IO BIOTECH, INC. Break Boundaries. Ignite Change.
Nasdaq: IOBT
Corporate Presentation
April 2024
© 2024 IO Biotech, Inc. | Non-confidential Overview |
DISCLAIMER | Forward Looking Statements
Certain information contained in this presentation includes "forward-looking statements", within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, related to our business plan, clinical trials and regulatory submissions. We may, in some cases, use terms such as "may," "should," "would," "expects," "plans," "anticipates," "could," "intends," "target," "projects," "contemplates," "believes," "estimates," "predicts," "potential" or "continue" or other words that convey uncertainty of the future events or outcomes to identify these forward-looking statements. Our forward- looking statements are based on current beliefs and expectations of our management team that involve risks, potential changes in circumstances, assumptions, and uncertainties. Any or all of the forward-looking statements may turn out to be wrong or be affected by inaccurate assumptions we might make or by known or unknown risks and uncertainties. These forward-looking statements are subject to risks and uncertainties including risks related to the execution of our business plan, success and timing of our clinical trials or other studies and the other risks set forth in our filings with the U.S. Securities and Exchange Commission. For all these reasons, actual results and developments could be materially different from those expressed in or implied by our forward-looking statements. You are cautioned not to place undue reliance on these forward-looking statements, which are made only as of the date of this presentation. We undertake no obligation to publicly update such forward-looking statements to reflect subsequent events or circumstances.
Non-confidential Overview | 2 |
HIGHLIGHTS | Break Boundaries. Ignite Change.
1 | 3 | 3 | Indications: | 17 | |
T-win | • | Melanoma | |||
platform | • | SCCHN | |||
Pipeline programs | • | NSCLC | Patent Families |
Focused on improving clinical
effect without adding systemic 80%toxicity 50%
Providing rapid
and durable
responses
25.5
Months mPFS*
ORR*CRR*
IO102-IO103 | 3Q24 |
in Ph. 3 | |
Pivotal trial in advanced | Ph. 3 interim analysis |
melanoma fully enrolled | outcome |
2025
Potential US market entry
* Results from phase 1/2 MM1636 Melanoma | © 2024 IO Biotech, Inc. | Non-confidential Overview |
CONTENT
PATIENT AND MARKET PERSPECTIVE | 1 |
Non-confidential Overview | 4 |
MARKET | Solid tumors are often detected at advanced stages, or progressing quickly to advanced stage, increasing the mortality rate
Squamous Cell Carcinoma of | Non-Small Cell Lung Cancer | |
Melanoma | the Head and Neck* (SCCHN) | Treatment** (NSCLC) |
~325,000
New cases in 2020,
worldwide
~57,000 | ~744,000 |
Deaths in 2020, | New cases in 2020, |
worldwide | worldwide |
~364,000 | ~1,875,000 | ~1,526,000 |
Deaths in 2020, | New cases in 2020, | Deaths in 2020, |
worldwide | worldwide | worldwide |
Global | • Worldwide, melanoma is the 17th most | • Worldwide, SCCHN is the 6th most diagnosed | • Worldwide, lung cancer is the 2nd most diagnosed |
cancer | diagnosed cancer and 5th most common | cancer | cancer and NSCLC is estimated to account for |
incidence | 85% of all lung cancer diagnoses | ||
cancer in the US | |||
Stages at | • Stage I/II and III/IV melanoma accounts for 84% | • Stage I/II, III and IV SCCHN accounts for 28%, 55% | • Stage I, II, III and IV lung cancer accounts for 21%, |
diagnosis | and 16% of the new cases, respectively | and 17% of the new cases, respectively | 5%, 23% and 44% of the new cases, respectively |
5-year | • The 5-year survival rate for patients in stage IV is | • The 5-year survival rate is 50%2 | • The 5-year relative survival rate for patients in |
survival rate | 22.5%1 | stage IV is 28% 3 | |
*Data represented here is a sum of incidence of Lip, Oral Cavity, Larynx, Hypopharynx, and Oropharynx cancer ** Data represented here corresponds to 85% of
the incidence of trachea, bronchus and lung.Non-confidentialOverview5 Source: International agency for research on cancer 1. Melanoma Research Alliance; 2. National Library of Medicine, The Journal of Pain3. Cancer.Net
MARKET | Melanoma, SCCHN, and NSCLC are worldwide cancer threats, but especially present in Europe, North America and Oceania
