Agenus Inc. · NASDAQ:AGEN
Agenus — Q3 2019 Earnings Presentation
9 slides from Agenus's earnings presentation, Nov 4, 2019
Slide 1: Agenus NASDAQ:AGEN
agenus NASDAQ:AGEN
Slide 2: Agenus outpaces big pharma in advancing I-O discoveries
Agenus outpaces big pharma in advancing I-O discoveries 13 INDs# 1 Agenus program 4 Agenus programs Analysis as of August 2019 # INDs include programs partnered with Incyte, Merck and Gilead 2
Slide 3: Agenus 2015
Agenus 2015 Checkpoint Antibodies Program CTLA-4 AGEN1884 type Fully-owned PD-1 AGEN2034 Partnered GITR INCAGN1876 Option to OX40 INCAGN1949 Gilead TIM-3 INCAGN2390 LAG-3 INCAGN2385 Vaccines Glioblastoma (newly ProphageTM diagnosed) Adjuvants Shingles QS-21 Stimulon® Malaria Notes: AGEN1884 and AGEN
Slide 4: Agenus 2019
Mechanism/Target Product Partner Preclinical Phase 1 Phase 2 Phase 3 Filed Approved Checkpoint Antibodies CTLA-4 AGEN1884 Program PD-1 AGEN2034 type Fully-owned Next-generation CTLA-4 AGEN1181 Partnered TIGIT Option to Cytokine (bispecific) Gilead NK cell (bispecific) Stromal conditioning (bispecifi
Slide 5: Agenus has several notable strategic partners
Agenus has several notable strategic partners $2.3 billion in potential milestones & royalties; $500M+ already received $172.5M received 1 $145M received 2 $9M received $190M received 3 Eligible Eligible Eligible Eligible •$1.7Bn milestones •$450M milestones •$85M milestones •Up to $40M4 receivable
Slide 6: SAK US Euty SO9DB
SAK US Euty SO9DB
Slide 7: Normalized As Of 10/16/2018
Normalized As Of 10/16/2018 IIADAP US Equity - Last Price 8.1772 ity - Last Price 14.7877 132.3232 105.7982 BGNE US Equity - Last Price 104.4123 ME BLCM US Equity - Last Price 14.5719 CBMG US Equity - Last Price 89.3116 MECLOX US Equity - Last Price 34.6168 CLLS US Equity - Last Price 36.4845 FATE U
Slide 8: Normalized As Of 10/17/2018
Normalized As Of 10/17/2018 10 Equally weighted Portfolio on 11/3/19 92.4367 94,8031 138.3495 93,6842 103,0355 .10 Market Cap weighted Portfolio AGEN US Equity - Last Price MXBI US Equity - Last Price DRG Index - Last Price p180 160
Slide 9: Agenus NASDAQ:AGEN
agenus NASDAQ:AGEN
Agenus — Q3 2019 Earnings Presentation on 6ix