Macrogenics, Inc. · NASDAQ:MGNX
Macrogenics — Technical Presentation (October 2026)
24 slides from Macrogenics's technical presentation, Oct 23, 2026
Slide 1: MGC026 Clinical Update (ESMO)
MGC026 Clinical Update (ESMO) October 23, 2026
Slide 2: Legal Notices
2 October 23, 2026 Legal Notices The information in this slide deck is current as of October 23, 2026, unless otherwise noted, and is qualified in its entirety by reference to MacroGenics’ Annual, Quarterly and Current Reports filed with the SEC. MacroGenics undertakes no obligation to update any of
Slide 3: MGC026 Program Update
MGC026 Program Update
Slide 4: Significant Interest in B7-H3 ADCs
4 October 23, 2026 Significant Interest in B7-H3 ADCs • Significant market interest in B7-H3-targeting ADCs Multiple major pharma partnerships announced Broad clinical validation established in >15 different tumors • Opportunity to build favorable market position in competitive space across mult
Slide 5: MGC026: Designed as Potential Best-in-Class B7-H3 ADC
5 October 23, 2026 MGC026: Designed as Potential Best-in-Class B7-H3 ADC Abbreviations: DAR: drug to antibody ratio. (1) Comparisons between MGC026 and competing B7-H3 ADCs based on non-clinical data. No head-to-head studies have been conducted evaluating MGC026 against competing molecules, caution
Slide 6: MGC026 Differentiated From Competing B7-H3 ADCs
6 October 23, 2026 MGC026 Differentiated From Competing B7-H3 ADCs(1) Furthest Advanced B7-H3 ADCs: MGC026 Ifinatamab Deruxtecan (I-DXd, DS-7300) Risvutatug Rezetecan (HS-20093/GSK5764227) YL201 DB-1311/ BNT345 Company/ Partner Linker (Site-specific?) GlycoConnect- HydraSpace- VA-PABC GGFG Tetrapept
Slide 7: MGC026 Phase 1 FIH Study: Dose Escalation Followed by Expansion
7 October 23, 2026 Key Inclusion Criteria Locally advanced/metastatic solid tumors Measurable disease by RECIST v1.11 ECOG 0-1 Key Exclusion Criteria Prior treatment with: - B7-H3 targeted agent - TOP1i ADC Prior stem cell or solid organ transplant Endpoints Scan Frequency: Q9W through W
Slide 8: Interim Phase 1 Clinical Study Results
Interim Phase 1 Clinical Study Results Data cutoff: September 1, 2026
Slide 9: MGC026 Phase 1 Study: Patient Characteristics
9 October 23, 2026 MGC026 Phase 1 Study: Patient Characteristics (1) 3 out of 88 patients were never treated due to subject withdrew consent or physician decision. Data cutoff: September 1, 2026; data are not final and subject to change. Patient Characteristics N = 85(1) Age, median (min, max) 64.0
Slide 10: Encouraging Antitumor Activity Observed in Dose Escalation
10 October 23, 2026 -100 -80 -60 -40 -20 0 20 40 60 80 100 Encouraging Antitumor Activity Observed in Dose Escalation (1 – 9 mg/kg; N = 32(1)) Abbreviations: DCR: disease control rate; PR: partial response; SD: stable disease. (1) 26 response evaluable participants (participants with ≥1 dose and mea
Slide 11: MGC026 Demonstrated Encouraging Safety Profile Across All Treated Participants
11 October 23, 2026 MGC026 Demonstrated Encouraging Safety Profile Across All Treated Participants Abbreviations: TEAE: treament-emergent adverse event; TRAE: treatment-related adverse event. (1) Per patient with at least one TRAE; Interpretation of hematologic toxicity rates should consider that pr
Slide 12: Summary of Grade ≥3 TRAEs Reported in ≥2% of Participants
12 October 23, 2026 MGC026 Summary of Grade ≥ 3 TRAEs Reported in ≥ 2% of Participants, All Doses Primarily heme and low-grade GI toxicities, consistent with other TOP1i ADCs TRAE Escalation Cohort N (%) All 7.5 mg/kg (N=59) All Cohorts (N=85) N (%)1 mg/kg (N=6) 2 mg/kg (N=3) 4 mg/kg (N=3) 6 mg/kg (
Slide 13: Interim Phase 1 SCCHN Expansion Cohort Results
