Allergy Therapeutics Plc · LSE:AGY
Allergy Therapeutics — JP Morgan 2021
26 slides from Allergy Therapeutics's conference presentation, Sep 17, 2021
Slide 1: Delivering on our strategy
Delivering on our strategy JP Morgan 2021 Manuel Llobet, Chief Executive Officer Nick Wykeman, Chief Financial Officer Alan Bullimore, Head of Business Innovation 1
Slide 2: Disclaimer
Disclaimer The information contained in this presentation (“Presentation”) is being This Presentation includes “forward-looking statements” which include supplied to you solely for your information and may not be copied, reproduced all statements other than statements of historical facts, including,
Slide 3: Our Business, Platform and Strategy
Our Business, Platform and Strategy 3
Slide 4: Allergy Therapeutics
Allergy Therapeutics Unique Selling Point - Ultra- Successful trading short course treatment model - 9% annual technology platforms revenue growth over the last 22 years Potential to cure, not just Leading aluminium-free treat symptoms subcutaneous allergy vaccines Only truly innovating business in
Slide 5: Company with Solid Sales and Global presence
Allergy Therapeutics: Company with Solid Sales and Global presence Sales and marketing network comprising c.140 European sales force Latvia Estonia Lithuania South Korea Belarus Netherlands Poland UK Germany Czech Rep. Slovakia Austria Switzerland Serbia Italy Albania Spain Portugal Greece Canada Ma
Slide 6: Platforms
Allergy Therapeutics "° Platforms
Slide 7: PQ: Differentiated platform approach enhances compliance and efficacy
PQ: Differentiated platform approach enhances compliance, leads to higher efficacy and successful outcomes MPL Adjuvant MPL Adjuvant MPL (Monophosphoryl MPL allows Specific Lipid A) is a non-toxic Immunotherapy (SIT) derivative of treatment course to be lipopolysaccharide shortened (big impact on (L
Slide 8: Virus like particle (VLP) platform
Virus like particle (VLP) platform • VLP platform has potential in many different allergy areas. • Sophisticated technology with potential to treat severe and extreme allergies • Engineered with a T-cell epitope derived from the tetanus toxin • Leads to activation of memory cells • Increased antibod
Slide 9: Science of immunoBON
Science of immunoBON® What we already know: “raw milk-effect”: raw milk protects from allergies “farm-effect” based on “Hygiene hypothesis”: living close to traditional cattle farms protects from allergies What is new: Lipocalins, that are found in raw milk and farm dust, are proteins that can
Slide 10: immunoBON clinical studies
immunoBON® clinical studies Study overview: Study Design: We assessed the effect of a new dietary supplement (immunoBON®) containing whey proteins such as BLG, iron, retinoic acid, zinc and polyphenols on participants suffering from house dust mite (HDM) induced allergic rhinoconjunctivitis. Results
Slide 11: Three Pillars to Growth: Advancing a Leading Allergy Immunotherapy Company
Three Pillars to Growth: Advancing a Leading Allergy Immunotherapy Company 01 02 03 Strong pipeline Expanding in Europe Preparing for US entry New technologies underpin Strongly performing Significant opportunity pipeline breadth and depth profitable business in largest allergy market Growing market
Slide 12: Strong Pipeline
Strong Pipeline 12
Slide 13: Innovative, Broad Pipeline and Marketed Products
Innovative, Broad Pipeline and Marketed Products Also available as a Pre-clinical Phase I Phase II Phase III Market/Registered Named Patient Product Grass MATA Short-course SCIT Tree MATA Short-course SCIT Ragweed MATA Short-course SCIT Bee Venom SCIT Short-course SCIT Wasp Venom SCIT Short-course S
Slide 14: Grass MATA MPL
Grass MATA MPL Trials to provide data for Only one Phase III efficacy authorisation for Grass trial and completion of product in US and EU safety database away from filing in US Exploratory trial (G309) to Both trials (G309 and G306) be followed by efficacy field fully funded trial (G306) in US and
Slide 15: VLP Peanut product
VLP Peanut product Single dose of virus like Industrial scale-up particle (VLP) with progressing well with ex recombinant peanut allergen vivo trial with Imperial successfully protects against College in winter of 2020 anaphylaxis when challenged with peanut in animal model Data sharing contract Pea
Slide 16: Increased investment in VLP Technology
Increased investment in VLP Technology • Exclusive licence agreements signed to use patented VLP technology platform to develop vaccines targeting oncology and immune conditions – • Cancer • Asthma • Atopic Dermatitis • Psoriasis • Leveraging known technologies - VLP, vaccines, immunology and adjuva
Slide 17: Expanding in Europe
Expanding in Europe 17
Slide 18: European Business – 2020 Full Year Results
European Business – 2020 Full Year Results Solid sales growth of 7% at constant rates in 2020 Good growth Rapid response to Focused cost Continued strong Further tempered by impact COVID with support efficiencies while performance of strengthening of of COVID, especially for doctors and investing in
Slide 19: Preparing for US entry
Preparing for US entry 19
Slide 20: The changing US regulatory landscape offers potential for significant commercial growth
The changing US regulatory landscape offers potential for significant commercial growth Current US SCIT market Allergy Therapeutics’ entry in the US • Home made, unlicensed New USP and FDA • Standardised dose vaccine preparation regulations drive towards pharmaceutical • GMP manufactured • Non GMP m
Slide 21: Preparing for US entry
Preparing for US entry >100 injections Capturing the Current treatment: up to 100 $2bn opportunity injections over 3-5 years*** estimated allergy immunotherapy market** New USP and FDA regulations drive towards pharmaceutical 2-3m grade, centrally manufactured, Americans receive allergy single aller
Slide 22: Summary and outlook
Allergy Therapeutics "° Summary and outlook
Slide 23: 2020 financial and operational highlights
2020 financial and operational highlights Expanding pipeline VLP technology increase in Oncology and immune conditions 7% constant revenue to £78.2m (2019 £73.7m) Grass MATA MPL Exploratory Field Trial Operating profit pre R&D up 25% Starting in Germany and US in H2 2020 Increase in net profit of 10
Slide 24: 2021 set to be an important year
2021 set to be an important year Delivering against Drive further growth our strategy: three in sales including pillars to growth launch of ImmunoBON Progression of clinical Focused strategy to trial for Grass MATA be first to market in MPL for European and the US SCIT segment US market First in hum
Slide 25: Key milestones (Calendar Years)
Key milestones (Calendar Years) Grass MATA MPL Grass MATA MPL (G309) – Results first stage (G309) – Study start Grass MATA MPL Grass MATA MPL field trial– Study field trial– Results ImmunoBON – start launch 2020 2021 2022 2023 VLP Peanut Phase 1 – First in human study start planned VLP Peanut Phase
Slide 26: Allergy Therapeutics
Allergy Therapeutics "°