Valirx Plc · LSE:VAL
Valirx — Investor Presentation (April 2022)
17 slides from Valirx's investor presentation, April 2022
Slide 1: Shareholder Q&A
Shareholder Q&A April 2022 ValiRx @valirxplc www.valirx.com [email protected]
Slide 2: Disclaimer
Disclaimer The information contained in these slides and any accompanying verbal presentation, any question and answer session and any document or material distributed at or in connection with the verbal presentation (together, the ‘Presentation’) have not been approved by an authorised person withi
Slide 3: ValiRx at a glance
ValiRx at a glance Net cash £1.2m 2 therapies Focus on oncology (H1/21) – significantly undergoing out- and women’s health reduced cash burn licensing 3 preclinical assets under evaluation – tCRO buy-and-build Collaboration with potential out-licensing strategy implemented external partners to candi
Slide 4: Team – a deep understanding of the sector
Team – a deep understanding of the sector Core Strategy Team Dr Suzanne Dilly Dr Kevin Cox Mark Treharne Chief Executive Officer Non-executive Chairman Corporate Development Manager Entrepreneur >25 years in Life Science Innovator network Pharmaceutical scientist leadership Investor Relations Transl
Slide 5: ValiRx April 2020 – to date
ValiRx April 2020 – to date Sept 20: Publication June 2020: New of VAL201 results Sept 21: Academic Nov 21: Letter of Intent CEO & Chairman Translation Agreement Signed - Sub-license of Appointed - signed - First programme with VAL201 to TheoremRX Inc. Strategic shift away London University announce
Slide 6: Pharmaceutical Development is flawed
Pharmaceutical Development is flawed Fundamental Issues in drug development innovation productivity access Failure to translate academic Failure in clinical trials due to Failure to recognise the research due to lack of poorly understood pre-clinical needs of women in drug expertise data development
Slide 7: Getting the preclinical stage right adds billions to the value of drugs
Getting the preclinical stage right adds billions to the value of drugs AI-driven virtual drug discovery Universities Biotech platform (in-house) Patent filed Mid-size Biotech/SPVs Big Pharma/Specialty Pharma Patent life (years) 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Early Discovery Stag
Slide 8: The preclinical market today – chaotic and unstructured
The preclinical market today – chaotic and unstructured Professor Valerie Rix at University of London recognises the potential for a molecule She decides to develop the molecule into a drug candidate University of London file for patent protection and raise funds to carry out key proof of concept ex
Slide 9: Only c10% of academic drug development is commercialised…
Only c10% of academic drug development is commercialised… Grant Funded Valley of Death Pharma Partner Chemical Synthesis Stability Physical properties IP Regulatory Drug Absorption TPP Distribution Trial design PoC Toxicology Pharmacokinetics Pharmacodynamics Formulation ValiRx tCRO 9 Connected Inno
Slide 10: ValiRx is developing a unique pharma services business – a tCRO
ValiRx is developing a unique pharma services business - a Translational Contract Research Organisation (tCRO) Employing the power of advanced data generation, bio-analytics and interpretation, integrating the currently fragmented niche service offerings Focusing on women’s health and oncology Gener
Slide 11: Strategy – a consolidation opportunity
Strategy – a consolidation opportunity Professional services providing expert Data Application knowledge to guide future development decisions and reduce risk Overlay large data collation, Bio-informatics/AI curation and analysis ValiRx, tCRO Acquire advanced data-rich in-vitro Data Generation techn
Slide 12: ValiRx seeks to occupy a unique position
ValiRx seeks to occupy a unique position Opportunity to consolidate market and acquire new capabilities Small, niche innovative service companies Specialism Profitable standard lab capability service companies Size 12 Connected Innovation
Slide 13: Comparator large scale pre-clinical CROs
Comparator large scale pre-clinical CROs Competitor Sales Acquiror Date EV EV/EBITDA £41.5m* June 21 £300m c. 20x £58.3m** Dec 20 £284m c. 70x *FY2021; **2019 Limited number of large non-specialist CROs Turnover of £40-60m (Sygnature £40m, Evotec £46m) 300 – 400 employees Cost of sales approximately
Slide 14: Translational Drug Development
Translational Drug Development Future – broadening to external service Service Pipeline Service Revenues Service and collaborative development Collaborative translational pipelines Licencing Revenues services for academia Today – focussed on academic Advanced preclinical capabilities: collaborations
Slide 15: Current Pipeline
Current Pipeline 15 Connected Innovation
Slide 16: Summary – increasing value to shareholders
Summary – increasing value to shareholders ValiRx has the opportunity to create a first-in-class tCRO, specialising in women’s health and oncology by: Expanding capabilities via M&A Employing the power of Generating deep biological consolidation of a fragmented advanced data generation, bio- underst
Slide 17: Contacts
Contacts • Suzanne Dilly – Chief Executive Officer - [email protected] • Kevin Cox – Non-Executive Chairman - [email protected] • Mark Treharne – Corporate Development Manager - [email protected] Valirx PLC (AIM:VAL) Eliot Park Innovation Centre, 4 Barling Way, Nuneaton, CV10 7RH 17