Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS...

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Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development & Chief Medical Officer Jay Bradner MD, President, Novartis Institutes for BioMedical Research August 27, 2017 Global Drug Development

Transcript of Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS...

Page 1: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Novartis ACZ885 (canakinumab) –

CANTOS study results

Investor call

Vas Narasimhan MD, Global Head of Drug Development & Chief Medical Officer

Jay Bradner MD, President, Novartis Institutes for BioMedical Research

August 27, 2017

Global Drug Development

Page 2: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Disclaimer

This presentation contains forward-looking statements that can be identified by words such as “potential,”

“expected,” “will,” “planned,” or similar terms, or by express or implied discussions regarding potential efforts to

develop and obtain marketing approvals for investigational Novartis respiratory products or other products in

development, or regarding potential future revenues from such products or from existing Novartis products. You

should not place undue reliance on these statements. Such forward-looking statements are based on the current

beliefs and expectations of management regarding future events, and are subject to significant known and

unknown risks and uncertainties. Should one or more of these risks or uncertainties materialize, or should

underlying assumptions prove incorrect, actual results may vary materially from those set forth in the forward-

looking statements. There can be no guarantee that the investigational Novartis respiratory products or other

products will be successfully developed or submitted or approved for sale in any market, or at any particular time.

Nor can there be any guarantee that these products or any of Novartis’ existing products will be commercially

successful in the future. In particular, management's expectations regarding such products could be affected by,

among other things, the uncertainties inherent in research and development, including unexpected clinical trial

results and additional analysis of existing clinical data; unexpected regulatory actions or delays or government

regulation generally; the company's ability to obtain or maintain proprietary intellectual property protection; general

economic and industry conditions; global trends toward health care cost containment, including ongoing pricing

pressures, and other risks and factors referred to in Novartis AG's current Form 20-F on file with the US Securities

and Exchange Commission. Novartis is providing the information in this presentation as of this date and does not

undertake any obligation to update any forward-looking statements contained in this press release as a result of

new information, future events or otherwise.

CANTOS results | August 27, 2017 | Investor presentation 2

Page 3: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Anti-inflammatory therapy with ACZ885 targeting the IL-1β innate immunity pathway may

markedly impact early/undetected lung cancers and lung cancer mortality

• It has been hypothesized that inhibition of IL-1β might reduce cancer invasiveness, metastasis,

and angiogenesis

• Incident cancers and cancer deaths was prospective, blinded safety analysis adjudicated by an

independent Oncology monitoring committee as agreed with FDA in 2010

• Dose dependent 51% RRR in total cancer mortality (p=0.0009, 300mg); 77% RRR in lung

cancer mortality (p=0.0002, 300mg); 67% RRR in incident lung cancers (p=0.00008, 300mg)

• 37% RRR trend in cancer mortality, excluding lung cancer

Summary of CANTOS findings in CV risk

reduction1 and cancer therapy

2

CANTOS study demonstrated ACZ885 is the first anti-inflammatory therapy to demonstrate

reduced risk of major cardiovascular events, particularly in sub-group hsCRP3 responders

• 15% relative risk reduction (RRR) in MACE4 (p=0.02415,150mg)

• Effect driven by 24% RRR of fatal or non-fatal heart attack

• Subgroup of patients achieving a reduction of hsCRP below 1.8 mg/L after 1st dose (at 3 months)

show 27% RRR for MACE, with NNT6 of 50 at year 2 and 30 at 3.7 years

1. Ridker P. et al., Anti-Inflammatory Therapy with Canakinumab for Atherosclerotic Disease, NEJM 2017 2. Ridker P. et al, Effects of Interleukin-1 Inhibition with

Canakinumab on Incident Lung Cancer: Results from a Randomized Clinical Trial, LANCET 2017 3. High sensitivity C-reactive protein 4. CV death, non-fatal MI, or

non-fatal stroke 5. adjusted for multiplicity; All other p-values are unadjusted 6. NNT: Number needed to treat to prevent one MACE event

