Moderna, Inc. · NASDAQ:MRNA

Moderna — 36th Annual J.P. Morgan Healthcare Conference (January 2018)

27 slides from Moderna's conference presentation, January 2018

  1. Slide 1: 36th Annual J.P. Morgan Healthcare Conference

    36th Annual J.P. Morgan Healthcare Conference !"#$"%&'()*+'',-.( Slide 1 © 2018 Moderna Therapeutics

  2. Slide 2: Legal Notices

    Legal Notices This presentation does not constitute an offer to sell to, or a solicitation of an offer to buy from, anyone in any state or in any other jurisdiction, whether under the Securities Act of 1933, as amended, or otherwise. Various statements in this presentation concerning the future expe

  3. Slide 3: The evolution of understanding diseases over the last 100 years

    The evolution of understanding diseases over the last 100 years )*+,-"+. /$##&#'( !"#$%&#'( Slide 3 © 2018 Moderna Therapeutics

  4. Slide 4: mRNA is the software of life

    mRNA is the software of life /$0-('#12"3+'1"41!"#$%&#'(156"#"3* 278 +$..$03$(1978 :("-$60 !"#$%&#'() *+,-."#) !"#$."#) VO>'1)4%31'4$%' :NO>'%3"51'477')*3' W%4)30#1'"664:2801*')*3' C3#3)06'0#74%:")04# VO>'"#5'0#1)%$6)1'63881' <4%R'0#')*3'945&'X )4':"R3'2%4)30# 1)%$6)$%3+'10C#"80#C+' :3)"94801:+'3)6A

  5. Slide 5: Our vision for Moderna since day 1: a very broad platform, enabling many drug modalities

    Our vision for Moderna since day 1: a very broad platform, enabling many drug modalities !'0*1C(&31 +"C'#6-6$. :(",;*#'%-6%1 =;$(',$&-6%1 A"%'#6B$C1 >0-('-&+"('#1>?@ A6D$( <'%%60$. <'%%60$. =;$(',$&-6%. mRNA platform Slide 5 © 2018 Moderna Therapeutics

  6. Slide 6: Our vision for Moderna since day 1: each modality will enable many drugs

    Our vision for Moderna since day 1: each modality will over time enable many drugs !'0* !'0* !'0* !'0* !'0* C(&3. C(&3. C(&3. C(&3. C(&3. !'0*1C(&31 +"C'#6-6$. :(",;*#'%-6%1 =;$(',$&-6%1 A"%'#6B$C1 >0-('-&+"('#1>?@ A6D$( <'%%60$. <'%%60$. =;$(',$&-6%. mRNA platform Slide 6 © 2018 Moderna Therapeutic

  7. Slide 7: We have been relentlessly executing on that vision

    We have been relentlessly executing on that vision !"#$"%&'&(#)*&+,"-.+/0/.,&1 FG1HIJK J E45"80)& E E /4)"8'VI1 J I80#06"8'VI1 :(",;*#'%-6%1 <'%%60$. mRNA platform Slide 7 © 2018 Moderna Therapeutics

  8. Slide 8: We have been relentlessly executing on that vision

    We have been relentlessly executing on that vision !"#$"%&'&(#)*&+,"-.+/0/.,&1 FG1HIJL M E45"80)031 J H J L JI /4)"8'VI1 M I80#06"8'VI1 FG1HIJK J E45"80)& E E /4)"8'VI1 J I80#06"8'VI1 :(",;*#'%-6%1 =;$(',$&-6%1 >0-('-&+"('#1 A"%'#6B$C1 <'%%60$. <'%%60$. >?@ =;$(',$&-6%. mRNA platform Slide 8 © 2018

  9. Slide 9: We have been relentlessly executing on that vision and now have 19 DCs, 10 in clinical trials

    We have been relentlessly executing on that vision and now have 19 DCs, 10 of which are in clinical trials !"#$"%&'&(#)*&+,"-.+/0/.,&1 O:!1HIJP K E45"80)031 N H E J M JN1/4)"8'VI1 JI I80#06"8'VI1 FG1HIJL M E45"80)031 J H J L JI /4)"8'VI1 M I80#06"8'VI1 FG1HIJK J E45"80)& E E /4)"8'VI1 J I80#06"8'VI1

  10. Slide 10: Moderna in January 2018

    Moderna in January 2018 • 19 Development Candidates, of which 10 are in clinical trials ̶ 1st therapeutic moving to Phase 2 with AZ ̶ Multiple vaccines with positive human readouts in Phase 1 • Team continues to strengthen and expand ̶ 600 team members in Cambridge, MA ̶ 3rd year in a row as a top 1

