Innate Pharma SA Class A · EURONEXT:IPH
Innate Pharma SA Class A — Q3 2026 Earnings Presentation
18 slides from Innate Pharma SA Class A's earnings presentation, Nov 5, 2026
Slide 1: Q3 2026 Business Update and Financial Results
Q3 2026 Business Update and Financial Results November 5, 2026
Slide 2: Disclaimer on forward-looking information and risk factors
Disclaimer on forward-looking information and risk factors This document has been prepared by Innate Pharma S.A. (the “Company”) solely for the purposes of a presentation concerning the Company. This document is not to be reproduced by any person, nor to be distributed. This document contains certai
Slide 3: Q3 2026 Conference Call Agenda
Q3 2026 Conference Call Agenda ► Q3 2026 Highlights and Recent Developments ► Lacutamab ► IPH4502 ► Monalizumab ► Preclinical ADCs ► Upcoming Catalysts & Closing Remarks ► Q&A Speakers: Jonathan Dickinson (Chief Executive Officer); Markus Jensen (Chief Medical Officer); Yannis Morel (Chief Operating
Slide 4: Strategic Overview and Outlook
Strategic Overview and Outlook Jonathan Dickinson, CEO 4
Slide 5: Q3 2026 Highlights and Recent Developments
Q3 2026 Highlights and Recent Developments L AC U T A M A B TELLOMAK-3 Phase 3 initiated; first patient dosing expected in Q1 2027 Sobi partnership Strategic partnership with Sobi effective; $75 million upfront payment received IPH4502 Phase 1 data to be presented at the 38th EORTC-NCI-AACR Symposiu
Slide 6: Lacutamab, anti-KIR3DL2 mAb
Lacutamab, anti-KIR3DL2 mAb Partnered with Sobi, progressing toward first patient in TELLOMAK-3 and a planned accelerated approval filing mAb: Monoclonal Antibody. Lacutamab is an investigational antibody under clinical evaluation. It is not approved for any indication, and its safety and efficacy h
Slide 7: Strategic partnership with Sobi to license lacutamab in T-cell lymphoma
Lacutamab Strategic partnership with Sobi to license lacutamab in T-cell lymphoma TELLOMAK-3 confirmatory Phase 3 study in cutaneous T-cell lymphoma (CTCL) initiated, a key step toward filing for accelerated approval of lacutamab in Sézary syndrome, a subtype of CTCL Partnership overview Transaction
Slide 8: Phase 3 TELLOMAK-3: projected clinical & regulatory roadmap
Lacutamab Phase 3 TELLOMAK-3: projected clinical & regulatory roadmap Towards a potential US accelerated approval in Sézary syndrome in H1 2028 2026 2026 2027 2027 2028 2028 2029 2029 2030+ 2030+ Based on TELLOMAK Phase 2 data in SS Planned Potential BLA filing AA in SS (FDA) (FDA) Sézary syndrome P
Slide 9: IPH4502
IPH4502 Differentiated Nectin-4 exatecan ADC with Phase 1 data to be presented at ENA 2026 on November 18th ADC: Antibody-Drug Conjugate. IPH4502 is an investigational antibody under clinical evaluation. It is not approved for any indication, and its safety and efficacy have not been established. 9
Slide 10: A differentiated Topo I Nectin-4 ADC
IPH4502 A differentiated Topo I Nectin-4 ADC US/ Global China IPH4502 differentiated Nectin-4 ADC design IPH4502 Innate • Exatecan payload to overcome key MMAE-related limitations; Pharma no CYP2D6 genotyping requirement (unlike LY4052031) • Proprietary stable linker slowing the release of free exat
Slide 11: Monalizumab
Monalizumab Developed in collaboration with AstraZeneca, PACIFIC-9 Phase 3 high level readout expected in H1 2027 Monalizumab is an investigational antibody under clinical evaluation, and not approved for any indication, and its safety and efficacy have not been established. 11
Slide 12: PACIFIC-9: Phase 3 trial of durvalumab + oleclumab or monalizumab
monalizumab PACIFIC-9: Phase 3 trial of durvalumab + oleclumab or monalizumab in unresectable stage III NSCLC ✓ Three Phase 2 trials supporting rationale of combination in early NSCLC (COAST, NeoCOAST, NeoCOAST-2) N=1051 PACIFIC-9 Phase 3 trial high-level data readout expected in H1 2027 Monalizumab
Slide 13: Financial highlights of the partnership with AstraZeneca on monalizumab
monalizumab Financial highlights of the partnership with AstraZeneca on monalizumab Amounts received Total amount of the agreement: $1.275B Potential milestones in the agreement Milestone Initial payments 250 100 payments Development and regulatory 50 50 400 In US$ million Commercialization 425 Roya
Slide 14: Preclinical ADCs
Preclinical ADCs Next-generation ADCs to overcome current ADC limitations 14
Slide 15: A differentiated ADC pipeline built on Innate's proprietary linker technology
A differentiated ADC pipeline built on Innate’s proprietary linker technology Proprietary linker technology now in clinical development through IPH4502 Innate ADC platform designed to overcome current ADC limitations Objective Address tumor Unlock activity in low- Overcome heterogeneity expressing t
Slide 16: Upcoming Catalysts & Closing Remarks
Upcoming Catalysts & Closing Remarks Jonathan Dickinson, CEO 16
Slide 17: Next catalysts across Innate's focused portfolio
Next catalysts across Innate’s focused portfolio LACUTAMAB IPH4502 MONALIZUMAB Anti-KIR3DL2 mAb in CTCL Nectin-4 ADC in solid tumors Anti-NKG2A mAb in NSCLC PHASE 3 INITIATED | TELLOMAK -3 PHASE 1 | DOSE ESCAL ATION PHASE 3 | PACIFIC -9 Wholly owned by Innate Pharma PLANNED IN Q1 2027 PLANNED IN H2
Slide 18: Thank you
EURONEXT : IPH.PA NASDAQ : IPHA Thank you www.innate-pharma.com investors@innate-pharma.fr 18