TScan Therapeutics (TCRX) Morgan Stanley 22nd Annual Global Healthcare Conference summary

Platform overview and technology

• Developed a proprietary platform (TargetScan and ReceptorScan) for high-throughput TCR target discovery and selection, enabling identification of optimal TCRs for both solid and liquid tumors.

• Manufacturing uses a virus-free, transposon-based system (T-Integrate) for lower cost, faster development, and greater genetic payload, with in-house GMP capabilities.

• Enhanced T cell products include additional genes (e.g., CD8, dominant-negative TGF-beta receptor) to improve efficacy.

Liquid tumor program (TSC-100, TSC-101)

• Focused on AML, MDS, and certain ALL patients post-transplant, addressing a population with high unmet need due to poor outcomes after relapse.

• TCRs for TSC-100 and TSC-101 were identified using ReceptorScan, targeting well-known antigens HA-1 and HA-2.

• Addressable population estimated at 6,000 patients annually in the US and Europe.

• Clinical data show no additional safety concerns and strong efficacy: all treated patients (n=8) remained disease-free with no relapses, compared to relapses and deaths in the control arm.

• Planning pivotal trial discussions with the FDA, aiming for a launch in the second half of next year, with relapse-free survival as the likely primary endpoint.

Solid tumor program and ImmunoBank strategy

• Developed an ImmunoBank of high-affinity TCRs for multiplex therapy, addressing tumor heterogeneity and HLA loss.

• Phase I trial includes six TCRs, tested first as single agents, then in combinations (multiplex) once safety is established.

• Multiplex therapy aims to improve depth and durability of response, especially in heterogeneous cancers like lung and head and neck.

• Manufacturing and turnaround time for multiplex therapy is similar to singleplex, with a target of two to three weeks from apheresis to product delivery.

• First mature multiplex data expected next year, with the goal to demonstrate platform proof in solid tumors.