Agenus Inc. · NASDAQ:AGEN
Agenus — Investor Presentation (June 2017)
21 slides from Agenus's investor presentation, Jun 6, 2017
Slide 1: Agenus Investor Presentation June 2017
' agenus June 2017
Slide 2: Forward-looking statements
Forward-looking statements This presentation contains forward-looking statements. These forward-looking statements are subject to risks and uncertainties, including the factors described under the Risk Factors section of our most recent Annual Report on form 10-K or Quarterly Report on Form 10-Q fil
Slide 3: Agenus: Broad I-O Portfolio
Agenus: Broad I-O Portfolio Multi-modal I-O Therapy Immunomodulatory Antibodies shape endogenous immune response Vaccines Cell Therapy^ educating the augment the immune system immune system ^ Program expected to advance through separate business entity with external funding 3
Slide 4: Agenus Five Year Growth Plan
Agenus Five Year Growth Plan: • Advance on most rapid path to BLA • Develop, register, and launch anti-PD-1/CTLA-4 mAb combinations in validated indications • Pursue novel breakthrough indications to expedite market entry • Leverage novel targets for market expansion • Pursue optimal I-O mAb and vac
Slide 5: Current partnerships
Current partnerships • QS-21 Stimulon®: adjuvant for Shingrix® • GSK filed for registration in U.S., Japan, Canada and Europe • Royalties and milestones partly monetized • 1 undisclosed target • Lead selection completed • Up to $100 million in milestones • Preclinical: LAG-3, TIM-3, 1 undisclosed •
Slide 6: Clinical Strategy
' agenus Clinical Strategy
Slide 7: New clinical development paradigm compressed
New clinical development paradigm compressed AGEN1884 / AGEN2034 + Novel CPM (A, B, C) AGEN1884 / AGEN2034 Risk + Vaccine AGEN1884 / AGEN2034 Solid Tumors Efficacy unknown AGEN1884 / AGEN2034 AGEN1884 = anti-CTLA-4 mAb Solid Tumors AGEN2034 = anti-PD-1 mAb Efficacy proven* CPM = checkpoint modulator
Slide 8: anti-CTLA-4 + anti-PD-1: first clinically validated I-O mAb combo
anti-CTLA-4 + anti-PD-1: first clinically validated I-O mAb combo • anti-CTLA-4 (low dose) combined with anti-PD-1/PD-L1 is the only validated mAb combination with improved efficacy and safety profile • Near doubling of clinical response - from ~25% to ~57% in NSCLC(1) • Control of CTLA-4 + PD-1/PD-
Slide 9: AGEN2034 and AGEN1884: projected path to BLA
AGEN2034 (anti-PD-1) and AGEN1884 (anti-CTLA-4): projected path to BLA 2017 2018 2019 2020 2021 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 First patient for 2034 dose escalation Phase 1 n = 30 Dose is established 2L Virally-induced Cancer ** Phase 1b n = 30 First patient for dose To
Slide 10: At the forefront – differentiating with novel mechanisms
At the forefront – differentiating with novel mechanisms
Slide 11: Integrated antibody discovery technologies, combined with immunology expertise
Integrated antibody discovery technologies, combined with immunology expertise 11
Slide 12: AutoSynVax - clinical-stage neoantigen vaccine
AutoSynVaxTM - clinical-stage neoantigen vaccine AutoSynVaxTM Clinical Status • Potential best-in-class vaccine • Trial is FDA cleared and open blueprint and QS-21 Stimulon® (NCT02992977) adjuvant • Phase 1 ongoing and fully enrolled • Clinically validated platform • Safety & immunological readout d
Slide 13: Anti-CTLA-4 antibodies – advancing innovation
Anti-CTLA-4 antibodies – advancing innovation Mechanism #1 Mechanism #2 Mechanism #3 (Distinct) Blockade of CD80 & CD86 Depletion of intratumoral Tregs CTLA-4 is a validated and binding to CTLA-4 via co-engagement of FcγRs foundational target with demonstrated clinical relevance Ligand blocking assa
Slide 14: TIGIT: Potent novel negative regulator of immune synapse
TIGIT: Potent novel negative regulator of immune synapse TIGIT modulates the innate and adaptive arms of the 1 immune system to impair productive anti-tumor immunity 4 § Antibody blockade of TIGIT combines effectively with 2 other immune modulators (co-inhibitory and co-stimulatory antibodies) to pr
Slide 15: Combinations are Novel
Combinations are Novel 3rd Generation 1st Generation Monotherapy activity + 2nd Generation Monotherapy = Highly active combinations ü A B A + A GITR PD-1 CTLA-4 OX-40 TIGIT A + B CD137 Vaccines Cell Therapy 15
Slide 16: Cell Therapy Program
\ y) Sy A agcenus {\ ~~ \) —~ ( val Cell Therapy Program
Slide 17: Agenus NewCo = seeking curative combination approaches
Agenus NewCo = seeking curative combination approaches Immunomodulatory Antibodies Improve body’s existing NewCo immune attack on cancer Vaccines Cell Therapy^ educating the Launch rapid immune immune system attack against cancer takes time ^ Program expected to advance through separate business ent
Slide 18: Cell therapy is curing previously incurable leukemia and lymphoma patients
Cell therapy is curing previously incurable leukemia and lymphoma patients The Promise ✓ Potential for curative benefit with improved safety ✓ Opportunity to expand effectiveness through combinations (antibodies, vaccines, cell therapy) The Challenges ✓ Autologous approach is lengthy, cumbersome, an
Slide 19: NewCo: cancer cell therapy differentiated
NewCo: cancer cell therapy differentiated Molecular Targeting with proprietary algorithms and platforms Proprietary Phosphopeptide Tumor Targets Better TARGETS • Proprietary targets and discovery capabilities synergistic with vaccine program • Cancer-specific • Shared among patients for off the shel
Slide 20: Recent accomplishments & projected milestones
Recent accomplishments & projected milestones 2016/2017 2017 2018 Accomplishments Clinical Deliverables Clinical Activity & Readouts • Four CPM mAbs in clinic • Clinical trials • Complete enrollment for 2nd line • CTLA-4 antagonist (AGEN1884)* • Initiate virally-induced cancer+ trial (2L) virally-in
Slide 21: Leadership
Leadership • Garo Armen, PhD, Chairman & CEO Elan Corporation, plc, Protagenic Therapeutics, Founder - Children of Armenia Fund (COAF) • Ozer Baysal, Chief Business Officer Pfizer, Harvard Business School • Jennifer Buell, PhD, VP Research & External Affairs Harvard Clinical Research, Bristol-Myers