Antengene Corporation Limited · HKEX:6996
Antengene — Investor Presentation (November 2022)
42 slides from Antengene's investor presentation, November 2022
Slide 1: Antengene Investor Presentation
ANTENGENE INVESTOR PRESENTATION TREATING PATIENTS BEYOND BORDERS NOVEMBER 2022 1
Slide 2: Disclaimer
Disclaimer By attending the meeting where this presentation is made, or by reading the presentation materials, you agree to be bound by the following: The information in this presentation has been prepared by representatives of Antengene Corporation Limited (the "Company" and, together with its subs
Slide 3: I. Company Overview
I. COMPANY OVERVIEW 3
Slide 4: Realizing Our Vision of Treating Patients Beyond Borders
Realizing Our Vision of Treating Patients Beyond Borders Commercialization in Clinical and Regulatory Global Partnerships Multiple Markets Operations • XPOVIO® approved in Mainland China, • Multi-regional clinical trials with 26 INDs Australia, Korea and Singapore obtained across regions including M
Slide 5: Global Team of Industry Veterans
Global Team of Industry Veterans Global Management Team with Deep Local Experience and Insights Working Seamlessly Across Regions Kevin Lynch, M.D. 30+ 19+ Bo Shan, Ph.D. Chief Medical Officer Chief Scientific Officer John F. Chin, MBA 30+ 16+ Donald Lung, JD, MBA Chief Business Officer 25+ Chief Fi
Slide 6: Dual Engine of Growth Through Value-adding Partnerships and In-house Discovery
Dual Engine of Growth Through Value-adding Partnerships and In-house Discovery Rich Pipeline with Commercialization Across Multiple Markets, Driven by Strong Execution Capabilities 2022+ 2020 2019 2017 2018 Hong Kong IPO (Nov 2020) Approval(s) Taiwan NDA Hong Kong Submissions Taiwan INDs* 3 INDs 6 I
Slide 7: Antengene Has Executed and Delivered on Significant Milestones Since IPO
Antengene Has Executed and Delivered on Significant Milestones Since IPO November 20th, 2020 November 20th, 2022 Product Taiwan Commercialization 0 Approvals ATG-010 Registrational Trials 2 ongoing 4 ongoing; 1 completed (Selinexor) ATG-008 Registrational Path No Yes (Relapsed/Metastatic Cervical Ca
Slide 8: The Antengene Pipeline Includes Multiple Novel Immuno-oncology and Targeted Assets
The Antengene Pipeline Includes Multiple Novel Immuno-oncology and Targeted Assets – Allowing Broad Proprietary Combinations Mechanism of Action of Antengene’s Pipeline Combinatorial Possibilities Tumor Microenvironment SINE T cell NK cell Macrophage regulator: ATG-032 (LILRB) TKI I/O ATG-041 (Axl-M
Slide 9: H1 2022 Achievements and Recent Corporate Updates
H1 2022 Achievements and Recent Corporate Updates Cash and Bank Balances – RMB 2,151 mm Commercial Launch of Business Development Global Rights Assets XPOVIO® across Asia ✓ H1 2022 Revenue of RMB54.0 mm, primarily contributed ✓ 4 Global rights assets in clinical development ✓ Announced clinical coll
Slide 10: II. Clinical Update
II. CLINICAL UPDATE 10
Slide 11: Pipeline of Near-to-midterm Drug Candidates with First-in-class / Best-in-class Potential