CANTOS results | August 27, 2017 | Investor presentation 3

Page 4: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Agenda

CANTOS results | August 27, 2017 | Investor presentation 4

• CANTOS Cardiovascular results

• CANTOS Cancer results

• Ilaris® as Anti-Cancer Therapy

• Planned next steps

Page 5: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Inflammation is the hallmark of atherosclerosis,

leading to MI and other CV events

Interleukin-1β

is instrumental in driving

atherosclerosis

ACZ885 (canakinumab),

a human mAb, selectively

blocks the IL-1β

inflammatory pathway

Ridker PM. Circ Res 2016;118:145-156

CANTOS results | August 27, 2017 | Investor presentation 5

Page 6: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Additional LDL Reduction

IMPROVE-IT : Ezetimibe 6% RRR

FOURIER/SPIRE: PCSK9 Inhibition q2 weeks 15% RRR

Known Cardiovascular Disease LDL 150 mg/dL (3.8 mmol/L)

hsCRP 4.5mg/L

Additional Inflammation Reduction

No Prior Proof of Concept

High Intensity Statin

LDL 70 mg/dL (1.8 mmol/L) hsCRP 3.8 mg/L

LDL 110 mg/dL (2.8 mmol/L) hsCRP 1.8 mg/L

“Residual Cholesterol Risk” “Residual Inflammatory Risk”

CANTOS study targets unique patient

population

CANTOS results | August 27, 2017 | Investor presentation 6

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CANTOS study design

Myocardial infarction at least 30 days prior to randomization

on standard therapies and elevated hsCRP (≥ 2 mg/L)

Primary Endpoint

• Time to first major cardiovascular event (MACE: CV death, non-fatal MI, or non-fatal stroke) of at least one

ACZ885 dose compared to Placebo

Key Secondary Endpoints

• Time to first event of MACE or hospitalization for unstable angina requiring unplanned revascularization

• Time to new onset diabetes among those with pre-diabetes at randomization

Secondary Endpoints

• Time to all cause mortality

• Time to first occurrence of all cause mortality, non-fatal stroke, or non-fatal MI

Key Exploratory Endpoints

• DVT/PE1, stent thrombosis, hospitalizations for CHF2, PCI/CABG3 and biomarkers

Randomized

Canakinumab 50 mg

SC q3 months

Randomized

Canakinumab 150 mg

SC q3 months

Randomized

Canakinumab 300 mg

SC q3 months

Randomized

Placebo

SC q3 months

1. Deep Vein Thrombosis/Pulmonary Embolism 2. Chronic Heart Failure 3. Percutaneous Coronary Intervention/Coronary Artery Bypass Graft

CANTOS results | August 27, 2017 | Investor presentation 7

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CANTOS study well-conducted with impact on

biomarkers without impact on lipids

• Baseline demographics for age, sex, time since prior MI, smoking status, type 2

diabetes, and dyslipidemia comparable across groups

• Patients well managed at baseline for LDL-C and blood pressure:

–Over 90% on lipid lowering agents, anti-thrombotics, and anti-ischemics

–Over 80% on beta blockers and RAAS blockers

• Dose dependent reductions in hsCRP and IL-6

• No meaningful changes in LDL-C, HDL-C, and Triglycerides

CANTOS results | August 27, 2017 | Investor presentation 8

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Primary endpoint: Statistically significant 15%

reduction of MACE driven by fatal/non-fatal MI

Primary efficacy endpoint (MACE)

Multiplicity adjusted

p-values

p=0.031

p=0.024*

p=0.030

* Statistically significant 1-sided P-value≤ 0.0245 (adjusted according to the Multiple Testing Procedure and accounting for the 2 efficacy IAs)

CANTOS results | August 27, 2017 | Investor presentation 9

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Benefit apparent within first year of treatment

and sustained throughout trial duration

Primary endpoint (MACE):

HR 0.85 (0.74, 0.98); RRR 15%

3.7 year median follow-up

CANTOS results | August 27, 2017 | Investor presentation 10

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Consistent benefit across pre-specified

baseline subgroups

Primary endpoint; Canakinumab 150 mg (1/2)

