HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY - Leslie Chong Managing Director & CEO
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY Leslie Chong Managing Director & CEO February-March 2019
HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY N O T I C E : F O R WA R D L O O K I N G S TAT E M E N T S Any forward looking statements in this presentation have been prepared on the basis of a number of assumptions which may prove incorrect and the current intentions, plans, expectations and beliefs about future events are subject to risks, uncertainties and other factors, many of which are outside Imugene Limited’s control. Important factors that could cause actual results to differ materially from any assumptions or expectations expressed or implied in this brochure include known and unknown risks. As actual results may differ materially to any assumptions made in this brochure, you are urged to view any forward looking statements contained in this brochure with caution. This presentation should not be relied on as a recommendation or forecast by Imugene Limited, and should not be construed as either an offer to sell or a solicitation of an offer to buy or sell shares in any jurisdiction in which it would be a contravention of applicable law. 2
HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY EXECUTIVE SUMMARY 01 02 03 Investment Highlights Imugene B-cell Vaccine Pipeline Experienced Management & Board • Novel immuno-oncology B-cell • Phase 1 clinical data in Her-2 breast • Meeting milestones peptide vaccine technology and gastric cancers • Outstanding scientific provenance • Successful M&A activity • HER-Vaxx: from leading U.S. and European • Internationally recognised Phase 1b recruitment completed universities Phase 2 activity commenced members of the Scientific • Drug is safe and well tolerated Advisory Board • Sound cash position • B-Vaxx: Phase 2 ongoing • Robust intellectual property portfolio & long patent life including checkpoint • KEY-Vaxx: inhibitor combinations pre-clinical work started • Manufacturing straightforward with Phase 1 to commence in 2019 low cost of goods • Published in leading peer review journals 3
INVESTOR PRESENTATION A TEAM WITH A TRACK RECORD IN DRUG DEVELOPMENT Leslie Chong Paul Hopper Dr Axel Hoos Mr Charles Walker SYDNEY, AU SYDNEY, AU PHILADELPHIA, USA BRISBANE, AU Managing Director & CEO Executive Chairman Non-Executive Director Non-Executive Director • Over 20 years of • International & ASX • Senior Vice President • Experienced listed biotech oncology experience in biotech capital markets and Head of Oncology at CEO and CFO (ASX;ACL Phase I – III of clinical experience particularly in GSK and ASX:IMU) program development immuno-oncology & • Former Medical Lead for • Experienced in financial • Leadership role vaccines Yervoy, the first survival markets including involvement in two • Former Chairman of improving medicine in executing 55 international marketed oncology Viralytics, Founder & Immuno-Oncology tech corporate products Director of Prescient, • Chairman of the BoD of transactions • Previously Senior Founder of Imugene & • Clinical experience the Sabin Vaccine Clinical Program Lead Polynoma LLC, former Institute includes managing pipeline Director pSivida, at Genentech, Inc., in • Co-Chair of the Cancer of drugs Somnomed San Francisco Immunotherapy in all stages form & Fibrocell Science discovery, through to Consortium Think-Tank DrPhase Anthony Good III to launched Dr Mark Marino Dr Nick Ede SYDNEY, AU MELBOURNE, AU products CALIFORNIA, USA Vice President of Clinical Chief Medical Officer Chief Technology Officer Research • Over 28 years of experience • Over 25 years peptide • Over 20 years in drug development vaccine and drug global clinical development • Former CMO of Cytori, development experience. Head of Clinical • Former CEO Adistem, • Integral to the development Pharmacology CEO Mimotopes of significant new at Eisai and Roche, Head • VP Chemistry Chiron medicines including Viagra, of Research and Early (now Novartis), Research Revatio, Lipitor, and Development at Mannkind, Somavert. Fellow CRC Vaccine VP Clinical Development Technology • Ex Pfizer Global Research at Daiichi and Development, Ex Covance Clinical Services. 4
