors that may affect the Group's future performance. These expectations, estimates and projections are generally identifiable by statements containing words such as 'expects', 'believes', 'estimates', 'targets', 'plans', 'projects', 'outlook' or similar expressions. There are numerous risks, uncertainties and other factors, many of which are beyond PolyPeptide's control, that could cause the Group's actual results to differ materially from the forward-looking information and statements made in this Presentation and which could affect the Group's ability to achieve its stated targets. Although PolyPeptide believes that its expectations reflected in any such forward-looking statement are based upon reasonable assumptions, it can give no assurance that those expectations will be achieved.

Alternative Financial Performance Measures (APM)

This Presentation contains references to operational indicators, such as customer projects, and alternative financial performance measures ("APM") that are not defined or specified by IFRS, including revenue at constant currency rates, EBITDA, adjusted EBITDA, adjusted EBITDA margin, net operating assets, return on net operating assets, capital expenditures, equity ratio, net working capital, free cash flow, net cash, total financial debt and revenue associated with the coronavirus pandemic. These APM should be regarded as complementary information to and not as substitutes of the Group's consolidated financial results based on IFRS. For the definitions of the main operational indicators and APM used, including related abbreviations, as well as for selected reconciliations to IFRS, refer to the section "Definitions and reconciliations" in PolyPeptide Group AG's Half Year Report 2022 available at report.polypeptide.com/hyr/22/.

Unaudited Financial Results

The financial information contained in this Presentation is unaudited.

THIS PRESENTATION IS NOT AN INVITATION TO PURCHASE SECURITIES OF POLYPEPTIDE OR THE GROUP.

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Agenda

1		Market overview

2		Company overview

3 Strategy

4 Appendix

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Peptides and Oligonucleotides: "The world of TIDES"

It all starts with amino acids and nucleobases

What are peptides?

Peptides are short chains of (up to ~100) amino acids linked by chemical bonding between their respective carboxyl and amino groups.

Peptides are in every cell and tissue in the body.

What are oligonucleotides?

Oligonucleotides are a class of single- or double-stranded small synthetic nucleotides (up to 20-30 mer).

Therapeutic oligonucleotides act on different stages of pathological gene expression.

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TIDES: a sweet spot within the various therapeutic modalities

Positioning of chemically synthesized TIDES

Amino acids

Nucleotides

Small molecules

Cysteine

C3H7NO2S

Adenine

Peptides/small proteins

Nano

Cytokines, hgh, IFN, EPO

MAbs, Fusion, Factors

Semaglutide

Insulin

GCSF

Rituximab

C

H

N

O

59

C

H

383

N O

S

C

H

N

223

O

243

S

C6416H9874N1688O1987S44

187

291

45

257

65

77

845

1343

9

1328 AA (145KD)

31AA

51AA

174 AA

1

50

100

100-200

150-200

1000-3000

0.1kD

5-6kD

10-12kD

10-20kD

15-25kD

100-300kD

Chemistry

Recombinant

Spinraza

Leqvio

C234H323N61Na17O128P17S17 C520H679F21N175O309P43S6

18nt

32 nt

1

15

30

Up to several 1'000s

0.5 kD

6-7 kD

15-17kD

Chemistry

In Vitro Transcription (IVT)

Number of AAs

Molecular Weight (kD)

Number of nucleotides

Molecular Weight (kD)

Oligonucleotides
	mRNA Vx and Therapeutics

Source: Wikipedia

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