Immunocore Holdings Plc · NASDAQ:IMCR
Immunocore — Investor Presentation (January 2024)
37 slides from Immunocore's investor presentation, Jan 5, 2024
Slide 1: Transformative immunomodulating medicines for patients
Transformative immunomodulating medicines for patients January 2024
Slide 2: Forward-looking statements
This presentation contains “forward-looking statements” within the meaning of the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Words such as “may”, “will”, “believe”, “expect”, “plan”, “anticipate” and similar expressions (as well as other words or expressions refe
Slide 3: Harnessing the immune system with bispecific soluble TCRs
3 Harnessing the immune system to fight disease with targeted, off-the-shelf, bispecific, soluble T cell receptors (TCRs) TCR therapeutics can target >90% of the human proteome Targeting >90% Proteome ImmTAX
Slide 4: Platform candidates and capabilities across therapeutic areas
4 Platform candidates and capabilities across 3 therapeutic areas Oncology Activation of the immune system Downmodulation of the immune system Infectious diseases Autoimmune diseases ImmTACs ImmTAVs ImmTAAIs
Slide 5: Leading bispecific TCR pipeline
5 1 Platinum refractory or resistant serous ovarian carcinoma.; 2. Program is wholly owned, development costs being provided by the Bill & Melinda Gates Foundation (BMGF), Immunocore retains all development and commercialization rights in the developed world.; 3. Program is not HLA restricted (ie. u
Slide 6: Maximizing potential of KIMMTRAK in HLA-A02+ melanoma
Maximizing potential of KIMMTRAK® in HLA-A02+ melanoma 6
Slide 7: KIMMTRAK's 3 growth areas
7 † Estimated number of HLA-A*02:01 positive patients per year in the US and EU. KIMMTRAK’s 3 growth areas Continued US & global growth in metastatic uveal melanoma Phase 2/3 trial in 2L+ metastatic cutaneous melanoma (TEBE-AM) Phase 3 trial in adjuvant uveal melanoma (ATOM) Today Adjuvant Uveal Mel
Slide 8: KIMMTRAK delivering survival benefit in metastatic uveal melanoma
8 KIMMTRAK® (tebentafusp-tebn) Delivering a survival benefit to HLA-02+ metastatic uveal melanoma patients Approved in 38 countries Launched and reimbursed in 10 countries ~$168M Q1-Q3 sales
Slide 9: Overall survival benefit of KIMMTRAK vs investigator's choice
9 Nathan, P. et al. New England Journal of Medicine 2021; 385:1196-1206. Hassel, J., Piperno-Neumann, S. et al. New England Journal of Medicine 2023; 10.1056/NEJMoa2304753. Overall survival benefit of KIMMTRAK vs investigator’s choice in 1L mUM 3-year OS follow-up 27% KIMMTRAK arm 17% Investigator’s
Slide 10: KIMMTRAK adverse events manageable
10 KIMMTRAK TRAEs mostly in first month and decrease thereafter Adverse events manageable, very low rate of discontinuation (2%) & no treatment-related deaths * Rash, hypotension, and liver function tests are composite terms for a list of related adverse events of any grade AE: adverse event; TRAE:
Slide 11: Rationale for KIMMTRAK in adjuvant uveal melanoma
Rationale for KIMMTRAK in adjuvant uveal melanoma Clinical activity expected to be highest in adjuvant setting with minimal disease burden 1. Piperno-Neumann, et. al. AACR Annual Meeting 2021; 2. Sullivan R, et. Al. Cancer Res (2023) 83 (7_Supplement): 1035.; 3. Carvajal, R.D., et. al. Nat Med 28, 2
Slide 12: ATOM Phase 3 adjuvant UM trial design
Treatment phase Follow-up 1:1 Randomization 12 ATOM – Phase 3 KIMMTRAK adjuvant UM trial design Global trial led by European Organisation for Research and Treatment of Cancer (EORTC) EORTC – European Organisation for Research and Treatment of Cancer. Investigator discretion on subsequent therapy for
Slide 13: KIMMTRAK active in cutaneous melanoma
