Agios Pharmaceuticals, Inc. · NASDAQ:AGIO
Agios Pharmaceuticals — 39th Annual J.P. Morgan Healthcare Conference 2021
24 slides from Agios Pharmaceuticals's conference presentation, Jan 12, 2021
Slide 1: Embracing Our Past, Reimagining Our Future
EMBRACING OUR PAST, REIMAGINING OUR FUTURE 39th Annual J.P. Morgan Healthcare Conference January 11, 2021 1EMBRACING OUR PAST, REIMAGINING OUR FUTURE 39th Annual J.P. Morgan Healthcare Conference January 11, 2021 1
Slide 2: Important Information for Investors and Stockholders
Important Information for Investors and Stockholders Additional Information and Where to Find It This communication relates to the proposed transaction involving the sale by Agios Pharmaceuticals, Inc. (“Agios”) of its oncology business to Servier Pharmaceuticals, LLC. In connection with the propose
Slide 3: Forward Looking Statements
Forward Looking Statements This communication contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act of 1995. Such forward-looking statements include those regarding Agios’ plans, strategies and expectations for the preclinical, clinical and commercial
Slide 4: Driven by our sense of urgency to help patients
Shirley, Acute Myeloid Leukemia Tamara, Pyruvate Kinase Deficiency As always, we are driven by our sense of urgency to help patients. World Cholangiocarcinoma Day Panel 4 4 of Patients & Advocates Cass, Sickle Cell DiseaseShirley, Acute Myeloid Leukemia Tamara, Pyruvate Kinase Deficiency As always,
Slide 5: We are at an inflection point
We are at an inflection point The path ahead is shaped by three important decisions: 1 2 3 Maximize the Thoughtfully Move forward value and impact pursue capital with a singular of our oncology markets focus on portfolio for independence genetically patients and while right-sizing defined diseases s
Slide 6: Deliberate choice of where to focus our efforts and investment
To maximize the value and promise of our diverse portfolio, we have made a deliberate choice of where to focus our efforts and investment Selling our oncology portfolio to a capable and Expanding our committed buyer genetically defined allows us to disease pipeline maximize and mining the its patien
Slide 7: Our refocused therapeutic area
Our refocused therapeutic area is defined by a combination of our most differentiated foundational elements CELLULAR GENETICALLY METABOLISM DEFINED DISEASE GENETICALLY Cellular metabolism is a Genetically defined disease DEFINED DISEASES central part of our is a broad umbrella that + heritage and sc
Slide 8: Singular focus in genetically defined diseases sets the stage for long-term value
Singular focus in genetically defined diseases sets the stage for building long- term value Mitapivat approvals in 3 initial indications Broad clinical pipeline of at least 5 molecules exploring at least 10 indications Initiate pivotal development of mitapivat Robust research pipeline in thalassemia
Slide 9: Servier Transaction
SERVIER TRANSACTION 9SERVIER TRANSACTION 9
Slide 10: Servier transaction result of comprehensive strategic review and competitive sale process
The Servier transaction is the result of a comprehensive strategic review of our business and a competitive sale process We conducted a comprehensive strategic review of the company’s assets led by our board of directors and management team, with assistance from independent financial advisors, aimed
Slide 11: Servier deal captures full value of the oncology portfolio
The recently announced deal with Servier captures the full value* of the oncology portfolio facilitating the acceleration of our efforts in genetically defined diseases Cash consideration of up to $2B, including $1.8B in upfront cash and a $200M milestone upon FDA approval of vorasidenib** 1 As part
Slide 12: The reimagined Agios presents a compelling investment opportunity
• Focusing solely on genetically defined diseases will enable us to drive greater differentiation for Agios, unlock a deeper pipeline of therapies and indications at a more rapid pace that leverage our core expertise in cellular metabolism The reimagined • Will realign capital structure to reflect s
Slide 13: Our plan increases impact for patients, employees and shareholders
Our plan accelerates and increases the impact we can make for patients, our employees and shareholders PATIENTS EMPLOYEES SHAREHOLDERS We will have the ability to make We will be a best-in-class Narrowed focus offers a difference for patients by: organization with a clear superior long-term vision a
Slide 14: Reimagining Our Future
REIMAGINING OUR FUTURE 14REIMAGINING OUR FUTURE 14
Slide 15: Agios Tomorrow: Focused Innovation. Ambitious Development.
