癌癥疫苗行業(yè)概況（2022年1季度）-Cancer Vaccine Industry

CancerVaccine

Industry

LandscapeOverview

Q12022

Pseudo-coloredscanningelectronmicrographofacancercellbeingattackedbytwoimmunecells.

www.deep-pharma.tech

info@deep-pharma.tech

AntigenicEssencePlatform

40

KeyPlayers

45

SWOTAnalysis

46

OncolyticVirusesPlatform

47

KeyPlayers

51

SWOTAnalysis

55

CancerVaccinesDeliverySystems

56

KeyPlayers

60

KeyTakeawaysandGeneralConclusions

66

Appendix:ListofEntities

70

OverviewofProprietaryAnalyticsbyDeepPharmaIntelligence

84

Disclaimer

90

TableofContents

IntroductionandMindmaps

3

LevelofCancerVaccineInnovationof30LeadingCompaniesinDrugDiscoverySector

8

NeoantigenPlatform

13

KeyPlayers

18

SWOTAnalysis

22

Tumor-AssociatedAntigensPlatform

23

KeyPlayers

27

SWOTAnalysis

30

CellularPlatform

31

KeyPlayers

36

SWOTAnalysis

39

AntigenicEssence

Neoantigens

Themostpowerfulweaponhiddeninsidethehostimmunesystem.Cancerimmunesystembutaimmunitybackagainst

That’stheveryaimof

hostimmunitycellsto

Therearemultipleplatformsvaccines,inthisreportplatforms,whichservecreation.

Someofthesecancerevolveoutofeachotherdistinguishablefeaturessuggestedclassi?cation.

Cancer

Vaccine

Platforms

Cellular

Tumor-

Associated

Antigens

OncolyticViruses

Intro:WhatisaCancerVaccine?

againstmalignanciescanbehumanbodyanditiscalledmechanismsusuallytrickour

propertherapycanturnourthetumor.

cancervaccination—toactivatedestroythetumourcells.

developedtoobtaincancerwearegoingtodiscuss5ofsuchasabasementforvaccines

vaccineplatformsoverlapandwhilestillhavesomeuniquewhichwasareasonfor

DeepPharmaIntelligence

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4

DeepPharmaIntelligence

Sequencingtechnologies

Faster,cheaper&moreoptimized

Bioinformatic

datatreatment

Cancervaccinesmarketsizegrowth2021-2022

$10.07billion

$4.72billion

Noveladjuvanttechnology

Advanced

deliverysystems

Biologicallyadvancedtechnologies

CancerVaccineIndustry

At?rst,cancervaccinesdidn’tsucceed:theenthusiasmandinteresttowardsthistechnologydroppedafterseeingthehighlevelofadverseeffectsversuslowe?cacy.

However,withthedevelopmentofsequencingtechnologies,innovativedeliverysystems,bioinformaticdatatreatmentstrategiesandvaccineadjuvants—cancervaccineshavemoreandmoreprominentchancestobecomedeeplyintegratedintothemarket.

In2021themarketsizeofcancervaccineswasestimatedas4.72billionUS$anditisexpectedtoreach10.07billionUS$in2022.

Consideringthistendency,itisreasonabletosaythatcancervaccinesstartformingaseparatebranchofindustry.

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DeepPharmaIntelligence

cytotoxic

CD8+

T-cells

Wefoundoutthatthetumourlysatescanactivatetheimmuneresponsetocancer

WetargetedcytotoxicCD8+T-cellstokillthecancercells

Off-tumoreffectsbecameaseverereasonforthedamagesoscientistsareworkingtodecreasethem

WeneedtoengagebothCD8+andmemoryCD4+T-cellstoprolongatetheeffect

Intro:WhereisCancerVaccinationRightNow?