Pipeline of Near-to-midterm Drug Candidates with First-in-class / Best-in-class Potential Assets Target (Modality) Indication Pre-clinical Phase I Phase II Phase III NDA Commercialization Antengene Rights Partner Combo with dexamethasone (MARCH) Mainland China NDA approved Combo with dexamethasone (
Slide 12: An Early-stage In-house Pipeline with Transformational Potential
An Early-stage In-house Pipeline with Transformational Potential Target Assets Hits Discovery Lead Nomination In vitro efficacy In vivo efficacy CMC/Tox IND Phase I Antengene Rights Partner (Modality) ATG-017 ERK1/2 with Monotherapy + nivolumab for R/R Hem/Onc (ERASER) (Tizaterkib)1 (Small molecule)
Slide 13: Four Compounds in FIH Trials in Australia and China Expanding to USA This Year
Four Compounds in FIH Trials in Australia and China Expanding to USA This Year ATG-017 ATG-101 ATG-037 ATG-018 Target ERK1/2 (Small molecule) PD-L1/4-1BB (Bispecific Antibody) CD73 (Small molecule) ATR (Small molecule) ✓ Higher potency and dual IoC and ✓ Shown potent PD-L1 crosslinking- ✓ Orally bio
Slide 14: ATG-017: A Small Molecule ERK1/2 Inhibitor with Best-In-Class Potential
ATG-017: A Small Molecule ERK1 / 2 Inhibitor with Best-In-Class Potential Key Highlights ◼RAS / MAPK signaling pathway drives cell survival and proliferation ◼Dysfunction in the signaling pathway is a major trigger for the development of most cancer types Synergy with Antengene Pipeline Assets ◼ ERK
Slide 15: ATG-017: A Small Molecule ERK1/2 Inhibitor with Best-In-Class Potential
ATG-017: A Small Molecule ERK1 / 2 Inhibitor with Best-In-Class Potential Clinical Trial Overview Competitive Advantages Trial Indication Details Best-in-class potential • ATG-017 is a potent and selective small molecule extracellular signal-regulated kinases 1 and 2 (ERK1/2) inhibitor with best- ER
Slide 16: ATG-017: A Small Molecule ERK1/2 Inhibitor with Best-In-Class Potential
ATG-017: A Small Molecule ERK1 / 2 Inhibitor with Best-In-Class Potential ATG-017 GDC0994 BVD523 LY3214996 Differentiation ERK potency and kinetics: 0.006 / 0.002 0.09 / 0.03 0.16 / 3 0.32 / NT ATG-017 more potent • A375 Cell pRSK / pERK IC50 (uM) in vitro and has dual IoC • Mechanism of Action IoC
Slide 17: ATG-101: A Novel PD-L1/4-1BB Bispecific Antibody
ATG-101: A Novel PD-L1/4-1BB Bispecific Antibody, Augments Anti-tumor Immunity via Immune Checkpoint Inhibition and PD-L1-directed 4-1BB Activation Summary of ATG-101 • High affinity of PD-L1 and conditional activation of 4-1BB, results in 4-1BB agonist activity Clinical Trial: PROBE only when cross
Slide 18: ATG-037: An Orally Available, Small Molecule CD73 Inhibitor with Best-In-Class Potential
ATG-037: An Orally Available, Small Molecule CD73 Inhibitor with Best-In-Class Potential Differentiated Small Molecule Inhibitor of CD73 Broad Indication Potential • Pancreatic, esophageal, gastric, NSCLC, CRC, ovarian, prostate, head and • CD73 is the ecto-5‘-nucleotidase, catalyzing the neck, etc.
