Ac Immune Sa · NASDAQ:ACIU
Ac Immune Sa — Shareholder Meeting (June 2020)
34 slides from Ac Immune Sa's shareholder meeting presentation, Jun 26, 2020
Slide 1: Pioneering Precision Medicine for Neurodegeneration
Pioneering Precision Medicine for Neurodegeneration NASDAQ: ACIU | Annual General Meeting | June 26, 2020 www.acimmune.com Version June 25 11.00am CET
Slide 2: Disclaimer
Disclaimer This presentation contains statements that constitute “forward - looking statements” within the meaning of Section 27 A of the Securities Act of 1933 and Section 21 E of the Securities Exchange Act of 1934 . Forward - looking statements are statements other than historical fact and may in
Slide 3: Agenda
NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 3 Agenda 1. AC Immune’s leadership in neurodegenerative diseases 2. Achievements 2019/20 3. AC Immune’s business strategy 4. Pipeline update 5. Novel drug targets for neurodegenerative
Slide 4: 1. AC Immune's leadership in neurodegenerative diseases
1. AC Immune’s leadership in neurodegenerative diseases Andrea Pfeifer, CEO
Slide 5: Roadmap to successful therapies for NDDs
Roadmap to successful therapies for NDDs 1 NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 5 ( 1 ) Neurodegenerative diseases ; ( 2 ) Reardon S, Nature 2018 ; ( 3 ) Pontecorvo MJ, et al . , Brain 2019 ; ( 4 ) Gordon BA, et al . , Br
Slide 6: AC Immune is focused on precision medicine in AD and NDD
AC Immune is focused on precision medicine in AD 1 and NDD 2 NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 6 Multiple targets and approaches enable mono - and combination therapies ■ Future treatment paradigms for NDD may involve
Slide 7: 2. Achievements 2019/20
2. Achievements 2019/20
Slide 8: Covid-19: minimal anticipated impact on milestone achievement
NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 8 ▪ Making every provision to protect the health of patients, staff, and investigators ▪ In continuous coordination with partners and important stakeholders including the Swiss governm
Slide 9: 2019/20 achievements
NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 9 x CHF 110 million from Lilly for small molecule Tau inhibitor and $50 million in exchange for a note, convertible to equity at a premium x Milestone payment for Tau PET tracer enteri
Slide 10: 3. AC Immune's business strategy
3. AC Immune’s business strategy
Slide 11: AC Immune strengths
AC Immune strengths © 2020 AC Immune. Not to be used or reproduced without permission A leader in neurodegenerative diseases ■ Addressing the largest market opportunity in healthcare ■ Pioneering precision medicine in neurodegenerative diseases ■ Highly productive validated discovery platforms for s
Slide 12: Vision
Vision © 2020 AC Immune. Not to be used or reproduced without permission To become a global leader in precision medicine 1 for neurodegenerative diseases leveraging dual proprietary technology platforms to develop breakthrough mono - and combination therapies SupraAntigen TM Vaccines and antibodies
Slide 13: Unlocking platform potential for next generation of innovations
Unlocking platform potential for next generation of innovations © 2020 AC Immune. Not to be used or reproduced without permission Multiple opportunities for value creation and future partnership (1) Positron emission tomography; (2) (NOD) - like receptor protein 3; (3) Apoptosis - associated speck p
Slide 14: Business strategy: three-pillar approach
Business strategy: three - pillar approach © 2020 AC Immune. Not to be used or reproduced without permission Precision medicine ultimately creates differentiation 14 NASDAQ: ACIU | Annual General Meeting | June 2020 Vision Alzheimer’s disease (AD) Non - AD NeuroOrphans Diagnostics Technology platfor
Slide 15: 4. Pipeline update
4. Pipeline update
Slide 16: Broad and robust pipeline in neurodegenerative diseases
Broad and robust pipeline in neurodegenerative diseases NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 16 Driven by validated proprietary technology platforms for sustained growth (1) Alzheimer’s disease ; (2) Positron emission tom
Slide 17: Broad and robust pipeline in neurodegenerative diseases (early-stage)
NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 17 TARGET PRODUCT CANDIDATE INDICATION DISCOVERY PRECLINICAL PHASE 1 a - synuclein (a - syn) a - syn - PET 1 tracer PD 2 , a - synucleinopathies anti - a - syn antibody PD, NeuroOrphan
Slide 18: 5. Novel drug targets for neurodegenerative diseases
5. Novel drug targets for neurodegenerative diseases
Slide 19: Why do we need precision medicine?
NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 19 30% 35% iAD Pure Tau and Abeta 35% TDP - 43 / a - syn a - syn TDP - 43 hAD iAD 3 ; intermediate ; hAD 2 , high levels of co - pathologies Adapted from Robinson et al, Brain, 2018 hA
Slide 20: TDP-43 and alpha-synuclein: drivers of value creation in 2020 and beyond
TDP - 43 1 and alpha - synuclein: drivers of value creation in 2020 and beyond Broad applications in NDD and AD Established hallmarks in NDD Including NeuroOrphan indications and Parkinson’s disease Novel therapeutic targets in Alzheimer’s disease High levels of a - syn and/or TDP - 43 co - patholog
Slide 21: Emerging targets in neurodegenerative disease
NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 21 2 3 Enhance phagocytic clearance Inhibit seeding and spreading Misfolded proteins form aggregates and inclusion bodies leading to neuronal death Aggregates spread extracellularly in
Slide 22: Antibodies targeting TDP-43: preclinical proof-of-concept
NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 22 Only anti - TDP - 43 antibody reported with demonstrated in vivo activity Established preclinical proof - of - concept Ref: AC Immune unpublished data pTDP - 43 2 ( Immunohistochemi
Slide 23: First-in-class TDP-43 PET imaging tracer
NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 23 Brain PK 2 profile Target engagement by micro - autoradiography Binding affinity on FTD type - C brain - derived TDP - 43 aggregates Key results ▪ Lead candidate shows selective TDP
Slide 24: Alpha-synuclein antibody ACI-5755 data
NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 24 (1) Investigational new drug; (2) Parkinson’s disease; (3) M83 transgenic mice inoculated with human a - syn preformed fibrils; (4 ) Human cell line susceptible to a - syn seeding;
Slide 25: Alpha-synuclein PET tracer data
NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 25 (1) Positron emission tomography; (2) Parkinson’s disease; (3) Non - human primates; (4) Data shown for 18F - labeled ACI - 3710 by positron emission tomography (PET); (5) Square of
Slide 26: 6. Near-term inflection points
6. Near - term inflection points
Slide 27: Multiple upcoming clinical catalysts to drive value in 2020
NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 27 Multiple upcoming clinical catalysts to drive value in 2020 1 st Tau antibody Phase 2 data expected 3 Tau programs reporting clinical data 5 clinical readouts expected this year Pha
Slide 28: Multiple upcoming catalysts to drive value in 2020
NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 28 Multiple upcoming catalysts to drive value in 2020 ( 1) Alzheimer’s disease; (2) Cohort 1; safety/tolerability; immunogenicity ; (3) Phase 1b completion expected in Q2; (4) AD - lik
Slide 29: 7. Financial figures
7. Financial figures
Slide 30: Substantial funds from partnerships complement equity investments
▪ CHF 313 million from investor funds ▪ CHF 334 million in partnering related funds 3,4 ▪ CHF 3 billion in total potential payments plus potential royalties outstanding Substantial funds from partnerships complement equity investments © 2020 AC Immune. Not to be used or reproduced without permission
Slide 31: 2019 Financial update
NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 31 2019 Financial update Strong cash position Substantial partnership revenues R&D expenses G&A expenses IFRS income/(loss) Sufficiently funded to reach multiple value inflection point
Slide 32: 8. Strategic outlook
8. Strategic outlook
Slide 33: Drivers of value creation in 2020 and beyond
Ongoing strong financial position CHF 277.9 million in cash 1 , ensuring the Company is fully financed through Q1 2024 Industry - leading molecules against multiple key targets; i.e. anti - a - syn and anti - TDP - 43 antibodies advancing to preclinical development Pipeline progression 5 clinical da
Slide 34: AC Immune
AC Immune NASDAQ: ACIU | Annual General Meeting | June 2020 © 2020 AC Immune. Not to be used or reproduced without permission 34 We continue to shape the future of neurodegeneration by discovering and developing breakthrough therapies through pioneering science and precision medicine