Agenus Inc. · NASDAQ:AGEN
Agenus — Investor Presentation (February 2014)
33 slides from Agenus's investor presentation, Feb 4, 2014
Slide 1: Corporate Presentation February 2014
Exhibit 99.1 Atpowerful activating anatural Corporate disease. February Agenus, mechanisms 2014 our Presentation way weown believe to treat body’s is a
Slide 2: Forward-Looking Statement (I)
This or Agenus’ revise Forward-Looking quarterly presentation these business report statements. contains and Statement andprospects, any This forward-looking subsequent (I) presentation carefulperiodic consideration and statements. the reports information should on These Form be forward-looking cont
Slide 3: Forward-Looking Statement (II)
Forward-Looking On on the 1/13/14, futureAgenus combined Statement announced organization. (II)a definitive Please agreement refer to form to acquire 8-K filed 4-Antibody. on 1/13/14Agenus for further expects information this transaction regarding to this closetransaction. in February3 2014, subject
Slide 4: Corporate Overview and Focus
Focus Overview Three Key Research Ludwig Partnering 4–Headquarters, Adjuvant At Vaccine Checkpoint GSK ~110 corporate least immune on & employees Institute, immuno-oncology collaborators one Pfizer/Janssen opportunities Antibody collaboration R&D, partners activating Memorial and(4-Antibody with cGM
Slide 5: Recent Strategic Acquisition: 4-Antibody
Recent Definitive Platform GITR, 5–Transaction Six lead Proprietary $10M Contingent Subject OX40, Strategic infor to checkpoint agreement shares terms customary rapid payments mammalian CTLA-4, Acquisition of discovery AGEN for programs closing (~$40M PD-1, privately B common cell and TIM-3 conditio
Slide 6: Transforming Cancer Treatment: Immune Checkpoint Field
Transforming Immune BMS Merck –> 6*Research Anticipated Yervoy Unprecedented Unblocking Single $35Bisand market leader agents, Checkpoint isreport Genentech/Roche “game to Cancer or with estimates checkpoint become reactivating results titled changer” Yervoy/ipilimumab Field Treatment “Immunotherapy
Slide 7: Three Partners: Significant Royalty Opportunities
Three 421 Partners: Opportunity Heat Glioblastoma Genital QS-21 Fully GITR 4-Antibody: CTLA-4, Partnership inclinical Phase shock human Immune and stimulon® herpes GSK PD-1, OX40 3programs Protein opportunities for antibody (Phase (Phase and Activating TIM-3, significant checkpoint Adjuvant PFE/Jans
Slide 8: Robust Pipeline and Upcoming Milestones
Robust DISEASE/TARGET PLATFORM Adjuvant Stimulon* QS-21 Non-small Alzheimer’s Shingles Melanoma Genital 16 Partnered Pfizer/Janssen GSK Ph Clinical Heat Vaccines Protein Glioma** FDA Check [pending Antibodies Acquisition] OX40 CTLA-4 PD-1 TIM-3 LAG-3 Several *Agenus 8**Glioblastoma undisclosed 23 bo
Slide 9: Leadership
Garo Leadership Jonae Corporate Ozer Robert John & –Christine 9Financial Vice Chairman Chief CEO Administration Cerio Baysal H. R. President, Burns, 4-Antibody Business Armen, Barnes Klaskin Officer Communications –& Stephen Chief PhD CEO PhD Janice Officer Investor Human Finance &Kerry – Scientific
Slide 10: Monoclonal Antibody Platform & Immune Checkpoint Antibody Programs
Monoclonal Antibody Platform & Immune Checkpoint Antibody Programs 4-ANTIBODY 10
Slide 11: Immune Checkpoints
Immune Checkpoints CTLA-4 PD-1 TIM-3 LAG-3 ICOS CD28 CD27 OX40 CD137 GITR Activation CTL 11 Inhibition lpilimumab
Slide 12: Six Lead Checkpoint Programs
Six Lead Checkpoint Programs Ag Lpilimumab CTLA-4 PD-1 TIM-3 LAG-3 ICOS CD28 CD27 OX40 CD137 GITR Activation CTL 12 Inhibition Antag
Slide 13: 4-Antibody Powerful Combinatorial Platform Overview
4-Antibody Powerful Combinatorial Recapitulates Highly Uses Attractive 13 retroviruses effective platform pharmaceutical Overview natural libraries tofor to find high-efficiency, efficiently process displaying many characteristics antibodies generate ~billion rapid to optimized diverse engineering t
Slide 14: Agenus and 4-Antibody Complementarity
Agenusvaccines** Activity Cancer Immuno-oncology*** Checkpoint Clinical Translational Antibody 14 CMC/Manufacturing/cGMP* & Development** Agenus generation* characterization** 4-Antibody modulators** medicine/biomarkers*** 4-Antibody Complementarity Academic Labs
Slide 15: Six Complementary Checkpoint Programs
Checkpoint Six Complementary Applicable GITR OX40, Central Collaborations The Integral Goal: 15 programs Ludwig create and PD-1, to to rapidly CTLA-4 selection to Development &Institute TIM-3 targeting numerous advance with ways evolving at world ofand and candidate to candidates key best-in-class c
Slide 16: Heat Shock Protein Prophage Series & HerpV Vaccines
HEAT SHOCK Prophage 16 SeriesPROTEIN & HerpV VACCINES
Slide 17: Prophage Series Vaccines
Standard Tumor Products Prophage Agenus 17 isManufacturing are of shipped Series care shipped Vaccines vaccine vaccines surgery frozen frozen Facility to isare produced performed Agenus togiven the hospital in aswhile Lexington, to simple remove pharmacy theintradermal patient tumor MA,or recovers U