Favours

Canakinumab 150mg

Favours

Placebo

CANTOS results | August 27, 2017 | Investor presentation 11

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Consistent benefit across pre-specified

baseline subgroups

Primary endpoint; Canakinumab 150 mg (2/2)

Favours

Canakinumab 150mg

Favours

Placebo

CANTOS results | August 27, 2017 | Investor presentation 12

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Pre-specified sub-group analysis of patients

achieving hsCRP of 1.8 mg/L after 1st

dose at

month 3 show 27% RRR for MACE*

CANTOS results | August 27, 2017 | Investor presentation 13

* Values for 3 point MACE (primary endpoint) or 4 point MACE (MACE + urgent revascularization) similar – graph above for MACE + urgent revascularisation

0 1 2 3 4 5

Follow-up Years

0.00

0.05

0.10

0.15

0.20

0.25

Cum

ulat

ive

Inci

denc

e

Confirmed MACE+Urgent Revasc by Median 3 Month hsCRP

Placebo>=1.8 mg/L<1.8 mg/L

Placebo

Canakinumab hsCRP reduction < median)

Canakinumab hsCRP reduction > median)

HR (95%CI) P

1.0 (referent) (referent)

0.95 (0.84-1.08) 0.47

0.73 (0.63-0.83) 0.0001

Cu

mu

lati

ve

in

cid

en

ce

(%

)

HR 0.73

95%CI 0.63-0.83

P=0.0001 for those with reductions

in hsCRP > median

at 3-months (1.8 mg/L)

Follow-up years

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Key secondary endpoint met at 150 mg dose

36% RRR for urgent revascularization component

Treatment N n (n/100py)

Hazard ratio vs.

Placebo (95% CI)

Adjusted

P-value

MACE or unstable

angina requiring

unplanned

revascularization

Canakinumab 300 mg 2263 348 ( 4.25) 0.82 ( 0.72, 0.94) 0.0648

Canakinumab 150 mg 2284 352 ( 4.29) 0.83 ( 0.73, 0.95) 0.0241*

Canakinumab 50 mg 2170 344 ( 4.56) 0.90 ( 0.79, 1.03) 0.1895

Placebo 3344 601 ( 5.13)

* Statistically significant 1-sided P-value≤ 0.0245 (adjusted according to the Multiple Testing Procedure and accounting for the 2 efficacy IAs)

Treatment N n (n/100py)

Hazard ratio vs.

Placebo (95% CI)

Unstable angina

requiring unplanned

revascularization

Canakinumab 300 mg 2263 34 ( 0.40) 0.58 ( 0.39, 0.86)

Canakinumab 150 mg 2284 38 ( 0.44) 0.64 ( 0.44, 0.94)

Canakinumab 50 mg 2170 38 ( 0.48) 0.71 ( 0.48, 1.05)

Placebo 3344 85 ( 0.69)

17% RRR in composite of MACE + hospitalization for unstable angina requiring unplanned

revascularization

36% RRR for hospitalization for unstable angina requiring unplanned revascularization

CANTOS results | August 27, 2017 | Investor presentation 14

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Preliminary NNT1 for both, overall population and

hsCRP responders, compares favorably to recent

benchmarks

Endpoint MACE (MI, Stroke,

CV death)

CANTOS

150mg2

All patients

CANTOS 150mg

hsCRP responders

(<1.5 mg/L) FOURIER3

2 years 78 50 74

3.7 years 46 30 N/A

1. NNT: Number needed to treat to prevent one MACE event

2. Calculated using Hazard Ratio approach

3. N Engl J Med 2017; 376:1713-1722

CANTOS results | August 27, 2017 | Investor presentation 15

* lung cancer incidence and mortality benefit with 300 mg confirmed for both groups

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Adverse event and tolerability profile

Generally comparable to placebo

Can. 300 mg

N=2263

n (%)

Can. 150 mg

N=2285

n (%)

Can. 50 mg

N=2170

n (%)

Placebo

N=3348

n (%)

Subjects with at least one AE 1987 (87.8) 1970 (86.2) 1872 (86.3) 2914 (87.0)

Subjects with at least one SAE 836 (36.9) 812 (35.5) 741 (34.1) 1203 (35.9)

