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Transgene (TNG) investor relations material

Transgene Status update summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Status update summary29 Jun, 2026

Program updates and clinical progress

  • TG4050, targeting head and neck cancer, completed Phase 1 with 100% 2-year DFS and is in Phase 2, with efficacy data expected by Q1 2028 and first immunogenicity data in H2 2026.

  • TG4070, for non-small cell lung cancer, is entering a randomized Phase 1 trial in combination with nivolumab, focusing on high-risk post-surgery patients, with patient screening beginning soon.

  • Both TG4050 and TG4070 leverage individualized neoantigen selection, with TG4050 using NEC’s tool and TG4070 using the in-house SNIPER platform.

  • The myvacⓇ platform integrates AI, bioengineering, and digital transformation for precision oncology, supporting expansion into additional tumor types.

  • The platform is funded until early 2028, supporting ongoing and future clinical development.

Technology and manufacturing advancements

  • Transition from chicken embryo fibroblast to scalable, automatable cell line-based manufacturing improves efficiency, scalability, and reduces turnaround time.

  • Two GMP manufacturing facilities, including a CDMO, provide flexibility and capacity for individualized vaccine production.

  • SNIPER and VacDesignR® are proprietary AI tools for neoantigen identification and vector design, streamlining vaccine development.

  • Cell line-based MVA platform is being leveraged for next-generation Monkeypox and Smallpox vaccines, with preclinical data showing efficacy and safety comparable to approved vaccines.

  • Plans are in place to use cell-line manufacturing for future TG4050 trials.

Clinical trial design and differentiation

  • TG4070 Phase 1 will randomize 30 patients post-surgery to receive nivolumab alone or with TG4070, focusing on those without complete pathological response.

  • The perioperative approach in TG4070 integrates neoadjuvant and adjuvant components, differentiating it from other vaccine trials.

  • The myvac platform is differentiated by its viral vector approach compared to mRNA, DNA, or peptide-based competitors.

  • No specific biomarkers have been identified for TG4070; patient selection is based on pathological response.

  • The SNIPER platform has been benchmarked against industry standards and ranks among top performers.

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H1 202624 Sep, 2026
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