Agenus Inc. · NASDAQ:AGEN
Agenus — 2018 Jefferies London Healthcare Conference
29 slides from Agenus's conference presentation, Nov 14, 2018
Slide 1: Investor Presentation
Investor Presentation November 14, 2018 Jennifer S. Buell, PhD Chief Operating Officer
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements are subject to risks and uncertainties, including the factors described under the Risk Factors section of our most recent Annual Report on Form 10-K or Quarterly Report on Form 10-Q fil
Slide 3: Broad Pipeline—Blockbuster Potential Products
Broad Pipeline—Blockbuster Potential Products AGEN PD-1 & CTLA-4 in Trials Designed for BLA Filing ~2020 Advanced Pipeline Marketed PD-1 & CTLA-4 annual revenues ~$15Bn (2018) 5 INDs into 2018, Planned 6* INDs in 2018 and 2 in 1H2019 Operational Execution Treated Over 100+ Patients In Lead Programs
Slide 4: Agenus Outpaced Big Pharma in Advancing I-O Products to the Clinic
Agenus Outpaced Big Pharma in Advancing I-O Products to the Clinic Number of I-O INDs from 2016 – 2018 12 11 INDs* 10 4 Programs 8 Partnered with Agenus 6 4 2 0 s ck rti e K e ca er lly n n ie S us r te ize ch a en ro ge BM GS bv cy Li v ne en M ne Ro No Pf lg Am Ab In Ze Ag Ce ge tra Re As * In 201
Slide 5: Innovation & Speed are Key to Success
Innovation & Speed are Key to Success 20+^ Pipeline Candidates 8 INDs* Already Filed 5 More INDs Planned through Disruption 1H19 Biologics 2018/19 Vaccines Expand Partnerships Validation Cell Therapy Bispecifics Anti-PD1 2020 Anti-CTLA4 Planned BLA Filing ^ Includes Agenus proprietary and partnered
Slide 6: Combination Approaches Optimize Benefit
Combination Approaches Optimize Benefit Training To Expanding & Hitting Gas, Creating Inroads Recognize Cancer Mobilizing Army Stepping On Brakes Getting Past Barriers Cancer Vaccines Priming Agents Immune Checkpoints Tumor Conditioners CTLA-4, CD137 & Optimized Cells Bispecifics PD-1, CTLA-4, CD137
Slide 7: A Comprehensive Approach to Cancer Immunotherapy
A Comprehensive Approach to Cancer Immunotherapy Agenus’ Unique Strategy Multi-Pronged Approach to Enable Immune System to Destroy Cancer Checkpoint Cancer Antibodies Vaccines Unblock and/or Improve Cancer Improve Response Recognition to Cancer Adoptive Adjuvants Cell Therapy* Boost Cancer Direct At
Slide 8: Agenus Proprietary Pipeline
Agenus Proprietary Pipeline Disease/Target Product Partner Preclinical Phase 1 Phase 2 Phase 3 Filed Approved Checkpoint Antibodies CTLA-4 (antagonist) AGEN1884 Next-Gen CTLA-4 (antagonist) AGEN1181 PD-1 (antagonist) AGEN2034 CD137 (agonist) AGEN2373 TIGIT (antagonist) AGEN1307 Bispecific (regulator
Slide 9: Agenus Partnered Pipeline
Agenus Partnered Pipeline Disease/Target Product Partner Preclinical Phase 1 Phase 2 Phase 3 Filed Approved Checkpoint Antibodies GITR (agonist) INCAGN1876 OX40 (agonist) INCAGN1949 TIM-3 (antagonist) INCAGN2390 LAG-3 (antagonist) INCAGN2385 Undisclosed Undisclosed Adjuvant Shingles QS-21 Stimulon®
Slide 10: Potential Fast to BLA - PD-1 & CTLA-4 in Cervical Cancer
Potential Fast to BLA - PD-1 & CTLA-4 in Cervical Cancer New cases of cervical cancer 13,000 each year in the US Women die each year in the 4,000+ US from cervical cancer Most frequent age range of 35-44 women diagnosed Cost of treating cervical cancer $2B to the US healthcare system 10
Slide 11: Adding CTLA-4 to PD-1 improves Response & Durability
Adding CTLA-4 to PD-1 improves Response & Durability Anti-PD-1 Overall Anti-PD-1 + Indication Response Rate (ORR) Anti-CTLA-4 ORR Trial Melanoma 40% 50% CHECKMATE-0671 MSI-H CRC* 28% 46% CHECKMATE-1421 SCLC** 11% 23% CHECKMATE-0322 CHECKMATE-025 (2L)1 RCC *** 21.5% (2L) 41.6% (1L) CHECKMATE-214 (1L)
Slide 12: Dual-Track Regulatory Strategy in Cervical Cancer
Dual-Track Regulatory Strategy in Cervical Cancer - AGEN2034 and AGEN1884 are pharmacologically and clinically active - Over 130 patients treated with more than 60% clinical benefit - Confirmed path to BLA as early as 2020 1 2 PD-1 Monotherapy PD-1/CTLA-4 Combination Projected Filing in 2020 Project
Slide 13: Potential Path to BLA For AGEN2034 & AGEN1884
Potential Path to BLA For AGEN2034 & AGEN1884 2018 2019 2020 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 AGEN1884 Ph 1 AGEN2034 P1/2 Monotherapy AGEN2034 Relapse/refractory (2L) Cervical cancer* Combination AGEN1884 plus AGEN2034 2L Cervical cancer* AGEN1884 and AGEN2034 undisclosed indications* Pivotal Gra
Slide 14: Early Signal of Clinical Benefit in 68% of Evaluable