Slide 18: Newly Diagnosed GBM Data
Newly Median Data Prophage (months)(months) (Stupp Radiation/Temodar® AVAglio Gliadel® (Westphal Avastin® (Plenary 18 SetDiagnosed etPFS Session, study al., 5.9 Series G-100 10.6 et Median al., NEJM 13.9 16.8 ofData Neuro-oncology) 17.8 ASCO Avastin) GBM 2005) Survival 6.9 (control 23.3 Superior Res
Slide 19: Recurrent GBM Surgical Data
Recurrent Surgical Data (Weeks) Prophage Gliadel (Kumar NABTC Feb. (Clarke UCSF Control *Bloch received 19 1998 Set Contemporary et 39.8 et Database*** et Rate Patients Stupp Phase Median G-200* al. GBM al., –al., Nov. 62% 2013.Neuro-oncology 2011) 2010) protocol, 2Results Survival trials Receiving
Slide 20: Prophage Series Large-scale Expanded Results and Next Steps
Prophage –Large-scale Andrew Expanded Results 20222 patients, Largest Potential anticipated Parsa, NCI-sponsored study Series tofor Phase over registration randomized MD, of G-200 550 Avastin 22016 trial PhD, clinical Next of vaccine lead and Prophage Steps sites aclinical vaccine trial (NCI inin in
Slide 21: NCI Phase 2 Trial Design
NCI P A T H F C O N ³90% RECURRENT GBM E 6D G B ls1M 2º Progression Number 21 ºbevacizumab MN ³Z A IT U C vE Endpoint: Endpoints: aI V alone R N L AProphage A Study FKPS>70 S Prophage UofDTrial Patients: Free followed Overall Safety +RESECTION; RDesign alone Survival EM 222 and survival by progressi
Slide 22: Immune Relevance of Prophage Series in Gliomas
Immune Prophage Gliomas –Improved *Bloch Effect 051% 0.0 0.2 0.4 0.6 0.8 1.0 Low P=0.004 30 25 20 15 High Time 22 0Relevance Progression B7-H1 B7-H1 (months) ofetTherapy promote Monocyte Series al. outcomes Expression extends Expression 2013 Free demonstrates Optimization immunosuppressive Clin B7-H
Slide 23: Conclusions: Improved Prophage Series Outcomes
Conclusions Improved Prophage PDL-1, –for 23Potentially Phase Opportunity treatment and 2 Series shows study outcomes CTLA-4 applicable offor initiated metastatic and promising combinations anticipated checkpoint antagonists towith amelanoma results broad Prophage with inhibitors, range in aother pa
Slide 24: Phase 1-2 Melanoma Study Patient Response
Phase Patient Before Prophage Of Belli 45Fpatients 1-2 16 et (01-007) al., Post-Treatment Melanoma Months J treated, Clin With 32Oncol Study Months a2Complete reported Post-Treatment 2002;20:4169-4180 aResponse complete response and 6 patients had stable disease.
Slide 25: Genital Herpes Market and Disease Overview
Genital Market Disease –Currently Medical 25 At The 80% Reduce Partial Lack least most of of opportunity Herpes demographics need impact patients disease 60 cellular approved prevalent million for Overview ontherapeutics severity suffer immunity disease drugs >$1 Americans/Europeans viral symptomati
Slide 26: HerpV Recombinant Vaccine
HerpV Recombinant One Polyvalent—contains –Phase 26100% 75% 80 Measuring of patients 1had 2, with most of data randomized, patients CD8+ QS-21 clinically published viral (defined T-cell shedding, receiving Stimulon® double-blind, 32 composition) advanced inresponse HSV-2 theviral HerpV+QS-21 scienti
Slide 27: HerpV Positive Phase 2 Results
Positive –Statistically HerpV Reduction Commercial/partnering 2715% viral 34% Booster was Preliminary and ingenerally shedding load significant viral immune reduction shedding HerpV well reduction(P=0.015) response reduction strategies tolerated (P=0.08) considered Phase data in to2viral be Results
Slide 28: QS-21 Stimulon Adjuvant
QS-21 STIMULON® Strengthens 28 and broadens ADJUVANT immune responses to vaccine antigens
Slide 29: QS-21 Stimulon Unique Adjuvant Corporate Partners
QS-21 Corporate Unique Strong Extensive –21 Potential 294GSK 17 13 vaccines Phase Phase additional Stimulon®Adjuvant antibody and adjuvant for 3clinical partners 1Janssen programs; candidates milestones and preclinical and extracted Phase experience; cell-mediated results in 2and programs clinical p
Slide 30: Corporate Summary: Financials and Milestones
CORPORATE Financials 30 and Milestones SUMMARY
Slide 31: Balance Sheet
Balance ($ Cash Net Other Current Long-term Contingent Stockholders’ Total 31 millions) plant and assets liabilities current long-term liabilities Sheet and short-term liabilities royalty $37.7 assets equipment equity (as and assets $ofconsideration stockholders’ 9.7 0.7 investments 9/30/13) (2.9) 1
Slide 32: Expected 2014 Milestones
Expected Close Selection Booster –GSK At 322,270 Milestone least Phase BLA 4-Antibody patients; one results Milestones offiling 3payment corporate two results from lead for largest acquisition RTS,S Phase for for checkpoint collaboration NSCLC MAGE-A3 filing; 2for HerpV malaria royalties study candi
Slide 33: Agenus contact information
At Agenus, disease www.agenusbio.com we believe 3 Forbes Road activating our own body’s Lexington, MA 02421-7305 natural mechanisms is a a powerful way to treat T: 781.674.4400