AEs suspected to be related to study

drug 355 (15.7) 350 (15.3) 267 (12.3) 474 (14.2)

Subjects who permanently

discontinued study drug due to AEs 175 (7.7) 164 (7.2) 142 (6.5) 244 (7.3)

Discontinued due to SAEs 135 (6.0) 130 (5.7) 117 (5.4) 197 (5.9)

Discontinued due to non-serious AEs 40 (1.8) 34 (1.5) 25 (1.2) 47 (1.4)

AEs leading to study treatment

interruption 268 (11.8) 270 (11.8) 228 (10.5) 399 (11.9)

CANTOS results | August 27, 2017 | Investor presentation 16

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Global Drug Development

Canakinumab SC q 3 months

Adverse Event (%) Placebo

(N=3347)

50 mg

(N=2170)

150 mg

(N=2284)

300 mg

(N=2263)

P-trend

Any SAE 12.0 11.4 11.7 12.3 0.43

Leukopenia 0.24 0.30 0.37 0.52 0.002

Any infection 2.86 3.03 3.13 3.25 0.12

Fatal infection 0.18 0.31 0.28 0.34 0.09/0.02

Injection site

reaction

0.23 0.27 0.28 0.30 0.49

Any Malignancy 1.88 1.85 1.69 1.72 0.31

Fatal Malignancy 0.64 0.55 0.50 0.31 0.0007

Arthritis 3.32 2.15 2.17 2.47 0.002

Osteoarthritis 1.67 1.21 1.12 1.30 0.04

Gout 0.80 0.43 0.35 0.37 0.0001

ALT > 3x normal 1.4 1.9 1.9 2.0 0.19

Bilirubin > 2x normal 0.8 1.0 0.7 0.7 0.34

Select safety topics of interest1

1. Based on known or potential risks of canakinumab

CANTOS results | August 27, 2017 | Investor presentation 17

Page 18: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Summary of CANTOS cardiovascular results

CANTOS study demonstrated ACZ885 is the first anti-inflammatory therapy to

demonstrate reduced risk of major cardiovascular events, particularly in sub-

group of hsCRP responders

• 15% relative risk reduction (RRR) in MACE (p=0.0241,150mg)

• Effect driven by 24% RRR of fatal or non-fatal heart attack; a 10% RRR of

cardiovascular death and neutral effect on risk of stroke

• Subgroup of patients achieving a reduction of hsCRP below 1.8 mg/L after 1st dose

(at 3 months) show 27% RRR for MACE, with NNT of 50 at year 2 and 30 at 3.7

years

CANTOS results | August 27, 2017 | Investor presentation 18

Page 19: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Agenda

CANTOS results | August 27, 2017 | Investor presentation 19

• CANTOS Cardiovascular results

• CANTOS Cancer results

• Ilaris® as Anti-Cancer Therapy

• Planned next steps

Page 20: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

IL-1β promotes cancer progression*

IL-1β

Angiogenesis Invasion Metastasis Immune suppression

Killer T-cells

NK cells

Dendritic cells

CANTOS results | August 27, 2017 | Investor presentation 20

* Dinarello CA. Why not treat human cancer with interleukin1 blockade? Cancer Metastasis Rev 2010; 29: 317–29.

* Lewis AM. Interleukin-1 and cancer progression: the emerging role of interleukin-1 receptor antagonist as a novel therapeutic agent in cancer treatment J Transl

Med. 2006; 4: 48

Page 21: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

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Incident cancers were adjudicated and analyzed

in a prospective and blinded fashion as part of

safety evaluation

• In agreement with FDA in 2010, incident cancers were adjudicated by a

blinded independent Oncology monitoring committee

• Data on incident cancers including cancer deaths were collected as

serious adverse events and analyzed in a prospective fashion

• In the study design:

– History of cancer was an exclusion criteria to study enrolment; baseline CT scans were not

conducted

– Diagnosis of cancer led to a discontinuation of treatment as per protocol

– Statistical analysis of cancer incidence and cancer deaths was pre-planned

CANTOS results | August 27, 2017 | Investor presentation 21

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Global Drug Development

Baseline demographics of cancer diagnoses

High hsCRP and history of or active smoking predicted higher risk for lung cancer

