Agenus Inc. · NASDAQ:AGEN
Agenus — Q1 2020 Earnings Presentation
18 slides from Agenus's earnings presentation, May 7, 2020
Slide 1: Agenus May 2020
ogenus May 2020
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements that are made pursuant to the safe harbor provisions of the federal securities laws, including statements regarding Agenus and AgenTus' clinical development and regulatory plans and timelines, expected timing for clinic
Slide 3: Key Achievements in Advancing Innovative I-O Therapies
Key Achievements in Advancing Innovative I-O Therapies • Delivered 14 INDs (2016 - Present) • Generated $540M (2014 - Present) • Corporate collaborations • Produced 11 clinical batches GMP mAbs • Monetization of royalties • Delivered on commitments to partners • Positive clinical data released: • GS
Slide 4: AGEN1181: Multifunctional anti-CTLA-4
AGEN1181: Multifunctional anti-CTLA-4 AGEN1181 is Fc enhanced ! To expand benefit to 3X more patients than first gen anti CTLA-4 ! To deliver superior performance alone and in combination with anti-PD-1 ! To improve safety Source: Agenus data 4 Waight et al., Cancer Cell 2018
Slide 5: AGEN1181: Unprecedented Clinical Responses in Early Phase 1
AGEN1181: Unprecedented Clinical Responses in Early Phase 1 Yervoy • In >1000 patients with solid tumors outside of melanoma, only 4 CRs observed at high doses of 3 or 10mg/kg AGEN1181 • >70% disease control rate among 22 patients treated with monotherapy or balstilimab combination • 1 CR and 1 PR i
Slide 6: AGEN1181 + Balstilimab: Endometrial Cancer Patient Response
AGEN1181 + Balstilimab (anti-PD-1): Endometrial Cancer Patient Shows Partial Response in Three Target Lesions and Complete Response in Non-Target Lesion Target Lesion 1 Target Lesion 2 Target Lesion 3 Non Target Lesion Baseline 12 weeks 6 Source: Agenus data
Slide 7: AGEN1181/Balstilimab Combination Has Blockbuster Revenue Potential
AGEN1181/Balstilimab Combination Has Blockbuster Revenue Potential Fast to market strategy via accelerated pathways in indications with large market and no active treatments Targeting cancer patients who have failed previous US Population (2020E) standard therapies for: Non-small cell lung cancer (N
Slide 8: Balstilimab +/- Zalifrelimab for Second-Line Cervical Cancer
Agenus’ Balstilimab (anti-PD-1) +/- Zalifrelimab (anti-CTLA-4) Potential Best-in-class treatment for second-line cervical cancer Fast Track Designation received for Balstilimab +/- Zalifrelimab Evolution of cancer therapies Chemotherapy Roche Merck AGEN PD-1 AGEN PD-1 + CTLA-4 Topotecan1 Bevacizumab
Slide 9: iNKTs - Invariant Natural Killer T Cells
iNKTs - Invariant Natural Killer T Cells Unmodified allogeneic cell therapy to treat solid tumors and COVID-19 AgenTus iNKTs: IL-12 ! Require no genetic manipulation iNKT Tumor associated ! Have potential to treat both solid and liquid tumors cell macrophages GzmB/FasL ! Diminish the risk of graft v
Slide 10: TIGIT: Highly Promising Novel Target for Immune Oncology
TIGIT: Highly Promising Novel Target for Immune Oncology What is TIGIT? (aka T cell immunoreceptor with Ig and ITIM domains) • A critical regulator of innate and adaptive immune response • A key synergistic mechanism to anti PD-1 therapy • Hence, a natural partner for PD-1 combination therapy – part
Slide 11: AGEN1327 and AGEN1777 TIGIT Programs
AGEN1327 (TIGIT monospecific) as Optimal PD-1 Partner AGEN1777 (TIGIT bispecific) for PD-1 Refractory Tumors AGEN’s Fc-enhanced TIGIT monospecific AGEN1777 shows effective tumor control offers superior tumor control in PD-1 refractory colon cancer model Control AGEN1777 Competitor-like TIGIT mAb Ant
Slide 12: Key Achievements in Advancing Innovative I-O Therapies
Key Achievements in Advancing Innovative I-O Therapies • Delivered 14 INDs (2016 - Present) • Generated $540M (2014 - Present) • Corporate collaborations • Produced 11 clinical batches GMP mAbs • Monetization of royalties • Delivered on commitments to partners • Positive clinical data released: • GS
Slide 13: Agenus has Delivered More INDs in I-O vs. Big Pharma
Agenus has Delivered More INDs in I-O vs. Big Pharma Number of I-O INDs (2016 - Present) 16 14 INDs 14 12 1 Agenus 10 program 8 4 Agenus programs 6 1 Agenus program 4 2 0 ite us S e n is ie a n r e ck e h yt ge ec ro M v rt iz er n oc /K bb c B a ne en Pf m ge In M ov R A A ad e z A N ra eg ile st R
Slide 14: Agenus has Generated $540M from Recent Strategic and Financial Transactions
Agenus has Generated $540M from Recent Strategic and Financial Transactions $172.5M $10M $145M $9M $205M received1 received received2 received received More detailed information available in Agenus SEC and 10k filings 14 1 Including $30M in equity investment 2 Including $95M in equity investment
Slide 15: Agenus Owned Pipeline Highlights
Agenus Owned Pipeline Highlights Mechanism/Target Product Preclinical Ph1 Ph2 Ph3 Filed Approved CTLA-4 Zalifrelimab Anticipated BLA filing in combination with “Bali”: 2020 AGEN1884 PD-1 Balstilimab Anticipated BLA filing: 2020 AGEN2034 Multipurpose 2nd Gen CTLA-4 AGEN1181 TIGIT AGEN1327 TIGIT AGEN1
Slide 16: Agenus' Partnered Pipeline
Agenus’ Partnered Pipeline Mechanism/Target Product Partner Preclinical Ph1 Ph2 Ph3 Filed Approved TME conditioning anti- CD73/TGFb TRAP GS-1423 bifunctional fusion protein GITR INCAGN1876 OX40 INCAGN1949 TIM-3 INCAGN2390 LAG-3 INCAGN2385 Undisclosed ILT4 MK-4830 Shingles QS-21 16
Slide 17: What's Next?
What’s Next? • 6 Clinical Data Readouts • 2 BLA filings ! Zalifrelimab and Balstilimab • 2 INDs: TIGIT, TIGIT Bispecific ! Balstilimab • Commercial Launch: Cervical ! AGEN1181 • More partnerships AGEN1223 • COVID-19: AGEN2373 • Protective (QS-21) AgenT-797 • Therapeutic (iNKT) approaches 17
Slide 18: Agenus
ogenus