Adalta Ltd. · ASX:1AD
Adalta — Spark Plus Singapore Biotech Day 2023
28 slides from Adalta's conference presentation, Feb 24, 2023
Slide 1: AdAlta presentation to Spark Plus Singapore Biotech Day
24 February 2023 ASX Announcement For personal use only AdAlta presentation to Spark Plus Singapore Biotech Day MELBOURNE Australia, 24 February 2023: AdAlta Limited (ASX:1AD), the clinical stage drug discovery company developing novel therapeutic products from its i-body platform is presenting at S
Slide 2: For personal use only
in other indications, and in other product formats. Further information can be found at: https://adalta.com.au For more information, please contact: For personal use only Investors Media Tim Oldham, CEO & Managing Director IR Department Tel: +61 403 446 665 Tel: +61 411 117 774 E: [email protected]
Slide 3: Next generation protein therapeutics: doing what antibodies cannot
For personal use only Next generation protein therapeutics: doing what antibodies cannot Tim Oldham PhD, CEO and Managing Director, AdAlta (ASX:1AD) Investor presentation to Spark Plus Biotech Day, 24 February 2023
Slide 4: Disclaimer
Investor presentation – February 2023 2 Disclaimer For personal use only Investment in AdAlta is subject to This presentation may contain forward- There is no guarantee that the investment risk, including possible loss looking statements regarding the Company’s research and development of income and
Slide 5: AdAlta business and focus
Investor presentation – February 2023 3 AdAlta business and focus For personal use only Purpose: to go where antibodies cannot AdAlta enables a high-value therapeutic product pipeline by deploying antibody-like molecules in applications where traditional antibodies are ineffective or sub-optimal Dis
Slide 6: AdAlta's customer value proposition: high value therapeutics addressing difficult targets
Investor presentation – February 2023 4 AdAlta’s customer value proposition: high value therapeutics addressing difficult targets for challenging diseases For personal use only Antibodies cannot do everything! AdAlta’s i-bodies are a differentiated drug discovery platform for difficult diseases Fibr
Slide 7: AdAlta's pipeline … so far
Investor presentation – February 2023 5 AdAlta’s pipeline … so far For personal use only Discovery Non-clinical Clinical Indication Target Product Partner (route) Lead IND Discovery Preclinical Phase I Phase II optimisation enabling Lung fibrosis Available (IV/inhaled) to license Available AD-214 Ki
Slide 8: Discovery platform: i-bodies
For personal use only Discovery platform: i-bodies
Slide 9: i-bodies allow for high affinity, high specificity binding to intractable targets
Investor presentation – February 2023 7 i-bodies allow for high affinity, high specificity binding to targets that are intractable for traditional antibodies For personal use only Small Antibodies i-bodies Flexible, modular formats Molecules Current strategic focus CAR cell therapy ADC/ radiotherape
Slide 10: AD-214 program
For personal use only AD-214 program 8
Slide 11: About Idiopathic Pulmonary Fibrosis (IPF)
Investor presentation – February 2023 9 About | Idiopathic Pulmonary Fibrosis (IPF) For personal use only Scaring and stiffening of the lungs progressively and irreversibly reduces lung function >300,000 people living with IPF; 40,000 people die from IPF every year Only 3.8 years median survival aft
Slide 12: AD-214 efficacy validated in IPF mouse model; safety and target engagement in Phase I
Investor presentation – February 2023 10 AD-214 efficacy validated in IPF mouse model; safety and target engagement in Phase I AD-214 inhibited the development of fibrosis in a bleomycin AD-214 was well tolerated in Phase I clinical trials and For personal use only mouse model of lung fibrosis at co
Slide 13: Four indications offer best commercial potential, most favourable landscape
Investor presentation – February 2023 11 Four indications offer best commercial potential, most favourable landscape For personal use only § Compelling data from preclinical tissue and animal models show that AD-214 improves outcomes in lung, kidney and eye fibrosis; partnership exploring Lung Kidne
Slide 14: Pharma companies continue to see value in fibrosis assets: IPF examples
Investor presentation – February 2023 12 Pharma companies continue to see value in fibrosis assets: IPF examples For personal use only Date Licensor/target Licensee/acquirer Transaction Terms Clinical Phase US$80m Upfront Aug-22 2 (Ready) US$620m Milestones Nov-21 US$254m Upfront 2 (Ready) Nov-21 €3