Welearnthowtotargettumorsthroughtheiruniquemutations-neoantigens

Topreventчtumourescapeweneedtotargetmultipleantigensonthetumourcell

Arti?cialVectors

andImmuneCells

CancerVaccinesand

CellImmunotherapies

byDeliveryForm

DNA

Companies

RNA

Investors

ViralVectors

Companies-130Investors-360

CAR-T

CancerVaccineCompaniesLandscape

Peptidesand

Proteins

DendriticCells

Companies-115Investors-250

Tumor-associatedantigens

Companies

Investors

CancerVaccines

byAntigenType

Whole-cellantigens

CancerVaccineCompaniesLandscape

Tumor-speci?c

antigens

ClassicApproach

1

AgenusInc.(NASDAQ:AGEN)

Biobohemia

2

AstraZeneca(NSE:ASTRAZEN)

AiVitaBiomedical

3

BioNTech(NASDAQ:BNTX)

Gradalis

4

CureVac(NASDAQ:CVAC)

EditasMedicine

5

Vaccitech

GenoceaBiosciences(NASDAQ:GNCA)

6

GritstoneOncology(NASDAQ:GRTS)

EnochianBiosciences(NASDAQ:ENOB)

7

HeatBiologics(NASDAQ:HTBX)

ImmunomicTherapeutics

8

InovioPharmaceuticals(NASDAQ:INO)

NexImmune(NASDAQ:NEXI)

9

OxfordVacmedix

GlaxoSmithKline(NYSE:GSK)

10

IOBiotech

ModernaTherapeutics(NASDAQ:MRNA)

11

NorthwestBiotherapeutics(OTC:NWBO)

ScancellHoldings(LSE:SCLP)

12

OncoPep

SorrentoTherapeutics(NASDAQ:SRNE)

13

GileadSciences

IonisPharma(NASDAQ:IONS)

14

PsiOxusTherapeutics

RubiusTherapeutics(NASDAQ:RUBY)

15

NykodeTherapeutics

ArrowheadPharmaceuticals(NASDAQ:ARWR)

LevelofCancerVaccineInnovationof30LeadingCompaniesinDrugDiscoverySector

InnovativeApproach

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

Methodology:databasecreationfollowedbythedetailedanalysisofeveryindividualusecasebythequantitativeandqualitativefeaturessuchas:cancervaccinecategory;complexityanddevelopmentpossibilitiesofthetechnology;numberofsimilarproductsonthemarket/developmentpipelines;noveltyoftheproduct;addressmentoftheunmetneedsetc.

DeepPharmaIntelligence

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8

9

DeepPharmaIntelligence

ComparisonofTop-30LeadingDrugDiscoveryCompaniesExpertiseinCancerVaccinesR&D

Cancervaccinesdevelopmentshiftedintothedirectionofmorespeci?ctumortargetingduetoneoantigenplatform.Still,thetremendousmajorityofsuchneoantigenvaccinesdon’tovercometheproblemoftumorescapemutationsandtheheterogeneityofcancercells.

Onlyrestrictednumberofinnovativeplatformstrytofaceandsolvebothissuesofhighlyspeci?ctumortargetingandescapemutationsprevention.Theyapplynewapproachesonalreadydevelopedplatforms(suchaswhole-cell,neoantigen,TAA)orinitializenewplatform(antigenicessence).

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DeepPharmaIntelligence

ExpertiseinDrugDiscovery

Clinicalpipeline(phase3)

Clinicalpipeline(phase1-2)

ValidatedR&DUsecasesandpreclinicalpipeline

ComparisonofTop-30LeadingDrugDiscoveryCompaniesExpertiseinCancerVaccinesR&D

Mildlyspeci?cbutcanaddresstumorheterogeneity

Highlyspeci?cbutnoorlimitedheterogeneity

addressed

Highlyspeci?cand

addressestumor

heterogeneity

Tumortargetinge?ciency

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DeepPharmaIntelligence

ComparisonofTop-30LeadingDrugDiscoveryCompaniesExpertiseinCancerVaccinesR&D

Cancervaccineleadersbelongbothtobigpharmacompanieswithmultipledirectionsandtofast-growingstart-upswhicharemoreorientedoncancervaccinedevelopmentonly.

SuchbigpharmacompaniesmostlykeepupwithmainstreamapproacheslikeneoantigensintheformofmRNAvaccines(ModernaTherapeuticsandBioNTech)andraisefundingfromvarioussources.

