TScan Therapeutics (TCRX) investor relations material

Clinical program updates

• Lead program in heme malignancies targets AML and MDS patients post-allogeneic transplant, aiming to reduce relapse rates; pivotal trial to launch in Q2 next year.

• Updated ASH data show 82% relapse-free rate with TSC-101 vs. 64% in controls, with durable responses and evidence of efficacy upon retreatment.

• All treated patients achieved MRD negativity and complete donor chimerism, supporting strong clinical activity.

• FDA alignment led to a pivotal trial design with an internal, biologically assigned control arm and a requirement to treat five more patients at the high dose before launch.

• Commercial-ready manufacturing process reduces cost and time (from 17 to 12 days) and supports fixed dosing, expected to improve product quality and scalability.

Market opportunity and strategic direction

• Addressable US market for TSC-101 is about 2,000 patients annually, with an anticipated market size over $1 billion.

• Plan to expand the heme program to cover up to 80% of US and European patients by adding TCRs for additional HLA types.

• Cash runway extended into the second half of 2027 following a reduction in force and program restructuring.

Solid tumor and autoimmunity pipeline

• Solid tumor program pivoted from ex vivo to in vivo T cell engineering, aiming for an off-the-shelf approach due to challenges with autologous therapies.

• Phase I Plexi-T data in solid tumors to be reported in Q1 next year, informing the next-gen in vivo platform.

• Autoimmunity efforts focus on target discovery in diseases like ankylosing spondylitis, scleroderma, bird shot uveitis, and ulcerative colitis, with a partnership in Crohn's disease.

• Platform enables rapid identification of T cell targets, supporting more precise therapies for autoimmune diseases.