Sellas Life Sciences Group, Inc. · NASDAQ:SLS
Sellas Life Sciences — Investor Day (September 2022)
17 slides from Sellas Life Sciences's investor day presentation, Sep 15, 2022
Slide 1: Investor Symposium on Galinpepimut-S
NASDAQ: SLS Investor Symposium on Galinpepimut-S September 15, 2022
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains forward-looking statements. Such forward-looking statements can be identified by the use of the words “expect,” “believe,” “will,” “anticipate,” “estimate,” “plan,” “project” and other words of similar import. The forward-looking statements in th
Slide 3: Welcome & Introduction
Welcome & Introduction Angelos M. Stergiou, M.D., ScD h.c. President & Chief Executive Officer, SELLAS Life Sciences
Slide 4: Galinpepimut-S (GPS): Commercial Overview
Galinpepimut-S (GPS): Commercial Overview Robert Francomano Chief Commercial Officer, SELLAS Life Sciences
Slide 5: Agenda
Agenda Topic Establishing Commercial Capability and Infrastructure Overview of Current and Emerging AML Treatment Landscape Global Market Epidemiology and Size: Complete Remission (CR2) Patient Numbers Phase 3 REGAL Trial Overview and Emerging Product Profile AML Market Pricing Overview U.S. Reimbur
Slide 6: Commercial Opportunity
Commercial Opportunity To Remain Competitive in the AML Market, Commercial Activities, Must Begin While Pivotal REGAL Study is Ongoing The current slate of FDA approved therapeutics for the treatment of patients with acute myeloid leukemia (AML) hail from organizations with formidable size, resource
Slide 7: Current Acute Myeloid Leukemia Fragmented Landscape
Current Acute Myeloid Leukemia Fragmented Landscape CD-33 B-Cell Lymphoma 2 FMS-like Tyrosine Kinase (FLT-3) GEM-333 JNJ-6751244 AMV-564 Despite the (Bcl-2) AMG330 BI836858 PRGN-3006 introduction of VOB-560 GTB-3550 VCAR33 VOR33 SEL21 FF-10101 several new LOXO-338 HM43239 agents since ZN-d5 SKI-G-80
Slide 8: Acute Myeloid Leukemia Key Market Incidence
Acute Myeloid Leukemia Key Market Incidence • AML is the most common acute leukemia in adults and primarily affects older people with a median age at diagnosis of ~67 years • The AML market is expected to grow at a 21.85% CAGR between 2018 – 2030 to $5 billion Parameter Sub-Parameter 2018 2030 CAGR
Slide 9: Where Do GPS Patients Come From and How Many Are There?
Where Do GPS Patients Come From and How Many Are There? • According to the literature, ~50% of treated, Second-Line AML patients will achieve a CR±µ • ~8,725* patients are clinically appropriate for treatment with GPS in key markets alone With increased therapeutic clinical benefit derived for prior
Slide 10: GPS Product Profile
GPS Product Profile Emerging Product Profile • Galinpepimut-S (GPS) consists of 4 WT1-derived peptides1: o 1 synthetic heteroclitic short peptide to stimulate CD8+ responses (WT1-A1) Mechanism of Action o 2 native long peptides (331 and 427) to stimulate CD4+ responses o 1 synthetic heteroclitic lon
Slide 11: Analogue selection focuses on agents indicated for orphan diseases
Analogue selection focuses on agents indicated for orphan diseases, with similar usage and market dynamics to ensure transferrable insights POTENTIAL ANALOGUE KEY CONSIDERATIONS EXAMPLES • Rare or ultra-rare condition Population Patient volume and budget impact • Branded agents within AML • Targetin
Slide 12: Increasing Relevance: Closest analogues to GPS
Across analogues, BLINCYTO, FOLOTYN and SOLIRIS represent the closest fit to GPS due to alignment of unique product and market characteristics **Currently Approved Therapeutics to Treat AML and Orphan/Rare Diseases Have a Broad Range of Average Price Per Patient Per Year** **Payers conceivably could
Slide 13: GPS Payer Value Proposition Anticipated to be Widely Accepted by Public and Private Payers
GPS Payer Value Proposition Anticipated to be Widely Accepted by Public and Private Payers Public Payer (~70-80% of Claims) • Given average age of the AML patient, CMS is expected to be the primary payer • Likely minimal out of pocket expense given most patients will have supplemental Medigap supple
Slide 14: GPS Payer Value Proposition (cont.)
GPS Payer Value Proposition Anticipated to be Widely Accepted by Public and Private Payers (cont.) Private Payer (~20-30% of Claims) • Expected to cover 20-30% of GPS claims • May reasonably assume that commercial plans will follow CMS for coverage • Prior authorization relatively standard • Treatme
Slide 15: High Level GPS AML Launch Roadmap to Market Entry
High Level GPS AML Launch Roadmap to Market Entry Integrated Progress Integrated Launch Plan “Go-to-Market” Launch Plan Initiation Strategy FINAL Expanded Access Program HEOR/RWE REGAL Exploration & Brand / Value Build Primary Disease Publication Lexicon ”Go Live” Develop Initiate Market Disease ASH
Slide 16: Key Takeaways
Key Takeaways ü AML has a significant unmet medical need • High relapse rates and poor OS outcomes, particularly in the elderly despite the introduction of several new agents in the past 5 years ü Growing market opportunity with CR2 population • GPS’ WT1 first-mover CR2 status & differentiated profi
Slide 17: Thank You!
Thank You! For additional information, please contact: SELLAS Life Sciences Group, Inc. (Nasdaq: SLS) info@sellaslife.com SELLAS@kcsa.com 17
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