Financial Data and Key Metrics Changes - Total revenue for Q3 2020 was $44 million, compared to $33.2 million for Q3 2019, indicating a year-over-year increase [29] - Net income for Q3 2020 was $33 million, or $0.36 per basic share, compared to a net loss of $49.4 million, or $0.57 per basic share, in Q3 2019 [30][34] - Operating costs and expenses were $11.7 million for Q3 2020, down from $86 million in the same period last year [30] Business Line Data and Key Metrics Changes - Roxadustat sales in China reached $22.7 million in Q3 2020, up from $15.7 million in Q2 2020, reflecting strong market uptake [16] - Development revenue contributed $20.7 million, and sales of bulk drug product to AstraZeneca accounted for $2.3 million [29] Market Data and Key Metrics Changes - Roxadustat was listed in hospitals representing approximately 55% of the CKD anemia market opportunity in China by the end of Q3 2020, up from 45% at the end of Q2 2020 [17] - The number of patients treated with Roxadustat in China more than doubled from 40,000 to 90,000 from Q2 to Q3 2020, although sales did not match this rise [47][50] Company Strategy and Development Direction - The company aims to make Roxadustat the standard of care for treating CKD anemia in China and is preparing for its launch in the U.S. and other countries [18][19] - A new collaboration agreement with AstraZeneca is expected to improve profitability and predictability for the Roxadustat franchise [31] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating challenges posed by the COVID-19 pandemic and highlighted a strong cash position of approximately $720 million at the end of Q3 2020 [36] - The company anticipates $245 million in potential milestones over the next nine months for expected U.S. and EU approvals [34] Other Important Information - The company is conducting ongoing Phase IIIb clinical trials for Roxadustat in the U.S. dialysis setting, with results expected in the first half of 2021 [71] - The company has a strong pipeline, with top-line data for various trials expected in 2021 and 2022 [24][27] Q&A Session Summary Question: Implications of a black box warning for Roxadustat - Management indicated that a black box warning could slow initial uptake but may not significantly impact long-term market potential, especially in the dialysis setting where similar warnings exist for current treatments [40][42] Question: Market dynamics in China regarding patient numbers and sales - Management clarified that the reported patient numbers are cumulative and do not directly correlate with sales, emphasizing strong underlying business fundamentals [49][51] Question: Launch trajectory for Roxadustat in dialysis and non-dialysis populations - Management expects a rapid ramp-up in the dialysis population and is focused on educating the market about the importance of treating anemia in the non-dialysis population [55][58] Question: Update on pamrevlumab pancreatic cancer study - Top-line resection data for the pamrevlumab study is expected in the second half of 2022 [66] Question: Engagement with large dialysis providers in the U.S. - Management confirmed ongoing discussions with large dialysis providers and expressed confidence in securing contracts post-approval [79] Question: Competitive landscape and LDL reduction data - Management believes that while LDL reduction data is beneficial, the overall cardiovascular safety profile is more critical for the product's acceptance [66][90]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36740 FIBROGEN, INC. (Exact name of registrant as specified in its charter) | --- | --- | --- | |-------------------------- ...

FibroGen, Inc. Corporate Presentation September 2020 Forward-Looking Statements 2 This presentation contains "forward-looking" statements that involve substantial risks and uncertainties. All statements other than statements of historical facts contained in this presentation, including statements regarding our future financial condition, business strategy, and plans, and objectives of management for future operations, are forward looking statements. These forward-looking statements can generally be identifi ...

FibroGen, Inc. (NASDAQ:FGEN) Q2 2020 Earnings Conference Call August 6, 2020 5:00 PM ET Company Participants Michael Tung – Vice President-Corporate Strategy and Investor Relations Enrique Conterno – Chief Executive Officer Pat Cotroneo – Chief Financial Officer Chris Chung – Senior Vice President-China Operations Thane Wettig – Chief Commercial Officer Peony Yu – Chief Medical Officer Conference Call Participants Geoffrey Porges – SVB Leerink Michael Yee – Jefferies Joel Beatty – Citi Jason Gerberry – Bank ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36740 FIBROGEN, INC. (Exact name of registrant as specified in its charter) | --- | --- | --- | |------------------------------- ...

FibroGen, Inc. (NASDAQ:FGEN) Q1 2020 Earnings Conference Call May 7, 2020 5:00 PM ET Corporate Participants Mike Tung - Investor Relations Enrique Conterno - Chief Executive Officer Peony Yu - Chief Medical Officer Chris Chung - Senior Vice President, China Operations Elias Kouchakji - Senior Vice President, Clinical Development, Drug Safety and Pharmacovigilance Pat Cotroneo - Chief Financial Officer Conference Call Participants Michael Yee - Jefferies Geoffrey Porges - SVB Leerink Jason Gerberry - Bank of ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-36740 FIBROGEN, INC. (Exact name of registrant as specified in its charter) Delaware 77-0357827 (State or Other Jurisdiction of ...

FibroGen, Inc. (NASDAQ:FGEN) Q4 2019 Earnings Conference Call March 2, 2020 5:00 PM ET Company Participants Mike Tung - Investor Relations Enrique Conterno - Chief Executive Officer Peony Yu - Chief Medical Officer Chris Chung - Senior Vice President, China Operations Elias Kouchakji - Senior Vice President, Clinical Development, Drug Safety and Pharmacovigilance Pat Cotroneo - Chief Financial Officer Conference Call Participants Michael Yee - Jefferies Geoffrey Porges - SVB Leerink Andy Hsieh - William Bla ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number: 001-36740 FIBROGEN, INC. (Exact name of registrant as specified in its charter) Delaware 77-0357827 (State or other jurisdiction of in ...

FibroGen, Inc. Corporate Presentation January 2020 Forward-Looking Statements This presentation contains "forward-looking" statements that involve substantial risks and uncertainties. All statements other than statements of historical facts contained in this presentation, including statements regarding our future financial condition, business strategy, and plans, and objectives of management for future operations, are forward looking statements. These forward-looking statements can generally be identified b ...