Immunome (IMNM) H.C. Wainwright 28th Annual Global Investment Conference summary

Pipeline overview and portfolio strategy

• Focus on developing targeted therapies for cancer, with a robust pipeline of at least 10 novel ADCs and one radioligand in development.

• Strategic acquisition of varegacestat, a gamma secretase inhibitor, based on strong phase II and III data, with regulatory filing completed and a PDUFA date set.

• Emphasis on building a strong medical affairs team to engage with doctors and support product launches, prioritizing this over early sales hiring.

• Plans to launch varegacestat globally, aiming to address significant unmet needs in desmoid tumor treatment.

Varegacestat clinical insights and market approach

• Desmoid tumors are chronic, painful, and non-lethal, with 1,650 new US cases annually and 11,000 prevalent cases; many patients are managed with watch-and-wait or minimally effective therapies.

• Phase III trial showed an average treatment duration of 20 months, with real-world use expected to be around 16 months.

• Retreatment studies are underway to address physician interest in re-dosing after initial therapy.

• Rapid pain relief and tumor reduction observed, with most patients experiencing significant benefit within weeks to months.

• A once-daily single pill formulation is in development, expected to be available soon after approval.

ADC pipeline and ROR1 program

• ROR1 is targeted due to its expression in both liquid and solid tumors; a validated diagnostic tool is being finalized to enable precise patient selection for solid tumors.

• Previous ROR1 programs failed due to lack of diagnostic tools, suboptimal payloads, and outdated ADC technology; current approach uses a novel, rapidly internalizing antibody and modern payload.

• Early clinical focus is on heavily pre-treated liquid tumor patients, aiming for a differentiated response rate and durability.

• Plans to present data at ASH, with the goal of achieving breakthrough designation and advancing to larger, pivotal studies.