Compugen (CGEN) Investor presentation summary

Vision and platform

• Aims to transform patient lives by developing first-in-class therapeutics using an AI/ML-powered computational target discovery platform, Unigen™.

• Integrates computational capabilities with immuno-oncology drug development for rapid target validation and novel biomarker discovery.

• Proprietary platform enables hypothesis generation, multi-omics analysis, and deep learning for target identification.

Clinical pipeline and partnerships

• Focuses on novel immuno-oncology antibodies, including COM701 (anti-PVRIG), COM902 (anti-TIGIT), and GS-0321 (anti-IL-18BP).

• Rich clinical pipeline with validating partnerships, including AstraZeneca and Gilead, with over $1bn in milestones plus royalties.

• Rilvegostomig, a PD-1/TIGIT bispecific antibody (TIGIT component from COM902), is in Phase 3 with AstraZeneca, targeting >$5bn peak year revenue.

• GS-0321 is licensed to Gilead, with up to $848M deal value and Compugen responsible for preclinical and Phase 1 development.

• Cash balance of $93.9M as of June 30, 2025, with expected runway into 2027.

COM701: Clinical data and rationale

• COM701, a potential first-in-class anti-PVRIG antibody, shows clinical benefit in hard-to-treat platinum-resistant ovarian cancer, including durable responses and immune modulation.

• Demonstrated activity as monotherapy and in combination, with ORR up to 20% and DCR up to 46% in heavily pretreated patients.

• Safety profile consistent with approved anti-PD-(L)1s, with most adverse events being grade 1/2 and low discontinuation rates.

• Strong biological rationale for targeting PVRIG in ovarian cancer due to high pathway expression and unique immune cell targeting.

• Advancing to platinum-sensitive ovarian cancer in an adaptive platform trial, with first patient dosed projected for July 2025.