Agenus Inc. · NASDAQ:AGEN
Agenus — 2019 Cantor Fitzgerald Global Healthcare Conference
23 slides from Agenus's conference presentation, Oct 4, 2019
Slide 1: Agenus NASDAQ:AGEN
agenus NASDAQ:AGEN
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements are subject to risks and uncertainties, including the factors described under the Risk Factors section of our most recent Annual Report on Form 10-K or Quarterly Report on Form 10-Q fil
Slide 3: Agenus outpaces big pharma in advancing I-O discoveries
Agenus outpaces big pharma in advancing I-O discoveries Number of INDs (2016 - Present) 14 13 INDs# 12 10 1 Agenus program 8 4 Agenus programs 6 4 2 0 Astrazeneca Regeneron Pfizer Abbvie Incyte Amgen Novartis Roche BMS Merck Agenus Analysis as of August 2019 # INDs include programs partnered with In
Slide 4: Agenus has several notable strategic partners
Agenus has several notable strategic partners $2.3 billion in potential milestones & royalties; $500M+ already received $172.5M received 1 $145M received 2 $9M received $190M received 3 Eligible Eligible Eligible Eligible • $1.7Bn milestones • $450M milestones • $85M milestones • Up to $40M4 receiva
Slide 5: Agenus portfolio designed for rapid BLA & market expansion
Agenus portfolio designed for rapid BLA & market expansion BLA path
Slide 6: Agenus’ unique design for optimal combinations
Agenus’ unique design for optimal combinations CHECKPOINT NEOANTIGEN VACCINES TME CONDITIONERS ALLOGENEIC CELL THERAPY ANTIBODIES Fc engineering Off-the-shelf vaccines Bispecifics Allogeneic cells Monospecifics Proprietary QS-21 Bifunctionals TCRs Bispecifics CAR-Ts 10
Slide 7: 2019 Progress
2019 Progress 11
Slide 8: 2019 Progress in proprietary programs
2019 Progress in proprietary programs Agenus Fully Owned Programs BLA planned for 2020 with monotherapy AGEN2034 & combination with AGEN1884 in 2L Cervical Cancer Accrual completed in one trial; on track for both trials by 4Q2019 AGEN1181 in-clinic; PD-1 combos planned 4Q2019 AGEN1223 (novel
Slide 9: 2019 Progress in partnered programs
2019 Progress in partnered programs Milestones exceed $22.5M in receivables Partnerships FDA acceptance of GS-1423 (first-in-class bifunctional molecule) $7.5M FDA acceptance of AGEN1223 (first-in-class bispecific molecule) $7.5M FDA acceptance of AGEN2373 (potentially best in class anti-CD137
Slide 10: 2020 and beyond
2020 and beyond 14
Slide 11: Focus on powerful combinations with PD-1 & CTLA-4
Focus on powerful combinations with PD-1 & CTLA-4 AGEN2034 & AGEN1884 key catalysts & long-term value drivers Potential Value Projections BLA planned for 2020 Monotherapy & combination in 2L Cervical Cancer Label Expansion Opportunities Expand in solid tumors where early activity observed & in multi
Slide 12: Two paths to regulatory approval with potential optimal efficacy
Two paths to regulatory approval with potential optimal efficacy Validated Approach Additional studies Cervical Cancer Multiple Cancers • Accelerated FDA approval validated by • Combinations with Agenus anti-CTLA-4 and Merck/others Nextgen anti-CTLA-4 antibodies • Endpoint - Response rates/duration
Slide 13: BLA filing timelines accelerated due to accrual
BLA filing timelines accelerated due to accrual AGEN2034 (PD-1) monotherapy and combination with AGEN1884 (CTLA-4) 2016 2017 2018 2019 2020 Dose escalation Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Pivotal trial AGEN1884 AGEN1884 (expansion, post PD-1 therapy) Enrollment complete,
Slide 14: Agenus innovation: Next-Gen CTLA-4 (AGEN1181)
Agenus innovation: Next-Gen CTLA-4 (AGEN1181) 18
Slide 15: AGEN1181 is designed to expand benefit of anti-CTLA-4
AGEN1181 is designed to expand benefit of anti-CTLA-4 Fc Effector contributes to the activity of anti-CTLA-4 • ~20% of patients have curative benefit with anti-CTLA-4 alone1 • ~40% of patients have limited response due to a genetic polymorphism2 • AGEN1181 is designed to benefit ~60% F/F 158 V/F or
Slide 16: AGEN1181: Fc optimized to enhance function of CTLA-4 therapy
AGEN1181: Fc optimized to enhance function of CTLA-4 therapy Clinical: Phase 1 AGEN1181 Anti-tumor immunity Optimized Front End Key Differentiating Factors: High affinity binding to CTLA-4 • Superior in PD-1 combinations vs. Human and cynomolgus cross-reactive comparators Potent CTLA-4:CD80/86 block
Slide 17: Next-Gen I-O: Optimizing Therapeutic Benefit
Next-Gen I-O: Optimizing Therapeutic Benefit Fc-engineered CTLA-4 antagonist (AGEN1181) offers potential best-in-class activity Best-in-Class Single Enhanced Intratumoral Superior PD-1 Agent Activity Treg Depletion Combination Agent T regulatory cells 12 IL - 2 ( fo ld - c h a n g e ) 10 8 6 4 2 0 -
Slide 18: Focus 2020: upcoming catalysts
Focus 2020: upcoming catalysts 2019 Registrational trial data planned for 4Q2019 Lead molecules Planned BLA filings of mono & combo in 2L Cervical Cancer AGEN2034 & AGEN1884 2020 Launch readiness for 2020/21 US commercial launch Marketed PD-1 & CTLA-4 annual revenues ~$15Bn (2018) Deliver Data on AG
Slide 19: AgenTus is a spin out from Agenus
IS A SPIN OUT FROM AGENUS AGENUS ($AGEN) is a publicly traded company on NASDAQ 23
Slide 20: AgenTus Therapeutics
AgenTus Therapeutics Next Generation Adoptive Cell Therapies 24
Slide 21: AgenTus is leading development of allogeneic cell therapies
AgenTus is leading development of allogeneic cell therapies Our cell therapies are designed: • To be more efficacious and safer, than current (1st and 2nd) generation therapies • To target broader array of cancers, specifically, solid tumors • To be more affordable and available to a much larger pat
Slide 22: AgenTus: next generation adoptive cell therapy (“ACT”)
AgenTus : next generation adoptive cell therapy (“ACT”) Progressing on all key parameters, leap-frogging the incremental efforts of others (3) Our proprietary Potent cancer-killing Our precision 1 with our flexible 2 engineered 3 novel Our TARGETS proprietary 4 Rapid and lower cost novel TARGETS PRO
Slide 23: NASDAQ:AGEN
agenus NASDAQ:AGEN
Agenus — 2019 Cantor Fitzgerald Global Healthcare Conference on 6ix