Melanoma, SCCHN, and NSCLC incidence in 2020, age standardized rate (ASR) per 100,000
Northern 16,1 | 9,0 | 11,4 | 11,0 | |||
Europe | ||||||
America | 25,0 | 0,4 | 8,1 | |||
27,71 | Asia | |||||
19,5 | ||||||
0,9 | 3,7 | |||||
Latin America and 2,3 | 5,8 | Africa | ||||
5,3 | ||||||
the Caribbean | 30,1 | 11,2 | ||||
10,2 | Oceania | |||||
Melanoma | 20,4 | |||||
SCCHN
NSCLC
Key takeaways:
- Worldwide, melanoma is the 17th most diagnosed cancer and 5th most common cancer in the US
- Worldwide, SCCHN is the
6th most diagnosed cancer (sum of Lip, Oral Cavity, Larynx, Hypopharynx, and Oropharynx cancer) - Worldwide, lung is the 2nd most diagnosed cancer and NSCLC is estimated to account for 85% of all lung cancer diagnoses
*Germany, France, Italy, Spain, UK | Non-confidential Overview | 6 |
Sources: GLOBOCAN, International Agency for Research Cancer, 2020 | ||
MARKET | Expected growth in global cancer drug sales for 2028 indicates a need for new and effective treatments
Forecast global Melanoma
Drug Sales
in USD billions
16 | US | +11% | 14.3 | ||
14 | |||||
12 | 5.4 | ||||
10 | 7.6 | ||||
8 | |||||
6 | 3.3 | 8.9 | |||
4 | |||||
4.3 | |||||
2 | |||||
2022 | 2028 |
5.0
4.5
4.0
3.5
3.0
2.5
2.0
1.5
1.0
0.5
0.0
Forecast global SCCHN Drug Sales
in USD billions
US
+9% 4.7
2.2
2.8
1.5
2.5
1.4
20222028
60
50
40
30
20
10
0
Forecast global NSCLC Drug Sales
in USD billions
US
+11% 54.4
27.2
29.8
15.5
27.3
14.4
20222028
Key takeaways:
- All three indications are projected to grow at a similar rate (CAGR between 9% and 11%) with Melanoma having the fastest estimated growth rate.
- NSCLC has the highest projected market value and given its large market size, even a small market share could be substantial.
Non-confidential Overview | 7 |
CONTENT
OUR UNIQUE VALUE PROPOSITION | 2 |
Non-confidential Overview | 8 |
UNIQUE VALUE PROPOSITION | T-Win®investigational IO102-IO103cancer vaccine with dual mechanism of action and POC with high clinical efficacy
Clinical POC
-
Enhanced activity outcomes when administered in combination with anti PD-1 therapy
high ORR of 80%, with 50% of patients reaching a CR - Duration of response demonstrated rapid and durable responses
No added systemic toxicity
Favorable safety & tolerability Safety profile of IO102-IO103combined with anti PD-1in Ph 1/2 comparable to anti-PD-1mono therapy
Broad applicability
PROOF POINTS
Clinical data showing | T-win® cancer |
vaccine technology | |
activity without | |
platform with a dual | |
added toxicity | |
mechanism of | |
Unique Value | |
action | |
Proposition |
PROOF POINTS
T-win® platform with a dual mechanism of action
-
Targets both
the tumor and the immuno- suppressive cells in the TME - Enhanced activity
by modulating the TME and creating a more pro-inflammatoryenvironment
Multi-dimensional level
- Potential to broad application to different cancer indications
-
Advances
the oncology treatment paradigm
- Responses across patient subgroups BRAF mutation, PD-L1status, LDH.
Time to treatment
Off-the-shelf
therapeutic cancer
vaccines
PROOF POINTS
Minimized time to treatment
- Preparation and administration designed as readily available off-theshelf vaccine providing immediate treatment
*HCPs = healthcare professionals | Non-confidential Overview | 9 |
Sources: Munir et al. 2012; Munir et al. 2013; Ahmad et al. 2014 ;Andersen 2019 ; Kjeldsen et al, 2021 |
UNIQUE VALUE PROPOSITION | Preliminary physician feedback from market research highlights the potential of IO Biotech's vaccine IO102-IO103
(if) the ORR is superior to ipi + nivo, this product will become the new standard of care
I would probably use this for all my patients regardless of BRAF or PD-L1status
- US KOL | - US KOL |
Encouraging that there are no trade-offsbetween AEs and efficacy
- KOL
Excited to help more patients and see how benefit would be in long term
- KOL
It can be broadly expanded to a larger subset of patients and deliver great efficacy
- KOL
Source: Physician market research , Q4 2023 ; Brainsurgery and IO Biotech (2023); reactions to Ph1/2 data and target product profile | Non-confidential Overview | 10 |
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Disclaimer
IO Biotech Inc. published this content on 16 April 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 17 April 2024 11:09:04 UTC.
