Estrella Immunopharma, Inc. · NASDAQ:ESLA
Estrella Immunopharma — Investor Presentation (April 2024)
29 slides from Estrella Immunopharma's investor presentation, Apr 10, 2024
Slide 1: Developing CD19-Redirected ARTEMIS T-Cell Therapy for Cancers and Autoimmune Diseases
Developing CD19 - Redirected ARTEMIS ® T - Cell Therapy for Cancers and Autoimmune Diseases April 10, 2024
Slide 2: Disclaimer
Disclaimer 2 Limitations Any reproduction or distribution of this Presentation, in whole or in part, or the disclosure of its contents, without the pr ior consent of Estrella Immunopharma, Inc. (“we,” “us,” “our” or the “Company”) is prohibited. By accepting this Presentation, each recipient agrees:
Slide 3: Executive Summary: Background and Opportunity
Executive Summary: Background and Opportunity 3 • The “Mark and Kill” approach by combining specially designed oncolytic viruses that label solid tumor cells with CF33 - CD19t (“Mark”) and EB103 (“Kill”) is a potential breakthrough for treating solid tumors with T - cell therapy. ARTEMIS ® vs. CAR -
Slide 4: Estrella Immunopharma
Estrella Immunopharma 4 Harness the evolutionary power of the human immune system to transform the lives of patients fighting cancer. • Lead product candidate, EB103, the next - generation CD19 - targeted ARTEMIS ® T - cell therapies with superior efficacy, enhanced tumor infiltration, and less T -
Slide 5: Estrella's Scientific Advisory Board Includes World-Class Thought Leaders
Estrella’s Scientific Advisory Board Includes World - Class Thought Leaders 5 • Research Professor of microbiology and immunology at University of North Carolina • Director of the Lineberger Comprehensive Cancer Center Immunotherapy Program at University of North Carolina at Chapel Hill • Chief of t
Slide 6: Licensed Patents on CD19 and ARTEMIS
Estrella Immunopharma Licensed Patents on CD19 - ARTEMIS ® 6 ARTEMIS ® Four issued patents in the US and 62 applications pending worldwide CD19 Issued patents in the US and have 23 applications worldwide
Slide 7: Estrella Pipeline and Strategy
Estrella Pipeline and Strategy 7 ▪ Our approach is to rapidly advance our lead product candidate EB103, CD19 - Redirected ARTEMIS ® T - Cell programs in relapsed/refractory and high - risk blood cancers first . ▪ We are also developing EB104 , CD19/22 Dual Targeting ARTEMIS ® T - Cell Therapy to tre
Slide 8: Lead Product: EB103 (CD19-Redirected ARTEMIS T-Cell Therapy)
Lead Product: EB103 (CD19 - Redirected ARTEMIS ® T - Cell Therapy) 8
Slide 9: EB103 T-Cells
EB103 T - Cells 9 EB103 CD19 - Redirected ARTEMIS ® T Cells EB103 Engineered to express ARTEMIS ® cell receptors (i.e., the AbTCR and co - stimulatory molecule) on cell surfaces. Once infused, EB103 T - cells(cell receptors) recognize and bind the CD19 - positive cancer cells. Cell receptors, AbTCR/
Slide 10: Proprietary ARTEMIS Technology
Proprietary ARTEMIS ® Technology ARTEMIS ® ARTEMIS ® receptor is primarily localized in microvilli. (Collaboration: Alice Liang, Ph.D. Director of Microscopy Laboratory, NYU Langone Health NYU School of Medicine) Superiority to Conventional CAR - T ▪ ARTEMIS ® T - cell therapy is clinically validate
Slide 11: Better Safety and Potent Anti-tumor Efficacy
Better Safety and Potent Anti - tumor Efficacy 11 10 5 10 6 10 7 10 8 10 9 10 10 10 11 0 5 10 15 20 25 30 35 Days post implantation Total Flux (p/s) mean +/ - SEM Mock CAR ARTEMIS Dose **** IL - 2 IL - 10 IFN - TNF - 700 600 500 400 300 200 100 0 Serum Cytokines (pg/mL) Mock CAR ARTEMIS ** *** * ▪ C
Slide 12: Snapshots of Estrella CD19 Therapy in Lymphoma Patients
Snapshots of Estrella CD19 Therapy in Lymphoma Patients 12 ▪ Collaboration research with the First Affiliated Hospital of Xi’an Jiaotong University for exploratory, single - arm, open - label, non - randomized early investigator initiated study (“IIS”). 2021 826 Novel CD19 - Specific γ/δ TCR - T Cel
Slide 13: EB103 Clinical Studies (1)
EB103 Clinical Studies 13 (1) Reference: He et al. Journal of Cancer and Clinical Oncology 10 June 2022 A novel antibody - TCR(AbTCR) T - cell therapy is safe and effective against CD19 - positive relapsed/refractory B - cell Lymphoma ▪ This IIS study (1) provides data that indicates that EB103 has
Slide 14: EB103 Clinical Studies (1)
