Imugene Ltd · ASX:IMU
Imugene — Investor Presentation (July 2024)
33 slides from Imugene's investor presentation, July 2024
Slide 1: Fighting Against Cancer
FIGHTING AGAINST CANCER July 2024 Release authorised by the Managing Director and Chief Executive Officer, Imugene Limited. 1
Slide 2: Disclaimer
DISCLAIMER 1. The information in this presentation does not constitute personal 4. Neither the Company nor any of its directors, officers, employees, investment advice. The presentation is not intended to be advisers, associated persons or subsidiaries are liable for any direct, comprehensive or pro
Slide 3: Investment Highlights
INVESTMENT HIGHLIGHTS Strong cash position Expert leaders with 13 prior FDA approved Numerous key cancer drugs catalysts expected in 2024 Long-life 4 cancer therapeutics patent portfolio in 4 clinical trials MARKET CAPITALISATION AS OF CASH AS OF A$114.1M A$432M 20 JUNE 2024 31 MARCH 2024 3
Slide 4: Three Novel Technologies Advancing Through the Clinic
THREE NOVEL TECHNOLOGIES ADVANCING THROUGH THE CLINIC azer-cel trial: In patients with DLBCL blood cancer who failed autologous CAR T therapy VAXINIA MAST trial: in patients with metastatic or advanced solid tumours with additional focus on cholangiocarcinoma, or bile tract cancer onCARlytics OASIS
Slide 5: Imugene Clinical Executive Team
IMUGENE CLINICAL EXECUTIVE TEAM Over 150 years of Cancer Drug Development Experience 13 FDA Approved Drugs to market Leslie Chong Dr. Paul Woodard , MD Dr Bradley Glover Ursula McCurry Dr. John Byon , MD, PhD Dr Monil Shah Chief Executive Chief Medical Officer Chief Operating Snr VP of Clinical Snr
Slide 6: Azer-cel CD19 Allogeneic CAR T Cell Therapy
AZER-CEL CD19 ALLOGENEIC CAR T CELL THERAPY 6 6
Slide 7: The Future of Cell Therapy Is Off the Shelf (Allogeneic) CAR T
THE FUTURE OF CELL THERAPY IS OFF THE SHELF (ALLOGENEIC) CAR T Patients shouldn't have to wait for treatment AUTOLOGOUS (AUTO) ALLOGENEIC (ALLO) • Auto CAR Ts are made from the patient’s own T-cells • Allo CAR Ts are made from a universal donor. Broad cells. Limited patient access (highly personaliz
Slide 8: Allogeneic CAR T Therapy – A Living Drug; Off the Shelf
ALLOGENEIC (ALLO) CAR T THERAPY – A LIVING DRUG; OFF THE SHELF Allo CAR T cell therapy is a type of immunotherapy that uses healthy donor T Cells that are genetically modified and engineered to be used "off the shelf" for multiple patients 1 2 3 HEALTHY donors provide T Cells to As an "off the shelf
Slide 9: Azer-cel Has Meaningful Clinical Activity in Blood Cancer
AZER-CEL HAS MEANINGFUL CLINICAL ACTIVITY IN BLOOD CANCER 84 patients treated with azer-cel 61 Non-Hodgkin lymphoma (NHL) 23 B-Cell lymphoblastic Patients leukaemia (B-ALL) Patients 58% ORR 41% CR 61% ORR 61% CR/CRi 1 2 All Doses / All LD* Regimens 1. ORR – Overall Response Rate 2. CR – Complete Res
Slide 10: Azer-cel Has the Potential to Be a New Drug for Blood Cancer
