Atara Biotherapeutics, Inc. · NASDAQ:ATRA
Atara Biotherapeutics — IPO Roadshow (January 2018)
31 slides from Atara Biotherapeutics's IPO roadshow presentation, Jan 3, 2018
Slide 1: January 2018
January 2018 Nasdaq: ATRA
Slide 2: Disclaimer
Disclaimer This presentation and the accompanying oral presentation contain forward-looking statements made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts contained in this presentation, includi
Slide 3: Offering Summary
Offering Summary Issuer Atara Biotherapeutics, Inc. Ticker ATRA Offering Size $100 million (all primary shares); 15% Over allotment option Lock-up 60 days Agreement Continued clinical development of our product candidates, including tabelecleucel, those targeting MS, as well as continued Use of Proc
Slide 4: Building a Leading Off-the-Shelf T-Cell Immunotherapy Company
Building a Leading Off-the-Shelf T-Cell Immunotherapy Company Late-stage Innovative Validated cancer T-cell proprietary off-the-shelf cancer targets –immunotherapy tab-cel™ T-cell immunotherapy growing link of EBV with FDA Breakthrough technology platform pathogenesis in MS and Therapy and EMA autoi
Slide 5: A Pioneer in Off-the-Shelf T-Cell Immunotherapy – At an Inflection Point
A Pioneer in Off-the-Shelf T-Cell Immunotherapy –At an Inflection Point ADVANCING INNOVATIVE ROBUST PIPELINE CLEAR TAB-CEL IN TECHNOLOGY EXPANSION STRATEGIC HEMATOLOGIC & PLATFORM OPPORTUNITIES FOCUS SOLID TUMORS ï,— Proprietaryï,— Two Phase 3ï,— Encouraging early ï,— Key milestones off-the-shelf T-
Slide 6: Innovative Proprietary Off-the-Shelf T-Cell Immunotherapy Technology Platform
Innovative Proprietary Off-the-Shelf T-Cell Immunotherapy Technology Platform Allogeneic T-Cell Cell Selection Bioengineering Manufacturing Algorithm Two complementary Scalable production Match patients to most technologies processes efficacious T-cell line 1) Broad and 2) Targeted One lot yields th
Slide 7: Developing Innovative Therapeutic Advantages for Off-the-Shelf T-Cell Immunotherapies
Developing Innovative Therapeutic Advantages for Off-the-Shelf T-Cell Immunotherapies Available in No pre- Precision Two hour 3-5 days treatment targeting monitoring with T-cells required with limited off following short delivered from target activity IV infusion inventory 7
Slide 8: Off-the-Shelf T-Cell Technology Platform with Broad Potential Applications
Off-the-Shelf T-Cell Technology Platform with Broad Potential Applications Programs Focused in Three Major Therapeutic Areas Autoimmune Viral Oncology Diseases Diseases ï,— Hematologyï,— Multiple sclerosisï,— CMV – EBV+PTLD (MS) ï,— BKV ï,— Solid tumors ï,— Other autoimmune ï,— JCV – NPC diseases –
Slide 9: Robust Pipeline with Multiple T-Cell Immunotherapy Product Candidates in Clinical Development
Robust Pipeline with Multiple T-Cell Immunotherapy Product Candidates in Clinical Development Indication Target Preclinical Phas 1 Phase 2 Phase 3 Registration RR EBV+PTLD following HCT(1) EBV MATCH EU RR EBV+PTLD following SOT EBV ALLELE tab cel™ (tabelecleucel) 1st line EBV+PTLD EBV planned EAP: R
Slide 10: A Pioneer in Off-the-Shelf T-Cell Immunotherapy – At an Inflection Point
A Pioneer in Off-the-Shelf T-Cell Immunotherapy –At an Inflection Point ADVANCING INNOVATIVE ROBUST PIPELINE CLEAR TAB-CEL IN TECHNOLOGY EXPANSION STRATEGIC HEMATOLOGIC & PLATFORM OPPORTUNITIES FOCUS SOLID TUMORS ï,— Proprietaryï,— Two Phase 3ï,— Encouraging early ï,— Key milestones off-the-shelf T-
Slide 11: Initial Focus On Epstein-Barr Virus (EBV) – The Original Oncovirus
Initial Focus On Epstein-Barr Virus (EBV) –The Original Oncovirus(1) Background Associated Diseases ï,— Present in >95% of individuals ï,— Infectious mononucleosis (mono) by age 40ï,— Post transplant lymphoproliferative ï,— Persistent lifelong, disorder (PTLD) asymptomatic infection – Other hematolo
