Immunocore Holdings Plc · NASDAQ:IMCR
Immunocore — 41st Annual J.P. Morgan Healthcare Conference (January 2023)
32 slides from Immunocore's conference presentation, Jan 11, 2023
Slide 1: Transformative Medicines for Patients
Transformative Medicines for Patients Bahija Jallal, PhD – Chief Executive Officer 41st Annual J.P. Morgan Healthcare Conference JANUARY 11TH, 2023
Slide 2: Forward-looking statements
This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Words such as “may,” “can,” “will,” “believe,” “expect,” “plan,” “anticipate”, “potential” and similar expressions (as well as other words or expressions referencing futu
Slide 3: Building a fully integrated sustainable biotechnology company
Platform: Differentiated Building a fully integrated sustainable biotechnology company Track record from research to commercialization * “Net sales” refers to total net product and pre-product revenue of KIMMTRAK and tebentafusp based on December 31, 2022 convenience rate of of £1 to $1.21. Prelimin
Slide 4: Our mission
Our mission To radically improve outcomes for patients with cancer, infectious diseases, and autoimmune conditions by pioneering and delivering transformative medicines 4
Slide 5: Harnessing the immune system with bispecific soluble TCRs
5 Harnessing the immune system to fight disease with targeted, off-the-shelf, bispecific, soluble T cell receptors (TCRs)
Slide 6: TCR therapeutics target >90% of the human proteome
6 TCR therapeutics target >90% of the human proteome
Slide 7: Our platform is modular
Our platform is modular Applicable across 3 therapeutic areas 7 Oncology Infectious Diseases Autoimmune Conditions UPREGULATION OF THE IMMUNE SYSTEM DOWNREGULATION OF THE IMMUNE SYSTEM
Slide 8: Today's presentation will cover oncology and infectious diseases
Today’s presentation will cover oncology and infectious diseases Infectious Diseases 8 Oncology UPREGULATION OF THE IMMUNE SYSTEM Autoimmune Conditions DOWNREGULATION OF THE IMMUNE SYSTEM
Slide 9: The next chapter in oncology
The next chapter in oncology
Slide 10: We have written the next chapter in cancer treatment
We have written the next chapter in cancer treatment 10 T Cell Receptor (TCR) Therapy Off-the-shelf bispecific T cell engagers 1949 Targeted Therapy Chemotherapy 1997 Immunotherapy 2011 Antibody-Drug Conjugate 2013 Cell Therapy 2017 2022
Slide 11: KIMMTRAK®
KIMMTRAK® 11
Slide 12: We are leading the way in TCR therapeutics
12 We are leading the way in TCR therapeutics 1st First and only FDA-approved treatment for metastatic uveal melanoma 1st KIMMTRAK® (tebentafusp-tebn): first approved TCR therapeutic 1st First T-cell engager to show Overall Survival (OS) in solid tumor
Slide 13: KIMMTRAK prolongs overall survival
Nathan, P. et. al. New England Journal of Medicine 2021; 385:1196-1206 13 KIMMTRAK prolongs overall survival (Hazard ratio: 0.51) First-in-class, off-the-shelf, bispecific TCR with median OS of 21.7 months Overall Survival benefit in patients treated with KIMMTRAK or investigator’s choice in first-l
Slide 14: Executing on the 2022 global commercial launch of KIMMTRAK
Executing on the 2022 global commercial launch of KIMMTRAK 14 ~$50M Preliminary Q4 net sales 30+ Country approvals* 50% of patients are now first line (1L) ~$140M Preliminary year end net sales >500 patients treated with KIMMTRAK since Phase 3 data 1. “Net sales” refers to total net product and pre-
Slide 15: Expanding beyond UM to previously-treated cutaneous melanoma
Expanding beyond UM to previously-treated cutaneous melanoma 15 Tebentafusp 1-year OS1 in CM higher than historical benchmark 75% Tebentafusp + checkpoints 55% Historical Benchmark Randomized Phase 2/3 with OS endpoint Primary endpoint: OS vs 2-4X larger potential addressable patient population than
Slide 16: PRAME Franchise: A02, A24, A02-HLE
PRAME Franchise: A02, A24, A02-HLE
Slide 17: PRAME-A02 has the potential to benefit ~150k patients annually
PRAME-A02 has the potential to benefit ~150k patients annually Tumor type Prevalence of PRAME expression1 HLA*02:01+, PRAME+ metastatic patients (G7)2 17 PRAME prevalence derived from immunohistochemistry and RTqPCR of patient samples and analysis of TCGA Epidemiology data from cancer registries and
Slide 18: Responses observed in multiple tumor types