  11. Slide 11: Review by modality

    Review by modality :(",;*#'%-6%1 =;$(',$&-6%1 A"%'#6B$C1 >0-('-&+"('#1>?@ A6D$( <'%%60$. <'%%60$. =;$(',$&-6%. Slide 11 © 2018 Moderna Therapeutics

  12. Slide 12: The prophylactic vaccines modality is generating clinical data

    The prophylactic vaccines modality is generating clinical data Nine DCs. Seven programs in the clinic :(""41"41%"0%$,-1 /"++$(%6'#1 :&V#6%1;$'#-;1 9$.$'(%; ,("3('+. ,("3('+. ,("3('+. h0C*'$#:3)'#335' Y QJI1604#&$0B'R1W*'.' Y +9781!9T1JSSSR1W*'.' Y W6X'R1a>NV>'5360104#' M"660#31 64:283)3A'="73)&'"#5'

  13. Slide 13: Therapeutic vaccines modality – in the clinic

    Therapeutic vaccines modality – in the clinic 2 DCs. Built personalized product manufacturing capability /#606%'#1Y :$(."0'#6B$C1 T98) 9$.$'(%; /'0%$(1<'%%60$1Z:/<[ FOV'70835 F:2%4M3:3#)1'4#'m'47' Y k0%1)'64*4%)'54135 #34"#)0C3#1+'3#*"#63:3#)1'47' Y V413'316"8")04#'4#C40#C /'6388'%3124#13+'2%46311 Y

  14. Slide 14: mRNA-4127 – PCV

    mRNA-4127 – PCV A cancer drug designed to target an individual patient’s unique tumor mutations :NO>'3#6450#C'HI10$"'0-63$0. =6..&$1)'+,#$. 8C+606.-('-6"0 /$:4%'G90421&K'"#5' #4%:"8'G98445K Y \6(.-1,'-6$0-1]'.1C".$C1]6-;1 '1:/<10#'O4M3:93%',-.d Y W"%)#3%35'<0)*'!$(%X G`3&)%$5" 64:94K Y I80#06"8'28"#

  15. Slide 15: Intratumoral I/O modality – in the clinic

    Intratumoral I/O modality – in the clinic 3 DCs. 1 in the clinic /#606%'#1Y @aMIA =(6,#$-1 >AJH 9$.$'(%; W*"13'.'0#'5413' Z@^MIAU>AHEU>AEL![ _oW')4D $#53%<"& S088'#4)'53284&' 316"8")04# _oW')4D $#53%<"& E453%#"'6"20)"8')4' "5M"#63'#3<'VI1'0#' )*01':45"80)&'$#)08'<3' *"M3'*$:"#'5")"')4' :"#"C3'%01R :

  16. Slide 16: Localized therapeutics modality – in the clinic

    Localized therapeutics modality – in the clinic VEGF - the first mRNA therapeutic phase 2 /#606%'#1Y <G_\ 9$.$'(%; Y W*'.'64:283)3A'E3)'2%0:"%&'G1"73)&K'"#5'1364#5"%&'G2%447'47':36*"#01:K' Y >550)04#"8'0#506")04#1 3#5240#)1A'V3:4#1)%")35'846"8'2%4)30#'3D2%31104#'0#'53%:01 Y I4:90#")04#1 Y W*',')4'93

  17. Slide 17: Liver modality: Moved to Development in 2017

    Liver modality Moved to Development in 2017 <'.-1:"-$0-6'# >0-('%$##&#'( )$%($-$C 80-6V"C6$. :(",;*#'%-6%1 =;$(',$&-6%1 >0-('-&+"('#1 A"%'#6B$C1 A6D$( <'%%60$. <'%%60$. >?@ =;$(',$&-6%. Slide 17 © 2018 Moderna Therapeutics

  18. Slide 18: N2GL formulation – a Moderna platform success in 2017 to enable the Liver modality

    N2GL formulation – a Moderna platform success in 2017 to enable the Liver modality +978 2$#6D$(* 8,,#6%'-6"0. IhlEF=/Np FOknNE>/FnO IhlEF=/Np InEWn=F/FnO EnV>oF/p VNi_ h n O n hO @ FB'o0M3% /*3%"23$)061 GN"%3'V013"13K *lWn'3D2%31104#' @---A- O,_o 0# #4#Q*$:"#' ,g--A- 2%0:")31' ,---A- S33R8&'5410#C+'