Slide 12: Tab-cel – Targeting EBV Positive Post-Transplant Lymphoproliferative Disorder (PTLD)
Tab-cel – Targeting EBV Positive Post-Transplant Lymphoproliferative Disorder (PTLD) Overview(1) Demographics & Disease History(2) ï,— B-cell lymphomas that occur after transplant ï,— 10%-15% of patients are children proceduresï,— HCT: develops within 1 year of transplant ï,— Two highly immuno-suppr
Slide 13: EBV+PTLD – Strong Market Dynamics Driven by Transplant Growth and Higher Rate of PTLD
EBV+PTLD – Strong Market Dynamics Driven by Transplant Growth and Higher Rate of PTLD Transplant Market(1) Addressable Patients(1) HCT and SOT EBV+PTLD following HCT and SOT ~4.8% ~5.2% CAGR CAGR 6,000 207,000 164,000 4,700 2,200 79,000 (2) 59,000 ROW(2) 1,600 ROW 2,000 68,000 EU 56,000 EU 1,600 60,
Slide 14: Potential to Transform Treatment of RR EBV+PTLD
Potential to Transform Treatment of RR EBV+PTLD Patient with Rituximab Refractory One Year Survival from Phase 2 EBV+PTLD Following HCT(1) Clinical Studies Conducted at MSK(2) EBV+PTLD following HCT EBV+PTLD following SOT ~70% ~60% 36% N = 35 N = 14 ~23% NEW Week 0 CR after 4 cycles Progression foll
Slide 15: Tab-cel – First Off-the-Shelf T-Cell Immunotherapy to Begin Phase 3 Clinical Development in the U.S.
Tab-cel – First Off-the-Shelf T-Cell Immunotherapy to Begin Phase 3 Clinical Development In the U.S. Multicenter EAP findings from the Phase 3 populations were consistent with previously reported studies conducted by MSK(1) EAP Study Phase 3 Primary ï,— FDA Agreement on Phase 3 design(2) ORR Endpoin
Slide 16: Atara MatchMe – Off-the-Shelf T-Cell Immunotherapy Delivery Solution
Atara MatchMe™ – Off-the-Shelf T-Cell Immunotherapy Delivery Solution Web to Vein in 3-5 Days Order tab-cel and Fully Integrated Features provide patient information ï,— Global systemï,— Portal for HCPs and hospitalsï,— HLA and patient information inputï,— Manage chain of custodyï,— Product shipment
Slide 17: Tab-cel – Compelling Value Proposition in EBV+PTLD
Tab-cel – Compelling Value Proposition in EBV+PTLD High and durable response Off-the-shelf data(1) 10%-15% pediatric Low cost of population administration Tab-cel Value Proposition Cost- Repeat dosing & effective therapy(2) cell line switching Few treatment Potential to related serious minimize risk
Slide 18: Tab-cel for Solid Tumors – Targeting EBV Associated Metastatic Nasopharyngeal Carcinoma
Tab-cel for Solid Tumors – Targeting EBV Associated Metastatic Nasopharyngeal Carcinoma (EBV+NPC) Overview Addressable Patients Head and neck 2014 Metastatic/Recurrent EBV+NPC(1)ï,— cancer that is primarily EBV associatedï,— Patients have competent immune functionï,— Focused on metastatic/recurrent
Slide 19: Encouraging Tab-cel Phase Monotherapy Results in Patients with Advanced Metastatic NPC
Encouraging Tab-cel Phase 1 Monotherapy Results in Patients with Advanced Metastatic NPC Tab-cel Clinical Activity in ï,— 11 of 14 metastatic NPC patients alive metastatic/2L+ NPC(1) with median 18 month follow-up(1) – Few treatment-related SAEs 84% ï,— Tab-cel expanded after administration without
Slide 20: A Pioneer in Off-the-Shelf T-Cell Immunotherapy – At an Inflection Point
A Pioneer in Off-the-Shelf T-Cell Immunotherapy –At an Inflection Point ADVANCING INNOVATIVE ROBUST PIPELINE CLEAR TAB-CEL IN TECHNOLOGY EXPANSION STRATEGIC HEMATOLOGIC & PLATFORM OPPORTUNITIES FOCUS SOLID TUMORS ï,— Proprietaryï,— Two Phase 3ï,— Encouraging early ï,— Key milestones off-the-shelf T-
Slide 21: Multiple Sclerosis – A Prevalent Autoimmune Disease with High Unmet Medical Need in Progressive Forms
Multiple Sclerosis – A Prevalent Autoimmune Disease with High Unmet Medical Need in Progressive Forms Market Size(1) Epidemiology(2) 2.3 million people worldwide +6% $18bn $17bn 28% SPMS (0.65m) $10.3 Injectables $10.1 RRMS (3) 57% 14 FDA approved (1.3m) agents 15% (0.35m) Orals $6.9 $7.8 PPMS 2017
