Immunome, Inc. · NASDAQ:IMNM
Immunome — Investor Presentation (March 2026)
32 slides from Immunome's investor presentation, March 2026
Slide 1: Immunome Corporate Presentation
Immunome Corporate Presentation March 2026 1
Slide 2: Disclaimer and Forward-Looking Statements
Disclaimer and Forward-Looking Statements Disclosures For purposes of this notice, the “presentation” that follows shall mean and include the slides that follow, any oral presentation of the slides by members of management of Immunome, Inc. (“Immunome”) or any person on its behalf, any question-and-
Slide 3: Establishing a Premier Targeted Oncology Company
Establishing a Premier Targeted Oncology Company Delivering Breakthroughs In Oncology i • Varegacestat, an oral, once-daily gamma secretase inhibitor for the treatment of desmoid tumors, with positive Phase 3 topline data • NDA submission planned for 2Q 2026 • Positioned to be a best-in-class option
Slide 4: Broad Portfolio of Targeted Oncology Therapeutics
Broad Portfolio of Targeted Oncology Therapeutics Program Target / Modality Preclinical Phase 1 Phase 2 Phase 3 Commercial Next Anticipated Milestone Varegacestat Gamma Secretase NDA Submission | 2Q 2026 Inhibitor IM-1021 ROR1 ADC Initial Data | 2026 IM-3050 FAP Radiotherapy First Patient In | Early
Slide 5: Varegacestat
Varegacestat Phase 3 Oral, Once-Daily Gamma Secretase Inhibitor 5
Slide 6: Varegacestat Demonstrated Exceptional Results For Patients
Varegacestat Demonstrated Exceptional Results For Patients Study Met Primary and All Key Secondary Endpoints Progression-Free Survival1: Hazard Ratio 0.16 (p<0.0001) Confirmed Objective Response Rate2: 56% Median Best Tumor Volume Reduction3: 83% Generally well-tolerated with manageable safety profi
Slide 7: Desmoid Tumors are Locally Aggressive & Debilitating
Desmoid Tumors are Locally Aggressive & Debilitating • Desmoid tumors often strike in young adulthood, with 1,000-1,650 patients diagnosed each year and 10-11,000 actively managed patients in the US1 • Can lead to debilitating pain, deformity, and life-threatening organ damage depending on location1
Slide 8: Varegacestat is a Gamma Secretase Inhibitor with a Differentiated Pharmacokinetic Profile
Varegacestat is a Gamma Secretase Inhibitor with a Differentiated Pharmacokinetic Profile 78% Longer Half-Life than Nirogacestat3 Sustained Exposure Above Target Threshold4,5 Kasper et al. 1.2 mg Once Daily Desmoid tumors are driven by nuclear accumulation of β-CATENIN resulting from cross-talk betw
Slide 9: RINGSIDE is the Largest Phase 3 Study in Desmoid Tumors
RINGSIDE is the Largest Phase 3 Study in Desmoid Tumors Design consistent with prior registrational trials Global Phase 3 Double-Blind Placebo-Controlled Key Inclusion Criteria Progressed within last 12 months1 Varegacestat 1.2mg QD, n=79 Treatment naïve or recurrent/refractory R disease appropriate
Slide 10: Varegacestat Achieved Primary Endpoint
Varegacestat Achieved Primary Endpoint 84% Reduction in the Risk of Progression or Death vs Placebo Progression-Free Survival: HR 0.16; 95% CI: 0.071, 0.375; p < 0.0001 10
Slide 11: Varegacestat Demonstrates Robust Antitumor Activity
Varegacestat Demonstrates Robust Antitumor Activity 56% ORR With Varegacestat -83% Median Best Percent Change in Tumor vs 9% With Placebo (p<0.0001) Volume With Varegacestat vs +11% With Placebo Best Percent Change in Tumor Size with Varegacestat PD PR Par -83% 11