Atthesametimethereisadrasticgrowthexperiencedbycompanieswhoapplymoreinnovativeapproaches.AccordingtothestudyofTOP-15cancervaccinecompanieswithinnovativeapproachatthemomentofQ22021theyalreadyraisedroughlytwiceasmuchasduringthewhole2020($850millionand$484millioncorrespondingly).

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DeepPharmaIntelligence

LevelofCapitalRaised

Above$250M

$50M--$250M

$1M--$50M

ComparisonofTop-25LeadingDrugDiscoveryCompaniesExpertiseinCancerVaccinesR&D

Mildlyspeci?cbutcanaddresstumorheterogeneity

Highlyspeci?cbutnoorlimitedheterogeneity

addressed

Highlyspeci?cand

addressestumor

heterogeneity

Tumortargetinge?ciency

NeoantigenPlatform

DEEP

PHARMA

INTELLIGENCE

DNAsequencing-?rststageforneoantigensidenti?cation

Neoantigens

Private

Shared

Uniquetomostneoantigensandcompletelydifferentfrompatienttopatient

Personalizedneoantigenpreparationdrugcanonlybespeci?callytargetedtoeachpatient,thatis,personalizedtherapy

Proteincodingsequencemutation

Generearrangement

Commonacrossdifferentcancerpatientsandnotpresentinthenormalgenome

Sharedneoantigensthatarehighlyimmunogenichavethepotentialtobescreenedforuseas

broad-spectrumtherapeuticcancervaccinesforpatientswiththesamemutatedgene.

ViralinfectionAlternativesplicing

NeoantigenPlatform:Overview

Neoantigensrepresentalargeplatformincancervaccines?edandgenerallyintumorimmunotherapy.

Neoantigensincludeantigensproducedbytumorvirusesintegratedintothegenomeandantigensoriginatedbymutantproteins,whichareabundantly

cancerstrongtumor

Currentlyaconsiderablenumberofneoantigenshavebeendiscovered,whichareuniquetotumorcellsandarenotaffectedbyimmunetolerancemechanism.

expressedspeci?callyincellsandhaveimmunogenicityandheterogeneity.

DeepPharmaIntelligenceZhangetal.,FrontiersinImmunology(2021)

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15

DeepPharmaIntelligenceJiangetal.,JournalofHematology&Oncology(2019)

Firstmassspectrometry

identi?cationof

neoantigensinhuman

tumortissue

Neoantigen-directedimmuneescapeinlungcancerevolution

Studyreportedthat

antitumorT-cellscould

recognizeaberrant

peptidesderivedfrom

tumor-speci?cmutations

2017

2016

2012

2004

1988

2019

NeoantigenPlatform:DevelopmentMilestones

Completeregressionina

melanomapatientafter

infusionofacellproduct

withahighproportionof

neoantigen-reactiveT-cells

Firstlyapplied

next-generation

sequencingtechnology

toidentifyimmunogenic

neoantigensinmouse

tumormodels

Personalizedneoantigen

peptideandRNAvaccines

couldinducespeci?cT-cell

populationsthatrecognize

autologoustumor

Outburstofinterestto

mRNAvaccines

developmentdueto

Covid-19pandemic

2021

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DeepPharmaIntelligence

NeoantigenPlatform:CancerVaccinesinDevelopment

Therearenoyetapprovedneoantigenvaccines,butaccordingto

ClinicalT

searchthereare190casesofneoantigenstudiesandnoneofthementeredyetthethirdclinicalphase(notconsideringHPV-vaccines).Itis30morecasescomparedtothesearchresultsinQ32021,whichdemonstratesatremendousgrowthofinterestsinthiscancervaccinesplatform.Manyofthesestudieshaveshownthegoodapplicationvalueofneoantigen(Searchtermis“neoantigen”).

However,thestudyofneoantigentherapystartsrelativelylateandstillinthelaboratorystage.The?rststagesofneoantigenvaccinesdevelopmentarecomplexandtimeconsuming.Eventhoughgenomeandtranscriptomesequencingtechnologiesareactivelydeveloping,theyremainamilestonetogetherwithbioinformatictreatmentofdata.Astheresult,thecomplicationsofneoantigenplatformoverlapwiththewell-knownissuesofsequencingcost,speed,datastorageandanalysis.However,withtherapiddigitalisationandabroadintroductionofarti?cialintelligence,smartroboticsanddatastoragetechnologiestheseissuesareexpectedtobeatleastreducedifnotalmostfullyeliminated.

