Transgene SA · EURONEXT:TNG
Transgene SA — Investor Presentation (September 2008)
19 slides from Transgene SA's investor presentation, Sep 24, 2008
Slide 1: Transgene: Developing new vaccines to fight cancer and infectious diseases
E fA - tra nsgene * Developing new vaccines _ to fight cancer and infectious diseases
Slide 2: Company, technology platform, finances, partnerships and portfolio
INNOVATIVE TECHNOLOGY COMPANY FINANCES PLATFORM Leader in developing Immuno- 98.9m cash on hand (end June 08) Two families of viral vectors: therapeutic products to fight against Cash burn of €12.4m Highly attenuated Modified cancer and infectious diseases Vaccinia Ankara virus (MVA) Cash burn guida
Slide 3: Vision and strategy
Vision and strategy BECOME A MAJOR INTEGRATED IMMUNOTHERAPY COMPANY ► Leader in the domain of immunotherapy to treat cancers and infectious diseases ► Develop innovative therapeutic vaccines from our technology platform ► Partner for major indications in oncology ► Build strong pipeline – bring one
Slide 4: Portfolio of Products in Development
Portfolio of Products in Development PRODUCT ► Indication Preclinical Phase I Phase II Phase III Partnership Strategy TG4010 Non Small Cell Lung Currently seeking (MVA-MUC1-IL2) Cancer a Partner Treatment of TG4001/R3484 precancerous lesions (MVA-HPV-IL2) of the cervix caused by the HPV virus Sole d
Slide 5: Major Achievements 2007: Partnership agreement with Roche
2007 Major Achievements A WORLD CLASS PARTNERSHIP AGREEMENT WITH ► Exclusive world-wide rights to TG4001/R3484 franchise ► Substantial income flow Phase IIa Phase IIb Phase III Filing Registration Commercialization Signature April 2007, Payment of additional Further payments tied €23m Payment develo
Slide 6: Major Achievements 2007: Successful capital increase
2007 Major Achievements A SUCCESSFUL CAPITAL INCREASE ON EUROPEAN MARKETS ► €100.1m raised ► 55% subscribed by Mérieux Alliance who now holds 53% of the capital ► 5 times over-subscribed by institutional shareholders A SUBSTANTIAL REINFORCEMENT OF THE COMPANY ► Partnership validates strategy and tec
Slide 7: TG4010: a Promising Vaccine to fight Cancer
TG4010 a Promising Vaccine to fight Cancer CONSTRUCTION TARGET MARKET AND MECHANISM OF ACTION ► First line treatment of metastatic NSCLC in MVA + MUC1 + IL2 combination with chemotherapy ● 80 % of Lung Cancers are « Non Small Cell » immunogenic tumoral cytokine ● 1.1m new cases per year vector antig
Slide 8: TG4010 Clinical Development Strategy
TG4010 Clinical Development Strategy 2002 - 2005 2006 - 2008 2009 Phase IIa Phase IIb Partnership Phase III lung & other Registration Commercialization Exploratory Indications Non Small Cell Non Small Cell Lung Cancer Lung Cancer • Prostate • Breast TRANSGENE OBJECTIVES • Kidney • Non controled clin
Slide 9: TG4010 Phase IIb Results to Date
TG4010 Phase IIb Results to Date Safety & Efficacy Experimental Arm Control Arm Comments (TG4010 + chemo) n=74 (chemo) n=74 Good (most related adverse Classical vaccination reactions. Safety events are injection site N/A Quality of Life not statistically different reaction and asthenia) between arms
Slide 10: TG4010 Conclusion
TG4010 • Conclusion Phase IIb RESULTS ALLOW US ► To pursue the next development steps toward registration in advanced NSCLC ► Launch partnership discussions FINAL RESULTS ARE DUE BY THE END OF 2008 ► Include overall survival ► Full biomarker program analysis 10 24/09/2008
Slide 11: TG4001/R3484: Strategic Partnership with Roche
TG4001/R3484 Strategic Partnership with CONSTRUCTION TARGET MARKET AND MECHANISM OF ACTION ◼ Prevention of uterine cancer through MVA + HPV16 + IL2 the treatment of severe precancerous cervical lesions (CIN2/3) caused by HPV16 virus E6 & E7 ◼ HPV infection : common sexually transmitted disease immun
Slide 12: TG4001/R3484 Clinical Development Strategy
TG4001/R3484 Clinical Development Strategy 2002 - 2004 2005 - 2006 2007 2009 2011 Phase IIa Partnership Phase IIa Phase IIb Phase III Exploratory ► CIN 2/3 ► CIN 2/3 Start of Controlled ► Cervical Cancer ► 21 patients Phase IIb in Europe and US ► VIN ► 9 centres in France CLINICAL RESULTS OF Phase I
Slide 13: TG4040: Treatment of Hepatitis C
TG4040 Treatment of Hepatitis C CONSTRUCTION TARGET MARKET AND MECHANISM OF ACTION 170 million people infected wordwide MVA + NS 3/4/5B immunogenic Non structural 12 million people infected in Europe, vector antigens of the HCV North America and Japan (genotype 1) virus ► Standard of treatment/compe
Slide 14: TG4040 Clinical Development Strategy
TG4040 Clinical Development Strategy PHASE I EXTENSION PHASE I FRANCE PHASE I CANADA ► 15 patients ► 27 patients ► 24 patients ► Treatment naive ► Earlier boosts ► Relapsers after SCT ► Escalating dose at 2 and 4 months ► Escalating doses ► 3 initial injections ► With more advanced ► 3 initial injec
Slide 15: TG4040 Conclusion
TG4040 • Conclusion ► The most comprehensive ongoing therapeutic vaccine development program targeted to treat HCV ► Results from on-going clinical and preclinical developments will lead to phase II design 15 24/09/2008
Slide 16: TG1042: Immunotherapy for Dermatological Cancers
TG1042 • Immunotherapy for Dermatological Cancers CONSTRUCTION TARGET MARKET AND MECHANISM OF ACTION Adenovirus + IFNγ ► Oncology Indications • Cutaneous Lymphomas (CBCL / CTCL) E1°E3° - deleted Gene expressing • Basal Cell Carcinoma vector IFNγ • Bladder Cancer • Melanoma … ► Local stimulation of t
Slide 17: TG1042 Clinical Development and Commercial Strategy
TG1042 • Clinical Development and Commercial Strategy 2000 - 2005 2006 2008 2009 Phase I/II Preparation Phase II Phase II Filing / Registration Commercialization Phase II Step 1 Step 2 ► 33 patients ► 13 patients Sole development or partnership if in broader ► CTCL ► CBCL onco-dermatological franchi
Slide 18: Newsflow (provisional) and R&D Outlook
NEWSFLOW (provisional) R&D OUTLOOK 2 0 ► Strong pre-clinical pipeline 0 TG1042 (CBCL): Results Phase II, 1st stage with a large program TG4040 (HCV): Complete Results, Phase I France in virology 8 Final results, Phase IIb TG4010 (Lung): ► Bring one new product TG4001/R3484 (HPV): Contolled Phase IIb
Slide 19: Contacts
Contacts ● Philippe Archinard, CEO ● Philippe Poncet, CFO ● Elisabetta Castelli, IR