EB103 Clinical Studies 14 (1) This IIS was conducted at The First Affiliated Hospital of Xi’an Jiaotong University in China and was registered at www.clinicaltrials.gov as #NCT03642496 Reference: He et al. Journal of Cancer and Clinical Oncology 10 June 2022 A novel antibody - TCR(AbTCR) T - cell th
Slide 15: CD19-Targeted CAR-T Therapies Market
CD - 19 Targeted CAR - T Therapies Market 15 Source: Datamonitor, June 2022 Currently approved CD - 19 targeted CAR - T therapies projected sales in lymphoma: $5+ billion (2031) $1,540 $5,301 $0 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 CD19 CAR - T Product Sales Projecti
Slide 16: CD19 CAR-T Company Acquisitions
CD - 19 CAR - T Company Acquisitions 16 ▪ 1st Generation CD - 19 CAR - T Companies Valued at $9 - 12B at the Time of Acquisition FDA approved T - cell therapies are limited to hematologic malignancies $11.9 billion In 2017 by Gilead $9 billion in 2018 by Celgene ▪ Three FDA approved CAR - T therapie
Slide 17: Highlights of EB103 Program
Highlights of EB103 Program 17 ▪ ARTEMIS ® T - cell engineering technology may offer advantages over existing CAR - T technologies, including a potentially improved safety profile and reduced side effects. ▪ IND clearance in Q1 2023, Phase I trials expected to commence in 1H 2024. Antibody - based t
Slide 18: EB104 (CD19/22 Dual-Targeting ARTEMIS T-Cell Therapy)
EB104 (CD19/22 Dual - Targeting ARTEMIS ® T - Cell Therapy) 18
Slide 19: EB104 CD19/CD22-Redirected T Cell Preclinical Data
EB104 19 CD19/CD22 - Redirected EB104 T Cell EB104 Preclinical Data EB104 Engineered to express ARTEMIS ® cell receptors (i.e., the AbTCR and co - stimulatory molecule) on cell surfaces. AbTCR in EB104 recognize and binds to both CD19 and CD22 antigen . Once infused, EB104 T - cells(cell receptors)
Slide 20: CF33-CD19t and EB103 (Collaboration with Imugene)
20 CF33 - CE19t and EB103 (Collaboration with Imugene)
Slide 21: CF33-CD19t and EB103
CF33 - CE19t and EB103 21 • 2 nd generation CD19 T - cell Immunotherapy with a “Mark and Kill” strategy • In a partnership with Imugene , we are investigating the use of EB103 in conjunction with Imugene’s product candidate, CF33 - CD19t, to treat solid tumors in a “ Mark and Kill” strategy Highligh
Slide 22: Solid Tumor Market Potentials
Solid Tumor Market Potentials 22 • CF33 Oncolytic Virus ( “ Mark ” the T umor - Imugene) • T - Cell Therapy ( “ Kill ” the T umor - Estrella ) Solid tumors represent : » 1.6 million new cases » 90% of total diagnoses in US each year » 0 FDA approved CAR - T /TCR (T - Cell Receptor) therapies ~ $20 b
Slide 23: Going Beyond Cancers: CD19 ARTEMIS T-Cell Therapy for Autoimmune Diseases
20 Going Beyond Cancers: CD19 ARTEMIS® T - Cell Therapy for Autoimmune Diseases
Slide 24: Autoimmune Diseases & SLE Market Overview
Autoimmune Diseases & SLE Market Overview • Autoimmune diseases represent a significant health concern globally, characterized by the immune system mistakenly attacking the body's own tissues. o Approximately one in ten individuals globally are affected by autoimmune disorders. Over 80 types of auto
Slide 25: CD19 Targeting ARTEMIS T-Cell Therapy for SLE
CD19 Targeting ARTEMIS® T - Cell Therapy for SLE Targeted B - cell Depletion o CD19 CAR - T cells are engineered to recognize and bind to CD19, a protein expressed on the surface of B cells. o By targeting CD19, ARTEMIS ® T cells can specifically eliminate B cells, which are responsible for the prod
Slide 26: Competitive Landscape of CD19 Targeting SLE Programs
Competitive Landscape of CD19 Targeting SLE Programs EB201 Unique Advantages o EB201 utilizes a n anti - CD19 fully - human binder with the potential of lower immunogenicity. The same binder has been used in ARTEMIS ® T - cell therapy against r/r B - cell lymphoma IIT in China, with 20 patients’ dat
Slide 27: Summary
* ESTRELLA Summary
Slide 28: Estrella Expects to Achieve High Return Through Potentially Decreased Risk
Estrella Expects to Achieve High Return T h rough the Potentially Decreased Risk of its Product Candidates 28 ▪ CD 19 T cell product average price of $ 400 K per treatment is expected to be covered by insurance ▪ Juno and Kite acquisition of $ 9 billion and $ 11 . 7 billion respectively, provide the
Slide 29: Developing CD19-Redirected ARTEMIS T-Cell Therapy for Cancers and Autoimmune Diseases
Developing CD19 - Redirected ARTEMIS ® T - Cell Therapy for Cancers and Autoimmune Diseases
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