Transgene (TNG) Investor presentation summary

Strategic focus and platform overview

• Specializes in individualized neoantigen therapeutic vaccines (INTVs) for early-stage solid tumors, leveraging the myvac® platform and advanced AI-driven neoantigen prediction tools.

• Lead assets TG4050 (HNSCC) and TG4070 (NSCLC) are in clinical development, with TG4050 showing 100% 3-year disease-free survival in Phase 1.

• Manufacturing capabilities are scalable, transitioning from chicken embryo fibroblast to cell line-based processes for broader, faster deployment.

• The company is funded until early 2028 and aims to expand indications and attract pharmaceutical partners.

Clinical pipeline and data highlights

• TG4050 demonstrated 100% disease-free survival at 2 and 3+ years in Phase 1 for resected HNSCC, with robust, durable immune responses and a favorable safety profile.

• Phase 2 for TG4050 is ongoing, with preliminary immunogenicity data expected in H2 2026 and efficacy data by Q1 2028.

• TG4070 is in Phase 1 for resected NSCLC, targeting patients at high risk of relapse post-neoadjuvant chemo-immunotherapy, in combination with nivolumab.

• Proprietary AI tools (VacDesignR®, SNIPER) optimize neoantigen selection and vaccine design, supporting individualized therapy.

Market opportunity and competitive positioning

• myvac® platform targets multi-billion dollar markets in early-stage HNSCC and NSCLC, with potential expansion to other solid tumors.

• Market size for HNSCC and NSCLC exceeds $9 billion annually across EU, US, and Japan.

• Positioned at the intersection of immune checkpoint inhibitors and CAR-T therapies, with few competitors in the individualized vaccine space.

• Additional upside from a novel MVA-based prophylactic vaccine (TG-MVA) for mpox/smallpox, addressing public health and biosecurity needs.