Step-by-stepschemeofneoantigencancervaccinedevelopment

Collectionof

tumorand

Evaluation

ofimmuno-genicity

Transcriptomesequencing

Bioinformatic

candidateid

Genome

sequencing

Mass

spectrometry

Syntheticvaccine(DNA/mRNA/peptides/DC)

normaltissue

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DeepPharmaIntelligence

GEN-009NeoantigenvaccinebyGenocea

BNT111SharedneoantigenvaccinebyBioNTech

BNT122IndividualizedneoantigenvaccinebyBioNTechandGenentech

PCVmRNA-4157NeoantigenvaccinebyModerna

NeoantigenPlatform:CancerVaccinesinDevelopment

GenoceaBiosciencesGEN-009vaccinetrial(NCT03633110)isnowonthePhase1/2aclinicaltrialsandhaveshownthebeste?cacyamongthecurrentneoantigenpersonalizationtherapieswithanestimatedcompletiondateofDecember2022.Thepurposeofthisstudywastoevaluatethesafety,tolerability,immunogenicity,andantitumoractivityofthepersonalizedvaccineGEN-009forthetreatmentofpatientswithsolidtumors,whichistargetedatabroadrangeofcancers.Theresultssofarshowthat40dosesofthevaccinehavebeenadministeredandnodoselimitingtoxicity(DLT)occurredandsofar,nopatientswhohavereceivedthevaccinehaverelapsed.

BioNTechandModernaarebigpharmaleadersindevelopmentofcancervaccinesofvariousformsbasedofneoantigens.BioNTechhas6cancervaccinesindevelopmentwithsharedneoantigens(FixVacplatform)and2cancervaccinesownedtogetherwithGenentechbasedonindividualizedapproach(iNeSTplatform).

Neoantigencancervaccinesdevelopmentpipeline

Commercialization

Discovery

Pre-IND

Phase1/2

Phase3

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DeepPharmaIntelligenceSource—

BioNTechApproach

NeoantigenPlatform:KeyPlayers

BioNTech—bigpharmacompanythatmostlyspecializesonvariouscancerimmunotherapies.Theyowntechnologieswith

●developedmRNAplatform

●celltherapies

●antibodies

●smallmoleculeimmunomodulators

BioNTechisorientedonindividualizedimmunotherapywithpatient-speci?capproach.Itrequiresacomplexbioinformaticdatatreatment,thatiswhythecompanygatheredexpertiseinbioinformaticsofmutationdetection,cancergenomicsandimmunotherapy

BioNTech’svalidatedpatient-centricbioinformaticprocess

Uniquepatient

Sequencing

patient’stumor

Mappingof

mutations

Bioinformatic

algorithms

Selectionof

neoepitopes

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DeepPharmaIntelligenceSources—

BioNTechPipeline,

BioNTechPlatforms

BNT111—Advanced

Melanoma

BNT112—ProstateCancer

BNT113—HPV16+Headand

NeckCancer

BNT114—TripleNegativeBreast

Cancer

BNT115—OvarianCancer

BNT116—NSCLC

Allofthemcurrentlyareon

phase1ofclinicaltrials

NeoantigenPlatform:KeyPlayers

FixVac—cancervaccinewithsharedneoantigens

Containsselectedcombinationsofunmodi?ed,pharmacologicallyoptimizedmRNA,encodingknowncancer-speci?csharedantigens;mRNAisdeliveredusinglipoplextechnology.

Cancervaccinecanbeusedforthe

treatmentofgroupofpeopleand

shouldn’tbetailoredindividually

iNeST—IndividualizedNeoantigenSpeci?cImmunotherapy—cancervaccinewithprivateneoantigens

Containsunmodi?ed,pharmacologicallyoptimizedmRNAencodingupto20patient-speci?cneoantigens,deliveredbyRNA-LPXformulation.