Focused Innovation. Ambitious Development. AGIOS TOMORROW Increased Patient Impact. BY LEVERAGING WE CAN Culture Culture of of c continuo ontinuous us dev development elopment and and patient-first patient-first Deliver Deliver g groundbreaking roundbreaking science science with with an an orientati
Slide 16: We are the pioneering leaders in PKR activation
We are the pioneering leaders in PKR activation 6 YEARS STUDYING PKR ACTIVATION IN THE CLINIC ~190 17 15 17 3 DISEASES WITH JOURNAL ARTICLES MEDICAL/SCIENTIFIC PATIENTS CLINICAL PUBLISHED COLLABORATIONS POC ACHIEVED TREATED TRIALS st st st st 1 POSITIVE PHASE 1 GLOBAL PK 1 INTERNATIONAL PK 1 HEMOLYT
Slide 17: Building a robust mitapivat pipeline across three indications
In mitapivat, we are building a robust pipeline with the ability to rapidly expand to three indications Mitapivat Pipeline Overview Early Stage Late Stage Regulatory Near-Term Milestones Clinical Clinical Submission ~3-8K Non-transfusion Dependent Positive topline data from PATIENTS IN NDA filing in
Slide 18: Significant opportunities beyond our initial pipeline focus
Significant opportunities exist beyond our initial pipeline focus Mechanism Molecule Approval Stage Indications Validated Development Investigational NDA/ Pyruvate kinase activation: 20+ potential indications program candidate new drug MAA Pyruvate kinase deficiency Sickle cell disease PKR α, β−Thal
Slide 19: Significant opportunities beyond our initial pipeline focus
Significant opportunities exist beyond our initial pipeline focus Mechanism Molecule Approval Stage Indications Validated Development Investigational NDA/ Pyruvate kinase activation: 20+ potential indications program candidate new drug MAA Pyruvate kinase deficiency Sickle cell disease PKR α, β−Thal
Slide 20: Significant opportunities beyond our initial pipeline focus
Significant opportunities exist beyond our initial pipeline focus Mechanism Molecule Approval Stage Indications Validated Development Investigational NDA/ Pyruvate kinase activation: 20+ potential indications program candidate new drug MAA Pyruvate kinase deficiency Sickle cell disease PKR α, β−Thal
Slide 21: Significant opportunities beyond our initial pipeline focus
Significant opportunities exist beyond our initial pipeline focus Mechanism Molecule Approval Stage Indications Validated Development Investigational NDA/ program candidate new drug MAA Aminoacidurias/acidemia: 6+ potential indications PAH Development candidate Phenylketonuria (~16,500 U.S. patients
Slide 22: Anticipated 2021 key milestones
Anticipated 2021 key milestones GDD PROGRAM MILESTONES GDD DATA PRESENTATIONS CORPORATE § Submit NDA in the U.S. for mitapivat in § Report topline data from the § Close the sale of the oncology portfolio adults with PK deficiency in Q2 ACTIVATE-T study of mitapivat in to Servier in Q2 regularly tran
Slide 23: Agios 2025 Vision
AGIOS 2025 VISION: Focused Innovation. Ambitious Development. Transformative Treatments for Patients with Genetically Defined Diseases. 5+ PIPELINE MITAPIVAT MOLECULES POISED TO APPROVALS CASH FLOW EXPLORING DELIVER NEW IN 3 INITIAL POSITIVE 10+ IND EVERY 12- INDICATIONS INDICATIONS 24 MONTHS 23 23A
Slide 24: Thank You
THANK YOU 24THANK YOU 24
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