Neurizon Therapeutics Limited · ASX:NUZ
Neurizon Therapeutics — PharmAust — Investor Presentation (May 2017)
26 slides from Neurizon Therapeutics's investor presentation, May 2017
Slide 1: Investor Presentation (May 2017)
For personal use only A Investor Presentation (May 2017) PharmAust Investor Presentation (May 2017) 1
Slide 2: Disclaimer
Disclaimer DISCLAIMER This presentation has been prepared by PharmAust Limited (ASX: PAA) (ACN: 094 006 023) (the “Company”). It does not purport to contain all the information that a prospective For personal use only investor may require in connection with any potential investment in the Company. Y
Slide 3: Corporate Structure
Corporate Structure For personal use only Epichem Pitney Pharmaceuticals PharmAust Investor Presentation (May 2017) 3
Slide 4: Corporate Overview
Corporate Overview For personal use only • PharmAust: Clinical-stage oncology company • Lead product is Monepantel (MPL) – a repurposed drug already approved for Veterinary use • PharmAust patented MPL as a novel anticancer drug • Unique clinical strategy targeting MPL for both human and vet applica
Slide 5: Corporate Snapshot
Corporate Snapshot ASX Code: PAA Total Shares on Issue 146,694,903 For personal use only Market Cap $11M Options (Unlisted) 18,738,852 Cash1 $3.54M Debt2 $0.5 Top 20 Own 35% Epichem Revenue3 $3.0M Board/Exec Own 13% Cash flow positive quarter: $476K. 1. As of 31 March, 2017 2. EFIC loan to Epichem:
Slide 6: Experienced Board & Management Team
Experienced Board & Management Team Dr. Roger Aston, Executive Chairman Dr. Wayne Best, Director For personal use only • >20 years experience in the pharmaceutical and • 30 years experience in synthetic and medicinal healthcare industries. chemistry in academia and industry. • Director or chairman o
Slide 7: Monepantel Oncology Programme: Progressing towards key clinical catalysts
For personal use only Monepantel Oncology Programme: Progressing towards key clinical catalysts PharmAust Investor Presentation (May 2017) 7
Slide 8: Recent clinical outcomes promote commercial opportunities
Recent clinical outcomes promote commercial opportunities For personal use only Phase II pilot lymphoma trial in dogs MPL used as front-line therapy • 1st report of MPL clinical tumour inhibition Preliminary Results: ¾ (75%) treated dogs showed stable disease and tumour reduction • 1st report mTOR d
Slide 9: Why MPL for Cancer
Why MPL for Cancer For personal use only In vitro: MPL kills wide range of cancer cell lines MPL Approved for Animal Health In vivo: MPL monotherapy inhibits tumours in mice xenografts (pancreatic, ovarian, colorectal) In vivo: MPL combined with front-line drugs improves potency in mouse xenografts
Slide 10: MPL Achieved Key Preclinical and Phase I Clinical Endpoints
MPL Achieved Key Preclinical and Phase I Clinical Endpoints For personal use only 1. Safety: Excellent safety profile in dogs & man as predicted by pre-clinical models 2. Efficacy: Observed reduction of key cancer biomarkers (p70s6K and p4E-BP-1) and reduction in tumours 3. Active dose: Identified a
Slide 11: PharmAust's strong MPL patent position
PharmAust’s strong MPL patent position For personal use only • > 47 patents and patent applications • 5 patent families • Granted patents in US, Aus, China, NZ and Europe • Broad 'method of use’ for MPL across cancer and non-cancer applications • Joint portfolio of MPL analogues (composition of matt
Slide 12: MPL targets the mTOR pathway: common to many cancers
MPL targets the mTOR pathway: common to many cancers Two complexes of mTOR For personal use only (mammalian target of rapamycin) mTORC1 mTORC2 s6K 4EBP Akt eIF4E Increased Expression CANCER! Cell Growth Cell Proliferation Cell Survival Saxton, R. A., & Sabatini, D. M. (2017). mTOR Signaling in Growt
Slide 13: >$2 Billion market for approved mTOR Drugs
