Immunome (IMNM) Corporate presentation summary

Strategic vision and pipeline advancement

• Aims to become a premier targeted oncology company, focusing on delivering breakthroughs in oncology with a robust pipeline of antibody-drug conjugates (ADCs) and radioligand therapies.

• Varegacestat, an oral gamma secretase inhibitor, is positioned as a potential best-in-class treatment for desmoid tumors, with NDA submitted in April 2026 and a PDUFA date set for April 28, 2027.

• Multiple ADCs leveraging proprietary HC74 TOP1i payload are in dose escalation, with activity observed at several dose levels for IM-1021 (ROR1 ADC).

• Pipeline includes first-in-class solid tumor ADCs and FAP-targeted radioligand therapy, with several INDs and first patient dosing milestones anticipated in 2026.

• Cash runway is expected to extend into 2028, supporting ongoing and future clinical development.

Varegacestat clinical results and market positioning

• Phase 3 study met primary and all key secondary endpoints, showing an 84% reduction in risk of progression or death versus placebo (HR 0.16, p<0.0001).

• Demonstrated a 56% objective response rate and an 83% median best tumor volume reduction, with robust antitumor activity compared to placebo.

• Statistically and clinically significant reduction in worst pain intensity at week 12, with benefits observed as early as week 4.

• Generally well-tolerated safety profile, with most adverse events being grade 1 or 2 and no deaths reported.

• Launch strategy targets establishing varegacestat as the standard of care for desmoid tumors, focusing on patient initiation, adherence, and expanding reach through treatment centers.

ADC platform and technological differentiation

• Proprietary HC74 TOP1i payload designed to overcome resistance and improve therapeutic index, with superior bystander effect and low efflux potential compared to existing technologies.

• HC74 ADCs show activity in models refractory to other TOP1i agents and demonstrate durable responses in heterogeneous tumor models.

• ADC strategy prioritizes novel targets with compelling tumor biology and no approved ADCs, supported by high-throughput conjugation and screening capabilities.

• IM-1021 (ROR1 ADC) and IM-1617 (solid tumor ADC) show promising preclinical and early clinical activity, with ongoing dose escalation and expansion into multiple indications.