Agenus Inc. · NASDAQ:AGEN
Agenus — Ladenburg Thalmann 2017 Healthcare Conference
30 slides from Agenus's conference presentation, Sep 26, 2017
Slide 1: Corporate Presentation September 2017
Corporate Presentation September 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 through clinic Optimal pipeline of leads for effective combinations Enabling partnerships for validated and novel agents Fully integrated capabilities from discovery to GMP manufacturing Separate cell therapy bu
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) • 5 clinical candidates* checkpoints • PhosImmune (2015) Capabilities PARTNERSHIPS novel neoantigens • GlaxoSmithKline • XOMA (2015) ant
Slide 9: Our plan: Integrating combinations, speed & partnerships
Our plan: Integrating combinations, speed & partnerships Deliver revenues in 4 years Drive strategic transactions Enhance value • Steady revenue from • Therapeutic combinations driving efficacy CTLA-4 & PD-1 • Speed, quality and cost via vertical integration • Partnerships for ex-US • Rapid drug dev
Slide 10: Developing Effective Combinations
DEVELOPING EFFECTIVE COMBINATIONS Jennifer S. Buell, PhD Chief Communications and External Affairs Officer 10
Slide 11: 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^ Validated targets filed in 2016 - 2017 CTLA-4 and PD-1 6 Technology platforms
Slide 12: 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 13: 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 13 *Includes 2 programs partnered
Slide 14: Broad I-O portfolio ranges from early- to late-stage programs
Broad I-O portfolio ranges from early- to late-stage programs Product Candidates Disease/Target Partner Preclinical Ph1 Ph2 Ph3 Filed Checkpoint Antibodies AGEN1884 CTLA-4 (antagonist)* next-gen CTLA-4 CTLA-4 (antagonist) AGEN2034 PD-1 (antagonist)*x CD-137 (agonist) TIGIT (antagonist) INCAGN1876 GI
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 within 4 years 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 st
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 2021 Q4 Q1 Q1 Q2 Q2 Q3 Q3 Q4 Q4 Q1 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 • Develop, register, launch validated CTLA-4 & PD-1 within 4 years AGEN1884 Dose Esc • Validated combinations; validated indications de-ri
Slide 17: We expect to submit our first BLA by 2019
We expect to submit our first BLA by 2019, 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 BLA
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 • Four CPM mAbs in clinic • Clinical results • Complete enrollment and ‒ CTLA-4 (AGEN1884)* ‒ Optimal monotherapy dose for top-line data for the virally-induced AGEN203
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 2017 adjuvant for efficacy and manufacturing AutoSynVax™ promotes • Clinically validated in
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 binding to CTLA-4 via co-engagement of FcγRs CTLA-4 is a validated and foundational target with demonstrated clinical relevance Ligand blocking assay
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
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 Efficacious Next generation Differentiated Foundational CPMs Products 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 • GSK filed registration in US, Japan, Canada and Europe • FDA Adcomm unanimous recommendation for approval SEP2017 • Royalties and milestones partly monetized • 1 undisclosed target • Lead selection completed • Up to
Slide 26: Cell Therapy
Cell Therapy
Slide 27: Cell therapy business advancing to unlock value
Cell therapy business advancing to unlock value improve body’s existing immune attack on cancer synergistic Immunomodulatory expertise Antibodies Adoptive Cell Therapy* launch rapid immune attack against cancer combination opportunities Cancer Vaccines educate the immune system to see cancer 27 *Exp
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 through clinic Optimal pipeline of leads for effective combinations Enabling partnerships for validated and novel agents Fully integrated capabilities from discovery to GMP manufacturing Separate cell therapy bu
Slide 30: agenusbio.com
agenusbio.com
Agenus — Ladenburg Thalmann 2017 Healthcare Conference on 6ix