Transgene Sa · EURONEXT:TNG
Transgene Sa — Investor Presentation (January 2026)
32 slides from Transgene Sa's investor presentation, Jan 9, 2026
Slide 1: The Uniqueness of Individualized Neoantigen Cancer Vaccine
The Uniqueness of Individualized Neoantigen Cancer Vaccine to Reshape the Future of Early-Stage Cancer Treatment 1 January 9, 2026
Slide 2: Disclaimer
Disclaimer This presentation contains forward-looking statements, which are subject to numerous risks and uncertainties, which could cause actual results to differ materially from those anticipated. There can be no guarantee that (i) the results of pre-clinical work and prior clinical trials will be
Slide 3: Clinical-Stage Biotech Focused on Individualized Neoantigen Therapeutic Vaccines (myvac)
Clinical-Stage Biotech Company Focused on Individualized Neoantigen Therapeutic Vaccines (myvac®) Click to edit Master title style Transgene Experienced leadership team to drive the path forward Based in France − 160 employees Euronext Paris (TNG.PA) Market Cap. $301M Spanning from research to manuf
Slide 4: TG4050 Is the First INTV Candidate from the myvac Platform
TG4050 Is the First INTV Candidate from the myvac® Platform Click to edit Master title style MVA1 viral vector: Clinically-validated a powerful platform for vaccine development Artificial Intelligence (AI) Powered Approach Strongly immunogenic vector Immunogenic neoantigen identification • Demonstra
Slide 5: myvac Has the Potential to Further Reduce the Risk of Relapse in Early-Stage Solid Tumors
myvac® Has the Potential to Further Reduce the Risk of Relapse in Early-Stage Solid Tumors Click to edit Master title style ICI-based perioperative treatment regimen By further preventing relapse, the myvac® platform are improving patient outcome could become a multi-billion opportunity but the risk
Slide 6: TG4050 is the Only INTV in Early Setting HNSCC and the Most Advanced INTV
TG4050 is the Only INTV in Early Setting HNSCC and the Most Advanced INTV with a Viral Vector Click to edit Master title style Individualized Neoantigen Therapeutic Vaccines (INTVs) as the next generation of Adjuvant immunotherapy in early-stage treatment of solid tumors Positive data obtained in ra
Slide 7: Focus on INTVs from myvac Platform in Early-Stage Solid Tumors
Focus on INTVs from myvac® Platform in Early-Stage Solid Tumors Click to edit Master title style LEAD ASSET: INDIVIDUALIZED NEOANTIGEN CANCER VACCINE Indication Phase 1 Phase 2 Phase 3 Preparatory activities ongoing Trial ongoing or completed RANDOMIZED PHASE 1 (n = 32) ✓ 100% DFS achieved at 2 year
Slide 8: one patient • one cancer • one vaccine
one patient • one cancer • one vaccine 8
Slide 9: myvac Platform: Patient Journey and Mechanism of Action
myvac® Platform: Patient Journey and Mechanism of Action Click to edit Master title style NGS Antigen Vaccine design Induction of lab selection and manufacturing immune response Up to 30 MHC I and MHC II cancer Mode of action: treatment induces neoantigen- neoantigens derived from patient-specific t
Slide 10: The Head and Neck (HNSCC) Cancer Opportunity
The Head and Neck (HNSCC) Cancer Opportunity 10
Slide 11: Adjuvant HNSCC, Still a Significant Medical Need
Adjuvant HNSCC, Still a Significant Medical Need Click to edit Master title style Despite ICI-containing adjuvant treatment emerge as new SOC for operable squamous H&N cancer patients, high medical need remains: 35% OF PATIENTS RELAPSE WITHIN 2 YEARS KEYNOTE 689 NivoPostOp Medical need despite the a
Slide 12: HNSCC - Proof of Principle Data in Monotherapy