* Two patients (1 with NSCLC, 1 serous ovarian) discontinued treatment due to PD with scan data not available at DCO ; † This serous ovarian patient (H-score 39) had an unconfirmed partial response (uPR) at the time of the ESMO Congress September 2022 presentation, that was subsequently confirmed. ‡
Slide 19: Majority of patients have durable tumor response or stabilization
NSCLC, non small cell lung carcinoma Hamid, O., et. al, Annals of Oncology (ESMO 2022) 33 (suppl_7): S331-S355. 19 Majority of patients have durable tumor response or stabilization IMC-F106C ESMO 2022
Slide 20: Monotherapy activity provides optionality to develop in single arm and randomized trials
Monotherapy activity provides optionality to develop in single arm and randomized trials 20 Enrolling patients globally in adaptive trial with multiple arms P Endometrial Monotherapy expansion Monotherapy IV dose escalation Checkpoint inhibitor combinations ImmTAC combinations Chemotherapy combinati
Slide 21: Expansion of ImmTAC franchise targeting PRAME
HLE, Half-life extension Expansion of ImmTAC franchise targeting PRAME Building on enthusiasm for IMC-F106C targeting PRAME HLA-A02 IMC-F106C PRAME HLA-A02 TCRxCD3 ▸ Clinically validated ▸ Focus on expanding clinical program IMC-T119C PRAME HLA-A24 TCRxCD3 ▸ Expands potential addressable population
Slide 22: Novel ImmTAC Candidate for GI cancers from our discovery engine
Novel ImmTAC Candidate for GI cancers from our discovery engine
Slide 23: IMC-R117C: A first-in-class immunotherapy targeting PIWIL1
PIWIL1, piwi-like protein1, MSS, microsatellite stable; MSI. Microsatellite instability; CRC, colorectal * Estimated across colorectal, esophageal, gastric, pancreatic, ovarian, endometroid cancers 23 IMC-R117C: A first-in-class immunotherapy targeting PIWIL1 IND planned Q4 2023 Total >35,000* patie
Slide 24: Pursuing a functional cure in infectious diseases
Pursuing a functional cure in infectious diseases
Slide 25: Pursuing a functional cure in HBV & HIV
Pursuing a functional cure in HBV & HIV IMC-I109V HBV Phase 1 ▸First cohort (0.8 mcg) reported ▸HBsAg transiently decreased1 ▸Decreases coincided with transient ALT elevations1 Initial Phase 1 SAD data presented at EASL 2022 Congress IMC-M113V HIV Phase 1 ▸Finished single dose escalation and startin
Slide 26: Delivering on our promise – Consistent execution
Delivering on our promise – Consistent execution
Slide 27: Delivering leading bispecific TCR pipeline
27 Delivering leading bispecific TCR pipeline Multiple candidates in oncology and infectious diseases O N C O L O G Y INFECTIOUS DISEASES Candidate Target Indication IND-enabling Phase 1 Phase 2 Phase 3 Approved gp100 Uveal melanoma Advanced melanoma Tebentafusp Multiple solid tumors Monotherapy dos
Slide 28: Preliminary 2022 Financial Results
~$400M *Preliminary financial results are approximated and unaudited. 1. “Net sales” refers to total net product and net pre-product revenue of KIMMTRAK and tebentafusp. 2. Dollar amounts based on conversion rate of approximately 1.21. 28 Q4 preliminary net sales of KIMMTRAK / tebentafusp1,2 Prelimi
Slide 29: Looking ahead
41st Annual J.P. Morgan Healthcare Conference 29 Looking ahead Continuing to write the next chapter of cancer and infectious diseases treatment Sustain and grow Global site expansion for PRAME-A02 trial (data by 1H 2024) Deliver IND for 3 new ImmTAC candidates HIV Phase 1 SAD data 2023 Continue resp
Slide 30: Experienced team with deep scientific & commercial expertise
Experienced team with deep scientific & commercial expertise 30 Andy Hooker VP, CMC & Supply Chain JoAnn Suzich Head of Research Ralph Torbay Head of Commercial Mark Moyer Head of Regulatory CIMZIA SYNAGIS, FLUMIST, VLP technology for HPV vaccines YERVOY, OPDIVO, TAXOTERE, ZOLADEX, PLAVIX, JEVTANA,
Slide 31: Thank you
THANK YOU
Slide 32: Delivering leading bispecific TCR pipeline
32 Delivering leading bispecific TCR pipeline Multiple candidates in oncology and infectious diseases O N C O L O G Y INFECTIOUS DISEASES Candidate Target Indication IND-enabling Phase 1 Phase 2 Phase 3 Approved gp100 Uveal melanoma Advanced melanoma Tebentafusp Multiple solid tumors Monotherapy dos
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