Imugene (IMU) NWR Virtual Healthcare Conference summary

Key presentations and announcements

• Highlighted upcoming investment panel and Biotech Summit, emphasizing sector engagement opportunities.

• Introduced three prioritized immunotherapy platforms: allogeneic CAR T, CF33 oncolytic virus, and onCARlytics, all in clinical development.

• Noted market cap of AUD 261 million and pro forma cash of AUD 65.4 million as of late 2024.

• Announced recent ASX filing and FDA Fast Track and Orphan Status for key programs, enabling priority review and benefits.

• Emphasized ongoing and potential partnerships, with active engagement at major industry conferences.

Clinical and scientific updates

• Allogeneic CAR T therapy (Azer-cel) showed 4 of 7 patients with complete response, some maintaining durability for nearly a year.

• Oncolytic virus CF33 demonstrated disease stability in nearly half of 40+ solid tumor patients, with one complete response lasting over two years.

• onCARlytics platform aims to bring high blood cancer response rates to solid tumors by flagging them for CD19-directed therapies.

• Fast Track designation for Azer-cel supports ongoing FDA dialogue and potential registrational studies.

• Enrollment for DLBCL studies is slow due to patient rarity, but new Australian sites are expected to accelerate recruitment.

Strategic and operational outlook

• Data readouts for key programs expected over the next 12 months, with focus on registrational study opportunities.

• Decision on indication prioritization for VAXINIA and onCARlytics ongoing, targeting areas with highest benefit and regulatory potential.

• Board regularly reviews share consolidation to maximize shareholder value.

• Allogeneic CAR T positioned as a solution for patients failing autologous CAR T, with industry momentum and recent deals signaling renewed interest.

• Leadership team includes recent CFO addition with proven track record in drug approval and commercialization.