Slide 12: Varegacestat Was Generally Well-Tolerated With a Manageable Safety Profile
Varegacestat Was Generally Well-Tolerated With a Manageable Safety Profile • Varegacestat was generally well-tolerated, with a manageable safety profile consistent with the GSI class of medicines • The most common adverse events for participants in the treatment arm were diarrhea (82%), fatigue (44%
Slide 13: Elevating an Established Class and Solidifying the Role of GSIs in Desmoid Tumor Treatment
Elevating an Established Class and Solidifying the Role of GSIs in Desmoid Tumor Treatment Phase 3 Studies in Desmoid Tumors TKI Era GSI Era Varegacestat 1.2mg Once-Daily Oral Nirogacestat RINGSIDE; N=156 150 mg Twice-Daily Oral ORR: 56% Sorafenib DeFi; n=142 400mg Once Daily Oral NCT02066181; N=87
Slide 14: Launch Strategy
Launch Strategy Become Standard of Care treatment of Desmoid Tumors START SUPPORT SCALE Drive patient initiation on Sustained benefit and adherence Efficiently expand reach across varegacestat with a once-daily treatment the community through treatment center growth 10-11k Actively Managed Patients
Slide 15: IM-1021 ROR1 ADC
Immunome” IM 1021 ROR1 ADC
Slide 16: HC74 is a TOP1i Payload Designed to Overcome Fundamental Limitations of Existing Technology
HC74 is a TOP1i Payload Designed to Overcome Fundamental Limitations of Existing Technology 26 Years of ADC Technological Advancement VcMMAE TOP1i HC74 First Approved ADC Linker-Payload Payloads ADCs 2000 2011 2019 2026 X Unstable linker ✓ Stable peptide linker ✓ Improved therapeutic index ✓ Improve
Slide 17: IM-1021: Potential Best-in-Class ROR1 ADC
IM-1021: Potential Best-in-Class ROR1 ADC ROR1 ROR1 ROR1 Expression Expression by by RNA 2 RNA2 • Receptor with oncofetal expression pattern, including little or no normal tissue expression1 • Expression on solid and liquid tumors IM-1021 Development Status • Optimized ROR1 ADC with HC74 TOP1i paylo
Slide 18: IM-1021 Preclinical Activity Supports Development in Lymphoma and Solid Tumors
IM-1021 Preclinical Activity Supports Development in Lymphoma and Solid Tumors IM-1021 Achieves Tumor Regressions in IM-1021 Achieves 8/8 CRs at 2.5 mg/kg in Jeko-1 MCL Model NSCLC PDX Model Vehicle 3,000 IM-1021 2.5 mpk qw*3 2500 IM-1021 5 mpk qw*3 Vehicle IM-1021 2.5 mpk qw*3 MK-2140 2.5 mpk qw*3
Slide 19: Clinical Development Plan: Rapid Establishment of PoC to Enable Pivotal Studies Across Multiple Indications
Clinical Development Plan: Rapid Establishment of PoC to Enable Pivotal Studies Across Multiple Indications Part A: Dose Escalation Part B: Indication-Specific Dose Expansion Population includes: Dose escalation design: Population includes: Dose expansion design: • R/R B-cell lymphoma • mTPI-2 adapt
Slide 20: HC74 Platform
HC74 Platform 20
Slide 21: HC74's Low Efflux Potential and High Permeability Lead to Improved Properties
HC74’s Low Efflux Potential and High Permeability Lead to Improved Properties Low HC74 Low HC74 efflux potential11 efflux potential High HC74 permeability2 drives drives SuperiorHC74 Superior HC74cytotoxic cytotoxic overcomes overcomes payload payload resistance resistance superior bystander effect
Slide 22: Sensitivity to Efflux Meaningfully Limits the Clinical Efficacy of Existing TOP1i ADCs