>$2 Billion market for approved mTOR Drugs For personal use only Drug Approved Indications Company 2016 Sales (US$m)1 Sirolimus Transplantation Pfizer 170 Transplantation Renal Cell Carcinoma Rapalogues Breast Cancer Novartis/Pfizer >2,000 (Affintor/Torisel) Pancreatic Neuroendocrine Tumours Mantle
Slide 14: Strategy to develop MPL as a Cancer Therapeutic
Strategy to develop MPL as a Cancer For personal use only Therapeutic for: - Veterinary Health - Humans PharmAust Investor Presentation (May 2017) 14
Slide 15: Rationale for dual clinical development strategy
Rationale for dual clinical development strategy Vet Oncology Development Human Oncology Development For personal use only Canine Outcomes Informs Human Clinical Development Efficacy Pharmacology Generates high quality preclinical data-pack Preclinical Models Biomarkers Combination therapy Clinical
Slide 16: Trends in Companion Animal Health Market (US:2016)
Trends in Companion Animal Health Market (US:2016) For personal use only Total Pet Expenditure: $70b1 US Dog/Cat Populations (2016)1 Vet Care Expenditure $17b1 94m 90m Pet drug market $10.2b by 20182 (8% CAGR) $ Willingness to pay more for treatment3 ($2K-$5K/treatment) 1. http://www.americanpetprod
Slide 17: Pets and Cancer
Pets and Cancer For personal use only ● 1 in 4 dogs die of cancer ● Pets are living longer (50% dogs >10yrs die of cancer) ● 6 million dogs diagnosed with cancer in US/yr ● Significant unmet need for new oncology drugs ($500m/$1b market) ● Vet therapeutic market dominated by repurposed drugs already
Slide 18: Next Steps and Roadmap
For personal use only Next Steps and Roadmap PharmAust Investor Presentation (May 2017) 18
Slide 19: Reformulation to resolve MPL palatability
Reformulation to resolve MPL palability For personal use only 2017 Pills/Capsules Gelatin Reformulate GMP-grade Scaled production encapsulation manufacture for clinical trial MPL 25 mg/ml MPL 250 mg/tablet ⇧ Taste Reformulation achieves 3 strategic outcomes: • Overcome foul taste of Zolvix which has
Slide 20: Key Drivers for 2017
Key Drivers for 2017 For personal use only Complete MPL Reformulation Q4 Complete Phase II Lymphoma Trial in Dogs Q3 Initiate Phase II Clinical Trial in Dogs using Q4 reformulated product Growth of Epichem Business Q2-Q4 Progress Novartis/ELANCO Option Q3-Q4 PharmAust Investor Presentation (May 2017
Slide 21: Epichem
For personal use only Epichem PharmAust Investor Presentation (May 2017) 21
Slide 22: About Epichem
About Epichem For personal use only ● Specialist Synthetic & Medicinal Chemistry Services ● Highly awarded West. Aust. Company (Founded 2003) ● Staff of 23 (15 PhD's) Revenues Drug Discovery & Technical Proprietary Drug Fine Chemicals Catalogue Services Discovery Platform - Fee for Service Consultan
Slide 23: Epichem Revenues
Epichem Revenues For personal use only $6.2m Revenues Phase 2 Lab Expansion $5,000,000 $4.3m $4,000,000 Phase 1 Lab Expansion $3,000,000 $2,000,000 $1,000,000 $0 2008-09 2010-11 2012-13 2014-15 Revenues 2015-16 2016-17 2018-19 2020-21 Record $3m revenues forecast for 2016/17 FY PharmAust Investor Pr
Slide 24: Key Drivers for Epichem Growth
Key Drivers for Epichem Growth For personal use only • Planned Phase 2 Lab Expansion increases capacity to meet demand • Pursuing ISO17025 accreditation – highest ‘calibration and testing’ std. in the world • Facilitates expansion of high margin catalogue business • Low Australian Dollar maintains g
Slide 25: PharmAust's Value Proposition
PharmAust’s Value Proposition For personal use only • $11m Market Cap = Enterprise Value (revenue + cash + phase II ready asset) • Dual development strategy (dogs/humans) – access to multiple value accretion catalysts • Novartis Animal Health/ELANCO Option - strategic access to vet health market wit
Slide 26: For personal use only
For personal use only Epichem Pitney Pharmaceuticals Dr Richard Hopkins Dr Roger Aston CEO Executive Chairman ASX: PAA [email protected] [email protected] ACN 094 006 023 Phone: +61 (0) 405 656 868 Phone: +61 (0) 402 762 204 PharmAust Investor Presentation (May 2017) 26