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Genfit-2026-JPM.pdf

上传人: 明**** 编号:1069733 2026-01-17 21页 2.07MB

1、 J.P.Morgan Healthcare Conference Investor PresentationSan FranciscoJanuary 2026 Disclaimer2IMPORTANT NOTICE YOU MUST READ THE FOLLOWING BEFORE CONTINUING.THIS PRESENTATION HAS BEEN PREPARED BY GENFIT AND IS FOR INFORMATION PURPOSES ONLY.CERTAIN OF THE INFORMATION CONTAINED HEREIN CONCERNING ECONOMI

2、C TRENDS AND PERFORMANCE IS BASED UPON OR DERIVED FROM INFORMATION PROVIDED BY THIRD-PARTY CONSULTANTS ANDOTHER INDUSTRY SOURCES.WHILE GENFIT BELIEVES THAT SUCH INFORMATION IS ACCURATE AND THAT THE SOURCES FROM WHICH IT HAS BEEN OBTAINED ARE RELIABLE,GENFIT HAS NOT INDEPENDENTLYVERIFIED THE ASSUMPTI

3、ONS ON WHICH PROJECTIONS OF FUTURE TRENDS AND PERFORMANCE ARE BASED.IT MAKES NO GUARANTEE,EXPRESS OR IMPLIED,AS TO THE ACCURACY AND COMPLETENESS OF SUCHINFORMATION.This presentation contains certain forward-looking statements,with respect to GENFIT,including,but not limited to statements about our a

4、chievement of key milestones enabling us to receive payments under ourlicense agreement with Ipsen,the successful commercialization of Iqirvo(elafibranor),our achievement of the necessary objectives to obtain the future 55 million in additional payments under the royaltyfinancing agreement signed wi

5、th HCRx,anticipated timing for study commencement and data readouts,in particular regarding our development programs for G1090N in the prevention and/or treatment of ACLFand for GNS561 in CCA,and development plans for our other pipeline programs,market estimates for the disease areas where we are pu

6、rsuing R&D and our financial outlook including cash flow and cash burnprojections.The use of certain words,such as believe,potential,expect,“target”,“may”,“will”,should,could,if and similar expressions,is intended to identify forward-looking statements.Although theCompany believes its expectations a

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1. **核心产品与财务**:Iqirvo®(elafibranor)用于PBC,2024年上市,2025年Q3全球销售额达$56.0M;累计获Ipsen里程碑付款€88.5M,版税€15.3M;现金储备€119M(2025Q3),可支撑运营至2028年后。 2. **研发管线进展**: - **G1090N(ACLF)**:抗炎口服药,临床前显示抗炎、保护肝肾,Phase 1安全性与生物活性积极,拟推进Phase 2。 - **GNS561(CCA)**:自噬抑制剂,联合MEK抑制剂治疗KRAS突变CCA,Phase 1b/2a进行中,2026年H2启动Phase 2。 3. **其他项目**:ACLF管线(SRT-015、CLM-022等)及UCD/OA项目(VS-01-HAC)均处早期开发阶段。 4. **市场机会**:ACLF(US/EU4/UK 2030年市场潜力$3.1Bn)、CCA(KRAS突变亚型峰值年销售€160-200M)。
Iqirvo®销售如何? G1090N有何潜力? GNS561进展如何?
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