INVESTOR PRESENTATION IMUGENE SCIENTIFIC ADVISORY BOARD Prof. Josep Prof Tanios BekaiI Tabernero Prof Pravin Kaumaya Dr. Michael Galigiuri VALL D’HEBRON, BARCELONA, Saab OHIO STATE UNIVERSITY, USA CITY OF HOPE, USA SPAIN MAYO CLINIC, USA • Prof of Medicine • President of European • President of City of Hope • Professor of College of Department of Obstetric Society for Medical National Medical Center Medicine and Science Gynecology at Ohio State Oncology (ESMO) and holds the Deana and • Program Co-Leader, GI University Steve Campbell • President of the Medical Cancer, Mayo Clinic • Research focus in tumour Physician-in-Chief. Oncology Department at Cancer Center immunology, mechanisms • Elected President of the the Vall d’Hebron of tumour cell-immune American Association for • Medical Director, Cancer • Director of the Vall Clinical Research Office cell interactions, and Cancer Research (AACR) d”Hebron Institute of (CCRO) immune mechanisms in 2017 Oncology (VHIO) • Research focus on fields • Senior Associate of vaccine with emphasis Consultant, Mayo Clinic on peptide vaccines for AZ cancer Prof Peter Schmid Prof. Ursula BARTS CANCER INSTITUTE, Wiedermann-Schmidt Dr Neil Segal Dr Yelina Janjigian QUEEN MARY UNIVERSITY OF MEDICAL UNIVERSITY OF VIENNA, MEMORIAL SLOAN KETTERING MEMORIAL SLOAN KETTERING LONDON AUSTRIA CANCER CENTER, USA CANCER CENTER, USA • Co-inventor of HER- • Medical Oncologist • Medical Oncologist • Medical Oncologist Vaxx • Expertise in GI, Colon, • Expertise in breast and • Expertise in esophageal • Professor of Pancreatic cancers and stomach (gastric) lung cancer, cancer immunotherapy and early Vaccinology at Medical • Active clinical immuno- cancer drug development University of Vienna oncology researcher • Active in GI clinical trials • Leads the Centre of • Clinical lead in several testing combinations of Experimental Medicine at trials using PD-L1 Her-2 and checkpoint Barts Cancer Institute inhibitors inhibitor therapies 5
HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY Imugene develops vaccines to boost and direct the body’s immune system to specifically target and attack cancer cells 6
HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY IS THERE A BETTER WAY TO MAKE Monoclonal antibodies ANTIBODIES Using B-cells are manufactured in a TO TREAT in your body facility CANCER? Teaching B-cells to make antibodies using For example, Merck’s peptide antigens PD-1 inhibitor Keytruda® B-cells are cells in the human body that naturally produce millions of antibodies 7
HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY HER-VAXX MIMOTOPE: MECHANISM OF ACTION? Peptides “mimic” the epitope HER-VAXX ANTIBODY TUMOR SECRETION CELL Via helper T-cells HER-2/NEU 3 PEPTIDES HER-VAXX B-CELL IMMUNOTHERAPY A C T I VAT I O N Epitope = Antibody Binding Site B CELL HER-Vaxx attacks the same target as the the world’s largest selling breast cancer drug Herceptin® 8
HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY CURRENT PHASE 1B/2, IN GASTRIC CANCER Phase 1b - Complete 2H, 2017 PHASE 1B PATIENTS ENROLLED Trial Patients Study Endpoints Study Results • Phase 1b • Gastric HER-Vaxx in • Recommended • 50 µg selected as the • Open Cancer combination Phase 2 Dose of RP2D label • Up to 18 with chemo: HER-Vaxx • No safety or toxicity patients Cisplatin and • Safety and Toxicity issues 2H, 2018 in 3 cohorts 5FU PHASE 1B • Immunogenicity • All patients had COMPLETED (10, 30 and or (anti-HER-2 increased antibody 50 µg) capecitabine antibody titres) response • Best Response Rates • 1 Complete Response • 5 Partial Response • 4 Stable Response 9
HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY CURRENT PHASE 1B/2, IN GASTRIC CANCER Phase 1H, 2019: 2 COMMENCE PHASE 2 Trial Patients Study Primary Endpoints • Phase 2 • Gastric Randomized • OS • Open label Cancer HER-Vaxx in combination • PFS • Up to 70 with standard of care TBD: patients chemotherapy Secondary INTERIM Or Endpoints PHASE 2 DATA Standard of care chemo: • Safety and AVAILABLE Cisplatin and 5FU or Tolerability capecitabine or oxaliplatin • Immune response 10
Three year 11 HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY R&D contract with access to Ohio translational labs Access to experience and expertise with Prof. Pravin Kaumaya and team Six additional clinical candidates Her-1, STRATEGIC Her-2, Her-3, AQUISITIO VEGF, IGF-1R Six patent CD28 N families, 22 patents Worldwide IND ready exclusive PD-1 clinical license trial (Phase 1) Ongoing Her-2 clinical trial (Phase 2)
HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY COULD PRECISION- ENGINEERED PEPTIDE EPITOPES/ VACCINES BE THE KEY TO A CANCER “Combination cancer vaccines with peptide mimics have the CURE? potential to treat existing cancer and prevent its reoccurrence.” PROF PRAVIN KAUMAYA OHIO STATE UNIVERSITY, USA DR TANIOS BEKAII SAAB MAYO CLINIC, USA 12
HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY ACQUIRED HER-2 VACCINE (B-VAXX) ENCOURAGING PHASE 1 TRIAL R E S U LT S 14 24 Patients had stable disease 2 out of 24 patients had partial response 1 patient had PFS at 40+ months NO TOXICITY OBSERVED Phase Ib Immunotherapy Trial with a Combination of Two Chimeric (Trastuzumab-like and Pertuzumab-like) HER-2 B Cell Peptide Vaccine emulsified in ISA 720 and nor-MDP Adjuvant in Patients with Advanced Solid Tumors, Immunological Response and Clinical Outcome. Tanios Bekaii-Saab, Daniel H. Ahn, Christina Wu, Robert Wesolowski, Amir Mortazavi, Maryam Lustberg, Jeffrey Fowler, Bhuvaneswari Ramaswamy, Lai Wei, Jay Overholser and Pravin T.P. Kaumaya. Cancer Discovery 2018 manuscript in preparation. 13
HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY IMUGENE PIPELINE Program Pre-clinical Phase 1 Phase 2 Clinic or Clinic-ready HER-Vaxx (HER2) B-Vaxx (HER2) KEY-Vaxx (PD-1) Her-2 & PD-1 Combo 14
HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY IMUGENE PIPELINE Program Pre-clinical ID of candidate Discovery Pipeline Her-1 (EGFR) Her-3 IGF-1R VEGF Combination (numerous) PD-L1 15
HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY WHY SELECT & TARGET PD-1 FOR B-CELL VACCINATION? Monoclonal antibody immunotherapies Keytruda® (Merck) The combination of the and Opdivo® (BMS) PD-1 vaccine with the targeting PD-1 sold acquired Phase II Her-2 USD$3.8B and $4.9B, vaccine significantly respectively, in 2017. inhibits tumor growth c/w mAb control in a Her-2+ model of colon Whilst acknowledging the cancer. rapid rise in clinical trials involving PD-1 and their In industry-recognised combination with other mouse cancer models (colon cancer), the PD-1 targeting B-cell treatments*, a PD-1 B-cell vaccine is more superior than the vaccination approach gold standard mouse PD-1 represents a paradigm shift in monoclonal antibody (used in preclinical model testing for cancer immunotherapy. Keytruda and Opdivo). * Tang etal. Comprehensive analysis of the clinical immuno-oncology 16 landscape, Annals of Oncology, 2017 16
HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY PD-1/HER-2 VACCINE COMBINATION Active in model of colorectal cancer with % Cancer growth inhibition in colorectal cancer no signs of toxicity model PD-1 vaccine plus Her-2 vaccine 90% All mice vaccinated over a period of 9 weeks showed no signs of scruffiness, lesions, and lethargy. PD-1 vaccine 65% Organs (spleen, liver, heart, lung, kidney, and tumor) from the Balb/c mice vaccinated with combination peptides (HER-2 and PD-1) were collected from mice and submitted for analysis. PD-1 mAb 39% No significant lesions were noted in any of the organs submitted for histologic evaluation. Control (PBS) 0% There were also no overt biochemical abnormalities noted. 0% 23% 45% 68% 90% Inhibition of cancer growth 16 days after infusion of cancer cells 17
HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY PD-1 ‘KEY-VAXX’ VACCINE PHASE 1 DEVELOPMENT PATH 2018-2019 PRE-CLINICAL MILSTONES PD-1 Finalise 2019: candidate CMC Formal FDA/IND regulatory IND Commence vaccine manufacturing pre-clinical granted submissions Phase 1 identified Phase 1 – Dose Seeking /Signal Finding Phase 2 – Expansions Assumption I N PAT I E N T P H A S E S PROPOSED COHORT 3 | 3-6 PATIENTS IDENTIFY OUTCOMES Indication Expansion (12-20 patients) Optimal ✓ Safety Proof of COHORT 2 | 3-6 PATIENTS Biological ✓ Immunogenicity Expansions Dose (OBD) ✓ Tumor PD Concept Indication Expansion COHORT 1 | 3-6 PATIENTS (12-20 patients) 18
HARNESSING B-CELLS FOR CANCER IMMUNOTHERAPY FINANCIAL SUMMARY Options on issue NO. OF EXERCISE EXPIRY Market Cap OPTIONS PRICE (Jan 19) Listed: (IMUOA) 242.5M $0.026 30/11/2020 $64.9M AUD Listed:(IMUOB) 248.3M $0.04 30/11/2021 $46.5M USD Ordinary shares Unlisted: 134.5M $0.0247* 09/03/2020* 3.610B Total: 625.3M $0.03* 02/01/2021* 12 month price range Top 5 shareholders (as at January 2019) NO. OF SHARES % C A P I TA L Private Portfolio Management 224,551,412 6.22% 1.3c – 4.0c AUD Average daily volume 141,246,879 3.91% Platinum Asset Management 6.4M shares Dr. Nicholas Smith 100,000,000 2.77% (Oct 18 – Jan 19) Paul Hopper, Executive Chairman 76,178,722 2.11% Investment to date Sarah Cameron 60,000,000 1.66% ~$42.5M PUBLIC Cash & Equivalents * Average ~$5.5M VC $24.05M (as at 31 Dec 2018) 19
Leslie Chong Managing Director & CEO leslie.chong@imugene.co m +61 458 040 433
You can also read