  19. Slide 19: Liver modality 4 DCs

    Liver modality 4 DCs <'.-1:"-$0-6'#11111111111111111:($Y/#606%'#12/.1 9$.$'(%; Y !$-;*#+'#"06%18%6C$+6'1Z!!8[R1C3#3)06'5013"13 =3M3%"8'%"%3'5013"131' >0-('%$##&#'( Y :(",6"06%18%6C$+6' Z:8[^'C3#3)06'5013"13 )$%($-$C Y 9$#'^60^'k4%'*3"%)'7"08$%3A'>['6488"94%")04#'0#'O4M3:93% 80-6V"C6$. Y /;6X&03&0*'1

  20. Slide 20: mRNA-3704 for Methylmalonic Acidemia (MMA) codes for MUT enzyme in the mitochondria

    mRNA-3704 for Methylmalonic Acidemia (MMA) codes for MUT enzyme in the mitochondria k4%:$8")04# G0%"C$C1 +978Z.[ G0%"C$C1 +978Z.[ I&)4148 N09414:3 W%4)30# I*"0#G1K E0)46*4#5%04# !!8 l#5428"1:06 N3)06$8$: O$683$1 Slide 20 © 2018 Moderna Therapeutics © 2018 Moderna Therapeutics

  21. Slide 21: mRNA-3704 for Methylmalonic Acidemia (MMA) codes for MUT enzyme in the mitochondria

    mRNA-3704 for Methylmalonic Acidemia (MMA) codes for MUT enzyme in the mitochondria Y h0C*8&'64#101)3#)]%32%45$60983'WV Z F:2%4M35'1$%M0M"8'j'C%4<)*+'%35$635'28"1:"'EE>+',QEIq'j'I@]I,q'6"%#0)0#3'")'-A,':C]RC Y O4'8411'47'WV'"7)3%'g'FB'0#;36)04#1'47':NO>Q@d-f >#+'V0#C'3)'"8A'*56-)7'/%1)66)08)#% 9:;%<

  22. Slide 22: mRNA-3927 for Propionic Acidemia (PA) comprises 2 mRNAs in the vial

    mRNA-3927 for Propionic Acidemia (PA) comprises 2 mRNAs in the vial (for PCCA and PCCB proteins) !6-"%;"0C(6' Propionyl-CoA Carboxylase: B"80#3 mitochondrial dodecamer (a6b6) E3)*04#0#3 F1483$60#3 /*%34#0#3 W%4204#06'"605 n55Q6*"0#'7"))&'"6051 G0#)31)0#"8'784%"K I*4831)3%48'31)3%1 :(",6"0*#Y/"8 W%42

  23. Slide 23: We are continuing to gain momentum

    We are continuing to gain momentum 19 development candidates nominated, with 10 in the clinic # of mRNA # of mRNA Drugs Development Candidates in Clinical Trials 20 14 18 19 12 16 14 10 10 12 8 12 10 6 8 6 7 4 4 4 2 2 0 1 0 1 2012 2013 2014 2015 2016 2017 2012 2013 2014 2015 2016 2017 Year end Year

  24. Slide 24: January 2018 development pipeline – a molecular view

    January 2018 development pipeline – a molecular view 19 Development Candidates, with 10 in clinical trials k4%:$8")04# )*.-$+6% 80-63$0YC(6D$016++&06-* W6X'1 <A: /;6X&03&0*' /;6X&03&0*'1 '0-6V"C* Q!:<?:><E1 !9TY A"%'#1.630'#603 4&.6"0 \#&1 JSSS <A: G0%"C$C1 9$#'^60 ,("-$60 ;$+'33#&-6060 !9TY :/< <G_

  25. Slide 25: Human studies for 10 programs underway

    Human studies for 10 programs underway Promising human datasets emerging from first wave of programs Therapeutic Area Development Indication / GLP IND or CTA Lead Phase 1 Phase 2 (Modality) Candidate (“DC”) Target Toxicology Filed mRNA-1647 Moderna CMV Started: Nov ‘17 Infectious Diseases: mRNA-1653

  26. Slide 26: 11 substantial commercial opportunities, materializing rapidly

    11 substantial commercial opportunities, materializing rapidly =;$(',$&-6%18($'11 2$D$#",+$0- >0C6%'-6"0 ?1 _A: >72 "(1/=8 A$'C :;'.$ J :;'.$1H Z!"C'#6-*[ /'0C6C'-$ Zg2/h[ ='(3$- ="^6%"#"3* \6#$C Features of our major J :NO>Q.\fd E453%#" A1B =)"%)35^'O4M'u.d commercial opportunities >04$%-6"&.126.$'

  27. Slide 27: 2018-2019 Priorities

    2018-2019 Priorities • Execute on our 19 DCs currently in the pipeline – initiate several phase 2 trials • Create important new DCs in our existing 5 modalities, with a priority on rare diseases • Continue to build the infrastructure to deliver on the promise of our broad mRNA platform • Continue to

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