Imugene Ltd · ASX:IMU
Imugene — Investor Presentation (July 2021)
28 slides from Imugene's investor presentation, Jul 29, 2021
Slide 1: Imugene Capital Raising Presentation
For personal use only ASX: IMU IMUGENE Capital Raising Presentation 29 July 2021
Slide 2: Disclaimer
Disclaimer For personal use only 1. The information in this presentation does not constitute personal investment 4. Neither the Company nor any of its directors, officers, employees, advisers, advice. The presentation is not intended to be comprehensive or provide all associated persons or subsidiar
Slide 3: Introduction to Imugene
Introduction to Imugene For personal use only 2018 MAY 2021 Licensed extensive B cell Imugene is a biotech company portfolio and platform from Licensed onCARlytics headquartered in Australia and OSU and Mayo Clinic from City of Hope comprising of PD1, HER1, invented by Dr Y Fong, publicly traded on
Slide 4: Capital Raising and Use of Funds
Capital Raising and Use of Funds For personal use only • Raising A$95m via a $90m Placement and $5m Share Purchase Plan at A$0.30 • Well capitalised post transaction with pro forma funding position of A$202.3m • A$95m raised will fund all programs until end of 2025. Potential partnering or licensing
Slide 5: Investment Highlights
Investment Highlights For personal use only • Three novel technology platforms: Oncolytic virotherapies, onCARlytics in cellular therapy and B-Cell activating immunotherapies • Highly experienced team in immunotherapy, oncolytic virus and cellular therapies • 3 Programs currently in the Clinic • Rob
Slide 6: Three Novel Technology Platforms
Three Novel Technology Platforms For personal use only onCARlytics CF33 Oncolytic Virus B Cell Immunotherapy CHECKvacc VAXINIA CF33-CD19 CAR T Combination Therapy HER-Vaxx PD1-Vaxx “Armed” Virus Parental Virus B-Vaxx, PDL1-Vaxx, LAG3-Vaxx, TIM3-Vaxx, VEGF-Vaxx, CTLA4-Vaxx etc 6
Slide 7: Imugene's Deep Pipeline
Imugene’s Deep Pipeline Clinical Clinical development development Intellectual For personal use only Pre-clinical Phase 1 Phase 2 Key Data / Results Property • Compelling pre-clinical activity in multiple cancers when combining onCARlytics (CF33-CD19) onCARlytics with CD19 CAR T • Combination of onC
Slide 8: International Leadership Team with Extensive Commercialisation Expertise in the Sector
International Leadership Team with Extensive Commercialisation Expertise in the Sector For personal use only Imugene has a team with oncology drug development experience Leslie Chong Paul Hopper Dr Jens Eckstein Dr Lesley Russell Dr Axel Hoos Charles Walker SYDNEY, AU SYDNEY, AU CAMBRIDGE, USA PHILA
Slide 9: B-Cell Immunotherapies
For personal use only B-Cell Immunotherapies 9
Slide 10: B Cell Based Antibodies have Distinct Advantages to Existing Treatments
B Cell Based Antibodies have Distinct Advantages to Existing Treatments For personal use only B cell Vaccines offer a unique opportunity to intervene at multiple points in the immune system and NATURAL B CELL D ERIVED MONOCLONAL create immune memory which ANTIBODIES ANTIBODIES enhances durability of
Slide 11: HER-Vaxx Phase 2: Recruitment Complete
Her-Vaxx Phase 2 Recruitment Complete For personal use only Trial Patients Study Primary Endpoints • Phase 2 • HER-2+++ Randomised • Overall survival • Open label • HER-2++ FISH/CISH +ve HER-Vaxx in combination Secondary Endpoints • Asia • Advance or metastatic with standard of care chemotherapy • P
Slide 12: AACR 2021 Presentation Poster
AACR 2021 Presentation Poster For personal use only 12
Slide 13: AACR Presentation Highlights
AACR Presentation For personal use only Highlights Treatment with HER-Vaxx clearly Analysis of the antibody data reveals high demonstrates that all patients develop high levels are maintained during the treatment levels of HER2-specific antibodies early in the and maintenance phases, with only minim
Slide 14: PD1-Vaxx Phase 1: Recruiting
PD1-Vaxx Phase 1: Recruiting Current Status For personal use only MILESTONES 1st Patient Dosed 1st Patient Dosed Cohort 3 Cleared, Cohort 1 Cleared Cohort 2 Cleared 1st Patient Dosed Cohort 1 Cohort 2 RP2D & Expansion Jan 2021 April 2021 Cohort 3 30 Nov 2020 Feb 2021 Opened Part 1: Monotherapy Dose
