Oncoinvent ASA · OSL:ONCIN
Oncoinvent ASA — Investor Presentation (October 2023)
20 slides from Oncoinvent ASA's investor presentation, October 2023
Slide 1: Developing a New Standard Therapy for Peritoneal Carcinomatosis (PC)
October 2023 Developing a New Standard Therapy for Peritoneal Carcinomatosis (PC) with local short-range alpha-radiation from Radspherin® micro-particles, with non-systemic administration.
Slide 2: Key Take Home Messages
Key Take Home Messages Radiopharmaceuticals is a hot-spot 1 A rapidly growing development area in oncology, and as such it has substantial Investor and Big Pharma focus. 1 Oncoinvent Competency is solid 2 Founders and key personnel at Oncoinvent have a proven track record of developing a 2 radiophar
Slide 3: Radiopharmaceuticals is an Investment hot-spot in Oncology
Radiopharmaceuticals is an Investment hot-spot in Oncology “RayzeBio stock opens with a big gain, to “Convergent Therapeutics Announces $90 Million Series A Financing to Advance push valuation up to $1.4 billion” the Clinical Development of Radiopharmaceuticals for the Treatment of Prostate Marketwa
Slide 4: Oncoinvent has a solid foundation for the creation of next generation radiopharmaceuticals
Oncoinvent has a solid foundation for the creation of next generation radiopharmaceuticals Radiochemistry and preclinical expertise Robust isotope supply chain The company features solid competency in Multiple supply sources of Thorium-228 raw material radiopharmaceutical development with founders a
Slide 5: Peritoneal Carcinomatosis
Peritoneal Carcinomatosis - A multiple cancer type disease area with a significant unmet medical need • Tumors of the peritoneum are most frequently Secondary extraperitoneal origin Secondary intraperitoneal origin caused by metastases from other primary cancers: Lung cancer Cholangiocarcinoma ovari
Slide 6: How Radspherin is administered in the Clinic
How Radspherin® is administered in the Clinic - Delivering highly effective receptor-independent alpha-therapy directly to target area • A catheter is left after Cytoreductive Surgery (CRS) • Through that catheter a single dose of Radspherin® microparticles, dispersed in a solution, are injected dir
Slide 7: Radspherin in the treatment of Peritoneal Metastasis
Radspherin® in the treatment of Peritoneal Metastasis - Delivering highly effective receptor independent alpha-therapy directly to target area • Non-systemic, single-dose, intraperitoneal Radspherin® aims to eliminate residual micro-metastases after cytoreductive surgery and thus prolong disease-fre
Slide 8: Radspherin - Clinical Development
Radspherin® - Clinical Development - Clinical dose established, enrollment to phase 2a in completion • Two Phase 1/2a studies - assessing dose, safety and tolerability, dosimetry and signal of efficacy of intraperitoneal Radspherin • Oslo/Norway(PI: Yun Wang) RAD-18-001: Ovarian/fallopian tube cance
Slide 9: Radspherin - robust safety profile
Radspherin® - robust safety profile - Well tolerated and minimal organ toxicity • No dose limiting toxicities observed at any dose level Well tolerated and considered safe to use • Well tolerated with only grade 1-2 events reported as possibly related to Radspherin® Clinically relevant dose determin
Slide 10: Clinical Phase 1/2a
Clinical Phase 1/2a - No peritoneal recurrences in recommended dose group • Expected median time to progression after CRS-HIPEC is around 12 months • Meaning that 50 % of patients are expected to have recurred at 12 months 15-months safety and efficacy presented at ASCO 2023, June • At the 15-month
Slide 11: Clinical Phase 1/2a
Clinical Phase 1/2a - No peritoneal recurrences in recommended dose group • Expected median time to progression after CRS-HIPEC is around 12 months • Meaning that 50 % of patients are expected to have recurred at 12 months 15-months safety and efficacy 18-months safety and efficacy presented at ASCO
Slide 12: Phase 2b Target Populations in Peritoneal Carcinomatosis
Phase 2b Target Populations in Peritoneal Carcinomatosis Peritoneal Carcinomatosis Ovarian Ovariancancer cancer Colorectal cancer ~4 000 pat/year ~20 000 pat/year Populations in Ph 2b HRD-negative subgroup with Adjuvant to CRS/HIPEC pre-operative chemotherapy Median PFS ~12 months Median PFS ~12 mon
Slide 13: Total Target Populations
Total Target Populations Peritoneal Carcinomatosis Other peritoneal and other body cavity Ovarian cancer Colorectal cancer Gastric cancer lesions (Bladder, Pleura…) ~4 000 pat/year ~20 000 pat/year Populations in Ph 2b ~ 4 000 - 8 000 pat/year ~20 000 pat/year Populations in Ph 3 / MA Same as Ph2b S
Slide 14: Radspherin Radiopharmaceutical Pricing benchmarks
Radspherin® Radiopharmaceutical Pricing benchmarks Product PFS Benefit OS Benefit Price • Radspherin® has a targeted PFS Xofigo N/A 3.6 m USD 69.000 improvement of 12 months Lutathera 8.5 m N/A USD 190.000 and a minimum acceptable profile of 6 months. Pluvicto N/A 4.0 m USD 255.000 PFS = Progression
Slide 15: Key tenets of the Oncoinvent Business Case
Key tenets of the Oncoinvent Business Case • Targeted Patient Population: 24.000 eligible patients per year (US & Europe) • CRC: 20.000 eligible patients (based on Phase 3 target only) • Ovarian Cancer: 4.000 eligible Patients (based on conservative, no extension, Phase 3 target only) • Peak Penetra
Slide 16: Peritoneal Carcinomatosis – room for further expansion
Peritoneal Carcinomatosis – room for further expansion - Addressable market, beyond ph3 target, with significant unmet medical need Long-term survival rates of patients with PC Five-year survival rates in ovarian cancer2 by disease stage of colorectal origin1 90% 78% 70% 39% 36% 24% 17% 1 year 3 yea
Slide 17: Radspherin Clinical Development Plan
Radspherin® Clinical Development Plan 2024 2025 2026 2027 2028 2029 2030 Capital Need ca. 50 M USD, incl. full Ph2b cost Ph1/Ext OC 15 Follow-up Conditional Approval? Ph1/2a CRC 35 Follow-up Regular Ph3140/70 Ph2b/3 OC OC ~140/70 Recruitment Recruitment Ph3 OC ~140/70 Follow-up Approval? Fast IND Tr
Slide 18: Identified Partner Candidates
Identified Partner Candidates CRC / Ovarian Cancer CRC / Ovarian Cancer & Radio pharmaceuticals Radiopharmaceuticals 18
Slide 19: Key Take Home Messages
Key Take Home Messages Radiopharmaceuticals is a hot-spot 1 A rapidly growing development area in oncology, and as such it has substantial Investor and Big Pharma focus. 1 Oncoinvent Competency is solid 2 Founders and key personnel at Oncoinvent have a proven track record of developing a 2 radiophar
Slide 20: Thank You!
Thank You! Questions are more than Welcome! [email protected] Tore Kvam Anders Månsson Kari Myren Chief Financial Officer Chief Executive Officer Chief Medical Officer IR Contact [email protected] +47 95 93 41 99