Imara M&A
HER2 Mutant NSCLC May Provide More Rapid Market Entrance
Opportunity with Expansion into Other HER2-Driven Cancers to Follow
Initial Focus: HER2 Mutant NSCLC
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• ~70% of all HER2 mutations in lung cancer are HER2 YVMA
High unmet need in this indication may provide a fast to market opportunity
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Approximately 3% of NSCLC patients harbor HER2 mutations, for which there
are no approved TKIs
Secondary Focus: Other HER2 Mutant Cancers
Represents a larger market with limited treatment options
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Indication Expansion: HER2 Amplified Cancers
Largest potential market opportunity, with nearly 30K metastatic patients
across breast, colorectal, and gastric cancers
Despite the advances in therapeutic options for HER2+ breast cancer,
~25% of patients experience primary or acquired resistance, and up to
50% of patients develop brain metastasis
Despite limitations, Tukysa (tucatinib) is on a ~$335mm revenue run rate
with only a 2L+ HER2+ MBC label
*Other cancers include prostate, endometrial, gastric, stomach, hepatobiliary, etc.
BRC = Breast cancer. Gl= Gastrointestinal. NSCLC = Non-small cell lung cancer. MBC = Metastatic breast cancer
Reference: Robichaux et al. Cancer Cell. 2019;36(4):444-457.e7; SGEN 2Q22 Investor Presentation (28July2022)
HER2 Mutant NSCLC
Any HER2 Mutation
HER2 Overexpressing
0
US Market Size Estimates
BRC
~3K
~5K
Other Solid
Tumors*
~5K
Metastatic Breast Cancer
~22K
10
5
US Incidence (1,000's)
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GI
Cancers
~7K
30
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