Kazia Therapeutics Ltd · NASDAQ:KZIA
Kazia Therapeutics — Shareholder Meeting (November 2021)
28 slides from Kazia Therapeutics's shareholder meeting presentation, Nov 10, 2021
Slide 1: Presentation to Annual General Meeting of Shareholders
Presentation to Annual General Meeting of Shareholders Dr James Garner Chief Executive Officer Sydney, NSW 10 November 2021
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the safe-harbor provisions of the Private Securities Litigation Reform Act of 1995. Such statements involve substantial risks and uncertainties, not all of which may be known at the time. All state
Slide 3: 2021 in Review: A Year of Achievements
2021 in Review A Year of Achievements 3 Major cross-border licensing deals in FY2021 Phase III Paxalisib pivotal study commenced in Jan ‘21 Phase I EVT801 commenced human trials in Nov 2021 11 Ongoing clinical studies across two clinical programs >200 Patients now treated with paxalisib 3 New paxali
Slide 4: Financial Performance
Financial Performance Building sustainable shareholder value
Slide 5: Share price performance has begun to reflect Kazia's value proposition
Share price performance has begun to reflect Kazia’s value proposition Source: Marketwatch (rebased) (rebased) Kazia Share Price (AU$) (rebased) Kazia Therapeutics ↑ 179% NASDAQ S.C. Biotech ↑ 31% S&P/ASX200 ↑ 23% NASDAQ Biotech ↑ 19%
Slide 6: Kazia's enterprise value has increased by approximately 37x in five years
Kazia’s enterprise value has increased by approximately 37x in the last five years Source: Company Annual Reports; Marketwatch $37M $20M $19M $20M $44M $173M
Slide 7: Financing cashflows matched by non-dilutive income from other sources
Financing cashflows have been essentially matched by non-dilutive income from other sources Source: Company Annual Reports Note: Income includes partnering revenue, Australian Government R&D tax rebate, IP settlement with Noxopharm Limited Inward Cashflows (AU$) $40 million from operations $42 milli
Slide 8: Research coverage has deepened, with five analysts following Kazia
Research coverage has deepened, with five analysts now following Kazia’s progress Australia United States AU$ 2.50 (May 2021) AU$ 2.60 (Apr 2021) AU$ 2.83 (Oct 2021) US$ 17.00 (Apr 2021) US$ 18.00 (Oct 2021)
Slide 9: Paxalisib: Progressing towards commercialisation
Paxalisib Progressing towards commercialisation
Slide 10: Primary market research suggests strong clinician support for paxalisib
Primary market research suggests strong clinician support for paxalisib, if successful in clinical trials Source: Triangle Insights market research, commissioned by Kazia Therapeutics Unmet Need in Glioblastoma Paxalisib Mechanism of Action Average Rating by US Clinicians (n=15) No Unmet Need Extrem
Slide 11: Adoption rate for the commercial product expected to be very high
Adoption rate for the commercial product is expected to be very high, due to scarcity of existing treatment options Source: Triangle Insights market research, commissioned by Kazia Therapeutics Newly-Diagnosed Unmethylated Recurrent Extension of Overall Survival (months) 7.0 mos. 2.6 mos. Meth. Unme
Slide 12: Pricing comparators indicate monthly treatment costs around US$12K
Pricing comparators indicate monthly treatment costs for paxalisib around US$ 12K in United States Source: IQVIA Institute (2018); Triangle Insights market research, commissioned by Kazia Therapeutics Median Annual Cost of New Oncology Products at Launch (United States) Current or Forecast Monthly P
Slide 13: Payer interviews support willingness-to-pay up to US$20K in US
Payer interviews support willingness-to-pay up to US$ 20K in US and up to ~$10K in EU5 Source: Triangle Insights market research, commissioned by Kazia Therapeutics United States European Union Likelihood of Coverage for Paxalisib Very Favourable Not At All Favourable Likelihood of Coverage for Paxa
Slide 14: Paxalisib: A strong competitive position
Paxalisib A strong competitive position
Slide 15: Paxalisib could be ready for commercial launch in CY2024
Paxalisib could be ready for commercial launch in CY2024 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 GLP Toxicology Technical Development Phase II Study ADME Study Pivotal Study Commercial Manufacture United States Europe China Note: Actual timelines will depend on clinical trial performance,
