Genmab A/s · OMXCOP:GMAB
Genmab A/s — UBS Global Healthcare Conference 2018
21 slides from Genmab A/s's conference presentation, May 22, 2018
Slide 1: Innovating Antibodies, Improving Lives
Innovating Antibodies, Improving Lives UBS Global Healthcare Conference May 22, 2018
Slide 2: Forward Looking Statement
Forward Looking Statement This presentation contains forward looking statements. The words “believe”, “expect”, “anticipate”, “intend” and “plan” and similar expressions identify forward looking statements. All statements other than statements of historical facts included in this presentation, inclu
Slide 3: Core Purpose, Strategy & Vision
Genmab At-A-Glance Core Purpose, Strategy & Vision Core Purpose Our Strategy Vision • To improve the • Turn science into • By 2025, our own lives of patients by medicine product has creating & • Build a profitable & transformed cancer developing successful biotech treatment and we innovative antibod
Slide 4: Solid Foundation
Genmab At-A-Glance Solid Foundation DARZALEX® Tisotumab vedotin DuoBody® Platform Solid financial Arzerra® HuMax®-AXL-ADC HexaBody® Tech. base HexaBody-DR5/DR5 DuoBody-CD3xCD20 2 marketed products 4 exciting proprietary 2 proprietary next Aim to own at least generating royalty clinical programs gene
Slide 5: Development for Marketed & Genmab Proprietary Products
Innovative Clinical & Pre-clinical Pipeline Development for Marketed & Genmab Proprietary Products Product Disease Indications Development Phase Pre-Clinical I I/II II III Daratumumab BTD (2 - MM) Multiple myeloma (MM) Target: CD38 Partner: Janssen Amyloidosis Non-MM & Solid tumor indications Ofatum
Slide 6: Additional Shots on Goal
Innovative Clinical & Pre-clinical Pipeline Additional Shots on Goal Product Disease Indications Development Phase Pre-Clinical I I/II II III Teprotumumab (RV001) BTD Graves’ orbitopathy Target: IGF-1R, Partner: Horizon Pharma HuMax-IL8 Advanced cancers Target: IL8, Partner: BMS ADCT-301 (HuMax-TAC-
Slide 7: Additional Value Created by Technologies
Cutting Edge Capabilities Additional Value Created by Technologies DuoBody Platform • Efficient & versatile bispecific Ab platform • Applicable to any antibody from any platform • Regular IgG format • Large scale production validated • No developability liabilities • Robotized bispecific library gen
Slide 8: Daratumumab: Approved in US, EU & Japan
Daratumumab (Marketed as DARZALEX®) Approved in US, EU & Japan First-in-class antibody targeting CD38 – 2 FDA BTDs Marketed as monotherapy in US & EU for double refractory MM Approved in US, EU & Japan in combo. w/ Revlimid® & dex or Velcade® & dex for relapsed / refractory MM Approved in the US in
Slide 9: Covering All Stages of MM: Key Ongoing Trials
Covering All Stages of MM: Key Ongoing Trials Disease Stage Therapy Development Phase No. Pre-Clinical I I/II II III Pts High Risk Smoldering Subcutaneous 360 AQUILA Monotherapy 126 CENTAURUS Front line (transplant & non- transplant) Dara + VMP Dara + VMP (Asia Pacific) 706 ALCYONE 210 Dara + Rd
Slide 10: Daratumumab Development Beyond Multiple Myeloma
Daratumumab Development Beyond Multiple Myeloma Amyloidos MDS ALL NKTCL Colon NSCLC NSCLC, Virus is • Ph II D • Ph II D + (nasal cancer • Ph I/II D + pancreati associate • Ph III D Vincristine type) • Ph II D + Tecentriq c, triple d tumors (SC) + + Opdivo neg. Prednisone • Ph II mono. • Ph I/II D +