Azer-cel AZER-CEL HAS THE POTENTIAL TO BE A NEW DRUG FOR BLOOD CANCER High response rates and durability 84 blood cancer patients treated with azer-cel : 61 patients with Non-Hodgkin lymphoma (NHL); 23 patients with B-Cell acute lymphoblastic leukaemia (B-ALL) Across All Subjects 61 83% Overall NHL
Slide 11: Azer-cel Off-the-Shelf (Allogeneic) CAR T
AZER-CEL OFF-THE-SHELF (ALLOGENEIC) CAR T Safety and Efficacy in DLBCL1 (Type of Blood Cancer) • Azer-cel showed no safety concerns • 83% overall response rate (ORR) with durable responses of 6 months High Unmet Need • DLBCL is an aggressive and fast-growing type of non-Hodgkin’s lymphoma (Blood Can
Slide 12: CD19 Autologous CAR T Relapse Market Is Large and Growing
CD19 AUTOLOGOUS CAR T RELAPSE MARKET IS LARGE AND GROWING Azer-cel potential blockbuster sales of 60-65% By 2025 ~$2.5B3 per annum in DLBCL (Blood of patients currently treated Global CAR T relapse patient with autologous CD19 CAR T pool is expected to grow ~4x cancer) CAR T will relapse1 as autolog
Slide 13: CF33 Oncolytic Virus
CF33 ONCOLYTIC VIRUS 13 13
Slide 14: What Is the CF33 Virus & Where Did It Come From
Cowpox Western Reserve Racoon LC Elstree Smallpox virus virus WHAT IS THE Rabbit CF33 VIRUS & WHERE DID IT COME FROM? Engineered next- generation virus CF33 Invented by Professor Yuman Fong 14
Slide 15: CF33 Can Infect and Selectively Kill Tumor Cells
CF33 CAN INFECT AND SELECTIVELY KILL TUMOR CELLS 1 2 3 Virus enters Virus Cell explodes, tumour cell duplicates itself releasing thousands of brand new virus particles Engineering enhancements Multiple ways to kill cancer cells Precedent for approval • Infect and kill only cancer cells • Direct kill
Slide 16: Phase 1 MAST Trial - Encouraging Early Signals
PHASE 1 MAST TRIAL - ENCOURAGING EARLY SIGNALS Patients • 40 patients have been evaluated in the trial • Nearly half of the patients (48%) have remained on treatment for >3 months Disease Control • 3 patients have remained on treatment for >200 days • Patient with bile tract cancer had a complete re
Slide 17: Imugene Is Pursuing Large and Growing Indications
IMUGENE IS PURSUING LARGE AND GROWING INDICATIONS • The global solid tumor cancer treatment market size was estimated at USD 185.97 billion in 2022 and is projected to hit around USD 532.42 billion by 2032, growing at a compound annual growth rate (CAGR) of 11.09% during the forecast period 2023 to
Slide 18: Other Oncolytic Viruses in Development
OTHER ONCOLYTIC VIRUSES IN DEVELOPMENT ASSET/TARGET COMPANY MARKET CAP (USD) CANCERS RP1, $561.49 M Various solid cancers Olvi-Vec, $81.414 M Ovarian cancer cretostimogene grenadenorepvec, $2.09 B Bladder cancer Lung, pancreatic, prostate, brain 185.98 M cancers • Oncolytic viruses are validated, ge
Slide 19: onCARlytics for Solid Tumors
ONCARLYTICS FOR SOLID TUMORS 19 19
Slide 20: How Does onCARlytics Work?
