Transgene Sa · EURONEXT:TNG
Transgene Sa — Investor Presentation (September 2026)
43 slides from Transgene Sa's investor presentation, Sep 24, 2026
Slide 1: Cutting-Edge Individualized Neoantigen Cancer Therapies as a Leading Platform
Cutting-Edge Individualized Neoantigen Cancer Therapies as a Leading Platform September 24, 2026 1
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements, which are subject to numerous risks and uncertainties, which could cause actual results to differ materially from those anticipated. There can be no guarantee that (i) the results of pre- clinical work and prior clinical trials will b
Slide 3: Clinical-Stage Biotech Company Focused on Individualized Neoantigen Therapeutic Vaccines (INTVs)
Clinical-Stage Biotech Company Focused on Individualized Neoantigen Therapeutic Vaccines (INTVs) Click to edit Master title style Innovative INTVs platform • INTVs are emerging as clinically validated: positive Phase 3 data with a mRNA vector based vaccine (INTerpath-001 trial in resected melanoma)
Slide 4: Focus on INTVs from Platform in Early-Stage Solid Tumors
Focus on INTVs from Platform in Early-Stage Solid Tumors INDIVIDUALIZED NEOANTIGEN Click to edit Master title style THERAPEUTIC VACCINES (INTVs) Indication Preclinical Phase 1 Phase 2 Phase 3 RANDOMIZED PHASE 1/2 • Phase 1 part (data published in 1) TG4050 ✓ 100% DFS maintained at 3+ years (41-month
Slide 5: The Uniqueness of Individualized Neoantigen Cancer Vaccine
The Uniqueness of Individualized Neoantigen Cancer Vaccine to Reshape the Future of Early-Stage Cancer Treatment 5
Slide 6: one patient • one cancer • one vaccine
one patient • one cancer • one vaccine 6
Slide 7: myvac® has the Potential to Further Reduce the Risk of Relapse in Early-Stage Solid Tumors
myvac® has the Potential to Further Reduce the Risk of Relapse in Early-Stage Solid Tumors Click to edit Master title style By further preventing relapse, the myvac® platform ICI-based perioperative treatment regimen could become a multi-billion opportunity are improving patient outcome • Strong sci
Slide 8: myvac® Platform: Patient Journey and Mechanism of Action
myvac® Platform: Patient Journey and Mechanism of Action Click to edit Master title style Antigen selection NGS with AI- Vaccine design Induction of lab based tool and manufacturing immune response Up to 30 MHC I and MHC II cancer Mode of action: treatment induces neoantigen- neoantigens derived fro
Slide 9: Building a Multi-Asset Platform
— Building a Multi-Asset Platform platform 2 innovative clinical-stage candidates one patient · one cancer · one vaccine from platform AI-powered · Transgene’s lead asset Expanding myvac® potential Individualized Neoantigen Therapeutic Vaccine (INTVs) Platform TG4050 TG4070 First MVA-based INTV Seco
Slide 10: TG4050: The Head and Neck (HNSCC) Cancer Opportunity
TG4050: The Head and Neck (HNSCC) Cancer Opportunity 10
Slide 11: TG4050 in Resected HNSCC – Leading INTV Program in Partnership with NEC
TG4050 in Resected HNSCC – Leading INTV Program in Partnership with NEC Proof of Principle Click to edit Achieved in Randomized Phase 1; Phase 2 Ongoing Master title style Viral Vector: AI-based VacDesignR® Scalable MVA neoantigen manufacturing prediction tool In-house • CEF ( Ph.1-2) computational
Slide 12: Adjuvant HNSCC, Still a Significant Medical Need
Adjuvant HNSCC, Still a Significant Medical Need Click to edit Master title style Despite ICI-containing adjuvant treatment emerging as new SOC for 35% OF PATIENTS RELAPSE operable squamous H&N cancer patients, high medical need remains: WITHIN 2 YEARS KEYNOTE 689 NivoPostOp Medical need despite the
Slide 13: TG4050 | HNSCC – Proof of Principle Data in Monotherapy
TG4050 | HNSCC – Proof of Principle Data in Monotherapy Click to edit Master title style PHASE 1/2 Locoregionally advanced HPV-negative HNSCC (NCT: 04183166) TRIAL DESIGN TG4050 (single agent) Repeated injections Adjuvant (chemo-) Complete Clinical Surgery Response (3 months 1:1 radiotherapy after (
Slide 14: TG4050 | HNSCC Phase 1 Data – Patient Population Balanced for Major Prognostic Factors
TG4050 | HNSCC Phase 1 Data – Patient Population Balanced for Major Prognostic Factors Click to edit Master title style Arm A Arm B Arm A Arm B Patient Characteristics (N=17*) (N=16) Pathological Risk Factors (N=17*) (N=16) TG4050 single agent Watchful waiting TG4050 single agent Watchful waiting Ma
Slide 15: TG4050 in HNSCC: The Platform’s Lead Clinical Proof of Concept
— TG4050 in HNSCC: The Platform’s Lead Clinical Proof of Concept Click to edit Master title style Primary analysis (Phase 1 part) 2-year DFS 100% disease-free survival (DFS) at 2 years in treated patients (vs 81% in watchful monitoring) 73.3% of treated patients showed neoantigen-specific T-cell res
