Immunovant, Inc. · NASDAQ:IMVT
Immunovant — 42nd Annual J.P. Morgan Healthcare Conference (January 2024)
23 slides from Immunovant's conference presentation, Jan 9, 2024
Slide 1: Targeted science, Tailored solutions
Targeted science, Tailored solutions for people with autoimmune disease 42nd Annual J.P. Morgan Healthcare Conference January 9, 2024
Slide 2: Forward-looking statements
Forward-looking statements This presentation contains forward-looking statements for the purposes of the safe harbor provisions under The Private Securities Litigation Reform Act of 1995 and other federal securities laws. The use of words such as "can," “may,” “might,” “will,” “would,” “should,” “ex
Slide 3: Our Company
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Slide 4: Our vision: Normal lives for people with autoimmune disease
Our vision: Normal lives for people with autoimmune disease What we do: We are developing targeted therapies that are designed to address the complex and variable needs of people with autoimmune diseases. Love Bolder, All Trailblazing Faster Voices 4
Slide 5: Our focus: Build a leading anti-FcRn franchise targeting multiple underserved autoimmune disease indications
Our focus: Build a leading anti-FcRn franchise targeting multiple underserved autoimmune disease indications Leadership Intellectual Financial Validated Product Market Team Property Strength Target Candidates Opportunity Deep drug Composition of Pro forma cash FcRn is a validated Second generation L
Slide 6: Our broad development portfolio
Our broad development portfolio: Established and scalable infrastructure to conduct multiple pivotal clinical trials in different autoimmune indications Investigational Target Indication / Therapeutic Area Stage of Development Compound Myasthenia Gravis (MG) Pivotal Trial Thyroid Eye Disease (TED) P
Slide 7: Our Market
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Slide 8: We believe the anti-FcRn market is unique in terms of biomarker strength and potential indication breadth
We believe the anti-FcRn market is unique in terms of biomarker strength and potential indication breadth We believe a majority of indications in development across the class each has blockbuster potential (>$1BN annual sales) Autoantibody driven diseases are generally treated with older, broad spec
Slide 9: Our Market: Autoimmune diseases driven by harmful IgG autoantibodies
Our Market: Autoimmune diseases driven by harmful IgG autoantibodies 22 indications announced or in development across the anti-FcRn class1 NEUROLOGY RHEUMATOLOGY Chronic inflammatory demyelinating Antineutrophil cytoplasmic antibody (ANCA) - polyneuropathy (CIDP) associated vasculitis Myasthenia gr
Slide 10: Our Differentiation
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Slide 11: Our differentiated value proposition: Three potentially unique attributes
Our differentiated value proposition: Three potentially unique attributes to address unmet patient needs Simple subcutaneous injection To enable self-administration at home Tailored dosing Rapid & deep IgG reduction To help alleviate Strong correlation between deep symptoms across disease IgG reduct
Slide 12: Deep IgG reduction: Consistent evidence across programs and indications
Deep IgG reduction: Consistent evidence across programs and indications that greater IgG reduction leads to greater efficacy1 Company Evidence of Greater IgG Reductions Translating to Clinical Benefit Patient-level scatter plot showed that greater IgG declines è greater MG MG-ADL improvements2,3 Gre
Slide 13: Tailored dosing: Strong commercial product precedent for multiple dosing regimens
Tailored dosing: Strong commercial product precedent for multiple dosing regimens within and across immunology indications The top 10 highest selling immunology medications generally have multiple doses and dose regimens Initial Dosing Subsequent Dosing Optionality in maintenance dose and Higher dos
Slide 14: Our Programs
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Slide 15: Strong foundation in Neurology and Endocrinology
Strong foundation in Neurology and Endocrinology MG (Neuro) CIDP (Neuro) TED (Endo) GD (Endo) • Deeper IgG reduction • Positive in-class data from • Tepezza launch validated • High unmet need for 2nd line correlates with clinical efgartigimod with single unmet need therapy, between 1st line oral res
Slide 16: IMVT-1402 has potentially best-in-class attributes to address large unmet need
IMVT-1402 has potentially best-in-class attributes to address large unmet need in autoimmune disease IMVT-1402 + + Deep IgG Lowering Initial Phase 1 data suggests deep + dose-dependent IgG lowering similar to batoclimab Favorable Analyte Profile Initial Phase 1 data supports a favorable analyte prof
Slide 17: Potential best-in-class product profile opens broad range of indication opportunities for IMVT-1402
Potential best-in-class product profile opens broad range of indication opportunities for IMVT-1402 • Assuming differentiated benefit/risk and simple SC delivery, High unmet opportunity to leverage potency of IMVT-1402 to further First-in-Class expand applicable patient types for anti-FcRn developme
Slide 18: Multiple recent and near-term catalysts to be supplemented by emerging IMVT-1402 program
Multiple recent and near-term catalysts to be supplemented by emerging IMVT-1402 program GD: Initial results MG: Topline results reported in December expected in 2H 2024 2023 CIDP: Initial results TED: Topline results for from open label period1 both trials expected in expected in 1H 2024 1H 2025 20
Slide 19: Concluding Thoughts
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Slide 20: A trailblazer in anti-FcRn technology at inflection point for growth
A trailblazer in anti-FcRn technology at inflection point for growth 2nd generation asset Very exciting class with potential best-in- Late-stage clinical based on unmet class profile and company with patient need, opportunity for existing infrastructure indication breadth biomarker to conduct multip
Slide 21: Thank you
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Slide 22: Appendix
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Slide 23: Initial and subsequent dosing regimens for highlighted immunology drugs
Initial and subsequent dosing regimens for highlighted immunology drugs: Strong commercial product precedent for multiple dosing regimens within and across immunology indications1,2 Initial dosing: Almost 70% of labeled indications among the highlighted immunology drugs have a loading and / or induc
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