Bioarctic Ab Class B · OMXSTO:BIOA_B
Bioarctic Ab Class B — Q2 2022 Earnings Presentation
17 slides from Bioarctic Ab Class B's earnings presentation, Jul 12, 2022
Slide 1: Q2 Report April-June 2022
BIOARCTIC AB (PUBL) NASDAQ STOCKHOLM: BIOA B Q2 Report April-June 2022 Stockholm, July 12, 2022 Gunilla Osswald, PhD, CEO Jan Mattsson, CFO BioArctic AB
Slide 2: Disclaimer
Disclaimer • This presentation has been prepared and produced by BioArctic AB (publ) (“BioArctic”) solely for the benefit of investment analysis of BioArctic and may not be used for any other purpose. Unless otherwise stated, BioArctic is the source for all data contained in this presentation. Such
Slide 3: BioArctic – a unique Swedish biopharma company
BioArctic – a unique Swedish biopharma company Improving life for patients with central nervous system disorders High unmet need for disease-modifying treatments for Alzheimer’s and Parkinson’s diseases creates large commercial opportunity World-class research and development driven organization wit
Slide 4: Attractive and well-balanced project portfolio
Attractive and well-balanced project portfolio Project Partner Discovery Preclinical Phase 1 Phase 2 Phase 3 ALZHEIMER’S DISEASE Lecanemab (BAN2401) (Clarity AD) Eisai1 Early Alzheimer’s disease3 Lecanemab (BAN2401) (AHEAD 3-45) Eisai1 Preclinical (asymptomatic) Alzheimer’s disease4 BAN2401 back-up
Slide 5: Partnership model to de-risk clinical development and optimize commercialization opportunity
Partnership model to de-risk clinical development and optimize commercialization opportunity Alzheimer’s disease Parkinson’s disease Partner track record Approved product for symptoms associated with Parkinson’s disease Discovered and developed Used for symptomatic world’s best-selling medicine Worl
Slide 6: Q2 and recent events
Q2 and recent events Alzheimer’s disease – Lecanemab • The FDA recently notified Eisai that the Biologics License Application (BLA) for lecanemab for early Alzheimer’s disease under the accelerated approval pathway has been accepted for review, with priority review granted. The PDUFA action date for
Slide 7: Lecanemab – broad late-stage clinical program
Lecanemab – broad late-stage clinical program Disease stage Early AD Pre-clinical AD MCI Mild AD Moderate AD Severe AD FDA guideline Stage 1 Stage 2 Stage 3 Stage 4 Stage 5 Stage 6 Clarity AD Phase 3 confirmatory study – AHEAD 3-45 Phase 3 Program – ongoing ongoing • Eisai and ACTC started new Phase
Slide 8: Disease modeling suggests that lecanemab could delay progression to Alzheimer's dementia by several years
Disease modeling suggests that lecanemab could delay progression to Alzheimer´s dementia by several years Simulated mean time advancing to mild, moderate, and severe Alzheimer’s disease (AD) dementia was longer for patients in the lecanemab-treated group than for patients in the standard of care gro
Slide 9: Lecanemab – potential to lead the paradigm shift in the treatment of Alzheimer's disease
Lecanemab – potential to lead the paradigm shift in the treatment of Alzheimer’s disease Increased likelihood for Opportunity to be first with Opportunity to differentiate Further development lecanemab success full approval in US, Japan and programs EU Positive and consistent BLA submission unde
Slide 10: Financial Summary
Financial Summary 10 BioArctic AB
Slide 11: Net revenues and operating profit/loss Q2 2022
Net revenues and operating profit/loss Q2 2022 Net Revenues (MSEK) OPEX by item (MSEK) Operating Profit/Loss (MSEK) 11 60 50 48 45 8 40 42 42 38 7 7 40 32 -21 5 -29 4 4 -30 4 -34 20 -37 -39 -44 -46 0 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2020 2021 2022 2020 2021 202
Slide 12: Cash and net result Q2 2022
Cash and net result Q2 2022 Cash Balance (MSEK) Cash Flow From Operating Net Result (MSEK) Activities (MSEK) 1 036 1 000 960 930 892 848 801 -13 752 -9 -21 -19 -27 -29 -29 -35 -37 -39 -40 -34 -38 -46 -44 -46 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2020 2021 2022 2020
Slide 13: Upcoming news and closing remarks
Upcoming news and closing remarks 13 BioArctic AB
Slide 14: Upcoming news flow
Upcoming news flow Alzheimer’s disease Parkinson’s disease Blood-brain barrier Other CNS disorders Lecanemab (Eisai) BAN0805 Brain Transporter (BT) Neurodegeneration • Clarity AD topline data fall 2022 Data presented at technology platform • Data to be disclosed at • BLA submission under the interna
Slide 15: BioArctic: With Patients in Mind
BioArctic: With Patients in Mind Great science Great projects Great partners Great people 15 BioArctic AB
Slide 16: Gunilla Osswald, CEO; Jan Mattsson, CFO; Oskar Bosson, VP Communications & IR
GUNILLA OSSWALD, CEO JAN MATTSSON, CFO OSKAR BOSSON, VP NEXT REPORT & IR COMMUNICATIONS & IR CONTACT • Next Report: Q3 Jun-Sep 2022 on Oct 20, 2022 • Contact: Oskar Bosson, VP Communications & IR +46 704 10 71 80 [email protected] To subscribe to financial reports/press releases and for more informati
Slide 17: Clarity AD – pivotal Phase 3 study to confirm positive Phase 2b results
Clarity AD – pivotal Phase 3 study to confirm positive Phase 2b results Important parameters Phase 3 Study Design Open-label extension Patient inclusion Treatment 18 months (OLE) Right target Global recruitment: Randomized, double-blind, placebo controlled, • US, EU and Asia parallel-group study Rig