Compugen (CGEN) Corporate presentation summary

Vision and strategy

• Aims to transform patient lives by developing first-in-class therapeutics using a proprietary computational discovery platform.

• Focuses on novel immuno-oncology antibodies targeting high-value, unmet needs in cancer therapy.

• Maintains a rich pipeline with multiple assets and significant partnering opportunities.

• Strategic collaborations with leading pharma companies, including AstraZeneca and Gilead, reinforce value and accelerate development.

• Cash balance of ~$92.3M as of June 30, 2024, with expected runway into 2027, including milestone payments.

Pipeline highlights

• COM701: Potential first-in-class anti-PVRIG antibody, most advanced in its class, showing clinical benefit in tumors resistant to immunotherapy.

• COM902: Potential best-in-class anti-TIGIT antibody, higher affinity and reduced Fc function, avoids depletion of CD8+ T cells.

• Rilvegostomig: AstraZeneca's next-gen PD-1/TIGIT bispecific, TIGIT component derived from COM902, with >$5B peak year revenue target.

• COM503: Potential first-in-class anti-IL-18BP antibody, licensed to Gilead, up to $848M deal value, with Compugen responsible for early development.

• Early-stage programs and undisclosed assets provide additional growth and partnership potential.

Clinical and preclinical data

• COM701 demonstrated partial and complete responses in platinum-resistant ovarian cancer, endometrial, breast, and colorectal cancers, including in immune "desert" tumors.

• Combination regimens (COM701 + nivolumab ± anti-TIGIT) increased response rates and duration in heavily pretreated ovarian cancer patients.

• COM902 monotherapy showed a favorable safety profile and 50% disease control rate in solid tumors.

• COM503 restored NK and TIL activity in human assays and showed monotherapy activity in multiple murine tumor models.

• Anti-IL-18BP antibody demonstrated a better therapeutic window than recombinant cytokines in preclinical studies.