BNT122—Metastatic

Melanoma

(currentlyonthephase2ofclinicaltrials)

Andforlocallyadvancedor

metastaticsolidtumors(currentlyonthephase1ofclinicaltrials)

Rightsareequallysharedwith

Genentech

Tumor

biopsy

Uniqueplasmidsfor

everycandidate

neoantigen

Bacterialvectors

expressingeach

condidate

NGSAnalysis

HowdoestheGenocea’sATLASapproachwork?

NeoantigenPlatform:KeyPlayers

GenoceaBiosciencesownsaninnovativeapproachforneoantigenvaccinesdevelopment-ATLASplatform.Itisauniquebioassaythatenablesasuperior,patientbiology-drivenapproachtoidentifytargetsofprotectiveTcellresponses.ATLASzeroesinononlythosesurface-presentedantigensthattriggeranti-tumorTcellresponses.

ATLASisuniqueinthewaythatitcanidentifypro-tumorinhibitoryantigens(Inhibigens),whichsubvertanti-tumorimmuneresponses.VaccinationwithsuchInhibigensisprovedtodrivetumorhyperprogressioninmice.

Autologousdendriticcell

Comprehensiveidenti?cationofpatient-andtumor-relevantT-cellresponses

Multiplexed

AutologousT-cell

cytokinereadoutCD4+andCD8+T-cellresponses

Identifyinhibigens

Bloodsample

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DeepPharmaIntelligenceSources—

GenoceaScience

NeoantigenPlatform:KeyPlayers

GenoceaBiosciencesgreatlyfocusesintheantigenselectionforthebesttumortargetinganddestruction,whichliesattheverybasementoftheATLASplatform.

GEN-009isaneoantigenvaccinecandidateinaPhase1/2aclinicaltrialtotreatavarietyofsolidtumors.ATLASidenti?esneoantigensoptimizedbothtopatients’Tcellresponsesandtheirtumors,underscoringtheadvantagesofthetechnologyforneoantigenselection.

OthervaccinecandidateGEN-011belongtotheclassofadoptiveTcelltherapy.GEN-011Neoantigen-activatedPeripheralTcells(NPTs)areperipheralbloodTcellsactivatedbytheATLAS-identi?edpatient-speci?cneoantigensandexpandedtocreateacustomizedtherapeutic.

HowdoestheGenocea’sATLASapproachwork?

Neoantigens(upto20

peptides)synthesizedas

peptidesandformulated

withPoly-ICLC

Collectavailable?xed

tumorandbloodsample,

sendforsequencing

Patientseesoncologist,beginsSoCICI

Patientreceives5SCdosesover6months

Inhibigensandneoantigens

identi?edbyATLAS

DeepPharmaIntelligenceSources—

GenoceaPipeline

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DeepPharmaIntelligence

OT

NeoantigenPlatform:SWOTAnalysis

Strengths

●Great?nancialsupportwhichmovestheplatformsfastertoclinicalresearch

●Absolutespeci?citytothetumorcells

●Alreadyhaveproductsinclinicalphaseofdevelopment

●Cancervaccinecanbedeliveredinvariousforms

Opportunities

●Vaccinespossiblycanentertheclinicaltrialsphase3

●Neoantigencancervaccinesmightbethebestpersonalizedsolutionforcancertreatment

SW

Weaknesses

●Thedevelopmentcycleofneoantigenvaccineistoolong

●Preparationanddeliveryofvaccinesremainsachallenge

●Theheterogeneityofthetumorisdi?culttoresolvewithneoantigenplatform

●Limitednumberofantigensmeettheneoantigencriteria

●Expensive

Threats

●Platformhasalimitednumberofdirectionstodevelopfurtherincaseoffailure

●Itmightbesubstitutedwithnovelplatformswhicharemore

cost-effectiveandhighlyspeci?cforcancercellsatthesametime

Tumor-AssociatedAntigensPlatform

DEEP

PHARMA

INTELLIGENCE

Macrophagesattackingcancercells

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DeepPharmaIntelligence

Tumor-AssociatedAntigens

Overexpressedproteins

Differentiationantigens

Cancertestisantigens

Arenotsupposedtobe

presentinhealthyadult

somatictissuesbutare

expressedintesticlesin

malegermcells

Detectedbothonhealthyand

cancercellsofhumanbody

butduetothehigheramount

atmalignantcellstheir

detectionwillbepreferable

Differentiationfactorsaremeant

tobepresentatcellsonlyduring

theearlydevelopmentandare

savedonlyinsmallsubsetof

cellsindevelopedbody

Tumor-AssociatedAntigensPlatform:Overview

Tumor-AssociatedAntigens(TAA)

areself-proteinsthatareabnormallyexpressedbycancercells.