Slide 16: Glioblastoma is a less competitive indication
Glioblastoma is a less competitive indication, in terms of number of approved products and number of ongoing trials Source: National Cancer Institute, clinicaltrials,gov, SEER Note: Number of trials denotes all ongoing industry-sponsored trials captured in clinicaltrials.gov under high level search
Slide 17: Late-stage pipeline remains limited, with paxalisib among leading candidates
Late-stage pipeline remains limited, with paxalisib among leading candidates for first new GBM drug since Temodar® Company Product Mechanism Phase Population Efficacy Safety Notes Paxalisib PI3K /mTOR inhibitor III ND unmeth. Recurrent OS: ↑4.8 mos. (ND unmeth.) Rash; mucositis; hyperglycemia Partic
Slide 18: Launch of new pharmaceutical products typically expands the class
Launch of new pharmaceutical products typically expands, rather than cannibalises, the class Source: IQVIA Institute; FDA US$ billion Breast Cancer US$ billion Abemaciclib approvedSept 17 Ribociclib approvedSept 17 Olaparib approvedJan 18 Talazoparib approvedOct 18 Alpelisib approvedMay 19 OVERALL ↑
Slide 19: EVT801: Entering an exciting and rapidly-evolving new domain
EVT801 Entering an exciting and rapidly-evolving new domain
Slide 20: EVT801 is now a clinical-stage asset
EVT801 is now a clinical-stage asset
Slide 21: Targeting angiogenesis is a well-established approach in cancer treatment
Targeting angiogenesis is a well-established approach in the treatment of cancer VEGF-A Colorectal cancer Lung cancer Breast cancer $7 billion VEGFR PDGFR RAF kinases Hepatocellular carcinoma Renal call carcinoma Thyroid cancer $1 billion VEGFR PDGFR Renal cell carcinoma Gasto-intestinal stromal tum
Slide 22: Angiogenesis inhibitors are limited by several key challenges
Despite their proven efficacy, angiogenesis inhibitors are limited by several key challenges Angiogenesis inhibitors work by reducing the formation of new blood vessels around the tumor, starving it of vital nutrients needed for tumor growth, and limiting its ability to spread (metastasise) elsewher
Slide 23: EVT801 is a selective VEGFR inhibitor, primarily inhibiting lymphangiogenesis
EVT801 is a selective VEGFR inhibitor, primarily inhibiting lymphangiogenesis (formation of new lymphatic vessels) Oral Presentation Administered by mouth once or twice daily Strong IP Protection Composition-of-matter to 2032 / 2033 in most jurisdictions Low Cost of Goods Straightforward manufacture
Slide 24: Focus in angiokinase inhibitor class has shifted to immuno-oncology use
Focus in the ‘angiokinase inhibitor’ class has shifted from anti-angiogenic use to immuno-oncology use 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Renal Cancer (MonoTx) Renal Cancer with Thyroid Cancer (MonoTx) Renal Cancer (MonoTx) Liver Cancer (MonoTx) Endomet-rial Ca. with Renal Cancer with
Slide 25: FDA approvals mirrored by increase in immunotherapy combination trials
Recent FDA approvals are mirrored by a striking increase in immunotherapy combination trial activity Source: clinicaltrials.gov Number of Clinical Trial Starts Number of Clinical Trial Starts Number of Clinical Trial Starts
Slide 26: EVT801 exhibits potent synergy with checkpoint inhibitors
EVT801 exhibits at least as potent synergy with checkpoint inhibitors as other agents Data on file Note: CTLA4 is the target of Yervoy® (ipilimumab), an approved immuno-oncology therapy Experimental Methods Orthotopic mouse model 4T1 tumor cells inoculated in BALB/c mice (mammary fat pad) Treatment
Slide 27: Kazia's strategy for EVT801 explores both areas of opportunity
Kazia’s strategy for EVT801 aims to explore both areas of opportunity for the drug Phase I Study Monotherapy Advanced solid tumours Phase II Study Monotherapy One or more solid tumours Phase Ib Study IO Combination One or more solid tumours Explore EVT801 as an anti-angiogenic therapy, likely in tum
Slide 28: Kazia Therapeutics
KAZIA THERAPEUTICS www.kaziatherapeutics.com [email protected]
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