Macrogenics, Inc. · NASDAQ:MGNX
Macrogenics — Post-ESMO Conference Call (September 2024)
23 slides from Macrogenics's conference presentation, Sep 16, 2024
Slide 1: Post-ESMO Conference Call
Developing Breakthrough Biologics, Life-changing Medicines® Post-ESMO Conference Call September 16, 2024
Slide 2: Legal Notices
Legal Notices The information in this slide deck is current as of September 16, 2024, unless otherwise noted, and is qualified in its entirety by reference to MacroGenics’ Annual, Quarterly and Current Reports filed with the SEC. MacroGenics undertakes no obligation to update any of the information
Slide 3: Conference Call Agenda
Conference Call Agenda Introduction Scott Koenig, M.D., Ph.D. – President and CEO, MacroGenics Updated TAMARACK Study Results Stephen Eck, M.D. – SVP, Clinical Development and Chief Medical Officer Pipeline Update Scott Koenig, M.D., Ph.D. Q&A 3 September 16, 2024
Slide 4: Conference Call Agenda
Conference Call Agenda Introduction Scott Koenig, M.D., Ph.D. – President and CEO, MacroGenics Updated TAMARACK Study Results Stephen Eck, M.D. – SVP, Clinical Development and Chief Medical Officer Pipeline Update Scott Koenig, M.D., Ph.D. Q&A 4 September 16, 2024
Slide 5: Phase 2 TAMARACK Study: Hypothesis & Key Findings
Phase 2 TAMARACK Study: Hypothesis & Key Findings As of July 9, 2024 data cutoff Achieved goal of extending treatment duration and response Hypothesis to therapy while maintaining / improving anti-tumor activity Vobra duo safety could be improved • Continued encouraging antitumor activity as measure
Slide 6: Conference Call Agenda
Conference Call Agenda Introduction Scott Koenig, M.D., Ph.D. – President and CEO, MacroGenics Updated TAMARACK Study Results Stephen Eck, M.D. – SVP, Clinical Development and Chief Medical Officer Pipeline Update Scott Koenig, M.D., Ph.D. Q&A 6 September 16, 2024
Slide 7: Vobra Duo: mCRPC Phase 2 Study Design Summary (TAMARACK)
Vobra Duo: mCRPC Phase 2 Study Design Summary (TAMARACK) Key Eligibility Criteria: Study Participants Enrolled N=91 • mCRPC • One prior ARAT Experimental Arm A • Up to one prior docetaxel- Vobramitamab duocarmazine 2.0 mg/kg Q4W Primary Endpoint: containing regimen(a) rPFS • ≤ 3 Prior lines of thera
Slide 8: Study Participants Flow
Study Participants Flow Assessed for Eligibility, N=249 Enrollment Randomized 1:1, N=181(a) Vobra duo 2.0 mg/kg Q4W Vobra duo 2.7 mg/kg Q4W • Randomized, N=91 • Randomized, N=90 Allocation o Treated, N=90 o Treated, N=86 o Not treated, N=1 o Not treated, N=4 – Withdrew consent, N=1 – Withdrew consen
Slide 9: Demographics and Baseline Characteristics
Demographics and Baseline Characteristics ITT population, N=181(a) Vobra duo Vobra duo Parameter 2.0 mg/kg Q4W 2.7 mg/kg Q4W N=91 N=90 Median (range) age, years 71 (46-89) 69 (35-86) ECOG PS, n (%) 0 42 (46.2) 51 (56.7) 1 48 (52.7) 37 (41.1) 2 1 (1.1) 2 (2.2) Disease status at first diagnosis, n (%)
Slide 10: rPFS per Investigator by PCWG3
rPFS per Investigator by PCWG3 ITT population, N=181 100 Although immature(a) and subject to change, with 90 only 65 (35.9%) rPFS events as of data cut-off 80 date (July 9, 2024), median rPFS was: • 8.5 mos. (95% CI, 7.2-11.2) on 2.0 mg/kg arm rPFS probability (%) 70 • 7.5 mos. (95% CI, 7.2-10.6) on
Slide 11: Tumor and PSA Responses
Tumor and PSA Responses Vobra duo 2.0 mg/kg Q4W Vobra duo 2.7 mg/kg Q4W RECIST response-evaluable population w/baseline measurable N=45 N=32 disease(a) Best overall response (confirmed), n (%) CR 0 1 (3.1) PR 9 (20.0) 12 (37.5) SD 30 (66.7) 15 (46.9) PD 5 (11.1) 2 (6.3) NE 1 (2.2) 2 (6.3) Confirmed
Slide 12: Best % Change in Target Lesions From Baseline per Investigator
Best % Change in Target Lesions From Baseline per Investigator RECIST response-evaluable population with measurable disease, N=77(a) 100 90 Study participants with Best % change of target lesion 80 70 measurable disease at ORRs across both dosing baseline, N=45 cohorts indicate robust 60 from baseli