13 Hamid O, et al. JITC (2023). Middleton et al., ASCO 2022. Remote = Patients received prior anti-PD1 but it was not most recent therapy prior to enrolment. Immediately prior = anti-PD1 was most recent therapy prior to enrolment. KIMMTRAK active in cutaneous melanoma (CM) Time from prior anti-PD(L)
Slide 14: TEBE-AM Phase 2/3 trial design
Treatment phase OS follow-up 1:1:1 Randomization 14 TEBE-AM – Phase 2/3 trial for previously treated, advanced melanoma patients Randomization to ‘real world’ treatment as a control arm Investigator discretion on subsequent therapy: local standard, supportive care or other clinical trials. Collect d
Slide 15: PRAME Franchise: A02, A24, A02-HLE
PRAME Franchise: A02, A24, A02-HLE 15
Slide 16: PRAME is a negative prognostic marker in multiple cancers
PRAME is negative prognostic marker in multiple cancers PRAME broadly expressed in multiple tumors including: IMC-F106C demonstrated durable clinical activity in Phase 1 (ESMO 2022) Registrational 1L melanoma trial expected to begin in 1Q 2024 Multiple clinical readouts from Phase 1/2 expected throu
Slide 17: IMC-F106C was well tolerated
IMC-F106C (n = 55) Preferred Term (MedDRA v23.1) 0.3 – 10 mcg† (n = 18) 20 – 320 mcg† (n = 37) Total (n = 55) All grades (events in ≥ 25% of patients), n (%) At least one event 18 (100) 34 (92) 52 (95) Pyrexia* 10 (56) 21 (57) 31 (56) Cytokine release syndrome 5 (28) 22 (59) 27 (49) Fatigue 6 (33) 1
Slide 18: Majority of patients have durable tumor response or stabilization
18 Majority of patients have durable tumor response or stabilization IMC-F106C (ESMO 2022) NSCLC, non small cell lung carcinoma. Hamid, O., et al., Annals of Oncology (ESMO 2022) 33 (suppl_7): S331-S355.
Slide 19: IMC-F106C monotherapy melanoma activity shows durability
19 IMC-F106C monotherapy melanoma activity shows durability Update to ESMO 2022 melanoma patients (n=18) Data cut-off May 2023 from live data base. DoR= duration of response. ^ Patient had disease progression after Month 12. Durable response Durable disease control Radiation to index lesion after th
Slide 20: Executing across core areas for PRAME franchise
20 * HLA-A*02:01; 1.Company estimates IMC-T119C targeting PRAME-HLA-A24 expands addressable population of PRAME-A02 by ~30% in non-overlapping patients Executing across core areas for PRAME franchise Data to be presented from 2Q 2024 and thereafter Randomization expected 1Q 2024 Monotherapy Standard
Slide 21: PRISM-MEL301: First-line melanoma Phase 3 design
21 PRISM-MEL301: First-line advanced cutaneous melanoma Phase 3 Design based on Type B FDA meeting a Use of nivolumab or nivolumab + relatlimab as control will be country specific. b Represents target dose after intra-patient escalation. c ITT: intent to treat. Randomization Treatment phase Follow-u
Slide 22: PRAME-A02 has potential to benefit a large number of patients
Prevalence of PRAME expression1 Tumor type HLA-A*02:01+, PRAME+ metastatic patients (G7)2 70-100% Endometrial >10K Melanoma >10K Ovarian >15K NSCLC-squamous >30K 50-70% NSCLC-adeno >40K SCLC >15K TNBC >5K SCCHN Gastric 20-50% RCC >30K Esophageal Cholangiocarcinoma Cervical 22 1 PRAME prevalence deri
Slide 23: Novel ImmTAC candidate for GI cancers from our discovery engine
Novel ImmTAC candidate for GI cancers from our discovery engine 23
Slide 24: IMC-R117C: first-in-class therapy targeting PIWIL1 in colorectal
Negative prognostic marker in multiple cancers, role in tumor progression Expressed in CRC, historically insensitive to IO, and across major subgroups* 25% CRC have broad PIWIL1 expression (with > 75% of tumor cells positive) 24 PIWIL1, piwi-like protein1, CRC, colorectal cancer. * Estimated across
