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Imara M&A

Evolving Chronic Myeloid Leukemia Market Dynamics Current Market Growing patient population due to improved survival, requiring some patients to be on TKIs for decades Existing approved drugs have liabilities as chronic therapy, including poor tolerability due to off-target effects and inability to dose to maximal efficacy resulting in high switch rates Nevertheless, the five approved drugs (including generics) drive annual sales of >$6B, with every drug achieving ~$500M in sales and multiple drugs achieving sales of >$2B Treatment Duration for SOC by Line of Therapy % Patients Still on Therapy 100% 80% 60% 40% 20% 0% 0 1 2L median: 2-3y 3L median: 1y 2 3 Years on Therapy 1L median: ~7y 4 5 6 7 CML is a chronic disease requiring many years (even decades) of treatment *Develop BCR/ABL Mutations "Develop other molecular abnormalities. † Assumes current branded pricing CML = Chronic Myeloid Leukemia. SOC Standard of care. TFR = Treatment free remission. TKI = Tyrosine kinase inhibitor Reference: Baccarani M and Gale RP. Leukemia. 2021; 35:2199-2204. Our Vision New drugs with better tolerability and efficacy profiles further drive increased switching rates and gain rapid adoption (similar to the HIV market) • Additional focus from patients and doctors on deeper molecular responses (TFR) as well as tolerability and convenience factors for long-term treatment Chronic nature of CML allows doctors to freely switch between therapies, with limited consequences, thereby blurring lines of therapy Current Outcomes in CML Treatment decisions are guided by mutation status, etc. in only 15- 20% of patients who develop BCR-ABL mutations or other molecular abnormalities Normal Survival on Contin. TKI 10% Progress to Acute Phase and Death*** 5-10% Sustained TFR 5-10% Normal Survival on Continuous TKI 70% Treatment decisions guided holistically based on individual patient (co-meds, co-morbidities, tolerability, etc.) for >70% patients 10% overall share (by patients) equates to >$1 billion market opportunity in the U.S. alone* 23
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