Vivesto Ab · OMXSTO:VIVE
Vivesto Ab — Oasmia Pharmaceutical — Investor Presentation (September 2021)
22 slides from Vivesto Ab's investor presentation, Sep 7, 2021
Slide 1: Aktiespararna Presentation
AKTIESPARARNA PRESENTATION F.R. Martelet, M.D., CEO 7 September 2021 1
Slide 2: Forward-looking statement
Forward-looking statement IMPORTANT NOTICE The information in this presentation shall not constitute an offer to sell or the solicitation of an offer to buy, nor shall there be any sale of the securities referred to herein in any jurisdiction in which such offer, solicitation or sale would require p
Slide 3: Cancer is a growing global health emergency
Cancer is a growing global health emergency Global oncology drugs market 2019 $128 billion 2027 $222 billion CAGR of 7.4%1 Between 2020 and 2040, annual new cases of cancer are forecast to rise by: • 59% in Asia • 38% in North America • 66% in Latin America and • 21% in Europe2 1 www.alliedmarketres
Slide 4: Building a sustainable global oncology business
Building a sustainable global oncology business Growing pipeline focused on hard-to- NASDAQ Stockholm 2010 treat and late-stage cancers with Market Cap approx. SEK 1,3 B limited treatment options Strong in-house capabilities including R&D-focused Lab Facility in regulatory, development & Uppsala, Sw
Slide 5: Building a sustainable global oncology business (cont'd)
Building a sustainable global oncology business (cont’d) • Oasmia has currently two lines of business: R&D: in-licensed and wholly-owned development-stage oncology assets: • Cantrixil • Docetaxel Micellar Commercial & Development: Revenues and milestone streams from out licensed programs and technol
Slide 6: Emerging oncology portfolio provides basis for future growth
Emerging oncology portfolio provides basis for future growth Registration / Commercial Product Indication Pre-clinical Phase 1 Phase 2 Phase 3 approval Launch Geography Human Health Portfolio Cantrixil Ovarian cancer Global Docetaxel Prostate cancer EU/EAA micellar Animal Health Portfolio (Canines)
Slide 7: Revenues and milestone streams from out licensed programs and technologies
Revenues and milestone streams from out licensed programs and technologies Registration / Commercial Product Indication Pre-clinical Phase 1 Phase 2 Phase 3 approval Launch Geography Human Health Portfolio Apealea® / Ovarian cancer EU / EEA Paclical® (paclitaxel) Ovarian cancer USA Project Objective
Slide 8: Building capabilities to drive our success
Building capabilities to drive our success FRANCOIS MARTELET, FREDRIK JÄRRSTEN PETER SELIN, B.Sc. REINHARD KOENIG, M.D. M.D., Master’s Degree Business Chief Finance Officer Chief Business Officer Chief Scientific Officer Chief Executive Officer DR HEIDI B. RAMSTAD, KIA BENGTSSON* JOHANNA RÖSTIN* Chi
Slide 9: Oasmia 2.0: Crystal clear strategy to drive growth 2021–2023
Oasmia 2.0: Crystal clear strategy to drive growth 2021 – 2023 Build broad portfolio with multiple shots on goal Apealea royalties Building a Progress Cantrixil and milestones global & Docetaxel to support cash oncology micellar flow business Leverage drug delivery technology platforms 9
Slide 10: The right capabilities to build a diverse portfolio
The right capabilities to build a diverse portfolio Business Multi-MoA Development portfolio Product Development Partnering Clinical Pipeline Regulatory
Slide 11: The 'string of pearls' strategy to build critical mass
The ‘string of pearls’ strategy to build critical mass • Leveraging our Development, Regulatory & Commerical Partnering skills • Evaluating a wide range of targets with multiple MoA (pre-clinical to late Phase 3) • Potential for high value exit opportunities from Phase 2 Registration / Pre-clinical
Slide 12: Completing a Phase 2b study in oncology creates huge value
