Immutep Ltd · ASX:IMM
Immutep — Shareholder Meeting (November 2021)
22 slides from Immutep's shareholder meeting presentation, Nov 26, 2021
Slide 1: 2021 AGM Presentation
For personal use only 2021 AGM Presentation Marc Voigt, CEO The global leader in developing LAG-3 therapeutics
Slide 2: Notice: Forward-Looking Statements
Notice: Forward-Looking Statements For personal use only The purpose of the presentation is to provide an update of the business of Immutep Limited ACN 009 237 889 (ASX:IMM; NASDAQ:IMMP). These slides have been prepared as a presentation aid only and the information they contain may require further
Slide 3: General Overview
General Overview For personal use only FY21 saw Immutep transform into a late-stage biotech with more trials, partners and industry momentum than ever Global leadership Exciting potential of Strengthened position in LAG-3 lead product partnerships & with 4 LAG-3 related candidate efti as a collabora
Slide 4: LAG-3 Pioneer: Prof Frédéric Triebel
For personal use only LAG-3 Pioneer: French immunologist Prof Frédéric Triebel, Immutep CMO & CSO
Slide 5: LAG-3 is a validated immune checkpoint
LAG-3 is a validated immune checkpoint For personal use only Existing approved immuno-oncology therapies target: PD-1 & LAG-3 was PD-L1 CTLA-4 validated by BMS e.g. e.g. in a Phase III trial (ASCO 2021) Immutep is positioned to lead in LAG-3 with more LAG-3 related programs than any other pharma or
Slide 6: LAG-3 Therapeutic Landscape Overview
LAG-3 Therapeutic Landscape Overview Company Program Preclinical Phase I Phase II Phase III Total Trials Patients Agonist Eftilagimod For personal use only 10 4 14 967 Alpha(5) PDUFA: 19 March 2022 BMS Relatlimab(6) 7 32 2 & submitted to EMA 41 9,775 Merck & Co. Inc. Favezelimab 1 5 6 1066 Ieramilim
Slide 7: Exposure to two very large and growing pharmaceutical markets
Exposure to two very large and growing pharmaceutical markets For personal use only Oncology2 Autoimmune1 US$139.40 US$222.38 billion by 2027 billion by growing at 2027 2.8% CAGR growing at 1 https://www.reportlinker.com/p06050561/Global-Autoimmune-Disease-Therapeutics-Industry.html 7.4% CAGR 2 http
Slide 8: Efti: Potential Pipeline in a Product
Efti: Potential Pipeline in a Product Potential for use in various combination settings For personal use only Unique MHC II agonist Excellent safety profile Encouraging efficacy data Low cost of goods Unique protective IP positioning (unlike ICI mAbs) Chemo-IO combo IO-IO combo
Slide 9: Immutep Pipeline Update
For personal use only Immutep Pipeline Update
Slide 10: Clinical data building efti's intrinsic value in FY21
Clinical data building efti’s intrinsic value in FY21 For personal use only AIPAC phase IIb trial in breast cancer • Final Overall Survival (OS) data supports Phase III clinical development • OS benefit trend in total population, with median survival benefit of +2.9 months from efti plus chemotherap
Slide 11: Expanded Trial Pipeline
Expanded Trial Pipeline For personal use only Registrational TACTI-003 INSIGHT-003 INSIGHT-005 Phase III Trial Phase IIb (Stratum C) (Stratum E) Planning New study First triple New study of efti in commenced for a evaluating efti in the combination therapy combination with new Phase III trial commer
Slide 12: Immutep's LAG-3 Trial Pipeline
Immutep’s LAG-3 Trial Pipeline* For personal use only Commercial Program Preclinical Phase I Phase II Late Stage(5) Market Size(6) Rights Metastatic Breast Cancer (Chemo – IO) US$29.9 billion AIPAC Head and Neck Squamous Cell Carcinoma (IO – IO) (1b) TACTI-003 US$1.9 billion Head and Neck Squamous C
Slide 13: Immutep Out-Licensed Immunotherapy Pipeline
Immutep Out-Licensed Immunotherapy Pipeline* For personal use only Commercial Program Preclinical Phase I Phase II Late Stage(1) Updates Rights/Partners Solid Tumors + Blood Cancer (IO-IO Combo) Triple Negative Breast Cancer (Chemo-IO Combo) Novartis currently has five Oncology Global Rights clinica
Slide 14: Broad potential in targeting auto-reactive memory T cells with IMP761
Broad potential in targeting auto-reactive memory T cells with IMP761 For personal use only THE PRESENT: FIGHTING THE SYMPTOMS Treating general inflammation: corticoids, methotrexate, anti-TNF-α, -IL-6, -IL-17, -IL-23 mAbs THE FUTURE: FIGHTING THE CAUSE Treating the disease process: silencing the fe
Slide 15: Other Highlights of FY
Other Highlights of FY 21 For personal use only Post FY21 TACTI-002 Part A expansion - 1st line non-small cell lung cancer (NSCLC) Final AIPAC and interim TACTI-002 data TACTI-002 whole trial recruitment advanced presented at SITC 2021 Efti GMP manufacturing scale up progress to increase manufacturi
Slide 16: Partner & Collaborator Progress
Partner & Collaborator Progress For personal use only IMP701 (LAG525) IMP731 Efti as vaccine Efti Diagnostic (GSK2831781) adjuvant 5 clinical trials in Ulcerative colitis New study of efti in Collaboration with multiple cancer trial stopped; further Studies of peptide combination with LabCorp (NYSE:
Slide 17: Key Financials
Key Financials For personal use only Licensing revenue decreased in FY21 mainly due to a GSK FY21 FY20 milestone payment of A$7.49M in FY20. No such milestones were recognised in FY21 Revenue and other income A$4.0M A$16.5M Research material sales increased from A$280K for FY20 to G&A Expenses A$6.3
Slide 18: Outlook
For personal use only Outlook
Slide 19: 2022 News Flow
2022 News Flow* For personal use only H1 2022 H2 2022 • TACTI-003 start & ongoing recruitment of new randomised trial in 1st line HNSCC in • Manufacturing scale up to 2,000L 2021/2022 • Ongoing regulatory engagement, • Further data from TACTI-002 including US FDA • Planning for AIPAC-003 trial in MB
Slide 20: Summary
Summary For personal use only Global leadership position in Multiple active clinical trials LAG-3 with 4 LAG-3 product (including partnered candidates in immuno- candidates), with further oncology and autoimmune significant data read-outs disease, all with different expected in 2022 mechanisms of ac
Slide 21: Corporate Snapshot
Corporate Snapshot For personal use only IMM (ASX) Ticker symbols IMMP (NASDAQ) Securities on issue(1) as at 23 November 2021 ~ 853.9 million ordinary shares Cash balance ~ A$106.4 million (US$76.7 million) as at 30 September 2021 Market Cap(2) ~ A$435.5 million (US$314.5 million) as at 23 November
Slide 22: Thank you
For personal use only Thank you