Slide 25: Pursuing a functional cure in infectious diseases
Pursuing a functional cure in infectious diseases
Slide 26: Aiming for functional cure in HIV by reducing the reservoir
Aiming for functional cure in HIV by reducing/eliminating the reservoir Anti-retroviral therapy (ART) suppresses reservoir but cannot eliminate 26 Rare (i.e. 1 in a million) HIV-infected T cells (reservoir) persist despite ART1,2 Historically, rapid viral rebound occurs after ART interruption at med
Slide 27: Single dose of IMC-M113V well tolerated and biologically active
27 Active dose definition: ≥ 4-fold increase in plasma IL-6 at 8-24 hours post-dose. Single dose of IMC-M113V well tolerated and biologically active Phase 1 Soluble T cell Receptors In Viral Eradication (‘STRIVE’) HIV trial Key inclusion criteria Participants living with HIV (PLWH) on anti-retrovira
Slide 28: HIV STRIVE multiple ascending dose portion now enrolling
28 HIV STRIVE multiple ascending dose portion now enrolling Goal is to determine safety and anti-viral activity of IMC-M113V PLWH: People living with HIV; ART: Anti-retroviral therapy; ATI: ART treatment interruption. Key inclusion criteria PLWH on ART Regimen: Weekly for 12 weeks Step dose (initial
Slide 29: IMC-I109V: Encouraging signs of activity observed in HBV
29 IMC-I109V: Encouraging signs of activity observed in HBV Initial results from single 0.8 mcg dose presented at EASL 2022 1 Bourgeois, et al. EASL 2022. Arrow indicates timing of administration of IMC-I109V. Patient #1 Patient #2 Patient #3 Induction of IL-6 in all 3 patients1 Transient decrease i
Slide 30: Pioneering tissue-specific immune suppression for autoimmune diseases
Pioneering tissue- specific immune suppression for treatment of autoimmune diseases 30
Slide 31: ImmTAAI: tissue-specific down modulation of the immune system
31 Platform suppress T-cells only when ImmTAAI is tethered to target tissue ImmTAAI: tissue-specific down modulation of the immune system Vision for autoimmunity and inflammation landscape Current Systemic immune suppression, even if inflammation in single tissue Future Down modulation of immune sys
Slide 32: Inhibits T cell activity only when tissue-tethered
Inhibits T cell activity only when tissue-tethered Clustering at immune synapse drives potency Suppress IL2 release (T cell activation marker) T cells remain suppressed after ImmTAAI removed 32 ImmTAAI: tissue-specific and lasting immune suppression T cells activated with target cells +/- ImmTAAI fo
Slide 33: IMC-S118AI for type 1 diabetes
33 Pancreas-tethered ImmTAAI (HLA-A02) protects against killing by autoreactive T cells *quantity measured as area under the curve;1.Current Diabetes Reports (2023) 23:277–291 (~700K in US & ~700K in EU5) IMC-S118AI (PPIxPD1) for type 1 diabetes HLA-A02 restricted, ~50% of type 1 diabetes patients 6
Slide 34: ImmTAAI binds specifically to APC in skin
ImmTAAI binds specifically to APC in skin 34 Antigen presenting cell (APC) tethered ImmTAAI inhibits T cell activation and promotes long-lasting immune suppression Universal (non-HLA restricted) candidate for dermatology Potent inhibition of cytokine release in primary cell assays Non-tethered ImmTA
Slide 35: Upcoming milestones
Upcoming milestones IMMUNOCORE
Slide 36: Looking ahead
36 Looking ahead Preliminary and unaudited cash position of ~$443 million as of December 31, 2023 Commercial milestones Clinical milestones KIMMTRAK Continued global growth including commercial launches in Australia and Canada 2024 KIMMTRAK Expansion Topline data from Ph 2 2L+ cutaneous melanoma (TE
Slide 37: Thank you
IMMUNOCORE Thank you
Immunocore Holdings — Investor Presentation (January 2024) on 6ix