Completing a Phase 2b study in oncology creates huge value Recent Phase 2 oncology program acquisitions Buyer Seller Drug(s) Deal value AbbVie Genmab GEN-1044; $3.9bn GEN-3009; epcoritamab Merck Seagen Ladiratuzumab $3.2bn vedotin 12
Slide 13: Cantrixil – Phase 2 in ovarian cancer to start in H2-2022
Cantrixil – Phase 2 in ovarian cancer to start in H2-2022 • Global rights to first-in-class Cantrixil licensed from Kazia Therapeutics Limited (ASX:KZA) March 2021 • Targeting ovarian cancer – an area of unmet need with 314k new cases and 207k deaths worldwide in 2020* • Tubulin-binding small molecu
Slide 14: Docetaxel micellar – Phase 1b in prostate cancer ongoing
Docetaxel micellar – Phase 1b in prostate cancer ongoing • Phase 1b trial ongoing with SAKK (Swiss Group for Clinical Cancer Research) ‒ Open-label, multicenter, single-stage trial at major 1 hospitals in Switzerland ‒ Recruiting 18 chemotherapy-naïve patients with metastatic castration resistant pr
Slide 15: Apealea – global licensing deal & European approval in ovarian cancer
Apealea® – global licensing deal & European approval in ovarian cancer Approved in EU for treatment of first relapse ovarian cancer1 Targeting patients unable to tolerate solvent- based paclitaxel Solvent-free IV formulation of paclitaxel • No polyoxyethylated castor oil or dehydrated alcohol • No g
Slide 16: Apealea – out licensed to Elevar and its partners
Apealea® – out licensed to Elevar and its partners Russia and CIS Worldwide Peak sales estimates Oasmia hold marketing ~$275m - $282m Europe authorizations (ovarian cancer1) USA Commercialization agreement signed between Elevar • Pathway to commercialization identified Therapeutics and Inceptua Grou
Slide 17: Apealea commercial update
Apealea commercial update • The EU Market Authorization transfer between Oasmia and Inceptua is anticipated to be completed by end of 2021 • Elevar and its partner, Inceptua, continue to move forward toward commercialization in Europe: ‒ UK and Germany planned launch expected 1H 2022 ‒ Switzerland,
Slide 18: Apealea US development update
Apealea US development update • Elevar continues to make progress on a development program to support a future NDA in the US market • This includes partnering with the Gynecologic Oncology Group (GOG) Foundation to develop the clinical registrational study concept • Elevar plans to seek FDA feedback
Slide 19: Significant events during the last quarter
Significant events during the last quarter Corporate highlights • Nordic commercialization rights for Apealea® transferred to Inceptua Group • Dr Reinhard Koenig appointed as Chief Scientific Officer • Andrea Buscaglia proposed as a new Board member by the Nomination Committee and appointed • Senior
Slide 20: Key figures in the last quarter
Key figures in the last quarter Key figures Q2-21 Q2-20 H1-21 H1-20 2020 • Operating costs, defined as other external expenses and Jan-Dec personnel costs, amounted to MSEK 32 in Q2 Net sales, TSEK 4 596 254 4 633 201 474 201 760 ‒ Confirming annualized cost savings of approx. MSEK 100 Operating los
Slide 21: Implementing the highest environmental, social and governance (ESG) standards
Implementing the highest environmental, social and governance (ESG) standards Structure to support Oasmia’s sustainability work: • The Board is responsible for ensuring that sustainability is adequately addressed within the Company. The CEO is responsible for implementation. All employees are respon
Slide 22: Looking ahead – multiple catalysts to drive value
Looking ahead – multiple catalysts to drive value Potential near- and mid-term value drivers • Sustained M&A & in-licensing to build critical mass in oncology • Cantrixil – trial design, KOL recruitment and supply agreement for Phase 2 (2022) • Docetaxel micellar – Phase 1b completion (2022) • Apeal
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