Itmeanstheyarepresentbothinhealthyandcancercellsanddifferjustbythelevelofexposureorpresentationbycell.

ThismakesTAAslightlyeasiertodiscovercomparedtoneoantigens,butatthesametimeTAAmightcauseperipheraltolerabilityissuesinpatients,lackofT-cellactivationandcollateraldamage.

EventhoughTAAareusedforthecurrentlywell-developedCAR-Ttechnology,theystillremaintobechallengeableforcancervaccinesdevelopment.

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DeepPharmaIntelligence

PROVENGE

2010-?rstFDAapprovedcancervaccine

Day1

Day2—3

Antigens

Sipuleucel-Tis

manufactured

Day3—4

Patientisinfused

Patientleukapheresis

Tumor-AssociatedAntigensPlatform:DevelopmentMilestones

Cancerimmunotherapy?eldexperiencedatleasttwosigni?cantbreakthroughsconnectedwithtumor-associatedantigensplatform:

●PromisingapprovalofProvengecancervaccine(sipuleucel-T)byFDAforthetreatmentofprostaticcancer,whichusedtumor-associatedantigenasatarget

●DevelopmentandapprovalofmultipleCAR-TtherapieswhicharebasedontargetingofTAA

2017-?rstFDAapprovedCAR-T

CAR

T-Cell

CAR-TCell

Aspeci?creceptorisaddedtotheTcell

Akey?ghterintheimmunesystem

TcellswiththeCAR?ndand?ghtcancercells

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DeepPharmaIntelligence

Tumor-AssociatedAntigensPlatform:CancerVaccinesinDevelopment

Tumor-associatedantigensisoneofthemostwell-developedplatforms,that’swhythereisplentyofclinicalcandidatesevennotconsideringCAR-Tandcountingonlycancervaccines.Atthemomentofourresearchtherewereroughly200casesoftumor-associatedantigensstudiesaccordingto

ClinicalT

search.

AfterapprovalofProvengein2010—noothercancervaccineenteredtheglobalmarket.Provengepassedclinicaltrialsstagewithalowe?ciencylevel,butjustenoughtopassit,sonowitisnotasfrequentlyusedaswecouldwishitwereandtoxicchemotherapyremainstobemoreeffectivewaytotreatprostatecancer.

Tumor-associatedantigenscancervaccinesdevelopmentpipeline

DiscoveryPre-INDPhase1/2Phase3Commercialization

ProvengeCellularvaccinewithPAPforprostatecancerbyDendreon

NEXI-002CellularvaccineforMultipleMyelomabyNeximmune

PVX-410TAAvaccinebyOncoPep

INO-5401TAAvaccinebyInovioPharmaceuticals

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DeepPharmaIntelligenceSources—

NexImmuneTechnology

AIMACTNanoparticle

T-Cell

60nano-

meters

5-7micron

Tumor-AssociatedAntigensPlatform:KeyPlayers

NexImmune—biopharmaceuticalcompanywhichimplementsaninnovativeapproachtoimproveanddeveloptumor-associatedantigenscancervaccines.TheyownananotechnologicalArti?cialImmuneModulation(AIM)platform.

NexImmuneconstructs“syntheticdendriticcells”intheformofAIMnanoparticles,whicharecapableofdirectingaspeci?cTcell-mediatedimmuneresponse.

DuringantigenpresentationTcellscanrecognizemultipleantigensintheformofpeptides.ThisproducesT-cellswithmultipleimmunetargetsforarobustantitumoractivity.

