Shield Therapeutics Plc · LSE:STX
Shield Therapeutics — Investor Presentation (April 2025)
16 slides from Shield Therapeutics's investor presentation, April 2025
Slide 1: Corporate Presentation
Corporate Presentation April 2025 Changing the Treatment Paradigm for Patients with Iron Deficiency Anemia 1
Slide 2: Disclaimer
Disclaimer These slides have been prepared by Shield Therapeutics plc (the "Company") solely for your information and for use at a presentation for the purpose of providing background information on the Company, its business and the industry in which it operates. For the purposes of this notice, "pr
Slide 3: Introduction 2024 Full Year Results & Q1 2025 Update
Introduction 2024 Full Year Results & Q1 2025 Update Shield Therapeutics - Fast Growing, Mission Driven, Specialty Pharmaceutical Company 2024 reflected a significant step-up in revenue, along with making substantial progress in expanding our global footprint During the final quarter of 2024, we too
Slide 4: Management team
Anders Lundstrom Santosh Shanbhag Lucy Huntington-Bailey Andy Hurley David Childs Dr. Jackie Mitchell CEO CFO General Counsel Chief Commercial Officer VP, Manufacturing and VP, Quality, Clinical and Strategic Alliance Regulatory Affairs 4
Slide 5: Iron Deficiency without & with Anemia (ID/IDA)
Iron Deficiency without & with Anemia (ID/IDA) Universal problem: HCP’s are struggling to treat IDA because patients can’t tolerate the GI side effects of oral iron salts Oral ferrous salts dissociate in the stomach. Unabsorbed iron (Fe+) generates reactive oxidative species (ROS), causing irritatio
Slide 6: ACCRUFeR designed for efficacy and tolerability
ACCRUFeR® designed for efficacy and tolerability ACCRUFeR® remains tightly bound in the stomach Unique MOA (mechanism of action) Shields and Delivers Elemental Iron to the Small Intestine 1, 2 The maltol shield protects iron from the stomach, remaining tightly bound as it passes through Proprietary
Slide 7: Significant window of opportunity exists for ACCRUFeR
Significant window of opportunity exists for ACCRUFeR® Oral Iron IV Iron >90% ferrous salts Iron replacement that patients will actually take A well tolerated oral iron that effectively normalizes and maintains Hb, ferritin, and TSAT levels1 7 1. Data from AEGIS 1 and 2 study 2. 2023 IQVIA Xponent P
Slide 8: Global partnerships continue to progress
Global partnerships continue to progress Deals include upfronts, milestones & double-digit royalties United States EU+1 Canada Republic of Korea China +2 Japan Co-Commercial Commercialized Launched in Canada Filed for approval; Phase 3 Study Deal signed in Agreement across Europe in Q1 2025 Pending
Slide 9: While ID/IDA is vast, reaching patients who have the urgency to treat is critical
While ID/IDA is vast, reaching patients who have the urgency to treat is critical to the success of ACCRUFeR® +15 MM Adults with ID/IDA Adults with ID/IDA in the U.S. +5 MM DTC Marketing Actively Seeking Oral • ID/IDA Iron • Actively seeking oral iron treatment online 2.5 MM HCP & DTC Marketing Taki
Slide 10: Realignment of US sales team focusing on territories with highest potential
Realignment of US sales team focusing on territories with highest potential, optimal coverage and strong ACCRUFeR® performance Optimized Footprint ACCRUFeR® Coverage ACCRUFeR® covered across ~70% of lives in the US ~55% of total 173M Commercial Insurance lives ~97% of total 35M Managed Medicaid live
Slide 11: Key ACCRUFeR initiatives to drive growth and profitability
Key ACCRUFeR® initiatives to drive growth and profitability Decrease impact of consignment business • Modified pricing program to decrease the number of loss-making prescriptions Realignment of sales force to territories with • Highest potential • Optimal coverage • Strong ACCRUFeR® performance Incr
Slide 12: 2024: Significant revenue step-up, global patient access, path to cashflow positive
2024: Significant revenue step-up, substantial progress in global patient access, and a path to being cashflow positive Growth in Increased balance Expand global ACCRUFeR® sheet and patient access of Revenues, TRx & operational ferric maltol Gross to Net flexibility $32.3M FY24 Total Revenues and Ot
Slide 13: Financial highlights for FY 2024 (Audited)
Financial highlights for FY 2024 (Audited) Revenues and other income of $32.3M (2023: $17.5M) • 153% increase of ACCRUFeR® net product revenues to $29.3M (2023: $11.6M) • $184 Average Net Price in 2024 v. $137 in 2023; The increase in price was driven by enhancements to the consignment1 business in
Slide 14: 2025 Business Priorities
2025 Business Priorities Launch in Canada, and execute regulatory Grow ACCRUFeR® Turn Cash Flow Positive process in Korea, Net Revenues by End of 2025 China, and the Pediatric Population Q1 25 Q1 25 Q1 25 ~$6.4M ACCRUFeR® Net Revenues in Q1 25 $10.5M Q1 endings cash and Kye Pharmaceuticals launched
Slide 15: Shield Therapeutics
Shield Therapeutics Fast Growing, Mission Driven, Specialty Pharmaceutical Company • Vast market opportunity with significant revenue potential • Shield-Viatris US partnership driving growth in ACCRUFeR® prescriptions, net revenue and net selling price • Global partnerships continue to progress at a
Slide 16: Thank You!
Thank You! Anders Lundstrom –Chief Executive Officer Santosh Shanbhag – Chief Financial Officer www.shieldtherapeutics.com 16
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