Slide 11: Front Line Multiple Myeloma: ALCYONE
Front Line Multiple Myeloma: ALCYONE Ph III Newly Diagnosed Multiple Myeloma 12-month PFSa 18-month PFSa 100 % surviving without progression 87% 80 72% D-VMP Median: Not reached 76% 60 40 50% VMP Median: 18.1 months 20 HR, 0.50 (95% CI, 0.38-0.65; P <0.0001) 0 0 3 6 9 12 15 18 21 24 27 Months No. at
Slide 12: Subcutaneous Daratumumab
Subcutaneous Daratumumab Data PhIb PAVO Study in Relapsed or Refractory MM 50% PR VGPR CR sCR Faster Infusion time 44% 45% 42% • Dosing in 3-5 min. 38% • Ph III study underway 40% • First IV infusion: 7 hrs 2% 9% 35% ≥VGPR: ≥VGPR: 7% 9% 20% ≥VGPR: ORR 30% 28% 28% 11% 25% Well tolerated • IRRs w/ dar
Slide 13: Ofatumumab (Arzerra)
Ofatumumab (Arzerra®) Human antibody targeting CD20 Two Phase III studies in relapsing MS ongoing MS Advantages: Dosing Better disease management, subcutaneous dosing MS Advantages: Attributes Potential for low immunogenicity, manageable safety profile Marketed in various territories for certain CLL
Slide 14: Clinical Projects: Tisotumab vedotin
Clinical Projects: Tisotumab vedotin Phase II for Cervical Cancer Fully human antibody-drug conjugate (ADC) Targets Tissue Factor (TF) Therapeutic potential in broad range of solid tumors Ph II study in cervical cancer Potential registrational pathway Ph II study in colorectal, NSCLC, pancreatic, SC
Slide 15: Clinical Projects: HuMax-AXL-ADC
Clinical Projects: HuMax-AXL-ADC Efficacy in in vivo Tumor Model Human ADC Targets tumor-associated AXL Therapeutic potential in solid tumors First-in-human Phase I/II study - Indications incl. gynecologic (ovarian, cervical, & endometrial) cancers, thyroid cancer, NSCLC and melanoma - Expansion coh
Slide 16: Clinical Projects: HexaBody-DR5/DR5
Clinical Projects: HexaBody-DR5/DR5 Potential in Solid Tumors Proprietary HexaBody technology DR5 as tumor target Phase I/II study initiated in Q2 2018 Potential in solid cancers Colorectal, NSCLC, triple neg. breast cancer, renal cell cancer, gastric cancer, pancreatic cancer & urothelial cancer 16
Slide 17: Clinical Projects: DuoBody-CD3xCD20
Clinical Projects: DuoBody-CD3xCD20 Phase I/II Study Planned Proprietary DuoBody Technology CD20 & CD3 as therapeutic targets IND & CTAs filed in Q4 2017 Initiating Phase I/II study in 2018 Potential in B-cell malignancies 17
Slide 18: Well-Capitalized Biotech – 2018 Guidance
Well-Capitalized Biotech – 2018 Guidance 2018 Expense Base DKK 1,500M ($250M) Income Statement DKKM USDM* DKK 194M ($32M) Revenue 2,700 – 3,100 450 - 517 13% DKK 134M ($22M) Operating expenses (1,400) – (1,600) (233) – (267) DKK 303M 9% ($51M) Operating income 1,300 – 1,500 217 - 250 20% *USD 1.00 =
Slide 19: 2018 Company Goals
2018 Company Goals Maximizing Differentiated Product Portfolio Value Priority Targeted Milestone Maximize daratumumab » FDA and EMA decision on Phase III ALCYONE multiple myeloma (MM) submission progress » Start new Phase III MM study » Report early clinical data in solid tumors » Phase III MAIA M
Slide 20: Creating Value for Patients & Shareholders
Creating Value for Patients & Shareholders Building on 3 central pillars: Focus, Innovation & Execution 2 marketed products Robust pre-clinical pipeline Building commercial expertise 4 proprietary early stage clin. World-class antibody & R&D Solid financials programs expertise 2 proprietary technolo
Slide 21: www.genmab.com
www.genmab.com