Science-Based Innovation-Focused ADC Company Investor Presentation July 2020
Forward-Looking Statements This presentation, in addition to historical information, contains certain forward- looking statements made pursuant to the Private Securities Litigation Reform Act of 1995. Such statements may involve significant risks and uncertainties, and actual results could differ materially from those expressed or implied herein. Factors that could cause such differences include, but are not limited to, new product development (including clinical trials outcome and regulatory requirements /actions); competitive risks to marketed products; forecasts of future operating results; availability of required financing and other sources of funds on acceptable terms, if at all; as well as those discussed in the Company's filings with the Securities and Exchange Commission. 2
Seasoned Leadership Team to Drive Growth Dr. Behzad Aghazadeh Usama Malik Dr. Loretta Itri Brendan Delaney EXECUTIVE CHAIRMAN CHIEF FINANCIAL OFFICER CHIEF MEDICAL OFFICER CHIEF COMMERCIAL OFFICER CHIEF BUSINESS OFFICER Bryan Ball John Stubenrauch Kurt Andrews Jared Freedberg CHIEF QUALITY OFFICER SVP, GLOBAL HEAD CHIEF HUMAN GENERAL COUNSEL OF MANUFACTURING RESOURCES OFFICER SECRETARY 3
TRODELVY – First ADC Approved Specifically for mTNBC TRODELVY is a Trop-2-directed antibody-drug conjugate indicated for the treatment of adult patients with metastatic triple-negative breast cancer (mTNBC) who have received at least two prior therapies for metastatic disease 4
TRODELVY Prescribing Information Highlights Safety (N=108) Efficacy (N=108) ✓ Most Common AEs ( ≥ 25%): nausea, neutropenia, diarrhea, ✓ 33.3% (95% CI: 24.6, 43.1) ORR fatigue, anemia, vomiting, alopecia, constipation, rash, 3 CRs & 33 PRs decreased appetite and abdominal pain ✓ 7.7 month (95% CI: 4.9, 10.8) median DoR ✓ Most Common Grade 3/4 AEs (>5%): neutropenia, WBC decreased, anemia, hypophosphatemia, diarrhea, fatigue, ✓ 56% with DOR > 6 months nausea and vomiting ✓ 5.1 month median treatment duration ✓ 2% discontinued due to AEs: anaphylaxis, anorexia/fatigue, (range: 0-51) and headache ✓ Neutropenia was manageable with routine supportive care; none of the 108 mTNBC patients discontinued treatment due to neutropenia ✓ Grade 3/4 diarrhea was infrequent (9%) and manageable; none of the 108 mTNBC patients discontinued treatment due to diarrhea ✓ No severe neuropathy 5
Executing a Strong Commercial Strategy 1. Establish TRODELVY as a standard of care for 3 rd -line mTNBC • Drive rapid awareness & adoption through product education Strategic 2. Optimize positive early clinical experience Goals Imperatives • Minimize barriers, set clear expectations, educate on adverse event management 3. Become a recognized leader in TNBC • Build strong scientific and development partnerships 6
Robust Commercial Infrastructure to Promote Brand Awareness and Adoption • Sales team in place, trained and enabled throughout COVID-19 Commercial 1 • Marketing, market access and commercial operations teams in Infrastructure place • 30-60-90 day territory call routing plans in place 2 Initial Targets • Expanded marketing mix will drive awareness at launch • High unmet need 3 Reimbursement • Targeted patient population • Highly differentiated benefit:risk profile • Product shipped within days of approval 4 Manufacturing • End-to-end supply chain in place • Additional supply-chain sourcing underway 7
Comprehensive Promotional Programs are Driving Brand Awareness Trodelvy.com KOL National Website Broadcasts ❑ Trodelvy.com with SEO campaign live on Day 1 within hours of approval ❑ Robust Non-Personal Promotion campaign launched within hours of approval Speaker Bureau Patient ❑ Top 50 KOL outreach completed on Day 1 Trained HUB ❑ Registration open for KOL National broadcasts to be held at the end of May ❑ Speaker bureau trained & ready to educate Patient Broad HCP NPP Education with TRODELVY promotional programs campaign campaign 8
Customer-Facing Personnel Deployed on Day 1 Oncology ✓ Experienced oncology sales team with Sales territory plans in place to see 90% of key Reps targets within the first six weeks of launch Clinical Regional Nurse Marketers ✓ Clinical Nurse Educators will ensure Educators appropriate patient management ✓ National Account Managers continue to educate payers on the TRODELVY value Medical proposition Field Science Reimbursement ✓ Field Reimbursement Managers on call to Liaisons Managers educate on Trodelvy Access Solutions and answer question on patient access issues National Account Managers 9
