Agenus Inc. · NASDAQ:AGEN
Agenus — Jefferies 2017 London Healthcare Conference
30 slides from Agenus's conference presentation, Nov 15, 2017
Slide 1: Corporate Presentation
Corporate Presentation November 15, 2017
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: Agenus: driving success in I-O
Agenus: driving success in I-O Record of speed and efficiency in advancing I-O portfolio to clinic Optimal pipeline of leads for effective combinations Enabling partnerships for validated & novel agents and cGMP product for clinical/pivotal trials* Fully integrated capabilities from discovery to GMP
Slide 4: Agenus I-O 1.0
Agenus I-O 1.0 Pioneer Cancer Vaccines QS-21 Stimulon® Adjuvant 1994 – 2007 4
Slide 5: Agenus I-O 2.0
Agenus I-O 2.0 Cancer Experience & Endurance 2008 – 2013 5
Slide 6: Agenus I-O 3.0
Agenus I-O 3.0 Growth with a Complete Arsenal Neoantigen Vaccines, Checkpoint Antibodies Cell Therapy, QS-21 Stimulon® Adjuvant 2014 – 2017 6
Slide 7: Agenus I-O 4.0
Agenus I-O 4.0 Combination and Speed Speed of discovery and development Optimizing the activity of leads FUTURE 7
Slide 8: We successfully integrated strategic building blocks
We successfully integrated strategic building blocks Key Acquisitions Platforms/Products • 5 platforms • Aquila (2000) adjuvants • GMP manufacturing • 4-AB (2014) checkpoints • 5 clinical candidates* Capabilities • PhosImmune (2015) novel neoantigens Partnerships • GlaxoSmithKline • XOMA (2015) anti
Slide 9: Our plan: Integrating combinations, speed & partnerships
Our plan: Integrating combinations, speed & partnerships Close on near-term Path to Commercial* revenue opportunities AGEN1884 + Keytruda: 1L NSCLC PD-L1+++ Licensing & Partnerships AGEN2034 + AGEN1884: Fastest path to 1L NSCLC PD-L1+++, 2L Cervical commercialization to AGEN2034 Monotherapy: CSCC, F
Slide 10: Since entering the I-O space, we have made substantial progress
Since entering the I-O space, we have made substantial progress I-O Capabilities Speed Effective Combinations & Portfolio & Efficiency for Patients 4 Therapeutic modalities CPMs, Vaccines, Cell Therapy*, Adjuvants 5 INDs^ filed in 2016 - 2017 Validated targets CTLA-4 and PD-1 6 Technology platforms
Slide 11: Our speed to clinic places us solidly among the leaders in I-O
Our speed to clinic places us solidly among the leaders in I-O Number of I-O programs with US Phase I trials initiated since 2H2015 8 5 programs 7 into clinic in 2 years* 6 5 2 programs partnered 4 with Agenus 3 2 1 0 Roche AZ Pfizer Incyte Merck BMS Agenus Novartis 11 *Includes 2 programs partnered
Slide 12: Broad I-O portfolio ranges from early- to late-stage programs
Broad I-O portfolio ranges from early- to late-stage programs Product Disease/Target Partner Preclinical Ph1 Ph2 Ph3 Filed Approved Checkpoint Antibodies AGEN1884 CTLA-4 (antagonist)* next-gen CTLA-4 CTLA-4 (antagonist) Agenus fully-owned programs Partnered programs AGEN2034 PD-1 (antagonist) CD-137
Slide 13: Developing effective combinations
Developing effective combinations Jennifer S. Buell, PhD Chief Communications and External Affairs Officer 13
Slide 14: Multi-platform I-O portfolio well positioned for effective combinations
Multi-platform I-O portfolio well positioned for effective combinations >12 programs • Checkpoints Personalized 3 mAb display platforms • Cancer • 3 platforms including Antibodies Vaccines PTT antigens Bi-specific discovery • Shape Immune Educate • Adjuvants, QS-21 Stimulon® Cell line development •
Slide 15: Agenus development plan for sustained revenue generation
Agenus development plan for sustained revenue generation ü Develop, register, launch validated CTLA-4 & PD-1 in 2020 Adoptive cell therapy (CPM/vaccine combo) ü Expand market with novel target combos (Neo-antigen vaccine, TIGIT, CD137) Patient Penetration with Effective Treatments ü Expand strategic
Slide 16: Path to BLA: AGEN2034 (anti-PD-1) & AGEN1884 (anti-CTLA-4)
