Allergy Therapeutics Plc · LSE:AGY
Allergy Therapeutics — H.C. Wainwright Conference 2021
24 slides from Allergy Therapeutics's conference presentation, Sep 14, 2021
Slide 1: Delivering on our strategy
Delivering on our strategy H.C.Wainwright Conference 2021 Manuel Llobet, Chief Executive Officer Nick Wykeman, Chief Financial Officer Alan Bullimore, Head of Business Innovation 1
Slide 2: Disclaimer
Disclaimer The information contained in this presentation (“Presentation”) is being This Presentation includes “forward-looking statements” which include supplied to you solely for your information and may not be copied, reproduced all statements other than statements of historical facts, including,
Slide 3: Our Business, Platform and Strategy
Our Business, Platform and Strategy 3
Slide 4: Allergy Therapeutics
Allergy Therapeutics Unique Selling Point - Ultra- Successful trading short course treatment model - 9% annual technology platforms revenue growth over the last 22 years Potential to cure, not just Leading aluminium-free treat symptoms subcutaneous allergy vaccines Only truly innovating business in
Slide 5: Platforms
Allergy Therapeutics "° Platforms
Slide 6: PQ: Differentiated platform approach enhances compliance, leads to higher efficacy and successful outcomes
PQ: Differentiated platform approach enhances compliance, leads to higher efficacy and successful outcomes MPL Adjuvant MPL Adjuvant MPL (Monophosphoryl MPL allows Specific Lipid A) is a non-toxic Immunotherapy (SIT) derivative of treatment course to be lipopolysaccharide shortened (big impact on (L
Slide 7: Virus like particle (VLP) platform
Virus like particle (VLP) platform • VLP platform has potential in many different allergy areas. • Sophisticated technology with potential to treat severe and extreme allergies • Engineered with a T-cell epitope derived from the tetanus toxin • Leads to activation of memory cells • Increased antibod
Slide 8: Three Pillars to Growth: Advancing a Leading Allergy Immunotherapy Company
Three Pillars to Growth: Advancing a Leading Allergy Immunotherapy Company 01 02 03 Strong pipeline Expanding in Europe Preparing for US entry New technologies underpin Strongly performing Significant opportunity pipeline breadth and depth profitable business in largest allergy market Growing market
Slide 9: Preparing for US entry
Preparing for US entry >100 injections Capturing the Current treatment: up to 100 $2bn opportunity injections over 3-5 years*** estimated allergy immunotherapy market** New USP and FDA regulations drive towards pharmaceutical 2-3m grade, centrally manufactured, Americans receive allergy single aller
Slide 10: Summary and outlook
Allergy Therapeutics "° Summary and outlook
Slide 11: Financial and operational highlights
Financial and operational highlights VLP peanut candidate Ex vivo biomarker study in progress increase in Results expected in Spring 2021 7% actual revenue to £54.0m (2019 £50.5m) Grass MATA MPL Exploratory field trial now fully recruited Record operating profit pre R&D up 18.5% Results expected in
Slide 12: Key milestones (Calendar Years)
Key milestones (Calendar Years) Grass MATA MPL Grass MATA MPL (G309) – Results first stage (G309) – Study start Grass MATA MPL Grass MATA MPL field trial– Study field trial– Results ImmunoBON – start launch 2020 2021 2022 2023 VLP Peanut Phase 1 – First in human study start planned VLP Peanut Phase
Slide 13: Appendix
Allergy Therapeutics "° Appendix
Slide 14: Allergy Therapeutics: Company with Solid Sales and Global presence
Allergy Therapeutics: Company with Solid Sales and Global presence Sales and marketing network comprising c.140 European sales force Latvia Estonia Lithuania South Korea Belarus Netherlands Poland UK Germany Czech Rep. Slovakia Austria Switzerland Serbia Italy Albania Spain Portugal Greece Canada Ma
Slide 15: Strong Pipeline
Strong Pipeline 15
Slide 16: Innovative, Broad Pipeline and Marketed Products
Innovative, Broad Pipeline and Marketed Products Also available as a Pre-clinical Phase I Phase II Phase III Market/Registered Named Patient Product Grass MATA Short-course SCIT Tree MATA Short-course SCIT Ragweed MATA Short-course SCIT Bee Venom SCIT Short-course SCIT Wasp Venom SCIT Short-course S
Slide 17: Grass MATA MPL
Grass MATA MPL Phased Phase III Just one Phase III efficacy programme underway to trial and completion of provide data to support US safety database away from and EU authorisation filing in US Both trials (G309 and G306) Key product for US fully funded introduction – Ragweed and Birch would be produ
Slide 18: VLP Peanut product
VLP Peanut product Single dose of virus like Ex vivo biomarker trial with particle (VLP) with Imperial College underway recombinant peanut allergen and due to read out Spring successfully protects against 2021 anaphylaxis when challenged with peanut in pre clinical model Industrial scale-up progress
Slide 19: Increased investment in VLP Technology
Increased investment in VLP Technology • Exclusive licence agreements signed to use patented VLP technology platform to develop vaccines targeting oncology and immune conditions – • Cancer (Melanoma) • Asthma • Atopic Dermatitis • Psoriasis • Proof of concept studies underway • IP registration in pr
Slide 20: Expanding in Europe
Expanding in Europe 20
Slide 21: European Business – 2021 Half Year Results
European Business – 2021 Half Year Results Solid sales growth of 7% at actual rates in 2021 Good growth Initial Brexit Focused cost Regulatory Potential for tempered by impact slowdown but goods efficiencies while environment still Immunobon of COVID, especially flowing more investing in future chal
Slide 22: Preparing for US entry
Preparing for US entry 22
Slide 23: The changing US regulatory landscape offers potential for significant commercial growth
The changing US regulatory landscape offers potential for significant commercial growth Current US SCIT market Allergy Therapeutics’ entry in the US • Home made, unlicensed New USP and FDA • Standardised dose vaccine preparation regulations drive towards pharmaceutical • GMP manufactured • Non GMP m
Slide 24: 2021 set to be an important year
2021 set to be an important year Delivering against Drive further growth our strategy: three in sales including pillars to growth launch of ImmunoBON Progression of clinical Focused strategy to trial for Grass MATA be first to market in MPL for European and the US SCIT segment US market First in hum
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