TG4050 | HNSCC - Proof of Principle Data in Monotherapy Click to edit Master title style PHASE 1/2 Locoregionally advanced HPV-negative HNSCC (NCT: 04183166) TRIAL DESIGN TG4050 (single agent) Repeated injections Adjuvant (chemo-) Complete Clinical 2-year Surgery Response (3 months 1:1 radiotherapy
Slide 13: TG4050 HNSCC Phase 1 Data – Patient Population Balanced for Major Prognostic Factors
TG4050 | HNSCC Phase 1 Data – Patient Population Balanced for Major Prognostic Factors Click to edit Master title style Arm A Arm B Arm A Arm B Patient Characteristics (N=17*) (N=16) Pathological Risk Factors (N=17*) (N=16) TG4050 single agent Watchful waiting TG4050 single agent Watchful waiting Ma
Slide 14: TG4050 HNSCC Phase 1 Data – 100% DFS 2 Years after Treatment Initiation
TG4050 | HNSCC Phase 1 Data – 100% DFS 2 Years after Treatment Initiation Clinical Proof Click to edit Masterof titlePrinciple style in Adjuvant Setting Good safety profile 2-year disease-free survival (DFS) (see appendix) Median follow-up of 30 months 100% All 16 treated patients remained disease-f
Slide 15: TG4050 HNSCC Ph. 1 Immunogenicity Data Presented at SITC 2025
TG4050 | HNSCC – Ph. 1 Immunogenicity Data Presented at SITC 2025 15
Slide 16: TG4050 HNSCC Phase 1 Data – Comprehensive Data Presented at SITC 2025
TG4050 | HNSCC Phase 1 Data – Comprehensive Data Presented at SITC 2025 Key Findings Click to edit Master title style Mechanism of action 1 Induction of specific T cell responses 1 2 4 2 Persistent T cell response 3 3 Long-lasting effector and cytotoxic phenotype 4 Expansion and diversification of T
Slide 17: HNSCC Ph. 1 Data – Induction of Specific Immune Response
TG4050 | HNSCC Ph. 1 Data – Induction of Specific Immune Response Circulating T Cell Click to edit Master titleResponses style to Vaccine Neoantigens Induction of specific T cell responses Overall neoantigen-specific responses detected at D64 by ELISpot and/or tetramer • TG4050 primed and amplified
Slide 18: HNSCC Ph. 1 Data – T Cell Response Persists up to 12 Months after End of Treatment
TG4050 | HNSCC Ph. 1 Data – T Cell Response Persists up to 12 months after the Click to edit End Master titleof styleTreatment Specific Cellular Response with Durable Anti-Tumor Immunity Persistent T cell response • Patients treated with TG4050 single agent develop CD8 T cell responses against multi
Slide 19: HNSCC Ph. 1 Data – Effector and Cytotoxic Profile of T Cell Response
TG4050 | HNSCC Ph. 1 Data – Effector and Cytotoxic Profile of T Cell Response Long-lasting effector and cytotoxic phenotype Transcriptomic signatures of neoantigen-specific vs control CD8 T cells Phenotype of neoantigen-specific CD8 T cells Central memory Effector memory Pre-expressing Naive T cell
Slide 20: HNSCC Ph. 1 Data – Expansion and Diversification of T cell Repertoire
TG4050 | HNSCC Ph. 1 Data – Expansion and Diversification of T cell Repertoire TG4050 Recalls Tumor Infiltrating T Cell Clones Expansion and diversification of T cell repertoire Clonality of neoantigen-specific CD8 T cells • Neoantigen-specific CD8 T cells responses were: • Polyepitopic and polyclon
Slide 21: myvac: Building on Proof of Principle data to Accelerate Development
myvac®: Building on Proof of Principle data to Accelerate Development Click to edit Master title style Potential to go through several major value creating points from now until end of 2027 TG4050 and attract pharmaceutical partners (MNCs) Only INTV in early setting HNSCC 2025 - 2026 2027 - 2028 wit
Slide 22: Why Investing Now in Transgene as One of the Players in INTV?
