BenevolentAl Therapeutics Pipeline and Triage slide image

BenevolentAl Therapeutics Pipeline and Triage

BenevolentAl pipeline assets target treatment of prevalent diseases with high unmet need BEN-2293 for the treatment of Atopic Dermatitis BEN-2293 is a first-in-class, topical, steroid sparing PanTrk antagonist to address itch and inflammation in mild-moderate atopic dermatitis Illustrative target patient population in 2020 All atopic dermatitis patients¹ Patients with mild-moderate disease¹ Treatable population BEN-8744 for the treatment of Ulcerative Colitis BEN-8744 is an oral, peripherally restricted, potent and selective PDE10 inhibitor for the treatment of moderate-to-severe Ulcerative Colitis Illustrative target patient population in 2020 All ulcerative colitis patients³ 0.62M US | 0.86M EU5 | 0.15M JP 43.4M US | 33.9M EU5 | 5.1M JP 82.6% US | 45.2% EU5 | 55.5% JP 35.8M US | 15.3M EU5 | 2.8M JP Patients with moderate-severe disease³ Treatable population 42.6% US | 39.9% EU5 | 32.0% JP 0.26M US | 0.34M EU5 | 0.05M JP Illustrative approved therapies Dupilumab (Dupixent, AD launch 2017)2 (Subcutaneous injection, mAb, anti IL4/IL13) 2020 Net Revenue $3.2B WW (Atopic Derm Only)² Illustrative pipeline / recently approved therapies Illustrative approved therapies Adalimumab (Humira, UC launch 2012)7 (Subcutaneous injection, mAb, anti TNF) Vedolizumab (Entyvio, UC launch 2014)8 (Subcutaneous injection, mAb, anti a4ẞ7 integrin) 2020 Net Revenue $2.6B WW (UC Only) $2.0B WW (UC Only) Illustrative pipeline / recently approved therapies Ruxolitinib (Opzelura, AD launch 2021)9 (Topical cream, JAK inhibitor; expected cost ~$8,000 patient/year in US5) Peak Sales Forecast $1.1Bn WW (Atopic Derm Only) Ozanimod (Zeposia, UC launch 2021)6 (oral, small molecule, SIP1/S1P5 modulator, $86,000 patient/year in US³) Peak Sales Forecast $3.0B WW (UC Only) 6 Sources: (1) Global Data Atopic Dermatitis: Epidemiology Forecast to 2027, 28 November 2018; (2) Evaluate Pharma Product Report - Dupixent [Accessed 29 Oct 2021]; (3) Global Data Ulcerative Colitis Drug Forecast and Market Analysis to 2029; (4) Endpoints/Andrew Berens at SVB Leerink; (5) Incyte Opzelura approval investor call 22 September 2021; (6) FiercePharma/Salim Syed at Mizuho Securities; (7) Evaluate Pharma Product Report - Humira [Accessed 01 Nov 2021]; (8) Evaluate Pharma Product Report - Entyvio [Accessed 01 Nov 2021]; (9) Evaluate Pharma Product Report - Opzelura [Accessed 29 Oct 2021] Benevolent 71 Al
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