No

incident cancers

Incident

non-lung cancers

Incident

lung cancers

Placebo

(N=3113)

Canakinuma

b

(N=6286)

Placebo

(N=179)

Canakinuma

b

(N=377)

Placebo

(N=61)

Canakinum

ab

(N=69)

Age (yr) 61.0 61.0 67.0 66.0 66.0 64.0

Female sex (%) 26.3 25.8 22.3 22.5 14.8 26.1

Smoking status (%)

Current smoking 22.3 23.6 25.7 24.7 45.9 42.0

Past smoking 48.0 46.5 55.4 48.8 50.8 53.6

Never smoker 29.7 29.9 19.0 26.5 3.3 4.3

hsCRP (mg/L) 4.1 4.2 4.3 4.4 6.8 6.0

CANTOS results | August 27, 2017 | Investor presentation 22

Page 23: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Dose dependent risk reduction with canakinumab

in all fatal cancer incidence of 51% (300mg)

Cumulative incidence all fatal cancers

Follow-up years

CANTOS results | August 27, 2017 | Investor presentation 23

Page 24: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

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Dose dependent risk reduction with canakinumab

in lung cancer incidence of 67% (300 mg)

Cumulative incidence lung cancer

Follow-up years

CANTOS results | August 27, 2017 | Investor presentation 24

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Dose dependent risk reduction with canakinumab

in lung cancer mortality incidence of 77% (300mg)

Cumulative incidence lung cancer mortality

Follow-up years

CANTOS results | August 27, 2017 | Investor presentation 25

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Summary of CANTOS lung cancer

results

CANTOS results | August 27, 2017 | Investor presentation 26

Canakinumab Dose (SC q 3 months)

P-value for

trend across

doses Clinical Outcome

Placebo

(N=3344)

50mg

(N=2170)

150mg

(N=2284)

300mg

(N=2263)

All doses

(N=6717 )

Any Cancer (all)

Incident rate, (N) 1.88 (231) 1.85 (144) 1.69 (143) 1.72 (144) 1.75 (431) 0.31

Hazard ratio 1.00 0.99 0.90 0.91 0.93

95 % CI (referent) 0.80-1.22 0.73-1.11 0.74-1.12 0.79-1.09

P (referent) 0.91 0.31 0.38 0.38

Any Cancer (fatal)

Incidence rate, (N) 0.64 (81) 0.55 (44) 0.50 (44) 0.31 (27) 0.45 (115) 0.0007

Hazard ratio 1.00 0.86 0.78 0.49 0.71

95% CI (referent) 0.59-1.24 0.54-1.13 0.31-0.75 0.53-0.94

P (referent) 0.42 0.19 0.0009 0.016

Lung Cancer (all)

Incidence rate, (N) 0.49 (61) 0.35 (28) 0.30 (26) 0.16 (14) 0.27 (68) <0.0001

Hazard ratio 1.00 0.74 0.61 0.33 0.55

95% CI (referent) 0.47-1.17 0.39-0.97 0.18-0.59 0.39-0.78

P (referent) 0.20 0.034 <0.0001 0.0007

Lung Cancer (fatal)

Incidence rate, (N) 0.30 (38) 0.20 (16) 0.19 (17) 0.07 (6) 0.15 (39) 0.0002

Hazard ratio 1.00 0.67 0.64 0.23 0.51

95% CI (referent) 0.37-1.20 0.36-1.14 0.10-0.54 0.33-0.80

P (referent) 0.18 0.13 0.0002 0.0026

Page 27: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Trend of up to 37% risk reduction for fatal –

non-lung – cancers also observed

CANTOS results | August 27, 2017 | Investor presentation 27

Canakinumab Dose (SC q 3 months)

P-value for

trend across

doses Clinical Outcome

Placebo

(N=3344)

50mg

(N=2170)

150mg

(N=2284)

300mg

(N=2263)

All doses

(N=6717 )

Non-Lung Cancer (all)