Path to BLA: AGEN2034 (anti-PD-1) & AGEN1884 (anti-CTLA-4) 2017 2018 2019 2020 Q4 Q1 Q2 Q3 Q4 Q4 Q1 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 • Develop, register, launch validated CTLA-4 & PD-1 AGEN1884 Ph 1 • Selected indications de-risk path to BLA • Trials designed as pivotal for BLA filing as soon as
Slide 17: We expect to submit our first BLA by 2H2019
We expect to submit our first BLA by 2H2019, followed by other product opportunities 4 Cell Therapy* 3 Next-Gen LEAD Number of CTLA-4 CPMs Programs 2 Multi- CTLA-4/ Potential ASV CD137 specific 1 PD-1 novel 1 Multi- Potential PD-1 TIGIT specific 2 Novel mAb ASV novel 0 2017 2018 2019 2020 2021 2022
Slide 18: Our recent accomplishments and near-term milestones
Our recent accomplishments and near-term milestones 2016 / 2017 2017 2018 Accomplishments Deliverables Clinical Activity & Readouts • Five programs to clinic • Clinical results • Complete enrollment and ‒ CTLA-4 (AGEN1884)* ‒ Optimal monotherapy dose for AGEN2034* top-line data for pivotal cohorts+
Slide 19: Expanding benefit through first-in-class/best-in-class products
Expanding benefit through first-in-class/best-in-class products
Slide 20: AutoSynVax clinically validated neoantigen vaccine platform
AutoSynVax™ clinically validated* neoantigen vaccine platform AutoSynVaxTM Clinical Status • Potential best-in-class vaccine • Phase 1 ongoing blueprint with QS-21 Stimulon® • Safety and immunological readout expected 2017 adjuvant for efficacy and manufacturing AutoSynVax™ promotes • Clinically val
Slide 21: Anti-CTLA-4 antibodies – advancing innovation
Anti-CTLA-4 antibodies – advancing innovation Mechanism #1 Mechanism #2 Mechanism #3 (Distinct) Blockade of CD80 & CD86 Depletion of intratumoral Tregs CTLA-4 is a validated and binding to CTLA-4 via co-engagement of FcγRs foundational target with demonstrated clinical relevance Ligand blocking assa
Slide 22: TIGIT: Potent novel negative regulator of immune synapse
TIGIT: Potent novel negative regulator of immune synapse TIGIT modulates the innate and adaptive arms of the immune system to impair productive anti-tumor immunity Antibody blockade of TIGIT combines effectively with other immune modulators (co-inhibitory and co-stimulatory antibodies) to promote tu
Slide 23: Building value for our partners
Building value for our partners
Slide 24: Our strategy builds value for Agenus, our partners, and patients
Our strategy builds value for Agenus, our partners, and patients Next generation Efficacious Products Foundational CPMs Differentiated Next CTLA-4 Generation PD-1 Expanded efficacy Bi-specifics TIGIT x Validated = and market checkpoint leadership CD137 targets vaccines 24
Slide 25: Agenus is partnered with industry leaders
Agenus is partnered with industry leaders • QS-21 Stimulon® adjuvant for Shingrix • Approved in US and Canada; Filed in EU, Japan, AUS • CDC's Advisory Committee on Immunization Practices recommended Shingrix as preferred vaccine for prevention of shingles • Royalties partly monetized • 1 undisclose
Slide 26: Cell Therapy Business Entity
Cell Therapy Business Entity 26
Slide 27: Bruno Lucidi – CEO AgenTus Therapeutics
Bruno Lucidi – CEO AgenTus Therapeutics • 30 years of industry experience • Vice President and Head of Pediatric Vaccines at GSK Biologicals (developed $3bn global business) • Worldwide Vice-President Virology & Oncology at Johnson & Johnson • Leadership at Bristol-Myers Squibb responsible for EU st
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: Agenus: driving success in I-O
Agenus: driving success in I-O Record of speed and efficiency in advancing I-O portfolio to clinic Optimal pipeline of leads for effective combinations Enabling partnerships for validated & novel agents and cGMP product for clinical/pivotal trials* Fully integrated capabilities from discovery to GMP
Slide 30: agenusbio.com
agenusbio.com