Agenus Inc. · NASDAQ:AGEN
Agenus — Investor Presentation (March 2011)
20 slides from Agenus's investor presentation, Mar 9, 2011
Slide 1: Corporate Presentation March 2011
Corporate Presentation March 2011 Exhibit 99.1
Slide 2: Forward-Looking Statement
Forward-Looking Statement This presentation contains forward-looking statements including statements regarding the company’s lead product candidates Oncophage ® , Prophage Series, formerly known as Oncophage, (vitespen; formerly HSPPC-96), QS-21 Stimulon ® and HerpV, formerly AG-707, (including, but
Slide 3: A New Name
A New Name Our pipeline has moved beyond autologous antigen-based technologies Our strategy focuses advancing our platform technologies through collaboration www.agenusbio.com
Slide 4: Agenus Investment Highlights
Agenus Investment Highlights QS-21 vaccine adjuvant: Royalty potential in 2013-2014 Oncophage® Prophage Series of therapeutic cancer vaccines advancing in clinic HerpV in genital herpes
Slide 5: Product and Clinical Pipeline
Oncophage for Renal Cell Carcinoma Prophage for Glioma (recurrent) Prophage for Glioma (newly diagnosed) QS-21 in Non - Small Cell Lung Cancer QS-21 in Melanoma QS-21 in Malaria QS-21 in Shingles QS-21 in Alzheimer ’ s Disease QS-21 in multiple undisclosed vaccines HerpV for Genital Herpes Product a
Slide 6: QS-21: Maturing Pipeline, Addressing 10B+ Market
QS-21: Maturing Pipeline, Addressing 10B+ Market Clinical indications under investigation (global incidence) – NSCLC (lung: 1.5m)* – Alzheimer's disease (prevalence: 26.6m)** – Malaria (250m)** – HIV (2.6m)** – AML (leukemias: 331k)* – Tuberculosis (9.3m)** – Varicella-zoster (US: 1m)*** – Prostate
Slide 7: QS-21: Significant Clinical Progress
QS-21: Significant Clinical Progress GlaxoSmithKline – Phase 3 NSCLC study launched in 2007 (MAGE-A3) Phase 3 (n=2,270) ongoing; largest trial conducted in NSCLC Phase 2b (n=180): 25% reduction in recurrence vs. placebo – Phase 3 melanoma study launched Dec. 2008 (MAGE-A3) Phase 3: n=1,300 – Phase 3
Slide 8: The PROPHAGE Series of Cancer Vaccines
The PROPHAGE Series of Cancer Vaccines
Slide 9: PROPHAGE Series: First Approved Cancer Vaccine
PROPHAGE Series: 1 st Approved Cancer Vaccine Patient-specific HSP-based therapeutic cancer vaccine Theoretically applicable to almost any cancer >850 patients worldwide safely treated in 8 cancers Simple out-patient injection Manufactured in less than 10 hours Phase 3 adjuvant RCC data has strength
Slide 10: PROPHAGE Series Clinical Overview
PROPHAGE Series Clinical Overview Signals of clinical activity observed in 8 cancers (US incidence)* – Kidney (58,240) – Melanoma (68,130) – Brain (22,020) – Colorectal (142,570) – Lung (222,520)** – Pancreatic (43,140) – Gastric (21,000) – Non-Hodgkin’s lymphoma (65,540) Efficacy signals include tu
Slide 11: Oncophage Demonstrates Statistical Significance in ECOG Intermediate Risk RCC Patients
Oncophage® Demonstrates Statistical Significance in ECOG Intermediate Risk RCC Patients
Slide 12: Overall Survival, Intermediate-Risk
Overall Survival, Intermediate-Risk
Slide 13: PROPHAGE Opportunity: Glioma
PROPHAGE Opportunity: Glioma Over 20,000 cases of brain cancer diagnosed each year in the US Phase 2 trial underway in newly diagnosed glioma – Actively enrolling patients (n=50); recently expanded to 10 sites – Prophage + standard of care [radiation therapy plus Temodar (temozolomide)] – No signifi
Slide 14: NCCN Practice Guidelines (2011): Recurrent GBM
NCCN Practice Guidelines (2011) Treatment NCCN Practice Guidelines (2011) Treatment Overview: Recurrent GBM Overview: Recurrent GBM Agents listed in the practice guidelines Median OS Months Platinum Based Regimens ¹ 7.4 PCV ² 7.6 Cyclophosphamide ³ 4.0 Carmustine wafer 7.5 Temozolomide Not Reported/
Slide 15: NCCN Practice Guidelines (2011): Newly Diagnosed GBM
NCCN Practice Guidelines (2011) NCCN Practice Guidelines (2011) Treatment Overview: Newly Diagnosed GBM Treatment Overview: Newly Diagnosed GBM Agents listed in the practice guidelines Median PFS/OS Months Carmustine wafer ¹ PFS 5.9 OS 13.9 Radiation/Temozolomide ² PFS 6.9 OS 14.6 XRT/TMZ + Prophage
Slide 16: Significant Advances in Epithelial Malignancies
"Significant Advances" (p< 0.05) in Epithelial Malignancies in Patients Not Selected on the Basis of Molecular Characteristics Drug Tumor Survival Gain (months) Gemcitabine Pancreas 1.5 Bevacizumab Colon 2.2 Erlotinib Pancreas 0.4 Bevacizumab NSCLC Sorafenib Renal Temozolamide GBM 2.5 Docetaxel Pros
Slide 17: A New Era for Cancer Vaccines
A New Era for Cancer Vaccines Provenge FDA approval Ipilimumab imminent FDA PDUFA date Rationale for combinations with vaccines Newly-created opportunity to use combinations
Slide 18: Genital Herpes and HerpV Overview
Genital Herpes and HerpV Overview Genital herpes is the most prevalent viral STD – Approximately 55 million Americans/Europeans affected – 80% of patients suffer symptomatic recurrences Virus establishes life-long latency HerpV is an off-the-shelf HSP-based therapeutic vaccine candidate for treatmen
Slide 19: 2011 Goals and Objectives
2011 Goals and Objectives Continued clinical advancement of QS-21 vaccine adjuvant – Possible Phase 3 data announcements Partnerships for Oncophage® in RCC in Europe/Russia Advancement of Prophage in glioma (brain cancer) – Recurrent glioma data presentation mid-year – Exploration of accelerated US
Slide 20: Balance Sheet
Balance Sheet December 31, 2010 ($ millions) Cash and short-term investments $19.8 Other current assets 1.1 Net plant and equipment 6.2 Other long-term assets 3.8 Total assets $30.9 Current liabilities $40.1 Long-term liabilities 5.5 Stockholders’ equity (14.7) Total liabilities and stockholders’ eq