Imugene Ltd · ASX:IMU
Imugene — Shareholder Meeting (September 2023)
17 slides from Imugene's shareholder meeting presentation, Sep 28, 2023
Slide 1: Investor Presentation September 2023
ASX:IMU For personal use only Investor Presentation September 2023 DEVELOPING CANCER IMMUNOTHERAPIES Release authorised by the Managing Director and Chief Executive Officer Imugene Limited 1
Slide 2: Cash Position
CASH POSITION Imugene has one of the highest cash balance of ASX biotech For personal use only CASH BALANCE AS AT 30 JUNE 2023 Company Ticker Cash [A$’MM] Pro-forma cash balance of $186m Imugene IMU 153 A$17 million in July/August relating to azer-cel acquisition Telix TLX 132 Immutep IMM 123 Provid
Slide 3: Investment Highlights
INVESTMENT HIGHLIGHTS Market Capitalisation As at 27 September 2023 A$358M Cash Position A$186M (Pro-forma) For personal use only 6 4 Disease Areas azer- onCAR CHECK cel lytics vacc Blood cancers Breast (TNBC) Platform Lung (NSCLC) Unique Technologies Gastric Assets HER- PD1- Vaxinia 4 Vaxx Vaxx Gas
Slide 4: Four Unique Platforms Maximize Opportunities in Cancer
FOUR UNIQUE PLATFORMS MAXIMIZE OPPORTUNITIES IN CANCER Treatments that can be combined with and enhance outcomes of existing standards of care. For personal use only Allogeneic CF33 B Cell CAR T onCARlytics Oncolytic Virus Immunotherapy Cell Therapy onCARlytics CHECKvacc & VAXINIA HER-Vaxx & PD1-Vax
Slide 5: Azer-cel CD19 Allogeneic CAR T Cell Therapy
For personal use only AZER-CEL CD19 ALLOGENEIC CAR T CELL THERAPY 5
Slide 6: Executive Summary
EXECUTIVE SUMMARY Imugene has licensed a near term potential registrational stage, off-the-shelf (allogeneic) cell therapy CAR T drug azer-cel (azercabtagene zapreleucel) which targets CD19 to attack blood cancer. Imugene can also use this drug to combine with its existing onCAR19 to treat solid tum
Slide 7: The Future of Cell Therapy Is Off the Shelf
THE FUTURE OF CELL THERAPY IS OFF THE SHELF Patients shouldn't have to wait for treatment For personal use only AUTOLOGOUS ALLOGENEIC INFUSION INFUSIONS REAL TIME T CELLS IN ADVANCE T CELLS Limited patient access Broad patient access Long and complex manufacturing process Available on demand and off
Slide 8: Total Body of Evidence
TOTAL BODY OF EVIDENCE Azer-cel has meaningful Clinical Activity across B Cell Malignancies For personal use only 84 patients treated with azer-cel Non-Hodgkin lymphoma (NHL) 61 23 B-Cell lymphoblastic Patients leukaemia (B-ALL) Patients 58% ORR 41% CR 61% ORR 61% CR/CRi 1 2 All Doses / All LD* Regi
Slide 9: Azer-cel Is Active in CAR T Relapsed Patients
Azer-cel AZER-CEL IS ACTIVE IN CAR T RELAPSED PATIENTS Demonstrated high response rates and durability For personal use only Across All 61 83% ORR Subjects All Doses / NHL Patients All LD Regimens 61% CR Rate 18 55% DoR ≥ 6-months 1 CAR T Relapse Pts Patients *Median duration in ≥ 6-month responders
Slide 10: CD19 Auto CAR T Relapse Market Is Large and Growing
CD19 AUTO CAR T RELAPSE MARKET IS LARGE AND GROWING For personal use only ~85% 60-65% By 2025 of patients continue to of patients currently treated Global CAR T relapse patient have CD19+ disease with auto CD19 CAR T will pool is expected to grow ~4x In our prospective data, patients relapse (fail)2
Slide 11: Phase Trial Assumptions (Potential Registrational/To Market)
PHASE 2 TRIAL ASSUMPTIONS (POTENTIAL REGISTRATIONAL/TO MARKET) For personal use only Potential registrational study (FDA approval) to start upon completion of the Phase 1B study H2 2024 Population: Auto CAR T failures in DLBCL patients Positive formal and informal FDA guidance on the potential regis
Slide 12: Azer-cel Offers onCARlytics an In-House Combination Approach for Solid Tumours
AZER-CEL OFFERS ONCARLYTICS AN IN-HOUSE COMBINATION APPROACH FOR SOLID TUMOURS For personal use only Combination treatment for solid tumours Enables Imugene to progress its own combination solution in multiple solid tumour indications Strengthen current development of onCARlytics by adding an in hou
Slide 13: CMC & Manufacturing
CMC & MANUFACTURING Fully GMP compliant For personal use only Manufacturing – 32,800 (17,300 manufacturing +15,500 expansion) sq ft facility in Durham, NC GMP compliant / 3rd party audits completed with no findings Turn-key solution ready for final registrational trial drug product supply Robust and
Slide 14: Azer-cel Value Inflection Points Expected in the Next 12-18 Months
AZER-CEL VALUE INFLECTION POINTS EXPECTED IN THE NEXT 12-18 MONTHS Key Events For personal use only Q3, 2023 FDA Process 1.2 Drug Lot Release (validating Phase 2 registrational study drug) Q3, 2023 FDA IND transferred to Imugene Q4, 2023 First Patient in for Phase 1b Expansion Q2, 2024 Patient recru
Slide 15: Why Imugene?
WHY IMUGENE? For personal use only Diverse asset Experienced Ongoing clinical trials Robust cash runway portfolio with multiple Management team* in diverse solid with funding through shots on goal across tumours and blood key milestones four novel platforms cancers with multiple value inflection poi
Slide 16: Multiple Value Realisation Pathways
MULTIPLE VALUE REALISATION PATHWAYS For personal use only Company Partner with License Develop / acquisition big pharma technologies Commercialise separately independently 16
Slide 17: For personal use only
ASX:IMU For personal use only shareholderenquiries@imugene.com imugene.com 17