Slide 16: TG4050 | HNSCC Phase 1 Data – Comprehensive Data Presented at SITC 2025
TG4050 | HNSCC Phase 1 Data – Comprehensive Data Presented at SITC 2025 Key Findings Click to edit Master title style Mechanism of action 1 2 4 1 Induction of specific T cell responses 3 4 2 Persistent T cell response 4 4 3 Long-lasting effector and cytotoxic phenotype 4 Expansion and diversificatio
Slide 17: TG4050 | HNSCC Ph. 1 Data – T Cell Response Persists Up to 12 Months after End of Treatment
TG4050 | HNSCC Ph. 1 Data – T Cell Response Persists Up to 12 Months after the Click to edit End Master of Treatment title style Specific Cellular Response with Durable Anti-Tumor Immunity Persistent T cell response • Patients treated with TG4050 single agent develop CD8 T cell responses against mul
Slide 18: TG4050 Building on Proof of Principle Data to Accelerate Development
TG4050 Click to edit Master title style Building on Proof of Principle Data to Accelerate Development Only INTV in early setting HNSCC 2026 – Q1 2028 ✓ Proof of principle obtained Significant catalysts available to attract potential pharmaceutical partners ✓ Excellent safety profile ✓ Induces broad
Slide 19: TG4070: Expanding the Platform in Non-Small Cell Lung Cancer (NSCLC)
TG4070: Expanding the Platform in Non-Small Cell Lung Cancer (NSCLC) 19
Slide 20: TG4070 — Transgene’s Innovative and Integrated Proprietary INTV Ecosystem
TG4070 — Transgene’s Innovative and Integrated Proprietary INTV Ecosystem Controlling the Click to edit Master titleKey style Steps of Individualized Vaccine Development, Supporting Long-term Value Creation Scalable Viral Vector: manufacturing Patients & VacDesignR® MVA Partnering Innovative • Stron
Slide 21: A High Unmet Medical Need For Patients That Do Not Respond Completely To Chemotherapy And ICI Based Neoadjuvant Treatment
A High Unmet Medical Need For Patients That Do Not Respond Completely To Chemotherapy And ICI Based Neoadjuvant Treatment CM77T, NSCLC* ≈25K patients / year (EU, US, Japan) Target population 65% of patients operated on for non-small cell lung cancer who do not show a major pathological response (MPR
Slide 22: TG4070 Could Improve Benefit for Resected Patients That Do Not Achieve MPR
TG4070 Could Improve Benefit for Resected Patients That Do Not Achieve MPR Click to edit Master title style COMBINATION REGIMEN: MORE FAVORABLE OBJECTIVE Potentially synergistic IMMUNOLOGICAL Prevent relapse TG4070 + nivolumab: CHARACTERISTICS after surgery a complementary NSCLC known to better resp
Slide 23: A Focused, Randomized Trial Design
A Focused, Randomized Trial Design TG4070.01 Phase Click to edit Master 1 (≈30 patients) - EUCT 2025-520946-31-00 title style — individualized vaccine manufactured for each patient; administered weekly for KEY ELIGIBILITY ARM A TG4070 6 weeks then q3w, in combination with CRITERIA nivolumab. N≈20 +
Slide 24: The MonkeyPox Opportunity TG-MVA
The MonkeyPox Opportunity TG-MVA 24
Slide 25: MVA Cell Line Manufacturing: Driving Platform Value
MVA Cell Line Manufacturing: Driving Platform Value Decades of Waning Click to edit Master title style Immunity and Limited Manufacturing Capacity Below Recurrent Needs Individualized Therapeutic Vaccine Platform Transgene’s lead asset and main value Creating a modern, cost effective creation driver
Slide 26: Mpox/smallpox: Structural, Recurring Public-health & Biosecurity Threats
Mpox/smallpox: Structural, Recurring Public-health & Biosecurity Threats Decades of Waning Click to edit Master title styleImmunity Meet Supply Capacity Below Recurrent Needs Loss of collective immunity Endemic & recurring Top-priority biosecurity Concentrated supply Routine smallpox Persistent zoon
Slide 27: TG-MVA | Building Next Line of Biosecurity Against Pox-Diseases
TG-MVA | Building Next Line of Biosecurity Against Pox-Diseases Transgene’s Optimized Cell Line Process Enhances Safety, Scalability and Robustness MVA, an ideal platform for immunogenicity Non-replicating pox vaccine built on a viral backbone similar to reference platform Designed to protect agains
Slide 28: TG-MVA | Preclinical Data Demonstrates Efficacy, Immunogenicity and Safety
TG-MVA | Preclinical Data Demonstrates Efficacy, Immunogenicity and Safety Comparable to Reference Vaccine Against Mpox TG-MVACL — a next-generation candidate for clinical development EFFICACY IMMUNOGENICITY SAFETY Strong protection against lethal mpox Broad humoral & cellular response Favorable and
Slide 29: Outlook
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Slide 30: Why Invest in Transgene Now?
