Transgene Sa · EURONEXT:TNG
Transgene Sa — Q2 2025 Earnings Presentation
23 slides from Transgene Sa's earnings presentation, Sep 16, 2025
Slide 1: The Uniqueness of Individualized Neoantigen Cancer Vaccine
The Uniqueness of Individualized Neoantigen Cancer Vaccine to Reshape the Future of Early-stage Cancer Treatment Investor Presentation September 16, 2025 1
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements, which are subject to numerous risks and uncertainties, which could cause actual results to differ materially from those anticipated. There can be no guarantee that (i) the results of pre-clinical work and prior clinical trials will be
Slide 3: Clinical-Stage Biotech Company Focused on Individualized Neoantigen Therapeutic Vaccines
Clinical-Stage Biotech Company Focused on Individualized Neoantigen Therapeutic Vaccines (myvac®) Click to edit Master title style Experienced leadership team to drive the path forward Based in France 160 employees Listed on Euronext Paris (TNG.PA) Spanning from research to manufacturing and clinica
Slide 4: TG4050 Is the First INTV Candidate from the myvac Platform
TG4050 Is the First INTV Candidate from the myvac® Platform Click to edit Master title style MVA* viral vector: Clinically-validated a powerful platform for vaccine development Artificial Intelligence (AI) Powered Approach Highly immunogenic vector Immunogenic neoantigen identification • Demonstrate
Slide 5: myvac Has the Potential to Further Reduce the Risk of Relapse
myvac® Has the Potential to Further Reduce the Risk of Relapse in ClickOperable Solid to edit Master title style Tumors ICI-based perioperative treatment regimens By further preventing relapse, the myvac® platform are improving patient outcome could become a multi-billion opportunity but the risk of
Slide 6: TG4050 is the only INTV in early setting HNSCC
TG4050 is the only INTV in early setting HNSCC and Click tothe most edit Master title advanced style INTV with a viral vector Individualized Neoantigen Therapeutic Vaccines (INTVs) as the next generation of Adjuvant immunotherapy in operable solid tumors Major data catalysts through 2027 Positive da
Slide 7: Focus on INTVs from myvac Platform in Adjuvant Setting of Operable Solid Tumors
Focus on INTVs from myvac® Platform in Adjuvant Setting of Operable Solid Tumors Click to edit Master title style LEAD ASSET: INDIVIDUALIZED NEOANTIGEN CANCER VACCINE Indication Phase 1 Phase 2 Phase 3 RANDOMIZED PHASE 1 (n = 32) ✓ 100% DFS achieved at 2 years in treated patients (ASCO 2025*) ✓ Dura
Slide 8: one patient • one cancer • one vaccine
one patient • one cancer • one vaccine 8
Slide 9: myvac Platform: Patient Journey and Mechanism of Action
myvac® Platform: Patient Journey and Mechanism of Action Click to edit Master title style NGS Antigen Vaccine design Induction of lab selection and manufacturing immune response Up to 30 MHC I and MHC II cancer Mode of action: treatment induces neoantigen- neoantigens derived from patient-specific t
Slide 10: The Head and Neck (HNSCC) Cancer Opportunity
The Head and Neck (HNSCC) Cancer Opportunity 10
Slide 11: Adjuvant HNSCC, Still a Significant Medical Need
Adjuvant HNSCC, Still a Significant Medical Need Click to edit Master title style Despite ICI-containing adjuvant treatment emerging as new SOC for operable squamous H&N cancer patients, high medical need remains: 35% OF PATIENTS RELAPSE WITHIN 2 YEARS KEYNOTE 689 NivoPostOp Medical need despite the
Slide 12: TG4050 | HNSCC - Proof of Principle Data in Monotherapy
TG4050 | HNSCC - Proof of Principle Data in Monotherapy Click to edit Master title style PHASE 1/2 APPROX. 80 TRIAL DESIGN PATIENTS with locoregionally advanced HPV-negative HNSCC (NCT: 04183166) TG4050 (single agent) Repeated injections Adjuvant (chemo-) Complete Clinical 2-year Surgery Response (3