Comprehensive Plan to Maximize Patient Access Hours of Operation: 8 a.m. to 6 p.m. CST Phone: 1-844-TRODELVY FAX: (833) 851-4344 Case Managers and Staff Pharmacists on call to provide patient support DISTRIBUTION PATIENT ACCESS REIMBURSEMENT ✓ Third-Party Logistics Provider ✓ Patient Assistance Program (PAP) ✓ Benefits Investigation ✓ Insurance Authorization ✓ Co-Pay/Co-Insurance Assistance ✓ Specialty Distributor Network ✓ Standard Appeal Assistance-PA ✓ Independent Foundation Referral ✓ Specialty Pharmacy Denials ✓ AE and PC Triage ✓ Sonexus Pharmacy Services ✓ Claim Assistance & Appeals 10
Transforming the Treatment Paradigm for Complex Cancers
Company Transformed in Less Than Three Years 5 24 27 ~1,000 Pivotal Global Scientific Approved Patients on Trials publications & Investigator TRODELVY presentations Initiated Trials Trials Global Partnerships FTE doubled in size Field Base, 3 3 3 67 384 Commercial Manufacturing Clinical FTE Office, 317 12
A Powerful Differentiated ADC Platform: Three Key Advantages 1. Payload – Validated & Well 2. Novel Linker Tolerated • Hydrolyzable linker for payload • ADC platform uses SN-38 as release payload of choice • Allows for intra- and extra-cellular • SN-38 kills cancer cells by (bystander effect) killing of tumor damaging DNA cells 3. Antibody – Highly Tumor Specific • hRS7 in TRODELVY targets Trop-2 in multiple solid tumor indications • Other pipeline assets: labetuzumab govitecan targets CEACAM5, IMMU-140 targets HLA-DR 13
Multiple TRODELVY Programs to Address Unmet Needs in Trop-2-Expressing Cancers Indication Designation Phase 1 Phase 2 Phase 3 Approval Partner mTNBC (3L+) TRODELVY TM Met 1 o and key 2 o endpoints mTNBC (3L) ASCENT HR+/HER2‒ mBC TROPiCS-02 mTNBC (1L) / mUC / mNSCLC (+ Tecentriq) MORPHEUS mTNBC / mUC / Ovarian (+ Rubraca) SEASTAR Urothelial (3L) TROPHY U-01 Cohort 1 Enrollment Completed Urothelial (3L) (Pending FDA Discussion) mNSCLC / H&N / Endometrial (Trop-2-enriched) TROPiCS-03 14
Diverse Registration-Oriented & Signal-Seeking Investigator- Initiated Trials to Explore Effectiveness of TRODELVY Indication Designation Phase 1 Phase 2 Phase 3 Sponsor HER2‒ BC (post -neoadjuvant) German Breast Group SASCIA Dana Farber Cancer mTNBC, PD- L1‒ (1L) (+ Keytruda) Institute Dana Farber Cancer HR+/HER2‒ mBC, PD -L1+ (+ Keytruda) Institute Massachusetts General TNBC (neoadjuvant) NeoSTAR Hospital Massachusetts General mTNBC (2L) (+ Talzenna) Hospital Yale University Endometrial Cancer (Persistent or Recurrent) U of Wisconsin & PCCTC Metastatic Prostate Cancer (2L) UT Health at San Antonio Breast Brain Metastasis and Glioblastoma 15
Multi-Line Strategy to Establish TRODELVY as SoC in TNBC Stage 1, 2 and 3 (resectable) Neo/Adjuvant (24- 26k Pts) Phase 3 SASCIA Stage 3 locally advanced (unresectable), Stage 4 metastatic 1 st Line (10-11k Pts) Phase 1b/2 MORPHEUS 2 nd Line (9-10k Pts) Phase 1/2 SEASTAR 3 rd Line+ Phase 3 ASCENT (8-9k Pts) 16
Highly Differentiated Therapy for mTNBC Treatment Line • mTNBC patients with at least 2 prior treatments in the metastatic setting The Unmet Need • Low response rates, short response duration and significant side effects with currently available therapies • Patients with pre-existing peripheral neuropathy or cardiac impairment may only have supportive care options Market Size • U.S. ~8k patients • EU5, Japan ~14k patients Status • FDA granted accelerated approval in 3L-mTNBC • Confirmatory ASCENT study met 1 o and key 2 o endpoints 17
Phase 3 ASCENT Study Confirmed Compelling Safety and Efficacy Profile of TRODELVY Study Met Primary and Key Secondary Endpoints Indication Twin Arm Study Endpoint mTNBC TRODELVY Continue treatment 10 mg/kg IV ≥2 prior treatments until progression day 1 & 8, every 21 days OR N = 529 1 therapy for advanced Primary Endpoint Brian disease who also • PFS (brain mets-neg) Traditional chemotherapy mets+ progressed within 12 treatment of capped Secondary Endpoint months of (neo)adjuvant physicians’ choice* at 15% • OS, ORR, DoR therapy * Eribulin, gemcitabine, capecitabine & vinorelbine National Institutes of Health. https://clinicaltrials.gov/ct2/show/NCT02574455 18
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