HOW DOES ONCARLYTICS WORK? onCARlytics (CD19 oncolytic virus) makes solid tumours “seen” by CD19 targeting therapies 20
Slide 21: onCARlytics (CF33-CD19)
ONCARLYTICS (CF33-CD19) Combination treatment for solid tumours Current Clinical Trial • Preclinically, azer-cel in combination with onCARlytics demonstrated sustained, robust activity against multiple tumour types onCARlytics CD19 • Showed 100% killing of Triple Negative Breast virus Bispecific Can
Slide 22: Variety of Approved Therapies Available for Combination with onCARlytics
VARIETY OF APPROVED THERAPIES AVAILABLE FOR COMBINATION WITH ONCARLYTICS onCARlytics can become the preferred partner for CD19 therapies in solid tumours (~90% of cancer market) Combination Opportunities Blood COMPANY FIRST FDA TARGET APPROVED APPROVAL CANCERS Cancers 10% B-ALL, 2017 CD19 Auto CAR T
Slide 23: Companies Developing CAR T Therapeutics
COMPANIES DEVELOPING CAR T THERAPEUTICS COMPANY MARKET CAP (USD) DRUGS/TARGETS $234.50 B Kymriah®, first CAR T-cell therapy $82.45 B Breyanzi®, Abecma® Yescarta® and Tecartus® $84.88 B (acquired from Kite for $11.9B) $900.53 M AUTO 06NG in development $8.24 B LCAR-B38M in development 18.71 B BNT211
Slide 24: Recently Achieved and Expected Upcoming Key Catalysts
RECENTLY ACHIEVED AND EXPECTED UPCOMING KEY CATALYSTS RECENTLY ACHIEVED • AZER-CEL: Kincell Bio acquired manufacturing • VAXINIA: H2 2024 MAST trial positive early signals • VAXINIA: IT Expansion Open other indication MAST FPI in higher dose cohorts • AZER-CEL: Prelim early Phase 1b data update Pate
Slide 25: Imugene Commercialisation Strategy: Multiple Value Realisation Pathways
IMUGENE COMMERCIALISATION STRATEGY MULTIPLE VALUE REALISATION PATHWAYS Due to the network effect, each financial advisor represents hundreds of potential COMPANY They often manage more PARTNER WITH These investors BIG have the They makeLICENSE decisions quickly DEVELOP / shareholders ACQUISITION mon
Slide 26: Investment Highlights
INVESTMENT HIGHLIGHTS Strong cash position Expert leaders with 13 prior FDA approved Numerous key cancer drugs catalysts expected in 2024 Long-life 4 cancer therapeutics patent portfolio in 4 clinical trials MARKET CAPITALISATION AS OF CASH AS OF A$114.1M A$432M 20 JUNE 2024 31 MARCH 2024 26
Slide 27: Appendicies
Developing Cancer Immunotherapies APPENDICIES
Slide 28: Azer-cel Prior Phase 1 Case Study
AZER-CEL PRIOR PHASE 1 CASE STUDY Complete Response Day 0 Day 28 Cancer • 63-year-old male with DLBCL (Blood Cancer) • Complete response (CR), or the disappearance of all signs of cancer, with azer-cel treatment • Response seen at day 28 • Prior to azer-cel, patient had failed 8 prior cancer treatme
Slide 29: Phase 1 Vaxinia MAST Trial
PHASE 1 VAXINIA Metastatic Advanced Solid Tumour (MAST) Trial Dose Administration (Parallel Groups) VAXINIA VAXINIA + Pembrolizumab Monotherapy Dose Escalation Combination Dose Escalation Cohort Expansion n=52-100 patients IT IV IT IV IT COHORT COHORT Intratumoural (IT) 3-6 PATIENTS 3-6 PATIENTS Adm
Slide 30: Turning Cold Tumours Hot
TURNING COLD TUMOURS HOT Complete Remission after Pseudoprogression (immune activity) in a Monotherapy patient with a cold tumour (bile tract cancer) Baseline scan Second scan Third scan Fourth scan Start of the Trial Pseudoprogression Decreased size Complete Remission (Tumour looks to have grown du
Slide 31: Phase 1 onCARlytics (CF33 + CD19) OASIS Trial
PHASE 1 ONCARLYTICS (CF33 + CD19) OASIS TRIAL Dose Administration CF33+CD19 CF33+CD19 + Blinatumomab Cohort Expansion (Parallel Groups) Monotherapy Safety Combination Dose Escalation Run In IT IT IV Intratumoural (IT) Expansion Cohorts COHORT COHORT Administration 3-6 PATIENTS 3-6 PATIENTS Identify:
Slide 32: Recent Deals in Cell Therapy Support Expanding Market
RECENT DEALS IN CELL THERAPY SUPPORT EXPANDING MARKET Deal Summary Date Deal Type Technology Indication Stage Financials (Licenser, Licensee) CAR T therapies Collaboration and Cellular Biomedicine, $245mm upfront cash payment + May 2022 (CD19/CD20 bispecific B cell malignancies Phase I license agree
Slide 33: Contact
ASX:IMU shareholderenquiries@imugene.com imugene.com 33