Nicox SA · EURONEXT:ALCOX
Nicox SA — Investor Presentation (July 2021)
19 slides from Nicox SA's investor presentation, Jul 20, 2021
Slide 1: Corporate Presentation
Corporate Presentation July 20, 2021 © 2021 Nicox. All rights reserved
Slide 2: Forward-Looking Statements
Forward-Looking Statements This document has been prepared by Nicox SA and may not be reproduced or distributed, in whole or in part. The information contained in this document has not been independently verified and no representation, warranty or undertaking, expressed or implied, is made as to, an
Slide 3: Innovative Solutions to Help Maintain Vision and Improve Ocular Health
Innovative Solutions to Help Maintain Vision and Improve Ocular Health Euronext Paris: COX Potential best-in-class intraocular pressure lowering treatment for patients with glaucoma in two Phase 3 trials in U.S. and China Novel blepharitis treatment in Phase 2b trial Funded for at least 12 months un
Slide 4: Pipeline
Pipeline Stages of Development Expected Preclinical Phase 1 Phase 2 Phase 3 NDA Marketed milestones NO-Donating Product Candidates Targeting Glaucoma Top-line results: NCX 470 | novel NO-donating prostaglandin analog Mont Blanc and Denali trials - Mont Blanc Q2 2022 Partnered with Ocumension in the
Slide 5: NCX 470: Novel Late-Stage Product Candidate in Glaucoma
NCX 470: Novel Late-Stage Product Candidate in Glaucoma Based on our NO-Donating Research Platform © 2021 Nicox. All rights reserved
Slide 6: Glaucoma Results in Progressive and Irreversible Vision Loss
Glaucoma Results in Progressive and Irreversible Vision Loss Normal Reduced aqueous aqueous humor humor outflow outflow Healthy eye Intraocular Pressure (IOP) builds up Typical effect of glaucoma on vision ~3 million patients in the U.S. with open angle glaucoma1 Unmet medical need: 40% of patients
Slide 7: NCX 470 Targets $1.4 Billion U.S. Glaucoma PGA Market
NCX 470 Targets $1.4 Billion U.S. Glaucoma PGA Market1 U.S. Glaucoma Pharmaceuticals Market is ~50% of the Global Market1 PGA Prescription Volume2 PGA Prescription Value3 TRAVATAN Z VYZULTA LUMIGAN (bimatoprost) (travoprost) (latanoprostene 12% 9% bunod) TRAVATAN Z (travoprost) 4% 3% ROCKLATAN (neta
Slide 8: NCX 470 Targets the Two Key Outflow Pathways for Lowering IOP
NCX 470 Targets the Two Key Outflow Pathways for Lowering IOP Potential for Best-in-Class Efficacy with Novel Dual Mechanism of Action Two pathways for aqueous humor outflow 8
Slide 9: NCX 470: Statistical Superiority to Market Leader in IOP lowering
NCX 470: Statistical Superiority to Market Leader in IOP lowering Linear Dose Response Suggests Potential Higher Efficacy for Phase 3 Dose Efficacy vs Side Effect Profile Summary Phase 2 Dolomites Trial Results Observed in Phase 2 Trial • Large Phase 2 trial achieved statistical superiority to marke
Slide 10: NCX 470 Potential Peak Sales in U.S. First-Line Glaucoma Market
NCX 470 Potential Peak Sales in U.S. First-Line Glaucoma Market EXISTING MARKET: $1.4 billion1 NCX 470 Current Traditional2 PGAs VYZULTA (latanoprostene ROCKLATAN (netarsudil therapies bunod ophthalmic solution), and latanoprost ophthalmic NCX 470 potential Latanoprost: Latanoprost:>70% prescription
Slide 11: NCX 4251: Novel Treatment to Address Unmet Medical Need in Blepharitis
NCX 4251: Novel Treatment to Address Unmet Medical Need in Blepharitis © 2021 Nicox. All rights reserved
Slide 12: Blepharitis - An Unmet Medical Need
Blepharitis - An Unmet Medical Need A Chronic, Difficult to Treat Disease Prevalence No approved FDA treatments for acute exacerbations Eyelid hygiene Antibiotics Corticosteroid ointments 37- 47% patients seen by U.S. ophthalmologists / optometrists1 1. Lemp et al. Blepharitis in the United States 2
Slide 13: NCX 4251: For Acute Exacerbations of Blepharitis
NCX 4251: For Acute Exacerbations of Blepharitis Potential Novel Therapy Ophthalmic suspension of Unique eyelid application nanocrystals of well-known to site of inflammation corticosteroid (fluticasone designed to minimize propionate) corticosteroid-induced ocular adverse events 13
Slide 14: NCX 4251: Proof of Concept in Acute Exacerbations of Blepharitis
NCX 4251: Proof of Concept in Acute Exacerbations of Blepharitis First Clinical Results Provide Foundation for Ongoing Phase 2b Trial Percent of Subjects with Complete Cure1 : Phase 2a Results Summary of Phase 2a Danube Trial Results Once Daily Dosing • Statistically significant reduction at day 14
Slide 15: Corporate
Corporate Key Partnerships Financial Highlights Anticipated Value-Creating Milestones © 2021 Nicox. All rights reserved
Slide 16: Key Commercial Partnerships
Key Commercial Partnerships VYZULTA ZERVIATE OCUMENSION PARTNERSHIP Partnered with Bausch + Lomb worldwide Partnered with Eyevance in the U.S. • First eye drop approved in 20 • First and only topical ophthalmic • Exclusive rights3 in China and years with a novel approach to formulation of cetirizine
Slide 17: Financial Highlights
Financial Highlights Financial Position as of June 30, 20211 Analyst Coverage Cash, Cash Equivalents and ~€36.5 million Bryan Garnier Victor Floc’h Financial Instruments1 Cantor Fitzgerald Louise Chen Debt2 €18 million H.C. Wainwright Yi Chen Cash runway At least 12 months Kepler Cheuvreux Damien Ch
Slide 18: Anticipated Value-Creating Milestones
Anticipated Value-Creating Milestones Building Our Late-Stage Ophthalmic Portfolio for Commercialization NCX 4251 NCX 470 50% enrollment Blepharitis Phase Glaucoma NCX 470 Glaucoma 2b top-line results Phase 3 top-line Phase 3 September 2021 “Mont Blanc” results Q2 2022 “Mississippi” “Mont Blanc” 1
Slide 19: Innovative Solutions to Help Maintain Vision and Improve Ocular Health
Innovative Solutions to Help Maintain Vision and Improve Ocular Health Nicox S.A. Nicox Research Institute S.r.l. Nicox Ophthalmics, Inc. Drakkar 2 – Bât. D Via Ariosto 21 4721 Emperor Blvd. Suite 260 2405 Route des Dolines 20091 Bresso Durham, NC 27703, U.S. CS 10313 Sophia Antipolis Milano, Italy