AIM?Nanoparticlesinducetheproductionofbothmemorycellsandcytotoxiceffectorcells.Effectorcellswillbethemaindirectmechanismtodestroytumorcellsthroughthereleaseofcytotoxicgranules,whilememorycellswillstoreinthebloodstream.

Tumor-AssociatedAntigensPlatform:KeyPlayers

NexImmuneisorientedonfewprinciplesindevelopingcancervaccineswithTAA:

●TheabilitytoexpandTcellpopulationsthatrecognizeandattackmultipleantigen-speci?ctargets

●ConsistencyincontainingTcellsubtypesthatsupportanti-tumorpotency,self-renewal,proliferation,andlong-termTcellsurvival

AIMnanoparticlesaredesignedtomimictheimmunefunctionsofnaturalantigenpresentingcells,suchasdendriticcells,bydeliveringtwokeyimmune-directingTcellsignals

Adoptivecelltherapymodalityincludescancervaccinesintheformofdonor-orpatient-derivedTcellsforAML,multiplemyelomaandsolidtumors

InjectablemodalityispresentedbyinjectableAIMnanoparticlesforsolidtumors

DeepPharmaIntelligenceSources—

NexImmuneTechnology

Patient

INJECTABLE

THERAPEUTICS

AIMACTnanoparticlesCREATEtheproduct

AIMINJnanoparticlesAREtheproduct

Currentlyinpreclinical

CurrentlyinphaseIII

development

clinicaltrials

CELLTHERAPY

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29

DeepPharmaIntelligenceSources—

InovioDNAMedicinesTechnology

INO-5401cancervaccine

WT1,PSMA,hTERTantigens

forglioblastomamultiforme(withPD-1inhibitor)

INO-5151cancervaccine

PSA,PSMAantigens

forprostatecancer(withPD-1inhibitorandimmunemodulator)

Tumor-AssociatedAntigensPlatform:KeyPlayers

InovioPharmaceuticalsisabiotechcompanywhichisorientedonDNAmedicinesdevelopment.

OneofthemainfocusesofthecompanyisHPV-vaccineswithcandidatesonthethirdphaseofclinicaltrials.Atthesametimetherearepromisingcancervaccinecandidateswithtumor-associatedantigensinthesecondphaseofclinicaltrials.

SynConusesaproprietarycomputeralgorithmthathasbeendesignedtoidentifyandoptimizetheDNAsequenceofthetargetantigen.

INOVIO’sDNAmedicinesdeliveroptimizedplasmidsdirectlyintocellsintramuscularlyorintradermallyusingoneofINOVIO’sproprietaryhand-heldCELLECTRA?smartdevices.

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DeepPharmaIntelligence

OT

Tumor-AssociatedAntigensPlatform:SWOTAnalysis

Strengths

●TherearealreadyexamplesofFDAapprovedimmunotherapiesusingTAA

●Applicabletoalmostanytumor

●Lotsofaccumulatedknowledgeduetothelongtimeofplatforminvestigation

Opportunities

●Cancervaccinecandidatescanenterphase3ofclinicaltrials

●UsingtheexperienceofFDAapprovedimmunotherapiescamimprovethedevelopingproductsfaster

SW

Weaknesses

●CancervaccineswithTAAarenothighlyspeci?ctotumorcells

●Highnumberofadverseeffects

●Peripheraltolerabilityrisk

Threats

●hisplatformislikelytobepushedoutofthecancervaccines?eldbyplatformswithhigherspeci?city

●ProvengecancervaccineisseldomlyusedduetothelowactivityandhighcosteventhoughitwasFDAapproved

CellularPlatform

DEEP

PHARMA

INTELLIGENCE

32

DeepPharmaIntelligenceRazietal.,VaccinesforCancerImmunotherapy(2019)

CellularPlatform:Overview

Whole-cellplatformforcancervaccinesistheearliestplatformdevelopedwiththeprinciple“vaccinatewithsomethingyouwantto?ghtagainst”.

Whole-cellvaccinesconsistoftheallcellularantigens,whichmeanstherearetumor-associatedantigensandneoantigensincluded.UnlikeTAAorneoantigenplatform-whole-cellplatformcontainsbothcharacterizedanduncharacterizedTAAandTSA.

Thisapproachissuitable,in