Genocea Biosciences Inc · OTC:GNCAQ
Genocea Biosciences — Q3 2015 Earnings Presentation
23 slides from Genocea Biosciences's earnings presentation, Nov 5, 2015
Slide 1: Q3 2015 Earnings Call
Q3 2015 Earnings Call November 5, 2015 1 Creating and advancing life- changing vaccines and immunotherapies Exhibit 99.2
Slide 2: Safe Harbor Statement
This presentation contains “forward-looking” statements that are within the meaning of federal securities laws and are based on our management’s beliefs and assumptions and on information currently available to management. Forward-looking statements include information concerning our possible or ass
Slide 3: Agenda
• GEN-003 Update • GEN-004 Update • ATLASTM Immuno-Oncology Strategy – Dana-Farber collaboration – Memorial Sloan Kettering collaboration – Epstein-Barr Virus program • Q3 2015 Financial Summary 3 Agenda
Slide 4: GEN-003 Update
GEN-003 Update 4
Slide 5: 6-Month Phase 2 Efficacy Data Strengthens GEN-003 Value Proposition
• Improved impact on viral activity vs. Phase 1/2a • Durable clinical efficacy demonstrated across potential Phase 3 endpoints • Clear path to FDA end of Phase 2 meeting in Q4 2016 5 6-Month Phase 2 Efficacy Data Strengthens GEN-003 Value Proposition for Treatment of Genital Herpes
Slide 6: Three Significant Catalysts in Coming Quarters
6 Three Significant Catalysts in Coming Quarters Q1 2016 Ph 2 – 12 Month Data Q4 2016 FDA End of Phase 2 Q2 2016 Ph 2b – Bridging • Potential to strengthen EoP2 package with confirmation of efficacy of Phase 3 material • Confirm Phase 3 trial design • Upside to value proposition if efficacy durable
Slide 7: Potential Advantages Over Oral Anti-Virals
7 Potential Blockbuster Candidate with Phase 2 Efficacy Data vs. episodic treatment (~2/3 treated patients) • Reduce outbreaks • Reduce shedding to lower risk of transmission vs. chronic suppressive treatment (~1/3 treated patients) • Durable efficacy via novel mechanism • Orals reserved as rescue d
Slide 8: GEN-004 Update
GEN-004 Update 8
Slide 9: GEN-004 Phase 2a Challenge Study Results
• Consistent reductions versus placebo in colonization rate and density but no statistical significance • Path to further development may require investigation of dose, adjuvant or trial population • Development suspended pending further review of data and expert consultation 9 GEN-004 Phase 2a Chal
Slide 10: ATLAS: Enabling New Immuno-oncology Therapies
ATLASTM: Enabling New Immuno-oncology Therapies 10
Slide 11: Immuno-Oncology Transforming Cancer Treatment; Major Unmet Needs Remain
• New therapies unleash T cells, but poor understanding of what T cells are targeting for efficacy • Breakthrough treatment advances, but with limitations: – Still not effective for many patients – Early signals of activity not always reliable – Significant toxicity • Potential targets of T cell res
Slide 12: Pursuing Immuno-Oncology Applications for ATLAS
• Finding the right T cell antigens may matter in cancer and infectious disease • GEN-003 efficacy reflects the power of the right T cell antigen • 2014 Dana-Farber collaboration established to apply ATLAS to cancer 12 Pursuing Immuno-Oncology Applications for ATLAS, a Natural Extension of Infectiou
Slide 13: Predicting T cell Antigens is Fraught with Challenges
• Neither immunogenicity nor immunodominance predict protective immunity1 • T cell antigens are only those peptides that T cells recognize and to which they strongly respond 13 Predicting T cell Antigens is Fraught with Challenges 1 Gilchuk, Joyce; Current Opinion in Immunology, June 2015 ATLAS solu
Slide 14: ATLAS Enables Genocea to Identify Clinically Relevant T cell Antigens
ATLAS Enables Genocea to Identify Clinically Relevant T cell Antigens 14 RNANeon / Gritstone DNA Foundation Medicine Antigen Processing Antigen Presentation via MHC Protein Immatics / Immunocore DNA ATLAS Identifies Antigens of Optimal T cell Responses Tools Predicting Antigens Tools Predicting TCRs
Slide 15: ATLAS Enables Smarter T cell Antigen Selection
ATLAS Finds antigens to which T cells are actually responding Distinguishes clinically relevant from immuno- dominant antigens Works for CD4+ and CD8+ T cells Covers all HLA supertypes1 High throughput and comprehensive 15 ATLAS Enables Smarter T cell Antigen Selection Predictive Tools i t r t r si
Slide 16: Dana-Farber Collaboration Shows ATLAS Can Find Signatures of Checkpoint Inhibitor Response
• Responders to therapy are different to non- responders – Greater breadth of T cell responses – Different characteristics of responses • ‘Decoy’ responses identified with no link to improved outcomes 16 Dana-Farber Collaboration Shows ATLAS Can Find Signatures of Checkpoint Inhibitor T cell Respons
Slide 17: Partnering with World Leaders to Expand T cell Cancer Antigen Discovery
17 Partnering with World Leaders to Expand T cell Cancer Antigen Discovery Efforts Center Collaborators Disease Antigens Dana- Farber Cancer Institute Stephen Hodi, MD Melanoma Tumor- associated antigens Memorial Sloan Kettering Cancer Center Tim Chan, MD, PhD Jedd Wolchok, MD, PhD Melanoma NSCLC Ne
Slide 18: Therapeutic Development Strategy
• Genocea well positioned – Picking the right T cell antigens likely central to vaccine efficacy – ATLAS may be the only platform able to identify clinically relevant T cell antigens, and has been proven to work – Significant vaccine discovery and development expertise – Flexibility to work with any
Slide 19: Epstein-Barr Virus Immunotherapy Program Underway
• Therapeutic potential against cancers (and other diseases) with unmet needs: – Post-transplant lymphoproliferative disease – non-Hodgkin’s lymphoma – Nasopharyngeal carcinoma – Gastric carcinoma • Highly suited to ATLAS – T cells responses are crucial to protection – A large virus, making antigen
Slide 20: ATLAS Enables Multiple Paths to Value Creation
• Personalized vaccines may enable expedited path to clinic • Response signatures may enable optimization of approved and in-development immunotherapies: – Patient prioritization / de-prioritization – Next generation targets and refinements • EBV: targeting disease with high unmet need and a path to
Slide 21: Q3 2015 Financial Summary
Q3 2015 Financial Summary 21
Slide 22: Q3 2015 Financial Summary
• Cash, cash equivalents and investments $112.5m sufficient to fund operating expenses and capex requirements into second half of 2017 – Oncology program fully funded • Q3 2015 vs. Q3 2014 – R&D expenses $6.1m (unchanged) – G&A expenses $3.6m ($0.8m increase) – Net loss $9.8m (0.6m increase) 22 Q3 2
Slide 23: Closing Remarks Q&A
Closing Remarks Q&A 23