Incident rate, (N) 1.46 (179) 1.55 (121) 1.44 (122) 1.60 (134) 1.53 (377) 0.54

Hazard ratio 1.00 1.08 0.99 1.10 1.05

95 % CI (referent) 0.85-1.36 0.78-1.24 0.88-1.37 0.88-1.26

P (referent) 0.54 0.91 0.42 0.58

Non-Lung Cancer (fatal)

Incidence rate, (N) 0.39 (49) 0.38 (30) 0.34 (30) 0.24 (21) 0.32 (81) 0.06

Hazard ratio 1.00 0.96 0.88 0.63 0.82

95% CI (referent) 0.61-1.51 0.56-1.39 0.38-1.04 0.58-1.17

P (referent) 0.86 0.60 0.07 0.28

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Global Drug Development

Novartis has rigorously assessed the

cancer findings in CANTOS

• CANTOS patients were at high risk for CV disease and lung cancer with

overlapping risk factors

• Biological basis and experimental data support role for IL-1β in lung cancer

biology

• Dose response in cancer findings

• Robust effect size and reasonable number of events in cancer findings

• Statistical considerations:

– Oncology finding is robust even after assessing for multiplicity adjustments

– Finding was a per protocol analysis

– Novartis has reanalyzed the data in a blinded manner and confirmed the result

CANTOS results | August 27, 2017 | Investor presentation 28

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Global Drug Development

Effect of Canakinumab likely due to

treatment of undetected cancers

• Patients who developed lung cancer during follow-up were 65 years of age on

average on study entry and more than 90% were current or past smokers – and

therefore at high risk for existing cancers

• Average follow-up time is unlikely to be adequate to demonstrate a reduction

in new cancers

• Canakinumab likely reduced the rate of progression, invasiveness, and

metastatic spread of lung cancers that were existing but undiagnosed at trial

entry

• Result consistent with prior trial results showing effects of long-term treatment

with NSAIDS1 in adenocarcinomas. Canakinumab effect seen after first doses

unlike prior studies

• Analysis ongoing of non-lung cancer cases

1. Non-steroidal anti-inflammatory drugs

CANTOS results | August 27, 2017 | Investor presentation 29

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Global Drug Development

Summary of CANTOS Oncology findings

Anti-inflammatory therapy with ACZ885 targeting the IL-1β innate immunity

pathway may markedly impact early/undetected lung cancers and lung cancer

mortality

• In pre-clinical models for over a decade, IL-1β inhibition demonstrated to reduce cancer

invasiveness, metastasis, and angiogenesis.

• Incident cancers and cancer deaths were prospective, blinded safety analyses in the CANTOS

study, adjudicated by an independent Oncology monitoring committee, as agreed with FDA in

2010

• Dose dependent 51% RRR in total cancer mortality (p=0.0009, 300mg); 77% RRR in lung

cancer mortality (p=0.0002, 300mg);

67% RRR in incident lung cancers (p=0.00008, 300mg)

• 37% RRR trend in cancer mortality excluding lung cance

CANTOS results | August 27, 2017 | Investor presentation 30

Page 31: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Agenda

CANTOS results | August 27, 2017 | Investor presentation 31

• CANTOS Cardiovascular results

• CANTOS Cancer results

• Ilaris® as Anti-Cancer Therapy

• Planned next steps

Page 32: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Novartis Immuno-Oncology

CAR-T Immune Checkpoint Myeloid Cells

CSF-1

IL-17

TGFβ

STING

TIM3

c-MET

Porcupine

Adenosine

mTOR

IAP

PD-L1

CANTOS results | August 27, 2017 | Investor presentation 32

Page 33: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Taking aim at Myeloid cells in cancer

CANTOS results | August 27, 2017 | Investor presentation 33

Page 34: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Inflammasome activation in cancer

CANTOS results | August 27, 2017 | Investor presentation 34

Page 35: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

IL-1β promotes cancer progression*

IL-1β

Angiogenesis Invasion Metastasis Immune suppression

Killer T-cells

NK cells

Dendritic cells

CANTOS results | August 27, 2017 | Investor presentation 35

* Dinarello CA. Why not treat human cancer with interleukin1 blockade? Cancer Metastasis Rev 2010; 29: 317–29.