Early Signal of Clinical Benefit in 68% of Evaluable Data reported at ESMO2018 Stable Disease for Stable Disease for Partial Responses ≥2 Tumor Assessments (>12 weeks ) 1 Tumor Assessment (6 weeks ) Ovarian Cancer Ovarian Cancer Ovarian Cancer Cervical Cancer Ovarian Cancer Ovarian Cancer Breast Can
Slide 15: AGEN1884 (CTLA-4) Clinically Active and Tolerable
AGEN1884 (CTLA-4) Clinically Active and Tolerable • First Dose of AGEN1884 08/2016 • At Week 12 (10/2016) SD and Week 21 (12/2016) PR • At Week 43 (06/2016) CR and Imaging 11/2017 CR – Still Maintained Subject 189-002 Complete Regression of Angiosarcoma of Nose and Cheeks after Treatment with AGEN18
Slide 16: AGEN1884 — Preliminary Responses Observed
AGEN1884 — Preliminary Responses Observed Data reported at ASCO2018 • Evaluable/Enrollment: 16/31 Overall Response Cancer Type • Safety & pharmacology consistent Complete Response Angiosarcoma nose/cheek with drug class (1/2 life ~16-23d) Stable disease ACC • Clinical activity observed Stable diseas
Slide 17: Novel First/Best-In-Class Pipeline
Novel First/Best-In-Class Pipeline Investor Presentation
Slide 18: Pipeline Designed For Durable Patient Outcomes
Pipeline Designed For Durable Patient Outcomes Backbone CTLA-4 (AGEN1884) & PD-1 (AGEN2034) Next-Gen IO Therapies Neoantigen Vaccines Cell Therapy* Address Therapeutic Resistance Establish Long-Term Memory Introduce More Potent T Cells • Best-in-class Modify tumor-specific T cells • AutoSynVax antib
Slide 19: Integrated Approach to Target Discovery in I-O
Integrated Approach to Target Discovery in I-O High throughput Perturbation physiologic Assays Libraries Novel Targets Biomarkers Combinations Reinvigorating the Immune System Readout/Analysis In vivo Platforms Material & Data 19
Slide 20: ALPS — Changing the Way Drugs are Discovered & Developed
ALPS — Changing the Way Drugs are Discovered & Developed Adaptive Learning Platform System (ALPS) Proprietary AI-based R&D platform to identify molecular targets How It Works Learn, Then Predict Model complex phenotypes of T-cells that enter the tumor High-Throughput Screenings microenvironment in r
Slide 21: High Throughput Discoveries Drive New Programs
High Throughput Discoveries Drive New Programs Hit Lead Cell line Planned Asset Hit Discovery Optimization Optimization Development Timelines Undisclosed bispecific #1 First-in-class Opportunity Treg depletion, agonist costimulation Undisclosed bispecific #2 First-in-class Opportunity IND 2018 TME c
Slide 22: Neoantigen Vaccine Platform
Neoantigen Vaccine Platform Investor Presentation
Slide 23: ASV™ Clinically Validated Neoantigen Vaccine Platform
ASV™ Clinically Validated* Neoantigen Vaccine Platform ASV™ Clinical Status Potential best-in-class vaccine blueprint Clinical safety & immunogenicity with ASV™ with QS-21 Stimulon® adjuvant for neoantigen vaccine platform demonstrated* efficacy and manufacturing Clinically validated in viral settin
Slide 24: Partnerships Enhance R&D and Commercialization Capabilities
Partnerships Enhance R&D and Commercialization Capabilities Adjuvants Checkpoint Inhibitors Checkpoint Inhibitors • Shingrix with Agenus’ QS-21 • Ongoing combination Ph1/2s • Lead antibody selected and Stimulon ▪ INCAGN1876 (GITR) advancing in Phase 1 • Most effective Shingles vaccine ▪ INCAGN1949 (
Slide 25: Key Anticipated Milestones Ahead
Key Anticipated Milestones Ahead 2018 6 INDs Filed First/Best-in-class checkpoint inhibitor and neoantigen vaccine programs 3 Partnership Milestones Milestone payments up to $14M 2019 Registration Trial Finishes Accrual AGEN1884/2034 trial enrollment complete BLA Registration for AGEN2034 FDA filing
Slide 26: An Agenus Cell Therapy Company
An Agenus Cell Therapy Company Investor Presentation
Slide 27: Bruno Lucidi, CEO AgenTus
Bruno Lucidi, CEO AgenTus • 30 years of industry experience • Vice President and Head of Pediatric Vaccines at GSK Vaccines (developed $3bn global business) • Worldwide Vice-President Virology & Oncology at Johnson & Johnson • Leadership at Bristol-Myers Squibb responsible for EU strategy and launch
Slide 28: Differentiated Cancer Cell Therapy
Differentiated Cancer Cell Therapy Precision T-Rx Mammalian Display - Direct selection for function Receptors Targets optimal balance between activity and specificity Novel Proprietary target discovery and validation platforms Targets Proprietary Phosphopeptide Tumor Targets Allogeneic Allogeneic ap
Slide 29: For Information
For Information Jennifer S. Buell, PhD, Chief Operating Officer Jennifer.Buell@agenusbio.com • 781-460-8604