Slide 13: TG4050 | HNSCC Phase 1 Data – Patient Population Balanced for Major Prognostic Factors
TG4050 | HNSCC Phase 1 Data – Patient Population Balanced for Major Prognostic Factors Click to edit Master title style Arm A Arm B Arm A Arm B Patient Characteristics (N=17*) (N=16) Pathological Risk Factors (N=17*) (N=16) TG4050 single agent Watchful waiting TG4050 single agent Watchful waiting Ma
Slide 14: TG4050 | HNSCC Phase 1 Data – 100% DFS 2 Years after Treatment Initiation
TG4050 | HNSCC Phase 1 Data – 100% DFS 2 Years after Treatment Initiation Clinical Proof Click to edit Masterof titlePrinciple style in Adjuvant Setting Good safety profile 2-year disease-free survival (DFS) (see appendix) Median follow up of 30 months 100% All 16 treated patients 81% remained disea
Slide 15: TG4050 | HNSCC Phase 1 Data – Persistent Specific Cellular Response Following Vaccination
TG4050 | HNSCC Phase 1 Data – Persistent Specific Cellular Response Following Vaccination Click to edit Master title style Patients treated with TG4050 single agent develop CD8 T cell responses against multiple selected neoantigens • Neoantigen-specific CD8 T cell responses to multiple vaccine epito
Slide 16: myvac: Building on Proof of Principle data to Accelerate Development
myvac®: Building on Proof of Principle data to Accelerate Development Click to edit Master title style Potential to go through several major value creating points from now until end of 2027 Only INTV in early setting HNSCC 2025 - 2026 2027 with potential • Q2/Q3 2027: 4-year DFS on HNSCC Ph. 1 • Q4
Slide 17: myvac: Raising Momentum with the Convergence of Multiple Favorable Factors
myvac®: Raising Momentum with the Convergence of Multiple Favorable Factors Click to edit Master title style INTV Next generation immunotherapy 1 field starts to be derisked 4 NEWS FLOW Dense news flow expected from now until the end of 2027 ASCO 2025 - HNSCC ICI: Immunotherapy now plays a key role
Slide 18: Appendices
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Slide 19: TG4050 | Good Safety Profile, No Related SAEs
TG4050 | Good Safety Profile, No Related SAEs Click to edit Master title style Adjuvant TG4050 (N=17) TG4050 at recurrence (N=3) Patients with at least one AE related to TG4050, n (%) 16 (94%) 2 (67%) Dose-limiting toxicity 0 0 SAE 0 0 Grade 3-5 AEs 0 0 Grade 1/2 AEs related to TG4050 Injection site
Slide 20: TG4050 | Phase 1 Data – Challenging population with relatively low TMB and poor pro-immune infiltrates
TG4050 | Phase 1 Data – Challenging population with relatively low TMB and poor pro- immune infiltrates Click to edit Master title style Arm A: TG4050 single agent Arm B: Control arm TMB Tumor cell TMB Tumor cell PD-L1 TME functional class PD-L1 TME functional class (mt/Mb) proliferation (mt/Mb) pro
Slide 21: Experienced Leadership Team to Drive the Path Forward
Experienced Leadership Team to Drive the Path Forward Click to edit Master title style CHRISTOPHE ANCEL, ALESSANDRO RIVA, MD PharmD MAURIZIO CEPPI, PhD Chairman & CEO VP, Chief Quality Officer and VP, Chief Scientific Officer Qualified Pharmacist 30+ years experience http://goodlogo.com/images/logos
Slide 22: Environmental, Social and Governance Commitments
Environmental, Social and Governance Commitments Click to edit Master title style 44/100 Vigeo Eiris Transgene’s ESG strategy is based on 6 commitments 85/100 (+20 pts) Gaïa EthiFinance To patients Award (+8 pts) To our partners 99/100 Equal Employment TOP 5 French companies Index To our employees w
Slide 23: Contact
CONTACT Lucie Larguier CFO investorrelations@transgene.fr 400 Boulevard Gonthier d’Andernach | Parc d’Innovation | CS80166 67405 Illkirch Graffenstaden Cedex | France Tél.: + 33 (0)3 88 27 91 21 | www.transgene.com 23