Slide 19: ATG-018 Is An Orally Available, Small Molecule ATR Inhibitor
ATG-018 Is An Orally Available, Small Molecule ATR Inhibitor, with Superior In Vivo Efficacy Compared with Clinical Benchmarks Vehicle DNA Damage Benchmark ATG-018 ATG-018 ATR ATM ATM/P53 deficient • By targeting ATR, ATG-018 inhibits DNA damage pCHK1 pCHK2 cancer repair, releasing tumor cells from
Slide 20: Clinical Development Timeline Spanning 2022 to 2025
Clinical Development Timeline Spanning 2022 to 2025 Encompassing a Series of INDs, FIH studies and Data Readouts Early data on safety, PK, PD through 2022 and 2023 with ATG-017, ATG-101 and ATG-037 2022 2023 2024 2025 2026 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 ATG-017 1st data read Start comb
Slide 21: Strong Progress Made and On Track with Clinical Development Goals for 2022
Strong Progress Made and On Track with Clinical Development Goals for 2022 Achieved On-Track ATG-010 (XPO1, Selinexor) • SEARCH: Complete patient enrolment in Q4 2022 ATG-010 (XPO1, Selinexor) • BENCH: Complete patient enrolment in Q4 2022 • BENCH: Positive 1st DSMB review • TOUCH: selinexor + anti-
Slide 22: III. Late IND-Ready Stage Assets
III. LATE IND-READY STAGE ASSETS 22
Slide 23: Two More HREC/IND Submissions in the Next 6 Months
Two More HREC/IND Submissions in the Next 6 Months ATG-022 ATG-031 Target Claudin 18.2 (ADC) CD24 (mAb) ✓ High affinity antibody (pM grade); Strong in vivo efficacy ✓ First in class target Differentiation pre-clinically in Claudin 18.2 low expression PDX models ✓ Compared to CD47, CD24 is not expres
Slide 24: ATG-022 Is An Anti-Claudin 18.2 ADC, with Potent in Vivo Efficacy
ATG-022 Is An Anti-Claudin 18.2 ADC, with Potent in Vivo Efficacy in Claudin 18.2 Low-Expression Tumor Models Claudin18.2 low PDX • Claudin 18.2 is a TAA overexpressed in gastric, esophageal and pancreatic cancers • High affinity antibody of ATG-022 allows BMK-ADC, 1,3,10mpk targeting of patients wi
Slide 25: ATG-031: First-in-class CD24 Antibody to Inhibit Don't Eat Me Signal
ATG-031: First-in-class CD24 Antibody to Inhibit “Don’t Eat Me” Signal • CD24 is a novel “don’t eat me” target, a TAA for multiple solid tumor and B malignancies, and a marker for cancer stem cells • ATG-031 showed potent single agent in vivo efficacy and synergy with chemotherapy or CPI • A CDx ant
Slide 26: IV. Commercial Stage Asset Update
IV. COMMERCIAL STAGE ASSET UPDATE 26
Slide 27: XPOVIO Approvals and Commercial Launches Across Asia Pacific
Approved in South Korea Commercial Launch July 30th, 2021 Dec 2021 • rrMM – XPOVIO® in combination with dexamethasone (Xd) • rrDLBCL – XPOVIO® as monotherapy (X) Approved in Mainland China Commercial Launch December 14th, 2021 May 2022 • rrMM – XPOVIO® in combination with dexamethasone (Xd) Approved
Slide 28: ATG-010 (Selinexor) - First-in-class and Only-in-class SINE Compound
ATG-010 (Selinexor) - First-in-class and Only-in-class SINE Compound with Unique MoA and Differentiated Profile Key Highlights ◼ 1st and only XPO1 inhibitor approved by FDA for treating R/R MM and R/R DLBCL ◼ 1st and only FDA-approved drug for the treatment of both R/R MM and R/R DLBCL ◼ Only single
Slide 29: Clinical Benefits Validated by Selinexor's Completed and Ongoing Studies in Multiple Myeloma and DLBCL
Clinical Benefits Validated by Selinexor’s Completed and Ongoing Studies in Multiple Myeloma and DLBCL Approval in Taiwan Taiwan Antengene Taiwan Markets Markets Markets Markets: • ORR: NDA’s Taiwan • Overall: 29.3% Hong Kong Markets Taiwan Submitted: Markets • Prior CAR-T: 50.0% Taiwan Markets Mark
Slide 30: Multiple Selinexor Containing Regimens Recommended by NCCN, ESMO, CSCO, and CMDA-CMA Guidelines
Multiple Selinexor Containing Regimens Recommended by NCCN, ESMO, CSCO, and CMDA-CMA Guidelines Multiple Myeloma Multiple Myeloma Multiple Myeloma 1-3 Prior Therapies 2L Option After VRD Relapsed/Refractory • SVd QW • R sensitive (SVd) • SVd Upgraded to Level 1 Recommendation • SDd • R refractory (S