Why Invest in Transgene Now? Click to edit Master title style INTV Transgene is a key player in the rapidly emerging MPOX OPPORTUNITY individualized cancer immunotherapy field Potential upside to value creation Preclinical data and business case support progress into clinic HNSCC: PROOF OF CONCEPT D
Slide 31: Appendices
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Slide 32: TG4050 | HNSCC Phase 1 Data – Induction of Specific Immune Response
TG4050 | HNSCC Phase 1 Data – Induction of Specific Immune Response Circulating T Cell Click to edit Master Responses to Vaccine Neoantigens title style Induction of specific T cell responses Overall neoantigen-specific responses detected at D64 by ELISpot and/or tetramer • TG4050 primed and amplifi
Slide 33: TG4050 | HNSCC Ph. 1 Data – Effector and Cytotoxic Profile of T Cell Response
TG4050 | HNSCC Ph. 1 Data – Effector and Cytotoxic Profile of T Cell Response Long-lasting effector and cytotoxic phenotype Transcriptomic signatures of neoantigen-specific vs control CD8 T cells Phenotype of neoantigen-specific CD8 T cells Central memory Effector memory Pre-expressing Naive T cell
Slide 34: TG4050 | HNSCC Ph. 1 Data – Expansion and Diversification of T Cell Repertoire
TG4050 | HNSCC Ph. 1 Data – Expansion and Diversification of T Cell Repertoire TG4050 Recalls Tumor Infiltrating T Cell Clones Expansion and diversification of T cell repertoire Clonality of neoantigen-specific CD8 T cells • Neoantigen-specific CD8 T cells responses were: • Polyepitopic and polyclon
Slide 35: TG4050 | Good Safety Profile, No Related SAEs
TG4050 | Good Safety Profile, No Related SAEs Click to edit Master title style Adjuvant TG4050 (N=17) TG4050 at recurrence (N=3) Patients with at least one AE related to TG4050, n (%) 16 (94%) 2 (67%) Dose-limiting toxicity 0 0 SAE 0 0 Grade 3-5 AEs 0 0 Grade 1/2 AEs related to TG4050 Injection site
Slide 36: TG4050 | Phase 1 Data – Challenging population with relatively low TMB
TG4050 | Phase 1 Data – Challenging population with relatively low TMB and poor pro-immune Click to edit Master title style infiltrates Arm A: TG4050 single agent Arm B: Control arm TMB Tumor cell TMB Tumor cell PD-L1 TME functional class PD-L1 TME functional class (mt/Mb) proliferation (mt/Mb) prol
Slide 37: TG4050 | HNSCC Phase 1 Data – Comprehensive Set of Data to Assess Induction of Immune Response
TG4050 | HNSCC Phase 1 Data – Comprehensive Set of Data to Assess Induction Click to edit Masterof titleImmune style Response 1 T cell response quantification Mechanism of action Two complementary methods, at Baseline and D64 | Ex vivo IFN-γ ELISpot & Peptide- 1 2 MHC class I tetramers All patients
Slide 38: NEC Neoantigen Prediction Pipeline can Identify Immunogenic Neoantigens
NEC Neoantigen Prediction Pipeline can Identify Immunogenic Neoantigens Click to edit Master title style Initial step in Each tumor-specific mutation is detected in patient’s DNA from NGS data. neoantigen discovery Expression of Only mutations from altered genes expressed in the tumor are kept. neoa
Slide 39: SNIPER — An AI-Based Expertise Developed by Transgene
SNIPER — An AI-Based Expertise Developed by Transgene AClick Neoantigen Selection to edit Master title style Tool 1. Mutation 2. Mutation 3. Immunogenicity 4. Ranking Identification Selection Prediction Tumor-specific 2 3 Bioinformatics models 4 A proprietary scoring mutations are identified Only re
Slide 40: A GMP Manufacturing Facility Able to Produce Individualized Clinical Batches
A GMP Manufacturing Facility Able to Produce Individualized Clinical Batches Developing antitleEfficient, Click to edit Master style Scalable Production Process In house GMP facility Cell line-based Current turnaround time Cell line process manufacturing Approved by Health Authorities In line with t
Slide 41: Manufacturing Designed to Scale the Platform
Manufacturing Designed to Scale the Platform Advancing to title Click to edit Master a Scalable style Cell Line Process CEF (chicken embryo fibroblast) Avian cell line Potential for value creation • Validated process supplying ongoing trials ➢ Suspension, serum-free, highly permissive to MVA Scalabl
Slide 42: Environmental, Social and Governance Commitments
Environmental, Social and Governance Commitments Click to edit Master title style Transgene’s ESG strategy is based on 6 commitments 44/100 To patients Vigeo Eiris (+20 pts) To our partners To our employees 84/100 2025 Gaïa EthiFinance To our shareholders and investors Award (+2 pts) To society and
Slide 43: Contact
CONTACT Alessandro Riva Chairman & CEO Lucie Larguier CFO investorrelations@transgene.fr 400 Boulevard Gonthier d’Andernach | Parc d’Innovation | CS80166 67405 Illkirch Graffenstaden Cedex | France Tél.: + 33 (0)3 88 27 91 00 | www.transgene.com 43