Moberg Pharma Ab · OMXSTO:MOB
Moberg Pharma Ab — Q2 2020 Earnings Presentation
15 slides from Moberg Pharma Ab's earnings presentation, Aug 11, 2020
Slide 1: Interim report April – June 2020
Interim report April – June 2020 For the extended fiscal year July 2019 ‐ December 2020 August 11th, 2020 at 3:00 p.m. CET. Dial‐in: SE: +46 8 505 583 50, US: +1 833 526 83 82. Anna Ljung, CEO
Slide 2: Disclaimer
Disclaimer The purpose of this presentation (the "Presentation") is to provide an overview of Moberg Pharma AB (publ) (the "Company"). For the purposes of this notice, "Presentation" means this document, its contents or any part of it, any oral presentation, any question or answer session and any wr
Slide 3: Moberg Pharma 2.0
Moberg Pharma 2.0 Pipeline progress Financial performance Focus forward
Slide 4: Moberg Pharma in brief
Moberg Pharma in brief Moberg Pharma develops and commercializes medical products that relieve pain and skin conditions, especially nail fungus • 2 products in phase 3: – MOB‐015 Topical terbinafine against nail fungus – BUPI Bupivacaine lozenge against OM • Potential market leaders with $250‐500m (
Slide 5: Pipeline progress
Moberg Pharma 2.0 Pipeline progress Financial performance Focus forward
Slide 6: Significant events in 2020
Significant events in 2020 The primary endpoint was met in the European phase 3 study • MOB‐015 Phase 3 program for EU met the primary endpoint, showing non‐ inferiority vs ciclopirox – Consistent data with North American study – Low Complete Cure but early onset and very strong Mycological Cure of
Slide 7: Results in Europe consistent with North America phase 3 study
Results in Europe is consistent with the results of the phase 3 study in North America • The European Phase III study for MOB‐015 was conducted at Germany, the U.K. and Poland. 452 patients were randomized 2:1 to MOB‐015 and 8 percent ciclopirox. Patients were treated once daily for 48 weeks, with l
Slide 8: Mycological cure
Expecting higher complete cure rates based on the superior mycological cure rates 90% MOB‐015 EU 80% MOB‐015 NA Oral terbinafine 70% 60% Itraconazole Mycological cure Efinaconazole 2 50% Efinaconazole 1 40% Luliconazole Tavaborole 1 Tavaborole 2 30% Ciclopirox 8% 20% Terbinafine P‐3058 10% 0% 0% 5%
Slide 9: Shorter treatment - a solution to the problem
Shorter treatment ‐ a solution to the problem Based on the expert discussions, and analysis of all available data including the phase 3 data, earlier trials, and literature data, the company experts and KOLs concluded: • A shorter dosing regimen followed by a maintenance period is likely to result i
Slide 10: Next steps
Next steps • Unusual situation ‐ requires further dialogue with regulatory agencies and partners. Outcomes of clinical studies normally are more uniform • Primary endpoint achieved in both the NA study and the EU study – the two studies can serve as a basis for product registration in Europe • For m
Slide 11: Financial performance
Moberg Pharma 2.0 Pipeline progress Financial performance Focus forward
Slide 12: Financial performance – rationalised cost base vs previous period
Financial performance – rationalised cost base vs previous period P&L (SEK thousand) Apr‐Jun Apr‐Jun Cash Flows (SEK thousand) Apr‐Jun Apr‐ Jun Continuing operations 2020 2019 2020 2019 Net revenue ‐ ‐ Operating profit before financial items ‐6,312 ‐4,060 Selling expenses 5 ‐222 Financial items, rec
Slide 13: Focus forward
Moberg Pharma 2.0 Pipeline progress Financial performance Focus forward
Slide 14: Focus on delivering pipeline value
Focus on delivering pipeline value Aiming to create the next market leader in onychomycosis Continuing to create value for the shareholders of Moberg Pharma with a business strategy centered around MOB‐015 • MOB‐015 Topline‐results: – Delivered December 2019 for North America, primary endpoint met –
Slide 15: Moberg Pharma AB (Publ)
Moberg Pharma AB (Publ) Gustavslundsvägen 42, 5 tr. 167 51 Bromma mobergpharma.se