Slide 15: Oncolytic Virus CF33
For personal use only Oncolytic Virus CF33 15
Slide 16: CF33 Mechanism of Action
CF33 Mechanism of Action For personal use only HOW A VIRUS KILLS A CELL Step 1: Step 2: Step 3: Virus enters cell Virus duplicates itself Cell explodes, releasing thousands of brand new virus particles • Direct infection, replication within and cancer cell killing • Viral infection increases local c
Slide 17: CHECKvacc: CF33+hNIS+aPD-L1 (Armed Virus)
CHECKvacc: CF33+hNIS+aPD-L1 (“Armed” Virus) For personal use only Phase 1: Triple Negative Breast Cancer Study – FDA IND cleared COHORT | 3-6 PATIENTS Identify: COHORT | 3-6 PATIENTS Recommended Phase 2 Dose (RP2D) Metastatic Triple Negative COHORT | 3-6 PATIENTS RP2D Expansion Breast Cancer Based o
Slide 18: VAXINIA Phase 1 Study (Metastatic Advanced Solid Tumours)
VAXINIA Phase 1 Mast Study (Metastatic Advanced Solid Tumours) For personal use only Dose Admin Part 1: VAXINIA Monotherapy Part 2: VAXINIA + SOC IO* Dose Escalation Combination Dose Escalation IT IT IV Identify IT IV Identify IT Administration Head & Neck, Monotherapy Combination Advanced COHORT CO
Slide 19: onCARlytics CF33-CD19 Cellular Therapy
For personal use only onCARlytics CF33-CD19 Cellular Therapy 19
Slide 20: The CAR T Solid Tumour Challenge & Imugene's Solution
The CAR T Solid Tumour Challenge & Imugene’s Solution NEW CONCEPT For personal use only Chimeric Antigen Receptor (CAR) T cell therapy has had limited activity in solid tumours, largely due to a lack of selectively and highly expressed surface antigens, such as the blood B cell antigen Utilise OV’s
Slide 21: How Does the CD19 Oncolytic Virus Work?
How Does the CD19 Oncolytic Virus Work? For personal use only 1. 2. 3. 4. CD19 ONCOLYTIC VIRUS CD19 ONCOLYTIC VIRUS CD19 CAR T CELLS CANCER CELLS DIE INFECTS SOLID CANCER CAUSES THE SOLID RECOGNISE THE “CD19 CELLS CANCER CELLS TO GROW FLAGS” AND ATTACK THE “CD19 FLAGS” CANCER CELL 21
Slide 22: CF33 CD19 Front Cover of Science Translational Medicine Journal in 2020
CF33 CD19 Front Cover of Science Translational Medicine Journal in 2020 For personal use only Effective combination immunotherapy using oncolytic viruses to deliver CAR targets to solid tumours Park AK, Fong Y, Kim SI, Yang J, Murad JP, Lu J, Jeang B, Chang WC, Chen NG, Thomas SH, Forman SJ, Pricema
Slide 23: Four FDA Approved CD19 CAR T's
Four FDA Approved CD19 CAR T’s For personal use only Approved and in-development autologous or allogeneic CD19 CAR Ts can be partnered with Imugene’s onCARlylics for treating solid tumours: 23
Slide 24: Milestones
Milestones For personal use only Technology Milestone onCARlytics 1st Patient Dosed Monotherapy Next 12-24 months onCARlytics FDA IND Clearance PD1-Vaxx Combination RP2D onCARlytics GLP Toxicology Study VAXINIA 1st Patient Dosed PD1-Vaxx Expansion combination study FPI HER-Vaxx Phase 2 Final Analysi
Slide 25: Financial Summary
Financial Summary Public Market Overview Share Price Performance (last 6 months) For personal use only Share Price 1 A$0.35 Market Capitalisation 2 A$1,746m Pro Forma Cash equivalents A$202m (30 Jun 21)3 Enterprise Value A$1,544m Top 5 Shareholders (as of May 2021) Mann Family 5.93% Paul Hopper 4.09
Slide 26: Capital Raising Overview
Capital Raising Overview Imugene is conducting a capital raising of up to A$95 million via an institutional placement and share purchase plan For personal use only • Placement to raise approximately A$90 million (“Placement”) Placement • Approximately 300m new Shares under the Company’s existing pla
Slide 27: Offer Timetable
Offer Timetable For personal use only Event AEST Trading halt Tuesday, 27 July 2021 Record Date for SPP Wednesday, 28 July 2021 Placement announced & Shares resume trading on ASX Thursday, 29 July 2021 Placement settlement of new Shares Wednesday, 4 August 2021 Placement issue of new Shares Wednesda
Slide 28: Leslie Chong, Managing Director & CEO
For personal use only Leslie Chong Managing Director & CEO leslie.chong@imugene.com +61 458 040 433 Release authorised by the Managing Director and CEO