* Lewis AM. Interleukin-1 and cancer progression: the emerging role of interleukin-1 receptor antagonist as a novel therapeutic agent in cancer treatment J Transl

Med. 2006; 4: 48

Page 36: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Hypothesis Inhibition of IL-1β with canakinumab will block the

tumor-promoting effects of myeloid cells in the tumor

microenvironment, so as to inhibit cancer cell growth

and metastasis, and to promote protective immune

response augmented by PD-1 inhibition with PDR001

Study PDR001X2103 A Phase 1b, open-label, multi-center study to

characterize the safety, tolerability and

pharmacodynamics (PD) of PDR001 in combination

with CJM112, EGF816, Ilaris® (canakinumab) or

Mekinist® (trametinib)

First patient enrolled Aug 2016

Active sites in Spain, France, Belgium, USA,

Singapore, and Canada

IL-1β inhibition as cancer therapy:

Ilaris® + PDR001 in solid tumors

CANTOS results | August 27, 2017 | Investor presentation 36

Page 37: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Dose dependent risk reduction with canakinumab

in fatal lung cancer incidence of up to 77%

Follow-up Years

Cumulative incidence fatal lung cancer

CANTOS results | August 27, 2017 | Investor presentation 37

Page 38: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Target (Compound)

FIH Trial

Initiated

IO with

targeted

agent2

cMET (INC280) + PD-1 ✓

Porcupine (WNT974) +

PD-1 ✓

HDAC (Farydak®) + PD-1 ✓

mTOR (Afinitor®) + PD-1 ✓

IAP inh (LCL161) + PD-1 ✓

MEK (Mekinist®) + PD-1 ✓

TEC (EGF816) + PD-1 ✓

B/CRAF (LXH254) + PD-1 ✓

FGFR4 (FGF401) + PD-1 2017

Target (Compound)

FIH Trial

Initiated

IO / IO

LAG3 (LAG525) + PD-1 ✓

TIM3 (MBG453) + PD-1 ✓

GITR (GWN323) + PD-1 ✓

CSF-1 (MCS110) + PD-1 ✓

Adenosine R (NIR178) + PD-1 ✓

Het IL-15 (NIZ985) + PD-1 2017

IL-17 (CJM112) + PD-1 ✓

IL-1 (Ilaris®) + PD-1 ✓

TGFβ (NIS793) + PD-1 ✓

PD-L1 (FAZ053) + PD-1 ✓

STING (MIW815)1 + PD-1 2017

IO with

chemo CSF-1 (MCS110) + carbo/gem ✓

1. Collaboration / licensing with Aduro

2. Excludes IO targeted agent partner studies

First-in-class combination therapies

21 exploratory IO combination studies in 2017

CANTOS results | August 27, 2017 | Investor presentation 38

Page 39: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Agenda

CANTOS results | August 27, 2017 | Investor presentation 39

• CANTOS Cardiovascular results

• CANTOS Cancer results

• Ilaris® as Anti-Cancer Therapy

• Planned next steps

Page 40: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Global Drug Development

Novartis plans to pursue filing of CV indication,

discuss Oncology data inclusion in CV label, and

initiate Oncology phase 3 trials

CV filing planned

for Q4 2017

Proposal to

include Oncology

data in CV label

Oncology

Phase 3 programs

Novartis plans to meet

FDA and EMA in the

October timeframe

Subgroup of hsCRP

responders at 3 months

to be fully analyzed and

used in discussions with

regulators and payers

FDA oncology division

to review CANTOS

data set

Plan to discuss with

regulators appropriate

inclusion of CANTOS

oncology findings in

labeling for ACZ885

Phase 3 studies in NSCLC

expected to start in Q1

2018

Additional phase 3 and

phase 1b studies in other

inflammation driven

cancers as mono or in

combination

CANTOS results | August 27, 2017 | Investor presentation 40

Page 41: Novartis ACZ885 (canakinumab) – CANTOS study results · Novartis ACZ885 (canakinumab) – CANTOS study results Investor call Vas Narasimhan MD, Global Head of Drug Development &

Q&A