Slide 31: Dose Reduction can be Used to Manage Patients, while Optimizing Outcomes
Dose Reduction can be Used to Manage Patients, while Optimizing Outcomes with PFS of 16.6 Months The median dosage of XPOVIO in the BOSTON trial was 80 mg (range: 30-137 mg) taken once weekly1 Key efficacy endpoints for patients (N=195) with and without XPOVIO dose restrictions in the BOSTON trial 2
Slide 32: XPOVIO Evolving into a Standard of Care with Dose and Schedule Redefined
XPOVIO Evolving into a Standard of Care with Dose and Schedule Redefined Over Time to Improve Efficacy and Patient Experience From the STORM trial to the BOSTON trial to the STOMP trial, XPOVIO dosing has been continually refined to help optimize the patient experience US FDA Approval Date: July 201
Slide 33: Broad and Deep Potential for Selinexor / SINE Beyond Multiple Myeloma
Broad and Deep Potential for Selinexor / SINE Beyond Multiple Myeloma Incidence / Prevalence China (APAC) Global Pivotal Study Ongoing MF 19,600 68,600 / (1,900) (8,740) 49,000 57,937 Signal Detection Studies/IITs in Preparation in China / (3,100) (9,300) MDS 84,000 116,280 / Signal Detection Studie
Slide 34: Antengene is Focused on Markets with Greatest Commercialization Potential
Antengene is Focused on Markets with Greatest Commercialization Potential Commercialization strategy focuses on Mainland China Population: 1.4 Bill South Korea selection of 6 core stage 1 markets defined Population 52 mill GDP/Capita $ 10,500 Access - Universal GDP/Capita $ 31,500 by 3 parameters fo
Slide 35: Commercial Team with a Proven Track Record of Success
Commercial Team with a Proven Track Record of Success Commercialization Strategy Commercialization in China Commercialization in APAC ■ 30+ years of experience in the ■ 30+ years of experience in ■ 30+ years of experience in the pharmaceutical industry, commercialization for Oncological pharmaceutic
Slide 36: Fewer Myeloma Medicines Approved in China Compared to the US
Fewer Myeloma Medicines Approved in China Compared to the US Launching with less competition in China (Generics approved in China) Pomalidomide (Generics approved in China) (Generics approved in China) 36
Slide 37: Successful Commercial Launch of XPOVIO in Mainland China
Successful Commercial Launch of XPOVIO® in Mainland China Mainland China 600 Hospitals Official Commercial Launch 13th May, 2022 100+ DTP Pharmacies 30+ Provinces, Autonomous Regions & Municipalities Approved Indication: • XPOVIO® in combination with dexamethasone (Xd) in Relapsed / Refractory Multi
Slide 38: Asia Pacific Markets – Executing on XPOVIO Launch Plans
Asia Pacific Markets – Executing on XPOVIO® Launch Plans Limited Availability of Reimbursed Triplet Excellent Launch Trajectory Regimens in APAC Markets Compared to the US • Commercial presence in Australia, South Korea, Singapore, Hong Kong & Taiwan 3 Regimens DVd, PVd and ERd • NDA approvals in Au
Slide 39: V. Investment Highlights
V. INVESTMENT HIGHLIGHTS 39
Slide 40: 2022 is a Transformational Year for Antengene
2022 is a Transformational Year for Antengene Commercialization across China and APAC, with multiple data read outs of FIH studies of global rights assets Selinexor Commercial Launch Clinical Development Progress Multiple Regulatory Filings Across Asia Pacific Commercial launch: South Korea (MM Sd;
Slide 41: Steady Stream of Catalysts Continue to Drive Value for Investors
Steady Stream of Catalysts Continue to Drive Value for Investors H1 2022 Revenue: RMB54.0 mm; 2022 Revenue Target: RMB180 to 200 mm De-risked Biotech with Revenue Generation Capabilities • Starting with 2 disease areas with multiple indication expansion / blue ocean opportunities with an only-in-cla
Slide 42: Thank You
ANTENGENE CORPORATION LIMITED (SEHK: 6996.HK) NOVEMBER 2022 THANK YOU T R E A T I N G P A T I E N T S B E Y O N D B O R D E R42 S