Slide 13: Treatment Exposure and Reason for Treatment Discontinuation
Treatment Exposure and Reason for Treatment Discontinuation TAMARACK TAMARACK CP-MGC018-01 vobra duo 2.0 mg/kg vobra duo 2.7 mg/kg vobra duo 3.0 mg/kg Q4W Q4W Q3W(b) Treated with any study treatment, n 90 86 41 Results indicate improve- Treatment discontinued, n (%) 67 (74.4) 70 (81.4) 41 (100) ment
Slide 14: Overall Summary of TEAEs on TAMARACK and CP-MGC018-01
Overall Summary of TEAEs on TAMARACK and CP-MGC018-01 Vobra duo Vobra duo CP-MGC018-01 AEs, n (%) 2.0 mg/kg Q4W 2.7 mg/kg Q4W 3.0 mg/kg Q3W(b) N=90 N=86 N=41 Any TEAE 89 (98.9) 86 (100) 41 (100) Overall improvement in safety and tolerability in Treatment-related AEs(a) 87 (96.7) 84 (97.7) 41 (100) T
Slide 15: TEAEs Reported in ≥10% of Study Participants in Either Arm
TEAEs Reported in ≥10% of Study Participants in Either Arm (Safety population, N=176) Vobra Duo 2.0 mg/kg Q4W Vobra Duo 2.7 mg/kg Q4W Asthenia – 51.1% 59.3% Pleural effusion (a) – 28.9% 44.2% Decreased appetite – 35.6% 39.5% Edema peripheral – 36.7% 37.2% Nausea – 35.6% 30.2% PPE syndrome – 18.9% 27
Slide 16: Select TEAEs by Grade and Dose in TAMARACK and CP-MGC018-01
Select TEAEs by Grade and Dose in TAMARACK and CP-MGC018-01 TAMARACK safety population, N=176; CP-MGC018-01 safety population, N=41 50 Grade 4 45 Grade 3 Grade 2 4.9 4.7 40 Grade 1 Study participants (%) 22.0 35 17.1 30 18.6 1.2 2.2 25 2.2 20 14.0 1.2 14.4 15 5.6 2.3 2.4 1.1 26.8 24.4 10 20.9 9.3 13
Slide 17: Summary
Summary As of July 9, 2024 data cutoff • Data demonstrated vobra duo’s antitumor activity by ORR and PSA response rate • Anticipate having final TAMARACK median rPFS no later than early 2025 • Company believes it has better understanding of vobra duo’s overall safety and tolerability and is consider
Slide 18: Conference Call Agenda
Conference Call Agenda Introduction Scott Koenig, M.D., Ph.D. – President and CEO, MacroGenics Updated TAMARACK Study Results Stephen Eck, M.D. – SVP, Clinical Development and Chief Medical Officer Pipeline Update Scott Koenig, M.D., Ph.D. Q&A 18 September 16, 2024
Slide 19: Deep and Differentiated Proprietary Pipeline with Retained Commercial Rights
Deep and Differentiated Proprietary Pipeline with Retained Commercial Rights Program Modality/ Partner / (Target) Potential Indication(s) Platform Preclinical Phase 1 Phase 2 Phase 3 Sponsor Vobramitamab mCRPC Study ADC Duocarmazine (B7-H3) Multiple Solid Tumors (+lorigerlimab) ADC + DART® Lorigerli
Slide 20: Partnered Programs: Potential Future Cash Flow & Platform Validation
Partnered Programs: Potential Future Cash Flow & Platform Validation Program Modality/ (Target) Potential Indication(s) Platform Preclinical Phase 1 Phase 2 Phase 3 Marketed Partner MARGENZA® HER2+ Metastatic Breast Cancer Fc-optimized mAb (a) (HER2) Merkel Cell Carcinoma mAb ZYNYZ® Squamous Cell An
Slide 21: Unique Capabilities to Develop Next Generation Antibodies for Treating Cancer
Unique Capabilities to Develop Next Generation Antibodies for Treating Cancer Multiple Phase 2 Broad Capabilities Proprietary Proven R&D Well Funded to Programs in for Drug Platforms for Track Record Deliver on Plan Prostate Cancer Conjugates Multispecifics Multiple data Experience in Flexible platf
Slide 22: Conference Call Agenda
Conference Call Agenda Introduction Scott Koenig, M.D., Ph.D. – President and CEO, MacroGenics Updated TAMARACK Study Results Stephen Eck, M.D. – SVP, Clinical Development and Chief Medical Officer Pipeline Update Scott Koenig, M.D., Ph.D. Q&A 22 September 16, 2024
Slide 23: Thank You!
Thank You! Investor Relations Inquiries: Jim Karrels – SVP, Chief Financial Officer 301-354-2681 | karrelsj@macrogenics.com Business Development Inquiries: Eric Risser – Chief Operating Officer rissere@macrogenics.com Harish Krishnaswamy – Vice President, BD krishnaswamyh@macrogenics.com www.macroge
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