Interim Phase 1 SCCHN Expansion Cohort Results Data cutoff: September 1, 2026
Slide 14: SCCHN Expansion: Heavily Pre-treated Patients with 3+ Prior Lines
14 October 23, 2026 SCCHN Expansion: Primarily Heavily Pre-treated Patients with 3+ Prior Lines of Therapy Characteristic Total N = 27; n (%) Age, median (min-max) 61 (35.0, 79.0) Sex, n (%) Female Male 6 (22.2) 21 (77.8) Race, n (%) White Asian Black or African American Other/Unknown 19 (70.4) 3 (1
Slide 15: Case Study: Confirmed PR in 5th-Line Metastatic Oropharyngeal Cancer Patient
15 October 23, 2026 Case Study: Confirmed PR in 5th-Line Metastatic Oropharyngeal Cancer Patient 58.1% target lesion reduction Target Burden Summary (5 lesions) Baseline size (SLD): 215 mm 9 Weeks size (SLD): 90 mm % Change from baseline: -58.1% Baseline 9 Weeks Abbreviations: CR: complete response;
Slide 16: SCCHN Expansion Cohort: 27.3% Best Overall Response Rate
16 October 23, 2026 SCCHN Expansion Cohort: 27.3% Best Overall Response Rate (1) Best ORR as defined by confirmed and/or unconfirmed responses; (2) CPS score based on analysis of tumor sample collected while on treatment; all other CPS scores are based on samples collected at screening; HPV status w
Slide 17: SCCHN Expansion Cohort: Duration of Treatment and Tumor Response
17 October 23, 2026 SCCHN Expansion Cohort (7.5 mg/kg Q3W): Duration of Treatment and Tumor Response Data cutoff: September 1, 2026; data are not final and subject to change.
Slide 18: MGC026: Manageable Safety Profile in SCCHN Expansion Cohort
18 October 23, 2026 MGC026: Manageable Safety Profile in SCCHN Expansion Cohort Safety Parameters 7.5 mg/kg Q3W (N=27) N(%) Any TRAE 23 (85.2) Treatment Related GR3+ 13 (48.1) TRAE Resulting in Drug Interruption 7 (25.9) TRAE Resulting in Dose Reduction 9 (33.3) TRAE Resulting in Treatment Discontin
Slide 19: Opportunity in Head and Neck Cancer
Opportunity in Head and Neck Cancer
Slide 20: Significant Unmet Need Across Multiple Segments of SCCHN
20 October 23, 2026 Significant Unmet Need Across Multiple Segments of SCCHN Abbreviations: IO: immuno-oncology treatment; SoC: standard of care. (1) Crosta. Cancers. 2021; (2) For IO-experienced 2L patients, there is no preferred NCCN recommended regimen, implying significant unmet need; (3) Keytru
Slide 21: MGC026 is Well Positioned in SCCHN Across Emerging ADCs
21 October 23, 2026 We Believe MGC026 is Well Positioned in SCCHN Across Emerging ADCs (1) MacroGenics; data cutoff: September 1, 2026; data are not final and subject to change; (2) Johnson, et al., Lancet Oncol., 2026; (3) Zhang, et al., ASCO'26; dose expansion data; (4) Liu, et al., ASCO'26; (5) M
Slide 22: Enhanced MGC026 Antitumor Activity in Combination with CPI in Preclinical Models
22 October 23, 2026 0 10 20 30 40 50 60 0 500 1000 1500 2000 2500 3000 3500 Vehicle MGC026, 6 mg/kg Study Day Tu m or V ol um e (m m 3 ) anti-PD-1 10 mg/kg MGC026 + anti-PD-1 MGC026 anti-PD1 Enhanced MGC026 Antitumor Activity in Combination with CPI in Preclinical Models MGC026 profile supports futu
Slide 23: Summary: Promising Development Path for MGC026 in SCCHN
23 October 23, 2026 Summary: Promising Development Path for MGC026 in SCCHN 0% TRAEs leading to discontinuation (SCCHN) 27% Best Overall Response in late line SCCHN 31% Best Overall Response in HPV+ patients 64% Disease control rate 0 Cases ILD/pneumonitis or ocular toxicity to date Differentiated B
Slide 24: Thank You!
24 October 23, 2026 Thank You! Investor Relations Inquiries Jim Karrels – SVP, Chief Financial Officer [email protected] Argot Partners [email protected] www.macrogenics.com Link to our latest presentations: http://ir.macrogenics.com/events.cfm Business Development Inquiries Haris