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Agenus (AGEN) investor relations material

Agenus H.C. Wainwright 27th Annual Global Investment Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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H.C. Wainwright 27th Annual Global Investment Conference summary9 Sep, 2025

Key scientific and clinical insights

  • Botensilimab is a next-generation Fc-enhanced CTLA-4 inhibitor with mutations that improve immune activation and reduce immunosuppression compared to first-generation agents.

  • The drug shows efficacy in cold tumors, such as MSS colorectal and pancreatic cancers, by increasing immune infiltration and depleting T-regs.

  • An additional mutation reduces complement binding, leading to lower rates of immune-mediated adverse events like hypophysitis.

Clinical development and trial updates

  • There are 35 active investigator-initiated studies across a wide range of tumor types and disease stages.

  • In refractory MSS colorectal cancer, median overall survival is around 20 months, with a 20% response rate and 24-month survival exceeding 40%.

  • The Batman phase 3 trial will enroll 834 patients, comparing BOT-BELL to best supportive care, with FDA agreement on design and endpoints.

  • The trial includes both liver and non-liver metastasis patients, with analyses planned for both subgroups.

Market opportunity and commercialization plans

  • The fourth-line MSS colorectal cancer market in the U.S. is about 10,000 patients, representing a significant opportunity.

  • Commercialization discussions are ongoing, with potential for global or regional partnerships, but internal launch capability is also established.

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Frequently asked questions

Agenus Inc. is a biotechnology company focused on the discovery and development of immunotherapies for cancer and other diseases. The company specializes in antibody-based therapies, including immune checkpoint inhibitors and personalized cancer vaccines. Agenus leverages its proprietary research platforms to develop novel treatments that enhance the body's immune response against tumors. Agenus Inc. is headquartered in Lexington, Massachusetts, and its shares are listed on the NASDAQ.

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