Poolbeg Pharma Plc · LSE:POLB
Poolbeg Pharma — Investor Presentation (July 2021)
21 slides from Poolbeg Pharma's investor presentation, July 2021
Slide 1: Poolbeg Pharma Investor Presentation
POOLBEG PHARMA Investor Presentation July 2021
Slide 2: Disclaimer
Disclaimer The contents of this presentation and the information which you are given at the time of the presentation have not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000 (the “Act”). Reliance on this presentation for the purpose of engaging
Slide 3: Building a Leading Infectious Diseases Company
Building a Leading Infectious Diseases Company Market to grow to in excess of $250bn by 2025 Big Pharma seeking infectious disease products including Influenza, RSV, Covid etc Depth of experience Clinical-stage company • Successful management team with track record of creating significant • Developi
Slide 4: Origins of Poolbeg Pharma - an Open Orphan spin-out
Origins of Poolbeg Pharma - an Open Orphan spin-out Because pharma products companies & pharma services companies don’t mix Substantial funds invested in hVIVO plc to build an infectious disease biotech, alongside their clinical trial business 2016 2020, Open Orphan acquired hVIVO plc for £13m • Lea
Slide 5: Experienced Leadership Team
Experienced Leadership Team Cathal Friel Jeremy Skillington Ian O’Connell Chairman CEO CFO • Co-founder & Chairman of Open Orphan plc • BD & employee #3 at Inflazome. Sold to Roche in 2020, • Financial professional with healthcare & public markets • Co-founder & shareholder in Amryt Pharma plc; lead
Slide 6: Poolbeg's Experienced Team
Poolbeg’s Experienced Team Cathal Friel & Ian O’Connell founded Open Orphan, Cathal Friel & Ian O’Connell on establishment of market cap c. £160m Amryt Pharma plc, EV now c. £376m • IPO June 2019 at 5.6p, mkt cap £14.2m • IPO 2016, mkt cap £50m • July 2021 mkt cap c. £160m • June 2021, mkt cap c. £3
Slide 7: Capital Light & Early Clinical Data Approach
Capital Light & Early Clinical Data Approach Poolbeg’s Pharma assets Conventional Poolbeg’s Capital Light Approach Biotech Approach Low-cost Phase Results in Full Phase II trial Cost £2-3m Ib and / or IIa 12-18 months >£20m Potentially 3 years Assets can be ready for monetisation to Big Pharma withi
Slide 8: Infectious Disease Market
Infectious Disease Market 2015: The warnings were there 2020: $16 trillion later 2021: Now is the time to invest big Cumulative costs of the COVID-19 pandemic in “Influenza, coronaviruses, Ebola and others “… if we have a worldwide flu epidemic, global terms of lost output & health reduction is were
Slide 9: Major Shortage of Treatments Against Severe Influenza
Major Shortage of Treatments Against Severe Influenza Influenza has pandemic potential, currently overshadowed by COVID-19 Annually Influenza affects 1 in 8 people Tamiflu Addressable Market • 5-10m hospitalised One of the few Influenza products has been >$1bn • ~12% are life threatening • 500,000 d
Slide 10: POLB 001 - Repositioned for Severe Influenza
POLB 001- Repositioned for Severe Influenza • Potential Blockbuster Market Opportunity • Immediate market for Influenza of c. $800m • Peak sales $275m+ with label extensions many multiples Compound • Phase II ready small molecule p38 MAP kinase inhibitor License • Worldwide rights for all uses in hu
Slide 11: Initial Portfolio
Initial Portfolio An exciting array of Infectious Disease assets POOLBEG’S INITIAL ASSETS 1. POLB 001 Other assets include: 2. Vaccine Discovery Platform Immuno-modulator 3. PredictViral™ Biomarker Platform for severe Influenza, potential 4. One of the largest infectious disease progression data Blo
Slide 12: Poolbeg Licensed Open Orphan's Unique Infectious Disease Data & Bio Bank
Poolbeg Licensed Open Orphan’s Unique Infectious Disease Data & Bio Bank • hVIVO used this data to identify POLB 001 (see appendix) • Partnership with AI platform1 transforms this data into new drugs, faster and cheaper • It also helps our drug repositioning strategy • Applicable to a wide range of
Slide 13: Summary
Summary Substantial market opportunity, Capital light & multiple shots on goal infectious diseases expected to grow to clinical strategy in excess of $250bn by 2025 Exciting portfolio, Phase II ready Entrepreneurial team with many immunomodulator for severe Influenza successful exits, created c. $1b
Slide 14: Appendix
POOLBEG PHARMA Appendix
Slide 15: Growing Team
Growing Team Initial Scientific Advisory Board Members Elaine Sullivan, PhD Prof Luke O’ Neill • CEO of Dargle Therapeutics & Executive Chairman of Keltic Pharma • Co-Founded Inflazome which was acquired by Roche for €380m in 2020 • 25 years of international experience working in Pharma and Biotech
Slide 16: POLB 001 - Mechanism of Action
POLB 001 – Mechanism of Action 1 Influenza virus infects 4 A high viral burden can 5 cells of the respiratory activate hyperexpression tract of cytokines 1 2 5 Pattern recognition Inflammatory receptors are activated by cytokines act to self- endosomal and amplify expression 2 cytoplasmic viral anti
Slide 17: POLB 001 - Ideally Suited as a Severe Influenza Therapeutic
POLB 001 – Ideally Suited as a Severe Influenza Therapeutic POLB 001’s ability to interrupt the feedback loop of inflammatory mediators that result in a ‘cytokine storm’ make it an ideal What is p38 MAP Kinase? candidate to reduce disease severity for those most at risk IL 8 (H A ) • Central role in
Slide 18: hVIVO's Unique Data & Samples Identified POLB 001
hVIVO’s Unique Data & Samples Identified POLB 001 Comparison of 63 Analyse Severe & Mild Influenza cases • Samples taken from patients with severe Influenza were compared against human challenge study subjects with ‘mild’ Influenza 24 Possible Drug Targets • This work identified 24 potential molecul
Slide 19: Unique Vaccine Discovery Platform
Unique Vaccine Discovery Platform Harnessing the human challenge model to discover new vaccines What is an Epitope? • Part of a pathogen that the immune system recognises Step 1. T Cell Generation Step 2. Vaccine Discovery • It is the smallest unit of a molecule required to engage the immune system
Slide 20: PredictViral Biomarker Platform for Predicting Severe Disease
PredictViral™ Biomarker Platform for Predicting Severe Disease Potential to transform the way infectious diseases are treated, opportunity to license this tool to Big Pharma PredictViral™ Biomarker Diagnostics vs Traditional Diagnosis of Disease Advantages ✓ Identify severe disease before it is Pred
Slide 21: Why Reposition Drugs?
Why Reposition Drugs? 1 2 Leverage new, novel disease biology Discovery & development phases insights already completed - reducing spend 3 4 Already proven to be safe, existing Already licenced and trialled in patients clinical safety & efficacy data to be - increased probability of success utilised