Sensitivity to Efflux Meaningfully Limits the Clinical Efficacy of Existing TOP1i ADCs Efflux Transporters Like P-gp and MRP1 Actively High HighP-gp P-gpExpression ExpressionCorrelates CorrelatesWith WithLower LowerORR ORRand 2 Remove ADC Payload From Cells1 andPFS PFSininHER2+ HER2+CRC CRCPatients
Slide 23: HC74 ADC Shows Activity in a CRC Model Refractory to Other TOP1i Agents
HC74 ADC Shows Activity in a CRC Model Refractory to Other TOP1i Agents HCT-15 is Refractory to T-DXd HCT-15 is Refractory to Irinotecan HCT-15 is Refractory to T-DXd but HCT-15 is Refractory to Irinotecan but But Sensitive to T-HC74 But Sensitive to T-HC74 Sensitive to T-HC74 Sensitive to T-HC74 20
Slide 24: HC74 ADC Demonstrates Superior Bystander Activity vs. DXd ADC
HC74 ADC Demonstrates Superior Bystander Activity vs. DXd ADC Potential for Greater HC74 Efficacy in Target Heterogenous Tumors Clonal Preclinical Models Do Not Capture HC74 ADC Demonstrates Durable Response in Expression Heterogeneity NSCLC Model of Tumor Heterogeneity NCI-H292 Bystander Model 2000
Slide 25: Expanding the Universe of ADC Targets
Expanding the Universe of ADC Targets Majority of ADC Activity is Concentrated in a Small Immunome ADC Strategy Pairs Novel Number of Targets Targets with Differentiated Technology 10 Targets Account for 50% of Active Clinical ADC Programs1 • Targets: Prioritize targets with compelling tumor biology
Slide 26: IM-1617: Potential First-in-Class ADC for Multiple Solid Tumor Indications
IM-1617: Potential First-in-Class ADC for Multiple Solid Tumor Indications Target Expression In Major Indications Corresponds IM-1617 Showed Activity In PDX Models That Are to CDX Models Where IM-1617 Showed Activity Resistant to Dato-DXd Adeno NSCLC IM-1617 Target mRNA Expression 10 Squamous NSCLC
Slide 27: Robust Pipeline of Preclinical Candidates Pursuing Undisclosed Solid Tumor Targets
Robust Pipeline of Preclinical Candidates Pursuing Undisclosed Solid Tumor Targets IM-1617 IM-1340 IM-1335 TNBC (MDA-MB-468) Adeno NSCLC Solid tumor model 600 (LU5205 PDX) 2000 Vehicle Isotype ADC, 5 mg/kg 1500 IM-1340, 5mg/kg Tumor Volume (mm3) Tumor Volume (mm3) Tumor Volume (mm3) Anticipated IM-1
Slide 28: IM-3050 FAP-Targeted Radioligand Therapy
IM-3050 FAP-Targeted Radioligand Therapy 28
Slide 29: IM-3050 is a 177Lu-FAP Candidate with Best-in-Class Potential
IM-3050 is a 177Lu-FAP Candidate with Best-in-Class Potential In vivo data show single dose antitumor activity and tolerability Tumor Regression in U87MG No Weight Loss Observed Potential Best-in-Class Model Characteristics Vehicle Vehicle Sub-nanomolar affinity 1200 120 IM-3050, 150 mCi IM-3050, 15
Slide 30: Company Overview
Company Overview 30
Slide 31: Management Team with a Demonstrated Track Record of Success
Management Team with a Demonstrated Track Record of Success Clay Siegall, Ph.D. • Chief Executive Officer and Founder, Seagen (1998-2022) PRESIDENT & • Grew company to $2B+ revenue (2022) leading to $43B acquisition CHIEF EXECUTIVE OFFICER • Led development of 4 FDA-approved therapeutics • Raised ov
Slide 32: Accelerating the Pursuit of Breakthrough Oncology Therapies
Accelerating the Pursuit of Breakthrough Oncology Therapies Proven, successful leadership Multiple programs ADC portfolio including the Varegacestat provides expected to enter clinic in HC74 platform represents strong first product 2026 substantial value opportunity Anticipated Milestones Varegacest