Slide 22: Growing Evidence that EBV Has a Major Role in the Pathogenesis of Multiple Sclerosis
Growing Evidence that EBV Has a Major Role in the Pathogenesis of Multiple Sclerosis Loss of EBV specific CD8+ T-cell function correlates with MS disease progression ï,— EBV infection sharply increases risk (3) of development of MS(1) ealth ï,— More EBV infected B-cells and plasma cells found in bra
Slide 23: Clinical Activity of Autologous ATA190 in Progressive MS – Durable Response of Over 3 Years
Clinical Activity of Autologous ATA190 in Progressive MS – Durable Response of Over 3 Years in 1st Patient Treated Clinical Findings Gd-Enhanced MRI ï,— Single patient who originally received 4 escalating doses – Reduction in fatigue, Baseline painful lower limb spasms – Improvement in cognition, ha
Slide 24: Autologous ATA190 Demonstrated Encouraging Results in Progressive MS Patients
Autologous ATA190 Demonstrated Encouraging Results in 10 Progressive MS Patients(1) Reduction in fatigue was a consistent observation in responding patients 26 weeks – 6 weeks of treatment and 20 weeks of F/U Patients Improvements Encouraging Experienced Correlate with Well Tolerated EDSS Results Im
Slide 25: ATA621 Targets Both BK and JC Viruses
ATA621 Targets Both BK and JC Viruses Epidemiology Serious BK/JC Virus ï,— JC and BK are closely related viruses with Associated Diseases(1) no available antiviral agents ~7.8kï,— JCV PML occurs in transplant, HIV, cancer and other immunosuppressed patients ï,— BKVHC occurs following HCT or cyclopho
Slide 26: Initial EBV+PTLD Indications – First of Several Commercial Opportunities
Initial EBV+PTLD Indications – First of Several Commercial Opportunities Potential Global Addressable Markets EBV+ Cancers Viral and Autoimmune Diseases ~1 million patients worldwide ~12,200 patients worldwide 9,400 patients in US & EU5 4,700 patients in US, EU & ROW 1st Line RR ATA188 tab-cel tab-c
Slide 27: Executed on Our 2017 Objectives
Executed on Our 2017 Objectives Initiated tab-cel MATCH and ALLELE Phase 3 studies in rituximab refractory EBV+PTLD Presented positive tab-cel EAP EBV+PTLD results Started pre-commercial preparation for planned tab-cel EU CMA submission Announced collaboration with Merck to support Phase 1/2 study o
Slide 28: A Pioneer in Off-the-Shelf T-Cell Immunotherapy – At an Inflection Point
A Pioneer in Off-the-Shelf T-Cell Immunotherapy –At an Inflection Point ADVANCING INNOVATIVE ROBUST PIPELINE CLEAR TAB-CEL IN TECHNOLOGY EXPANSION STRATEGIC HEMATOLOGIC & PLATFORM OPPORTUNITIES FOCUS SOLID TUMORS ï,— Proprietaryï,— Two Phase 3ï,— Encouraging early ï,— Key milestones off-the-shelf T-
Slide 29: Clear Strategic Focus and Goals
Clear Strategic Focus and Goals Long Term Mid Termï,— Leverage power of the platformï,— Generate Phase 2 – Other cancer, Ne Term POC data in multiple sclerosis autoimmune and viral ï,— Gain 1st PTLD ï,— Develop tab-cel in diseases approval 1st line EBV+PTLDï,— Genetically ï,— Complete tab-cel modifi
Slide 30: Multiple Key Milestones Expected in Next Months
Multiple Key Milestones Expected in Next 18 Months Open first U.S. sites for ongoing allogeneic ATA188 study H1 2018 in patients with progressive MS Initiate tab-cel Phase 1/2 NPC study in combination ® H2 2018 with Merck’s anti-PD-1 therapy, KEYTRUDA Present updated tab-cel results in patients H2 2
Slide 31: A Pioneer in Off-the-Shelf T-Cell Immunotherapy – At an Inflection Point
A Pioneer in Off-the-Shelf T-Cell Immunotherapy –At an Inflection Point Potential first approved off-the-shelf T-cell immunotherapy The Companyï,— Developing global commercial plan and world-class manufacturing capabilitiesï,— Well-capitalized: Cash and investments of $200.2 million at Sept 30, 2017