Immuneering (IMRX) 25th Annual Needham Virtual Healthcare Conference summary

Key clinical results and mechanisms

• Reported nearly double the expected 12-month overall survival in first-line pancreatic cancer, with 64% OS at 12 months compared to 35% for standard of care.

• Atebimetinib operates via three mechanisms: durable tumor shrinkage, preservation of body mass, and minimized side effects.

• 84% of evaluable patients in phase II maintained or gained weight, counteracting cachexia.

• Excellent tolerability profile, with adverse events mainly attributed to chemotherapy, not the investigational drug.

• Phase II results were robust even in an older patient population (median age 69).

Deep Cyclic Inhibition and differentiation

• Deep Cyclic Inhibition uses intense, daily pulses of inhibition, allowing sensitive and resistant tumor cells to compete, delaying resistance.

• This approach contrasts with chronic inhibition, which quickly selects for resistant cells.

• The pulsatile dosing spares healthy cells, improving tolerability and supporting quality of life.

• Literature supports that maintaining body mass and performance status directly improves survival.

• The drug’s three mechanisms are believed to uniquely support survival compared to single-mechanism therapies.

Competitive landscape and trial updates

• Atebimetinib compared favorably to Revolution Medicines’ asset, with higher tolerability and similar efficacy in cross-trial comparisons.

• Calls for more transparency from competitors regarding survival and baseline data.

• Upcoming survival update in the first half of the year will include data from an expanded cohort of over 50 patients.

• Phase III MAPKeeper-301 trial is a global, randomized study with OS as the primary endpoint, targeting over 500 patients.

• First patient dosing in phase III is guided for mid-year, with top-line OS readout expected about two years later.