Immunocore(IMCR) - 2022 Q2 - Earnings Call Presentation

KIMMTRAK (Tebentafusp-tebn) - KIMMTRAK is the first T-cell engager to show Overall Survival (OS) in solid tumors and the first and only FDA-approved treatment for metastatic uveal melanoma (mUM)[6] - The Phase 3 IMCgp100-202 study showed that KIMMTRAK significantly improved overall survival (OS) with a hazard ratio (HR) of 0.51 (95% CI, 0.37-0.71; P ≤ 0.0001) compared to investigator's choice in first-line treatment of mUM[19] - In the IMCgp100-202 study, 99.6% of patients treated with KIMMTRAK experienced adverse reactions of any grade, while 45% experienced grade 3 or 4 adverse reactions[20] - KIMMTRAK has regulatory approvals in 30 countries, including the US, UK, EU, Australia, and Canada[79] - Immunocore estimates ~1,000 patients per year in the US and initial priority European markets[73] Pipeline and Technology - Immunocore is pioneering soluble, off-the-shelf, bispecific therapeutics (ImmTAX) that can target >90% of the human proteome, applicable to oncology, infectious disease, and autoimmune diseases[15, 16] - IMC-C103C, targeting MAGE-A4, has shown clinical activity in MAGE-A4 positive ovarian and HNSCC, with potential for >75,000 patients/year (G7)[48, 39, 51] - IMC-F106C targets PRAME, with potential for >150,000 patients/year (G7)[56] - Initial Phase 1 data for IMC-F106C (PRAME) is expected in Q3 2022, and an update on IMC-C103C (MAGE A4) Phase 1 data is expected in Q4 2022[76] Financials - Immunocore had approximately $393 million in adjusted cash and cash equivalents[76]