Slide 15: Co-developed immuno-oncology discovery programs
For personal use only Co-developed immuno-oncology discovery programs 13
Slide 16: About CAR-T therapies
Investor presentation – February 2023 14 About CAR-T therapies For personal use only CAR-T therapies are providing new hope for patients with cancer who have failed all other options Therapy involves removing immune cells from blood and re-engineering them so they “see” cancer as a pathogen Already
Slide 17: i-CAR-T assets: Carina co-development collaboration status
Investor presentation – February 2023 15 i-CAR-T assets: Carina co-development collaboration status For personal use only AdAlta and Carina are combining i-bodies and a world class CAR-T platform to create i-CAR-Ts that could offer improved precision, performance and persistence i-body enabled CAR-T
Slide 18: i-CAR-T: Valuable cell therapy partnering potential at pre-clinical proof of concept
Investor presentation – February 2023 16 i-CAR-T: Valuable cell therapy partnering potential at pre-clinical proof of concept For personal use only No. of Upfront payment Deal Value Upfront/target Deal value/target Date Licensee Licensor assets (US$m) (US$m) (US$m) (US$m) Jun-22 2 60 1460 30 730 Jul
Slide 19: About: Immuno-oncology (I/O) PET imaging
Investor presentation – February 2023 17 About: Immuno-oncology (I/O) PET imaging For personal use only Immuno-oncology (I/O) drug market is worth US$95 billion1 … … but only 20-40% of patients respond2 to therapy Granzyme B (GZMB) is produced by immune cells to kill cancer: potential biomarker of I
Slide 20: GZMB i-PET imaging asset: GE Healthcare co-development collaboration status
Investor presentation – February 2023 18 GZMB i-PET imaging asset: GE Healthcare co-development collaboration status For personal use only AdAlta and GE are co-developing a GZMB i-body PET imaging (i-PET) asset to evaluate the effectiveness of immuno-oncology drugs ü Panel of GZMB specific i-bodies
Slide 21: The investment opportunity
For personal use only The investment opportunity 19
Slide 22: Strategy and upcoming milestones to create and crystallise value
Investor presentation – February 2023 20 Strategy and upcoming milestones to create and crystallise value For personal use only Strategy Milestone Impact Realise the Manufacture toxicology material (H1’23) Ph II enabling, shortest timeline for partners value of Preclinical lung, kidney, eye data (Q1
Slide 23: Experienced, in-house team to execute from discovery through product development
Investor presentation – February 2023 21 Experienced, in-house team to execute from discovery through product development BOARD EXECUTIVE SCIENTIFIC ADVISORY BOARD For personal use only Dr. Paul MacLeman Claudia Gregorio-King, PhD Mick Foley, PhD CHAIR VP, CLINICAL FOUNDING CHIEF PRODUCT SCIENTIST D
Slide 24: Corporate snapshot
Investor presentation – February 2023 22 Corporate snapshot For personal use only Key financial details (16 Feb 2023) Share price performance (ASX:1AD) (last 12 months) 0.09 2.0 HQ and operations Melbourne, Australia 0.08 1.8 Market capitalisation A$12.91m 0.07 1.6 Share price (12 month closing rang
Slide 25: Investment proposition
Investor presentation – February 2023 23 Investment proposition For personal use only Fibrosis/inflammation Immuno-oncology AD-214 advancing to Phase II 2 x co-development collaborations to i-body platform to create value >$3b market potential in first indication1 leverage platform Delivering high v
Slide 26: Contact
For personal use only Contact: Tim Oldham, CEO and Managing Director [email protected] www.adalta.com.au
Slide 27: Achievements over past year add value to our portfolio
Investor presentation – February 2023 25 Achievements over past year add value to our portfolio For personal use only New indications and route of administration for AD-214 and CXCR4 program New pre-clinical data in kidney fibrosis Two clinic-ready indications Initiated pre-clinical studies (eye fib
Slide 28: Our business model
Investor presentation – February 2023 39 Our business model For personal use only In-house pipeline of drug candidates Licence to Build to Usually GPCRs in fibrosis, pharma stock/inventory inflammation, oncology Major upfronts + milestones Invest to value inflection and royalties (pre-clinical PoC,