Adalta Ltd. · ASX:1AD
Adalta — Investor Presentation (February 2025)
16 slides from Adalta's investor presentation, Feb 11, 2025
Slide 1: Commercialising Cellular Immunotherapies "East to West"
For personal use only COMMERCIALISING CELLULAR IMMUNOTHERAPIES “EAST TO WEST” ADALTA LIMITED (ASX:1AD) | INVESTOR WEBINAR | 11 FEBRUARY 2025 AdAlta Limited (ASX:1AD) | Investor Presentation | February 2025 | 1
Slide 2: Important Notice & Disclaimer
IMPORTANT NOTICE & DISCLAIMER Investment in AdAlta is subject to investment risk, including possible loss of income and capital invested. AdAlta does not guarantee any particular rate of return or performance, nor do they guarantee the repayment of capital. For personal use only This presentation is
Slide 3: AdAlta: Next Generation Cell & Protein Therapeutics
ADALTA: NEXT GENERATION CELL & PROTEIN THERAPEUTICS For personal use only In-license next generation clinical stage assets from Asia, establish Western manufacturing and generate clinical data for on-licensing AdAlta is a clinical Leverages our unique skills, regional ecosystem and business model to
Slide 4: "East to West" Is Our Core Priority
“EAST TO WEST” IS OUR CORE PRIORITY “East to West” cellular immunotherapy strategy to drive clinical pipeline growth and For personal use only Accelerate future value creation “East to West” • AdAlta will now prioritise R&D expenditure to this strategy Strategy • Strategy and value proposition confi
Slide 5: "East to West" Strategy Overview
“EAST TO WEST” STRATEGY OVERVIEW Substantial value inflection potential by bringing “Eastern” cellular For personal use only immunotherapy innovations to “Western” regulated markets AdAlta has clear aspirational growth targets for its Combining Asia's innovative T cell therapies for solid cancers an
Slide 6: Rationale for Our Strategy
RATIONALE FOR OUR STRATEGY Market Opportunity Competitive Advantage First Assets For personal use only Cancers that are solid • Networks: Asia's rich innovation, Initial three assets under term sheet from tumours and remain Australia's clinical and manufacturing pipeline of 10 high-potential therapi
Slide 7: Accessing Quality Assets from Asia
ACCESSING QUALITY ASSETS FROM ASIA Quality Asia cellular Flow of innovation from Asia to the West is hampered by: lack of capital in Asia, lack of Western immunotherapy pipeline experience and networks, opportunity cost for large biopharma to conduct due diligence, difficulty For personal use only f
Slide 8: Becoming a Valuation Multiplier for Asian Partners
BECOMING A VALUATION MULTIPLIER FOR ASIAN PARTNERS For personal use only 3 In-license market leading 3 assets from Asia (“East”): 1 Low acquisition cost. By financing to next inflection On-licensing: point AdAlta acquires a Establish global share of the asset at exit manufacturing network and on-lic
Slide 9: Value at Exit: Phase I CAR-T Cell Therapy Transactions
VALUE AT EXIT: PHASE I CAR-T CELL THERAPY TRANSACTIONS Total Upfront Date Drug(s) Licensor Licensee Deal stage Lead indications value (US$m) (US$m) For personal use only DLL3 targeting autologous Phase 1 Nov-23 SCLC, LCNEC 1,110 100 CAR-T cell therapy (ongoing; US) In vivo CD19 CAR-T cell Phase 1b A
Slide 10: Progress and Potential
PROGRESS AND POTENTIAL Australian clinical trial data facilitates We are here pivotal studies, For personal use only today licensing agreements First IND and asset sales approval (F) Three high value First technology assets secured (F) Three in-licensing transfer to 2028+ term sheets commence (F) “E
Slide 11: Three Assets Under Exclusive Due Diligence
THREE ASSETS UNDER EXCLUSIVE DUE DILIGENCE First in-licensing term sheet Second in-licensing term sheet Third in-licensing term sheet For personal use only Lung, mesothelioma, ovarian, cervical, Endothelial solid cancers incl. colorectal, Target cancer markets Gastric, gynaecological and epithelial
Slide 12: Transaction-Based Growth Strategy Is Being Delivered
TRANSACTION-BASED GROWTH STRATEGY IS BEING DELIVERED For personal use only “East to West” cellular The first three assets under Experienced team and accessible immunotherapy growth strategy exclusive due diligence for the “East global network ready to execute a leveraging regional and business to We
Slide 13: For More Information Please Contact
For personal use only FOR MORE INFORMATION PLEASE CONTACT: TIM OLDHAM CEO & MANAGING DIRECTOR +61 403 446 665 [email protected] INVESTOR RELATIONS THE CAPITAL NETWORK JULIA MAGUIRE +61 2 7257 7338 [email protected] WWW.ADALTA.COM.AU AdAlta Limited (ASX:1AD) | Investor Presentation
Slide 14: 1. Armoured CAR-T (First Term Sheet)
1. ARMOURED CAR-T (FIRST TERM SHEET) Target market Advanced, solid cancer patient: • Multiple solid cancers including lung, mesothelioma, ovarian, cervical, pancreatic, colorectal sustained response to armored-CAR-T For personal use only • More than 1.5 million relapsed, refractory or metastatic pat
Slide 15: 2. First in Class CAR-T (Second Term Sheet)
2. FIRST IN CLASS CAR-T (SECOND TERM SHEET) Target market • Applicable for a wide range of endothelial solid cancers including colorectal, gastric, and lung Complete resolution of For personal use only • More than 1.5 million relapsed or refractory patients worldwide each year malignant ascites in S
Slide 16: 3. First in Class CAR-T (Third Term Sheet)
3. FIRST IN CLASS CAR-T (THIRD TERM SHEET) Target market • Gastric, gynaecological and other epithelial cancers Comparative efficacy versus For personal use only • More than 1.5 million relapsed or refractory patients worldwide each year standard of care • 150,000 advanced gastric cancer patients ea