Why Investing Now in Transgene as One of the Players in INTV? Raising Momentum Click to edit Master title stylewith the Convergence of Multiple Favorable Factors INTV Next generation immunotherapy 1 field starts to be derisked 4 NEWS FLOW Dense news flow expected in 2026 and 2027 ASCO 2025 - HNSCC I
Slide 23: Appendices
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Slide 24: TG4050 Benefits from the Combined IP Portfolios of Transgene and NEC
TG4050 Benefits from the Combined IP Portfolios of Transgene and NEC Click to edit Master title style Exclusive protection of the vaccine product’s structure, design and neoantigen prediction PRODUCT STRUCTURE The neoantigen immunogenicity prediction algorithm is protected by trade secrets of NEC as
Slide 25: TG4050 Good Safety Profile, No Related SAEs
TG4050 | Good Safety Profile, No Related SAEs Click to edit Master title style Adjuvant TG4050 (N=17) TG4050 at recurrence (N=3) Patients with at least one AE related to TG4050, n (%) 16 (94%) 2 (67%) Dose-limiting toxicity 0 0 SAE 0 0 Grade 3-5 AEs 0 0 Grade 1/2 AEs related to TG4050 Injection site
Slide 26: TG4050 HNSCC Phase 1 Data – Comprehensive Set of Data to Assess Induction of Immune Response
TG4050 | HNSCC Phase 1 Data – Comprehensive Set of Data to Assess Induction of Immune Response Click to edit Master title style 1 T cell response quantification Mechanism of action Two complementary methods, at Baseline and D64 | Ex vivo IFN-γ ELISpot & Peptide-MHC 1 2 class I tetramers All patients
Slide 27: TG4050 Phase 1 Data – Challenging population with relatively low TMB and poor pro-immune infiltrates
TG4050 | Phase 1 Data – Challenging population with relatively low TMB and poor pro-immune Click to edit Master titleinfiltrates style Arm A: TG4050 single agent Arm B: Control arm TMB Tumor cell TMB Tumor cell PD-L1 TME functional class PD-L1 TME functional class (mt/Mb) proliferation (mt/Mb) proli
Slide 28: NEC Neoantigen Prediction Pipeline can Identify Immunogenic Neoantigens
NEC Neoantigen Prediction Pipeline can Identify Immunogenic Neoantigens Click to edit Master title style Initial step in Each tumor-specific mutation is detected in patient’s DNA from NGS data. neoantigen discovery Expression of Only mutations from altered genes expressed in the tumor are kept. neoa
Slide 29: A GMP Manufacturing Facility Able to Produce Individualized Clinical Batches
| A GMP Manufacturing Facility Able to Produce Individualized Clinical Batches In progressing Click toward to edit Master title style scalability and efficiency, development of a scalable production process In house GMP facility CEF Manufacturing process Current CEF turnaround time Cell line process
Slide 30: Experienced Leadership Team to Drive the Path Forward
Experienced Leadership Team to Drive the Path Forward Click to edit Master title style CHRISTOPHE ANCEL, ALESSANDRO RIVA, MD PharmD MAURIZIO CEPPI, PhD Chairman & CEO VP, Chief Quality Officer and VP, Chief Scientific Officer Qualified Pharmacist 30+ years experience http://goodlogo.com/images/logos
Slide 31: Environmental, Social and Governance Commitments
Environmental, Social and Governance Commitments Click to edit Master title style Transgene’s ESG strategy is based on 6 commitments 44/100 Vigeo Eiris To patients (+20 pts) To our partners 84/100 To our employees 2025 Gaïa EthiFinance To our shareholders and investors Award (+2 pts) To society and
Slide 32: Contact
CONTACT Alessandro Riva Chairman & CEO Lucie Larguier CFO investorrelations@transgene.fr 400 Boulevard Gonthier d’Andernach | Parc d’Innovation | CS80166 67405 Illkirch Graffenstaden Cedex | France Tél.: + 33 (0)3 88 27 91 21 | www.transgene.com 32